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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Tarbox Family Office
Newport Beach,
California
| $252M | +$23.9M | +10% | 5.34% | 60.5% | 647 | 8.35% | 3 |
|
| 2977 |
2977
The Family Firm
Bethesda,
Maryland
| $252M | +$12.3M | +5% | 3.43% | 40.2% | 137 | 16.06% | 2.1 |
|
| 2978 |
2978
Lyell Wealth Management
Menlo Park,
California
| $252M | +$20.2M | +9% | 6.69% | 128% | 111 | 9.01% | 0.8 |
|
| 2979 |
2979
Rinet Company
Boston,
Massachusetts
| $252M | +$2.79M | +1% | 4.01% | 33.1% | 21 | 9.52% | 2.3 |
|
| 2980 |
MM
2980
Midas Management
New York
| $252M | +$62M | +33% | 7.72% | 43.3% | 141 | 17.73% | 1.8 |
|
| 2981 |
2981
Ashburton (Jersey)
St Helier,
Jersey
| $252M | +$23.5M | +10% | 7.74% | – | 92 | 22.83% | 1.1 |
|
| 2982 |
KCP
2982
KDI Capital Partners
Raleigh,
North Carolina
| $252M | -$47.7M | -16% | 6.96% | 77.1% | 66 | 34.85% | 1.7 |
|
| 2983 |
DMK
2983
David M. Knott
| $251M | +$17.5M | +7% | 3.58% | 81% | 118 | 16.1% | 1.9 |
|
| 2984 |
2984
Gargoyle Investment Advisor
Englewood,
New Jersey
| $251M | -$21.1M | -8% | 7.45% | 34.5% | 212 | 36.79% | 1.1 |
|
| 2985 |
2985
Seafarer Capital Partners
Larkspur,
California
| $251M | +$4.78M | +2% | 5.3% | 43% | 3 | 0% | 1 |
|
| 2986 |
2986
Steel Partners Holdings
New York
| $251M | -$273M | -52% | 1.62% | – | 12 | 33.33% | 1.8 |
|
| 2987 |
2987
FCA Corp
Houston,
Texas
| $251M | +$8.99M | +4% | 3.94% | 57.4% | 166 | 15.06% | 2.4 |
|
| 2988 |
BC
2988
Blackstart Capital
New York
| $251M | -$6.74M | -3% | 0.9% | 9% | 39 | 58.97% | 0.3 |
|
| 2989 |
2989
Quadrant Capital Group
Cincinnati,
Ohio
| $251M | +$8.44M | +3% | 5.55% | 118% | 2,266 | 5.65% | 1.9 |
|
| 2990 |
2990
Renaissance Investment Group
Lenox,
Massachusetts
| $251M | +$12.2M | +5% | 7.39% | 99.6% | 88 | 11.36% | 3 |
|
| 2991 |
2991
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $251M | +$6.64M | +3% | 6.93% | 30.8% | 30 | 10% | 2.4 |
|
| 2992 |
2992
Cavalier Investments
Alpharetta,
Georgia
| $250M | +$42.4M | +20% | 6.78% | 171% | 182 | 50% | 0.5 |
|
| 2993 |
2993
Blue Edge Capital
Richmond,
Virginia
| $250M | +$31.3M | +14% | 5.07% | 67.4% | 87 | 9.2% | 2.4 |
|
| 2994 |
ACM
2994
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $250M | -$122M | -33% | 10.4% | 1,745% | 15 | 80% | 0.3 |
|
| 2995 |
2995
Foresters Asset Management
Toronto,
Ontario, Canada
| $250M | -$8.78M | -3% | 7.41% | 55.6% | 76 | 15.79% | 1.2 |
|
| 2996 |
CT
2996
Chicago Trust
Grayslake,
Illinois
| $250M | +$13.1M | +6% | 5.7% | 85.9% | 166 | 9.04% | 2.2 |
|
| 2997 |
2997
Sloane Robinson
London,
United Kingdom
| $250M | +$26.2M | +12% | 4.38% | 175% | 22 | 31.82% | 1 |
|
| 2998 |
2998
Doliver Advisors
Houston,
Texas
| $250M | +$27.2M | +12% | 0.57% | 92.3% | 350 | 42.57% | 0.7 |
|
| 2999 |
2999
MPM Asset Management
Boston,
Massachusetts
| $250M | +$44.6M | +22% | 13.2% | 5.89% | 9 | 11.11% | 2.4 |
|
| 3000 |
3000
Benin Management Corp
Wilton,
Connecticut
| $249M | +$1.31M | +0.5% | 6.67% | 91.7% | 99 | 6.06% | 3.5 |
|