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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $129M | +$1.48M | +1% | 2.45% | 66.8% | 100 | 15% | 1.2 |
|
| 3477 |
3477
Falcon Point Capital
San Francisco,
California
| $129M | +$19.6M | +18% | 7.55% | 119% | 128 | 28.91% | 1 |
|
| 3478 |
3478
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $129M | -$33.1M | -20% | 6.03% | 116% | 16 | 12.5% | 1.6 |
|
| 3479 |
3479
Daily Journal Corp
Los Angeles,
California
| $129M | -$6.69M | -5% | 4.56% | 108% | 4 | 0% | 1.3 |
|
| 3480 |
3480
RK Asset Management
Grosse Pointe Farms,
Michigan
| $129M | +$2.92M | +2% | 1.45% | 47.6% | 19 | 31.58% | 1.1 |
|
| 3481 |
3481
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $129M | -$39K | -0% | 1.55% | 41% | 82 | 17.07% | 1.1 |
|
| 3482 |
RTIM
3482
Round Table Investment Management
Charlotte,
North Carolina
| $128M | -$139M | -52% | 2.89% | – | 56 | 53.57% | 0.5 |
|
| 3483 |
3483
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| $128M | +$19.4M | +18% | 1.1% | – | 130 | 18.46% | 0.2 |
|
| 3484 |
3484
Talara Capital Management
Montclair,
New Jersey
| $128M | -$10.6M | -8% | 0.27% | 17.4% | 25 | 36% | 0.6 |
|
| 3485 |
3485
EFG Asset Management (Americas)
Miami,
Florida
| $128M | -$36M | -22% | 3.26% | 112% | 231 | 39.39% | 0.7 |
|
| 3486 |
3486
Mad River Investors
Boston,
Massachusetts
| $128M | +$2.83M | +2% | 8.76% | 225% | 40 | 12.5% | 1.2 |
|
| 3487 |
3487
IRON Financial
Northbrook,
Illinois
| $128M | +$29.2M | +30% | 1.52% | 51.4% | 103 | 42.72% | 0.7 |
|
| 3488 |
GECH
3488
Garnet Equity Capital Holdings
New York
| $128M | -$8.83M | -6% | 2.38% | 302% | 31 | 35.48% | 1 |
|
| 3489 |
3489
Twin Focus Capital Partners
Boston,
Massachusetts
| $127M | +$41.5M | +48% | 1.42% | 92.5% | 107 | 16.82% | 1.2 |
|
| 3490 |
RTS
3490
Round Table Services
Westfield,
New Jersey
| $127M | +$88K | +0.1% | 1.95% | 16.1% | 77 | 24.68% | 0.9 |
|
| 3491 |
3491
Farley Capital
New York
| $127M | -$14.5M | -10% | 0.07% | 105% | 16 | 18.75% | 1.3 |
|
| 3492 |
3492
D'Orazio & Associates
Falls Church,
Virginia
| $127M | -$21.4M | -14% | 0.44% | 61.2% | 285 | 18.6% | 1 |
|
| 3493 |
3493
Malaga Cove Capital
Pv Estates,
California
| $127M | +$2.56M | +2% | 2.41% | 88.1% | 104 | 43.27% | 0.4 |
|
| 3494 |
TAA
3494
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $126M | -$14.3M | -10% | 4.96% | 312% | 21 | 42.86% | 0.8 |
|
| 3495 |
3495
Guardian Investor Services
New York
| $126M | +$195K | +0.2% | 1.37% | – | 509 | 3.14% | 1.7 |
|
| 3496 |
THCM
3496
Tipp Hill Capital Management
New York
| $126M | +$3.83M | +3% | 0.45% | 1.13% | 37 | 54.05% | 0.4 |
|
| 3497 |
3497
Piershale Financial Group
Barrington,
Illinois
| $126M | -$27.6M | -18% | 2.11% | 82% | 202 | 38.61% | 1 |
|
| 3498 |
3498
AMI Investment Management
Kendallville,
Indiana
| $126M | +$2.98M | +2% | 0.22% | 47.9% | 39 | 10.26% | 1.2 |
|
| 3499 |
3499
Timber Creek Capital Management
Boston,
Massachusetts
| $126M | -$2.71M | -2% | 0.26% | 139% | 102 | 7.84% | 1.3 |
|
| 3500 |
3500
Stanford Investment Group
Mountain View,
California
| $126M | +$6.19M | +5% | 2.52% | – | 366 | 9.02% | 0.2 |
|