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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Focused Wealth Management
Newburgh,
New York
| $423M | +$61.5M | +17% | 7.59% | 73.9% | 811 | 15.54% | 3.4 |
|
| 2527 |
2527
Point72 Hong Kong
Hong Kong
| $423M | +$76.6M | +22% | 16.6% | 396% | 1,604 | 67.96% | 0.2 |
|
| 2528 |
2528
Guardian Life Insurance
New York
| $423M | -$246M | -37% | 8.24% | – | 537 | 6.33% | 5.3 |
|
| 2529 |
2529
M.D. Sass LLC
New York
| $423M | -$1.06M | -0.2% | 10.6% | 80.1% | 56 | 19.64% | 1.6 |
|
| 2530 |
2530
H2O AM
London,
United Kingdom
| $422M | -$162M | -28% | 5.81% | – | 112 | 28.57% | 0.6 |
|
| 2531 |
2531
Strategic Wealth Partners Group
Deerfield,
Illinois
| $422M | +$58.2M | +16% | 6.9% | – | 55 | 47.27% | 1.3 |
|
| 2532 |
2532
City Holding Co
Charleston,
West Virginia
| $422M | +$34.9M | +9% | 6.93% | 89.2% | 513 | 4.87% | 4.3 |
|
| 2533 |
2533
Southeast Asset Advisors
Thomasville,
Georgia
| $421M | +$29.1M | +7% | 8.94% | 91.5% | 117 | 11.97% | 3.4 |
|
| 2534 |
2534
Himalaya Capital Management
Seattle,
Washington
| $420M | – | – | 25.5% | 116% | 1 | – | 0 |
|
| 2535 |
CFMC
2535
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $420M | +$30.7M | +8% | 5.96% | 69.6% | 180 | 6.11% | 4 |
|
| 2536 |
2536
FRG Family Wealth Advisors
Bellevue,
Washington
| $420M | +$27.3M | +7% | 4.8% | 76.4% | 127 | 8.66% | 3.3 |
|
| 2537 |
OFM
2537
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $420M | +$52.8M | +14% | 9.16% | 8.26% | 10 | 30% | 1.3 |
|
| 2538 |
2538
Sio Capital Management
New York
| $420M | +$109M | +35% | 19.2% | 564% | 96 | 64.58% | 0.5 |
|
| 2539 |
2539
Broad Bay Capital Management
New York
| $420M | +$45.3M | +12% | 4.6% | 338% | 17 | 11.76% | 0.8 |
|
| 2540 |
2540
Traphagen Investment Advisors
Oradell,
New Jersey
| $419M | +$35.4M | +9% | 5.71% | 65.8% | 123 | 9.76% | 0.6 |
|
| 2541 |
2541
Quest Capital Management
Dallas,
Texas
| $419M | +$12.9M | +3% | 6.51% | 87.7% | 223 | 9.42% | 0.8 |
|
| 2542 |
2542
Brown Advisory Securities
Baltimore,
Maryland
| $418M | +$62.5M | +18% | 10.8% | 51% | 253 | 13.83% | 4.3 |
|
| 2543 |
2543
Highland Private Wealth Management
Bellevue,
Washington
| $417M | +$58.6M | +16% | 7.54% | 19% | 137 | 15.33% | 1.4 |
|
| 2544 |
2544
HSG Holding
Na,
Hong Kong
| $417M | +$76.8M | +23% | 19.5% | 2.94% | 12 | 25% | 2.3 |
|
| 2545 |
2545
Heck Capital Advisors
Rhinelander,
Wisconsin
| $417M | +$91.4M | +28% | 6.06% | 67% | 104 | 6.73% | 2.2 |
|
| 2546 |
2546
Bishop Rock Capital
New York
| $416M | +$28.3M | +7% | 7.44% | 35.4% | 22 | 0% | 2.8 |
|
| 2547 |
2547
Pinpoint Asset Management
Hong Kong
| $416M | – | – | 23.3% | 185% | 23 | – | 0 |
|
| 2548 |
TFM
2548
TPI Fund Managers
London,
United Kingdom
| $416M | +$64.2M | +18% | 10.7% | 49.6% | 37 | 5.41% | 0.5 |
|
| 2549 |
2549
Columbia Asset Management
Ann Arbor,
Michigan
| $415M | +$30.8M | +8% | 8.38% | 94.1% | 180 | 11.11% | 4 |
|
| 2550 |
2550
LSP Investment Advisors
New York
| $415M | +$23.4M | +6% | 9.23% | 79.5% | 13 | 30.77% | 1 |
|