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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Bramshill Investments
Naples,
Florida
| $637M | -$276M | -30% | 2.61% | 3.6% | 166 | 40.96% | 1.4 |
|
| 2852 |
HA
2852
Harbor Advisors
West Palm Beach,
Florida
| $637M | +$39M | +7% | 5.9% | 125% | 200 | 10% | 4.5 |
|
| 2853 |
2853
USA Financial Formulas
Ada,
Michigan
| $636M | -$6.66M | -1% | 0.65% | 104% | 370 | 53.51% | 1 |
|
| 2854 |
SF
2854
Symphony Financial
Houston,
Texas
| $636M | +$31.5M | +5% | 1.84% | 95.7% | 252 | 23.02% | 2.3 |
|
| 2855 |
2855
Blue Edge Capital
Richmond,
Virginia
| $636M | -$6.18M | -1% | 0.05% | 67.4% | 112 | 2.68% | 5.7 |
|
| 2856 |
2856
Cooper Investors
Melbourne, Victoria,
Australia
| $635M | -$38.2M | -6% | 2.1% | 57.5% | 50 | 26% | 1.7 |
|
| 2857 |
2857
Brandywine Trust
Hockessin,
Delaware
| $634M | -$36.9M | -5% | 5.08% | 32.7% | 35 | 14.29% | 7.6 |
|
| 2858 |
2858
Riverstone Holdings
New York
| $634M | +$14.6M | +2% | 6.02% | 89.8% | 7 | 14.29% | 3.3 |
|
| 2859 |
2859
Trustees of Columbia University in the City of New York
New York
| $634M | – | – | 2.1% | – | 13 | – | 1.7 |
|
| 2860 |
2860
Claret Asset Management
Montreal,
Quebec, Canada
| $633M | +$22.6M | +4% | 3.58% | 73.3% | 357 | 20.17% | 2.5 |
|
| 2861 |
2861
Adams Natural Resources Fund
Baltimore,
Maryland
| $633M | -$42.4M | -6% | 3.42% | 50.6% | 58 | 8.62% | 7 |
|
| 2862 |
2862
SKBA Capital Management
San Francisco,
California
| $633M | -$40.9M | -6% | 2.64% | 53.9% | 78 | 5.13% | 4.5 |
|
| 2863 |
2863
Alphadyne Asset Management
New York
| $633M | -$39.8M | -6% | 5.42% | 159% | 27 | 62.96% | 0.3 |
|
| 2864 |
2864
TFC Financial Management
Boston,
Massachusetts
| $632M | +$79.1K | +0% | 0.77% | 66.9% | 1,045 | 10.33% | 2.2 |
|
| 2865 |
2865
JAT Capital Management
Greenwich,
Connecticut
| $632M | +$10.5M | +2% | 46.1% | 734% | 59 | 67.8% | 0.3 |
|
| 2866 |
2866
CVA Family Office
Denver,
Colorado
| $632M | +$15.6M | +3% | 0.03% | 71.6% | 1,357 | 11.86% | 1.3 |
|
| 2867 |
CPRC
2867
Consolidated Portfolio Review Corp
Woodbury,
New York
| $632M | +$183M | +41% | 4.16% | 65.4% | 400 | 30% | 1 |
|
| 2868 |
2868
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $631M | +$11.4M | +2% | 1.58% | 55.8% | 156 | 14.1% | 4.6 |
|
| 2869 |
2869
Siemens
Munich,
Germany
| $631M | -$378M | -37% | 30.1% | 16.8% | 2 | 50% | 2.3 |
|
| 2870 |
2870
Annandale Capital
Dallas,
Texas
| $631M | -$82.8M | -12% | 1.6% | 57.2% | 141 | 18.44% | 2.1 |
|
| 2871 |
ECM
2871
EagleClaw Capital Management
Boston,
Massachusetts
| $631M | +$33.1M | +6% | 5.64% | 104% | 141 | 3.55% | 6.5 |
|
| 2872 |
AO
2872
Allen Operations
New York
| $631M | +$37M | +6% | 25.8% | 218% | 32 | 6.25% | 5.2 |
|
| 2873 |
2873
Ardsley Advisory Partners
Stamford,
Connecticut
| $631M | +$22.7M | +4% | 5.75% | 555% | 201 | 65.17% | 0.7 |
|
| 2874 |
2874
Blueprint Investment Partners
Greensboro,
North Carolina
| $630M | +$78.6M | +14% | 2.06% | 91.9% | 220 | 35.45% | 1.2 |
|
| 2875 |
2875
Legacy Edge Advisors
Syosset,
New York
| $630M | +$4.01M | +0.6% | 0.61% | – | 190 | 10.53% | 0.9 |
|