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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
Think Investments
San Francisco,
California
| $526M | -$344M | -40% | 13% | 285% | 32 | 37.5% | 1.6 |
|
| 2927 |
2927
Biltmore Family Office
Charlotte,
North Carolina
| $526M | +$112M | +27% | 13.6% | 99% | 239 | 14.23% | 2.2 |
|
| 2928 |
2928
Capital Planning Advisors
Roseville,
California
| $525M | +$43.1M | +9% | 8.52% | 64.2% | 161 | 11.18% | 2.7 |
|
| 2929 |
2929
Ardsley Advisory Partners
Stamford,
Connecticut
| $525M | -$131M | -20% | 4.22% | 555% | 176 | 68.18% | 0.7 |
|
| 2930 |
2930
Newmark Group
New York
| $525M | – | – | 8.8% | – | 1 | – | 0 |
|
| 2931 |
2931
First Ascent Asset Management
Denver,
Colorado
| $524M | +$74M | +16% | 3.9% | 4.15% | 35 | 5.71% | 1.3 |
|
| 2932 |
2932
L.J. Altfest & Co
New York
| $524M | +$46.9M | +10% | 4.1% | 95.6% | 283 | 24.38% | 2.7 |
|
| 2933 |
2933
Grove Bank & Trust
Miami,
Florida
| $524M | +$48.3M | +10% | 8.78% | 80.5% | 240 | 4.58% | 3.4 |
|
| 2934 |
2934
PM Capital
Sydney,
Australia
| $524M | -$9.06M | -2% | 11.3% | 105% | 14 | 14.29% | 4.6 |
|
| 2935 |
2935
Prime Movers Lab
Jackson,
Wyoming
| $523M | – | – | 12.2% | – | 4 | – | 0 |
|
| 2936 |
2936
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $523M | +$45.7M | +10% | 7.7% | 34.2% | 48 | 2.08% | 5.9 |
|
| 2937 |
2937
MIC Capital Management (UK)
London,
United Kingdom
| $523M | – | – | 1.82% | 67.2% | 23 | – | 0 |
|
| 2938 |
2938
Psagot Value Holdings
Tel Aviv,
Israel
| $523M | -$57.5M | -10% | 5.95% | 45.9% | 478 | 35.77% | 2.5 |
|
| 2939 |
2939
Eagle Rock Investment Company
Atlanta,
Georgia
| $523M | – | – | 8.95% | 121% | 104 | – | 0 |
|
| 2940 |
2940
PDS Planning
Dublin,
Ohio
| $523M | +$89.2M | +21% | 7.02% | 69.1% | 232 | 14.66% | 1.9 |
|
| 2941 |
2941
AGF Investments America
Toronto,
Ontario, Canada
| $522M | +$42.4M | +9% | 8.72% | 72.1% | 75 | 9.33% | 3.8 |
|
| 2942 |
2942
Thames Capital Management
Roseland,
New Jersey
| $522M | +$63.7M | +14% | 12.1% | 1,177% | 60 | 33.33% | 1.1 |
|
| 2943 |
2943
NEIRG Wealth Management
North Andover,
Massachusetts
| $522M | – | – | 8.93% | – | 128 | – | 0 |
|
| 2944 |
2944
TFO Wealth Partners
Maumee,
Ohio
| $521M | +$15.5M | +3% | 5.02% | 63.6% | 211 | 62.09% | 0.7 |
|
| 2945 |
2945
Formidable Asset Management
Cincinnati,
Ohio
| $521M | -$11.4M | -2% | 9.93% | 62.2% | 386 | 21.24% | 1.4 |
|
| 2946 |
2946
Peavine Capital
Reno,
Nevada
| $521M | +$27.5M | +6% | 4.5% | 30.8% | 18 | 22.22% | 2.8 |
|
| 2947 |
2947
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $520M | +$40.1M | +8% | 7.76% | 55.7% | 133 | 6.02% | 6.4 |
|
| 2948 |
2948
Titleist Capital
San Antonio,
Texas
| $520M | – | – | 3.81% | – | 240 | – | 0 |
|
| 2949 |
2949
Parkside Investments
Deerfield,
Illinois
| $520M | +$42.3M | +9% | 6.59% | 70.4% | 92 | 10.87% | 2.6 |
|
| 2950 |
2950
Minot Wealth Management
Westwood,
Massachusetts
| $519M | +$56.5M | +12% | 12.9% | – | 220 | 15% | 1.3 |
|