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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Pathstone Family Office
Englewood,
New Jersey
| $921M | +$154M | +20% | 6.9% | 38.9% | 690 | 47.54% | 1.2 |
|
| 1552 |
HSC
1552
Harbor Spring Capital
New York
| $921M | +$60.3M | +7% | 15.1% | – | 25 | 12% | 2 |
|
| 1553 |
1553
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $921M | +$53.7M | +6% | 7.04% | 53.7% | 115 | 6.96% | 4 |
|
| 1554 |
1554
Partners Group Holding
Baar-Zug,
Switzerland
| $920M | +$59.2M | +7% | 6.55% | 23.3% | 59 | 25.42% | 3 |
|
| 1555 |
1555
Keel Point
Huntsville,
Alabama
| $920M | +$101M | +12% | 9.73% | 76.4% | 211 | 21.33% | 2.1 |
|
| 1556 |
1556
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $916M | +$52.3M | +6% | 5.31% | 103% | 330 | 9.09% | 5.2 |
|
| 1557 |
1557
Manchester Capital Management
Manchester,
Vermont
| $916M | +$65M | +8% | 6.38% | 72.3% | 552 | 11.23% | 4.6 |
|
| 1558 |
1558
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $914M | +$259M | +40% | 44.9% | 380% | 2 | 0% | 2.9 |
|
| 1559 |
1559
Bar Harbor Wealth Management
Concord,
New Hampshire
| $914M | +$53M | +6% | 7.48% | 79.2% | 305 | 7.54% | 4.6 |
|
| 1560 |
1560
No Street GP LP
San Francisco,
California
| $914M | – | – | 19.8% | 246% | 35 | – | 0 |
|
| 1561 |
1561
BBR Partners
New York
| $913M | +$257M | +39% | 7.58% | 63.4% | 210 | 40.95% | 1.3 |
|
| 1562 |
MC
1562
MIG Capital
Newport Beach,
California
| $913M | +$138M | +18% | 9.56% | 118% | 25 | 24% | 2.1 |
|
| 1563 |
1563
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $913M | +$115M | +14% | 34.2% | 131% | 108 | 26.85% | 2.5 |
|
| 1564 |
IFLIT
1564
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $912M | +$125M | +16% | 11.5% | 45.7% | 19 | 15.79% | 3.4 |
|
| 1565 |
1565
Appleton Partners
Boston,
Massachusetts
| $910M | +$82M | +10% | 8.19% | 101% | 305 | 13.11% | 3.4 |
|
| 1566 |
1566
Empirical Wealth Management
Seattle,
Washington
| $910M | +$84.2M | +10% | 4.81% | 78.8% | 349 | 24.07% | 2.1 |
|
| 1567 |
1567
Connecticut Wealth Management
Farmington,
Connecticut
| $908M | +$97.2M | +12% | 7.48% | 70.2% | 160 | 8.13% | 1.4 |
|
| 1568 |
1568
MainStreet Investment Advisors
Chicago,
Illinois
| $907M | +$143M | +19% | 7.36% | 60.8% | 185 | 10.27% | 1.2 |
|
| 1569 |
1569
Port Capital
Chicago,
Illinois
| $906M | +$30M | +3% | 4.13% | 74.4% | 123 | 25.2% | 1.6 |
|
| 1570 |
BIC
1570
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $905M | +$35.2M | +4% | 5.89% | 36% | 149 | 10.74% | 4.7 |
|
| 1571 |
1571
Avity Investment Management
Greenwich,
Connecticut
| $904M | +$74M | +9% | 9.05% | 119% | 80 | 11.25% | 4.1 |
|
| 1572 |
1572
Highbridge Capital Management
New York
| $904M | +$219M | +32% | 3.92% | 55.8% | 94 | 42.55% | 0.9 |
|
| 1573 |
1573
Alphinity Investment Management
Sydney,
Australia
| $904M | +$36.8M | +4% | 11% | 151% | 25 | 4% | 1.2 |
|
| 1574 |
PC
1574
Pelham Capital
London,
United Kingdom
| $904M | +$12.4M | +1% | 12.5% | 135% | 12 | 33.33% | 1.3 |
|
| 1575 |
1575
Sargent Bickham Lagudis
Boulder,
Colorado
| $902M | +$72.4M | +9% | 5.86% | 19.1% | 929 | 21.96% | 2.3 |
|