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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Tarbox Family Office
Newport Beach,
California
| $259M | +$6.81M | +3% | 1.58% | 66.4% | 669 | 11.06% | 3.1 |
|
| 2927 |
2927
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $258M | -$10.7M | -4% | 2.83% | 17.7% | 339 | 17.11% | 2.2 |
|
| 2928 |
2928
Allen Capital Group
Grand Island,
Nebraska
| $258M | +$26.7M | +12% | 1.67% | 56.9% | 124 | 11.29% | 0.2 |
|
| 2929 |
CL
2929
CIM LLC
Albany,
New York
| $258M | +$2.8M | +1% | 3.51% | 108% | 103 | 12.62% | 2.4 |
|
| 2930 |
2930
Roble Belko & Company
Sewickley,
Pennsylvania
| $257M | +$12.6M | +5% | 1.51% | 53.3% | 354 | 12.15% | 1.8 |
|
| 2931 |
2931
Harvest Capital Management
Concord,
New Hampshire
| $257M | -$7.58M | -3% | 1.51% | 19.5% | 91 | 7.69% | 3.2 |
|
| 2932 |
BRCA
2932
Birch Run Capital Advisors
Dallas,
Texas
| $257M | -$19.5M | -7% | 2.99% | 8.22% | 19 | 21.05% | 2.2 |
|
| 2933 |
2933
The Family Firm
Bethesda,
Maryland
| $257M | +$4.86M | +2% | 1.97% | 40.2% | 138 | 10.87% | 2.2 |
|
| 2934 |
2934
Nicholas Hoffman & Company
Atlanta,
Georgia
| $257M | +$1.94M | +0.8% | 1.85% | 65.1% | 174 | 6.32% | 1.4 |
|
| 2935 |
2935
Spearhead Capital Advisors
Wellington,
Florida
| $257M | +$50.8M | +25% | 1.67% | 25.2% | 71 | 18.31% | 0.2 |
|
| 2936 |
2936
Institutional Venture Management XIII
Menlo Park,
California
| $256M | +$130M | +103% | 14% | – | 5 | 20% | 2.8 |
|
| 2937 |
2937
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $256M | -$6.46M | -2% | 2.45% | 13.4% | 3 | 0% | 3.3 |
|
| 2938 |
IBT
2938
International Biotechnology Trust
London,
United Kingdom
| $256M | -$27.3M | -10% | 0.44% | 11.1% | 75 | 29.33% | 0.7 |
|
| 2939 |
2939
Steamboat Capital Partners
Rye,
New York
| $256M | +$16.7M | +7% | 6.09% | 280% | 35 | 42.86% | 0.8 |
|
| 2940 |
2940
FFT Wealth Management
Philadelphia,
Pennsylvania
| $255M | -$5.4M | -2% | 1.05% | 65.6% | 35 | 14.29% | 1.7 |
|
| 2941 |
2941
Chicago Capital Management
Chicago,
Illinois
| $255M | +$88.2M | +53% | 28.1% | 270% | 42 | 83.33% | 0.1 |
|
| 2942 |
2942
Marathon Capital Management
Hunt Valley,
Maryland
| $255M | -$757K | -0.3% | 1.17% | 74% | 123 | 23.58% | 1.8 |
|
| 2943 |
2943
Tiger Pacific Capital
New York
| $255M | +$55.6M | +28% | 7.07% | 84.5% | 21 | 38.1% | 0.6 |
|
| 2944 |
CFSG
2944
Community Financial Services Group
Newport,
Vermont
| $255M | -$2.82M | -1% | 0.66% | – | 74 | 12.16% | 2.7 |
|
| 2945 |
2945
Rothschild Capital Partners
New York
| $255M | -$344K | -0.1% | 2.09% | 90.8% | 54 | 24.07% | 2 |
|
| 2946 |
2946
James Hambro & Partners
London,
United Kingdom
| $255M | +$74.3M | +41% | 5.53% | 97% | 32 | 46.88% | 0.2 |
|
| 2947 |
2947
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $254M | -$56.7M | -18% | 3.95% | 52.1% | 166 | 7.23% | 3.2 |
|
| 2948 |
2948
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $254M | +$1.28M | +0.5% | 0.92% | 48.8% | 243 | 1.65% | 3 |
|
| 2949 |
2949
Altium Wealth Management
Purchase,
New York
| $254M | +$35.6M | +16% | 1% | 24.9% | 169 | 10.65% | 0.2 |
|
| 2950 |
2950
G2 Investment Partners Management
New York
| $254M | -$4.88M | -2% | 14% | 1,145% | 97 | 55.67% | 0.6 |
|