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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
EA
2401
Echinus Advisors
New York
| $288M | +$8.6M | +3% | 3.98% | 91.4% | 10 | 10% | 0.9 |
|
| 2402 |
2402
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $287M | – | – | 8.56% | 183% | 86 | – | 2 |
|
| 2403 |
2403
Isthmus Partners
Madison,
Wisconsin
| $287M | +$14M | +5% | 7.74% | 73.7% | 288 | 10.76% | 0.9 |
|
| 2404 |
2404
Bank OZK
Little Rock,
Arkansas
| $286M | +$23.7M | +9% | 9.11% | 112% | 124 | 10.48% | 1.9 |
|
| 2405 |
2405
WBH Advisory
Baltimore,
Maryland
| $286M | +$45.4M | +19% | 4.07% | 57.6% | 209 | 12.92% | 2 |
|
| 2406 |
2406
Evanston Advisors
Schaumburg,
Illinois
| $286M | -$16M | -5% | 2.66% | 16% | 63 | 20.63% | 1.6 |
|
| 2407 |
2407
Pictet Bank & Trust
Nassau,
Bahamas
| $286M | +$8.2M | +3% | 6.08% | 82.7% | 121 | 37.19% | 1.3 |
|
| 2408 |
EOCM
2408
Energy Opportunities Capital Management
Austin,
Texas
| $286M | -$19.3M | -6% | 1.58% | 211% | 47 | 17.02% | 1.7 |
|
| 2409 |
2409
Fairfield, Bush & Co
Darien,
Connecticut
| $286M | +$58.2M | +26% | 8.5% | 112% | 159 | 27.04% | 1.9 |
|
| 2410 |
2410
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $285M | +$10.7M | +4% | 5.46% | 33.7% | 95 | 7.37% | 2.2 |
|
| 2411 |
2411
Ellington Management Group
Old Greenwich,
Connecticut
| $285M | -$70.3M | -20% | 3.86% | 16.1% | 1,014 | 78.3% | 0.2 |
|
| 2412 |
2412
Garde Capital
Seattle,
Washington
| $285M | -$28.5M | -9% | 3.12% | 57.6% | 149 | 32.89% | 1.2 |
|
| 2413 |
2413
Bienville Capital Management
New York
| $285M | +$41.9M | +17% | 28% | 36.3% | 84 | 22.62% | 0.6 |
|
| 2414 |
OH
2414
Overlook Holdings
Tortola,
British Virgin Islands
| $285M | -$149M | -34% | 51.3% | – | 2 | 0% | 2.5 |
|
| 2415 |
HI
2415
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $284M | – | – | 5.79% | 37.9% | 109 | – | 0 |
|
| 2416 |
2416
CenturyLink Investment Management
Denver,
Colorado
| $284M | -$24.8M | -8% | 6.88% | – | 309 | 28.8% | 1.3 |
|
| 2417 |
2417
First Merchants Corp
Muncie,
Indiana
| $284M | +$3.54M | +1% | 5.71% | 55.6% | 139 | 5.76% | 2.1 |
|
| 2418 |
2418
Well Done LLC
Holland,
Michigan
| $283M | – | – | 2.83% | 80.4% | 90 | – | 0 |
|
| 2419 |
2419
LVM Capital Management
Portage,
Michigan
| $283M | +$5.68M | +2% | 7.22% | 121% | 111 | 9.01% | 2 |
|
| 2420 |
2420
Weatherly Asset Management
Del Mar,
California
| $283M | +$35.2M | +14% | 6.75% | 116% | 172 | 24.42% | 1.8 |
|
| 2421 |
MCP
2421
Moab Capital Partners
Southampton,
New York
| $282M | -$1.77M | -0.6% | 6.62% | 89.3% | 49 | 57.14% | 0.7 |
|
| 2422 |
LIM
2422
Lorem Ipsum Management
New York
| $282M | +$63.5M | +29% | 13.1% | – | 40 | 65% | 0.3 |
|
| 2423 |
2423
Thomasville National Bank
Thomasville,
Georgia
| $282M | +$8.36M | +3% | 5.87% | – | 143 | 19.58% | 1.7 |
|
| 2424 |
2424
Maple Capital Management
Montpelier,
Vermont
| $282M | +$12.1M | +4% | 6.16% | 100% | 132 | 9.85% | 1.9 |
|
| 2425 |
2425
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $282M | +$35.6M | +14% | 6.92% | 83.8% | 143 | 13.29% | 1.8 |
|