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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
American Assets Capital Advisers
San Diego,
California
| $413M | -$95.8M | -19% | 1.36% | 73.5% | 38 | 26.32% | 2.7 |
|
| 2952 |
2952
Permanens Capital
New York
| $413M | -$30.9M | -7% | 11.5% | 76.9% | 38 | 28.95% | 3.4 |
|
| 2953 |
2953
Y.D. More Investments
Ramat Gan,
Israel
| $413M | – | – | 4.59% | 305% | 407 | – | 0 |
|
| 2954 |
2954
Pier 88 Investment Partners
San Francisco,
California
| $413M | -$7.99M | -2% | 2.71% | 36.1% | 103 | 13.59% | 1.9 |
|
| 2955 |
2955
Tiger Pacific Capital
New York
| $413M | -$43.4M | -10% | 18.1% | 84.5% | 15 | 46.67% | 1.3 |
|
| 2956 |
2956
Montecito Bank & Trust
Santa Barbara,
California
| $412M | +$28.2M | +7% | 8.99% | – | 242 | 7.02% | 5 |
|
| 2957 |
2957
CVA Family Office
Denver,
Colorado
| $412M | +$44M | +12% | 10.1% | 71.6% | 1,034 | 21.47% | 1.4 |
|
| 2958 |
2958
Ironwood Investment Counsel
Scottsdale,
Arizona
| $412M | +$62.1M | +18% | 9.76% | 64% | 216 | 20.37% | 4.5 |
|
| 2959 |
2959
Canal Capital Management
Richmond,
Virginia
| $412M | +$69.5M | +20% | 9.23% | 67.8% | 160 | 22.5% | 3.2 |
|
| 2960 |
2960
Curated Wealth Partners
El Segundo,
California
| $412M | +$71.7M | +21% | 21.3% | 39.9% | 137 | 13.14% | 1.4 |
|
| 2961 |
2961
Geisinger Health
Danville,
Pennsylvania
| $412M | – | – | 5.74% | – | 5 | – | 0 |
|
| 2962 |
2962
Columbia Asset Management
Ann Arbor,
Michigan
| $412M | +$31.4M | +8% | 11.6% | 94.1% | 185 | 15.14% | 5.7 |
|
| 2963 |
2963
Center for Financial Planning
Southfied,
Michigan
| $411M | +$36.8M | +10% | 10.1% | 64.4% | 683 | 23.13% | 2.3 |
|
| 2964 |
2964
TBH Global Asset Management
Brentwood,
Tennessee
| $411M | +$21.2M | +5% | 8.62% | 70.7% | 176 | 18.18% | 2 |
|
| 2965 |
2965
Dow Chemical Company
Midland,
Michigan
| $411M | -$223M | -35% | 23.2% | 29.4% | 11 | 54.55% | 2.3 |
|
| 2966 |
TIM
2966
Total Investment Management
Scottsdale,
Arizona
| $411M | -$84.7M | -17% | 8.21% | 44.4% | 61 | 14.75% | 2.5 |
|
| 2967 |
2967
Main Street Research
Lakeville,
Connecticut
| $411M | -$43.4M | -10% | 12.1% | 232% | 104 | 12.5% | 4.2 |
|
| 2968 |
2968
Family Management
New York
| $410M | +$21.6M | +6% | 5.5% | 69% | 193 | 29.53% | 2.2 |
|
| 2969 |
2969
Realta Investment Advisors
Wilmington,
Delaware
| $410M | +$28.8M | +8% | 7.17% | 151% | 887 | 12.74% | 1.3 |
|
| 2970 |
2970
Meritech Capital Associates V
Palo Alto,
California
| $410M | -$176M | -30% | 14.1% | 133% | 7 | 0% | 1.4 |
|
| 2971 |
2971
Redpoint Management
Woodside,
California
| $410M | +$112M | +38% | 9.82% | 20.6% | 8 | 0% | 0.9 |
|
| 2972 |
DCM
2972
Divisar Capital Management
San Francisco,
California
| $409M | +$69.3M | +20% | 16.5% | 194% | 32 | 9.38% | 2.5 |
|
| 2973 |
2973
Radnor Capital Management
Wayne,
Pennsylvania
| $409M | +$63.9M | +19% | 15.9% | 96.9% | 246 | 8.94% | 1.9 |
|
| 2974 |
2974
Fund Management at Engine No 1
San Francisco,
California
| $409M | +$69M | +20% | 9.49% | – | 374 | 15.78% | 0.6 |
|
| 2975 |
2975
Readystate Asset Management
Chicago,
Illinois
| $408M | – | – | 0.52% | 43.4% | 83 | – | 0 |
|