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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Bleichroeder LP
New York
| $568M | +$55.3M | +11% | 27% | 202% | 77 | 11.69% | 2.9 |
|
| 3377 |
3377
Symetra Investment Management
Farmington,
Connecticut
| $568M | +$113M | +25% | 1.15% | 37.3% | 7 | 14.29% | 2.5 |
|
| 3378 |
3378
Laura & John Arnold Foundation
Houston,
Texas
| $568M | – | – | 7.74% | – | 4 | – | 0 |
|
| 3379 |
OP
3379
ORG Partners
Roanoke,
Indiana
| $568M | +$19.4M | +4% | 2.73% | 69.5% | 1,844 | 20.77% | 1.1 |
|
| 3380 |
3380
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $568M | +$17.1M | +3% | 2.09% | – | 175 | 16% | 0.8 |
|
| 3381 |
PO
3381
PBCay One
Dubai,
United Arab Emirates
| $567M | – | – | 1.82% | – | 11 | – | 0.5 |
|
| 3382 |
SH
3382
Spear Holdings
Dubai,
United Arab Emirates
| $567M | -$1.21B | -68% | 1.82% | – | 20 | 55% | 0.6 |
|
| 3383 |
3383
Edge Wealth Management
New York
| $566M | +$1.93M | +0.3% | 4.57% | 75.3% | 94 | 19.15% | 5.9 |
|
| 3384 |
3384
Catalio Capital Management
New York
| $566M | +$24.9M | +5% | 27.6% | – | 51 | 37.25% | 0.5 |
|
| 3385 |
3385
Mengis Capital Management
Portland,
Oregon
| $566M | +$57.1M | +11% | 5.61% | 104% | 217 | 8.29% | 5.6 |
|
| 3386 |
WPI
3386
Walter Public Investments
Westmount,
Canada
| $565M | -$43M | -7% | 0.76% | 72.7% | 53 | 18.87% | 2.1 |
|
| 3387 |
3387
Aristides Capital
Louisville,
Kentucky
| $565M | -$128M | -18% | 1.67% | 126% | 352 | 55.68% | 1.1 |
|
| 3388 |
3388
Talos Asset Management
New York
| $565M | +$45.5M | +9% | 16.2% | – | 31 | 58.06% | 0.3 |
|
| 3389 |
3389
Endurance Services Ltd
Purchase,
New York
| $565M | -$32.2M | -5% | 0.93% | – | 14 | 57.14% | 1.3 |
|
| 3390 |
3390
Legacy Financial Strategies
Overland Park,
Kansas
| $565M | +$11.1M | +2% | 2.06% | 76.7% | 143 | 9.09% | 3 |
|
| 3391 |
3391
Kahn Brothers Group
New York
| $565M | +$32.9M | +6% | 8.03% | 53.4% | 54 | 1.85% | 4.8 |
|
| 3392 |
3392
Essex LLC
Deer Park,
Illinois
| $565M | +$12.6M | +2% | 1.4% | 91.4% | 187 | 9.63% | 2.8 |
|
| 3393 |
3393
Gould Asset Management
Claremont,
California
| $564M | +$25.7M | +5% | 1.59% | 42.8% | 177 | 9.04% | 6 |
|
| 3394 |
3394
Matthew Goff Investment Advisor
Houston,
Texas
| $564M | -$20.9M | -4% | 3.58% | 89.6% | 104 | 24.04% | 4.7 |
|
| 3395 |
3395
Maltese Capital Management
New York
| $563M | -$96.8M | -15% | 7.19% | 114% | 131 | 23.66% | 2.9 |
|
| 3396 |
3396
Bellecapital
Zurich,
Switzerland
| $563M | -$56.1M | -9% | 4.28% | 152% | 143 | 17.48% | 3.6 |
|
| 3397 |
3397
KKM Financial
Chicago,
Illinois
| $563M | +$245M | +77% | 6.07% | – | 174 | 22.41% | 1.4 |
|
| 3398 |
3398
Duncker Streett & Co
St. Louis,
Missouri
| $563M | -$11.3M | -2% | 2.65% | 102% | 551 | 6.17% | 6.5 |
|
| 3399 |
3399
Columbia Asset Management
Ann Arbor,
Michigan
| $563M | +$28.2M | +5% | 4.45% | 94.1% | 177 | 6.78% | 6.9 |
|
| 3400 |
3400
Estuary Capital Management
Wayzata,
Minnesota
| $562M | -$776K | -0.1% | 0.87% | – | 31 | 74.19% | 0.4 |
|