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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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