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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Bleichroeder LP
New York
| $479M | -$5.04M | -1% | 1.54% | 202% | 98 | 6.12% | 1.7 |
|
| 2577 |
2577
Raub Brock Capital Management
Larkspur,
California
| $479M | -$44.7M | -9% | 3.42% | 54.7% | 69 | 14.49% | 2.6 |
|
| 2578 |
2578
Miller Investment Management
West Conshohocken,
Pennsylvania
| $479M | -$7.18M | -1% | 4.32% | 60.2% | 94 | 8.51% | 4.9 |
|
| 2579 |
2579
Sourcerock Group
Denver,
Colorado
| $479M | -$22.3M | -4% | 3.22% | 59.1% | 28 | 39.29% | 0.6 |
|
| 2580 |
CPH
2580
C Partners Holding
Zurich,
Switzerland
| $479M | -$53M | -10% | 7.77% | 25.6% | 19 | 10.53% | 3.7 |
|
| 2581 |
2581
Wealth Architects
Mountain View,
California
| $478M | -$34M | -7% | 6.37% | 80.1% | 190 | 13.16% | 4.4 |
|
| 2582 |
2582
Focused Wealth Management
Newburgh,
New York
| $477M | -$72.7M | -13% | 5.19% | 73.9% | 1,111 | 13.32% | 3.9 |
|
| 2583 |
2583
Regal Partners
Sydney, NSW,
Australia
| $477M | -$112M | -19% | 2.4% | 146% | 41 | 39.02% | 1.3 |
|
| 2584 |
2584
Absher Wealth Management
Chapel Hill,
North Carolina
| $476M | -$37.9M | -7% | 5.64% | 54.5% | 50 | 2% | 2.5 |
|
| 2585 |
2585
Austin Private Wealth
Austin,
Texas
| $476M | +$24.4M | +5% | 5.6% | 62.3% | 151 | 17.88% | 1.6 |
|
| 2586 |
2586
Sapience Investments
Newport Beach,
California
| $476M | -$57.4M | -11% | 4.83% | 54.9% | 86 | 8.14% | 3.1 |
|
| 2587 |
2587
Ropes Wealth Advisors
Boston,
Massachusetts
| $476M | -$10.3M | -2% | 5.42% | 71% | 284 | 16.9% | 5 |
|
| 2588 |
2588
Redwood Investment Management
Scottsdale,
Arizona
| $476M | -$118M | -20% | 4.2% | 62.5% | 306 | 58.82% | 1 |
|
| 2589 |
2589
Knightsbridge Asset Management
Newport Beach,
California
| $476M | -$27.8M | -6% | 4.54% | 150% | 136 | 25% | 1.5 |
|
| 2590 |
2590
NTV Asset Management
Charleston,
West Virginia
| $475M | -$35.8M | -7% | 5.05% | 110% | 251 | 6.77% | 5.3 |
|
| 2591 |
2591
JGP Wealth Management
Bend,
Oregon
| $475M | -$20M | -4% | 4.8% | 87.8% | 147 | 6.8% | 3 |
|
| 2592 |
2592
Smith Anglin Financial
Dallas,
Texas
| $475M | +$133M | +39% | 4.21% | 52.8% | 153 | 23.53% | 1.2 |
|
| 2593 |
KCM
2593
Kynam Capital Management
Princeton,
New Jersey
| $475M | +$83M | +21% | 20.1% | 320% | 42 | 30.95% | 0.5 |
|
| 2594 |
CL
2594
CIM LLC
Albany,
New York
| $474M | -$7.38M | -2% | 1.49% | 108% | 168 | 23.81% | 3.4 |
|
| 2595 |
2595
Cahill Financial Advisors
Edina,
Minnesota
| $474M | +$3.96M | +0.8% | 5.96% | 55.9% | 223 | 11.66% | 4.1 |
|
| 2596 |
2596
Sloy Dahl & Holst
Vancouver,
Washington
| $474M | +$54.7M | +13% | 13% | 132% | 81 | 16.05% | 1.6 |
|
| 2597 |
2597
Brio Consultants
San Francisco,
California
| $473M | +$32.7M | +7% | 5.29% | 42.7% | 104 | 35.58% | 1.6 |
|
| 2598 |
2598
Sunbelt Securities
Houston,
Texas
| $473M | +$200K | +0% | 4.62% | 83.5% | 460 | 11.96% | 2.7 |
|
| 2599 |
2599
Donor Advised Charitable Giving
San Francisco,
California
| $473M | -$105M | -18% | 18% | 365% | 42 | 11.9% | 2.1 |
|
| 2600 |
T
2600
TCWP
Beachwood,
Ohio
| $472M | +$1.93M | +0.4% | 5.38% | – | 302 | 25.5% | 0.6 |
|