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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Ithaka Group
Arlington,
Virginia
| $632M | -$6.08M | -1% | 11.4% | 143% | 46 | 15.22% | 1.4 |
|
| 1627 |
1627
Manchester Capital Management
Manchester,
Vermont
| $630M | -$177M | -22% | 4.46% | 86.7% | 1,127 | 52.09% | 1.5 |
|
| 1628 |
CHA
1628
Cedar Hill Associates
Chicago,
Illinois
| $630M | -$3.53M | -0.6% | 1.23% | 21% | 87 | 13.79% | 1.4 |
|
| 1629 |
1629
Avity Investment Management
Greenwich,
Connecticut
| $629M | +$5.76M | +0.9% | 2.31% | 119% | 70 | 10% | 1.3 |
|
| 1630 |
1630
HighTower Trust
Houston,
Texas
| $628M | -$44.2M | -7% | 4.99% | 90.4% | 156 | 21.15% | 1.3 |
|
| 1631 |
TAM
1631
Taylor Asset Management
Toronto,
Ontario, Canada
| $628M | -$133M | -17% | 2.24% | 12.9% | 45 | 37.78% | 0.7 |
|
| 1632 |
1632
Adams Street Partners
Chicago,
Illinois
| $627M | – | – | 9.58% | 399% | 17 | – | 0.2 |
|
| 1633 |
1633
Moody Lynn & Lieberson
Boston,
Massachusetts
| $627M | -$74.6M | -11% | 5.35% | 142% | 216 | 28.7% | 1.1 |
|
| 1634 |
1634
NBT Bank
Norwich,
New York
| $627M | -$11.5M | -2% | 0.3% | 77% | 205 | 3.9% | 1.6 |
|
| 1635 |
1635
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $627M | -$1.97M | -0.3% | 0.46% | 106% | 22 | 27.27% | 1 |
|
| 1636 |
1636
HighVista Strategies
Boston,
Massachusetts
| $625M | -$138M | -18% | 7.21% | 622% | 215 | 47.91% | 0.5 |
|
| 1637 |
1637
Redwood Investments
Boston,
Massachusetts
| $624M | -$38.8M | -6% | 7.1% | 74.1% | 202 | 22.28% | 1.1 |
|
| 1638 |
CDH
1638
Charles D. Hyman
| $623M | +$3.51M | +0.6% | 0.38% | 36.8% | 152 | 4.61% | 1.6 |
|
| 1639 |
FWM
1639
Frontier Wealth Management
Kansas City,
Missouri
| $623M | +$91.9M | +17% | 0.99% | 42.8% | 342 | 31.58% | 0.2 |
|
| 1640 |
1640
Investment House LLC
Redondo Beach,
California
| $620M | +$251K | +0% | 2.54% | 137% | 162 | 6.79% | 1.5 |
|
| 1641 |
1641
Tekne Capital Management
New York
| $620M | +$85.8M | +16% | 10.7% | 516% | 30 | 56.67% | 0.4 |
|
| 1642 |
1642
First Hawaiian Bank
Honolulu,
Hawaii
| $619M | +$7.98M | +1% | 2.67% | 72.7% | 131 | 38.17% | 1.5 |
|
| 1643 |
CEI
1643
Clark Estates Inc
New York
| $619M | -$49.2M | -7% | 3.44% | 34.5% | 135 | 27.41% | 1.1 |
|
| 1644 |
1644
TCV Trust & Wealth Management
Richmond,
Virginia
| $618M | +$10.9M | +2% | 1.51% | 75.3% | 184 | 8.7% | 1.5 |
|
| 1645 |
1645
Dorsal Capital Management
Redwood City,
California
| $617M | +$118M | +24% | 5.79% | 99.6% | 36 | 41.67% | 0.7 |
|
| 1646 |
1646
Linden Advisors
New York
| $615M | +$85.9M | +16% | 0.86% | 3.64% | 64 | 26.56% | 0.4 |
|
| 1647 |
1647
Sand Hill Global Advisors
Palo Alto,
California
| $614M | +$30.7M | +5% | 2.54% | 58.6% | 86 | 12.79% | 1.5 |
|
| 1648 |
PAM
1648
Private Asset Management
San Diego,
California
| $614M | -$15.9M | -3% | 1.36% | 38.2% | 149 | 4.03% | 1.5 |
|
| 1649 |
1649
Overbrook Management Corp
New York
| $613M | +$118M | +24% | 8.08% | 157% | 95 | 25.26% | 1.1 |
|
| 1650 |
JBFJ
1650
James B. Fleming Jr
| $612M | -$141M | -19% | 8.56% | – | 2 | 0% | 0.3 |
|