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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $640M | -$55.4M | -8% | 18.5% | 89.9% | 9 | 0% | 1.9 |
|
| 1877 |
1877
HITE Hedge Asset Management
Braintree,
Massachusetts
| $640M | +$2.23M | +0.3% | 5.35% | 54.4% | 75 | 46.67% | 1.1 |
|
| 1878 |
1878
EastBay Asset Management
New York
| $640M | -$1.13B | -64% | 10.1% | 84.9% | 37 | 81.08% | 0.7 |
|
| 1879 |
1879
First Reserve GP XI
Stamford,
Connecticut
| $639M | +$87M | +16% | 15.7% | 26.4% | 1 | 0% | 4.8 |
|
| 1880 |
1880
Cardan Capital Partners
Denver,
Colorado
| $638M | +$27.5M | +5% | 4.15% | 64% | 191 | 14.14% | 1.4 |
|
| 1881 |
1881
Sector Gamma AS
Oslo,
Norway
| $638M | +$36.1M | +6% | 12.6% | 35.3% | 37 | 29.73% | 1.9 |
|
| 1882 |
1882
Joel Isaacson & Co
New York
| $636M | +$39M | +7% | 6.31% | 72.5% | 206 | 5.34% | 3.7 |
|
| 1883 |
1883
Endurance Wealth Management
Providence,
Rhode Island
| $636M | +$29.2M | +5% | 8.18% | 59% | 512 | 6.25% | 3.3 |
|
| 1884 |
1884
Adams Street Partners
Chicago,
Illinois
| $635M | -$17.3M | -3% | 15.2% | 399% | 20 | 65% | 1.2 |
|
| 1885 |
PAM
1885
Private Asset Management
San Diego,
California
| $635M | +$15.7M | +3% | 8.97% | 38.2% | 150 | 7.33% | 3.3 |
|
| 1886 |
1886
First Business Financial Services
Madison,
Wisconsin
| $634M | +$76.2M | +14% | 4.2% | 74% | 118 | 25.42% | 1.6 |
|
| 1887 |
AH
1887
Allen Holding
New York
| $634M | +$83.1M | +15% | 17.4% | 135% | 12 | 25% | 3.5 |
|
| 1888 |
1888
Smith Salley Wealth Management
Greensboro,
North Carolina
| $634M | +$49.6M | +8% | 7.83% | 106% | 195 | 11.28% | 2.9 |
|
| 1889 |
1889
Cadinha & Co
Honolulu,
Hawaii
| $632M | +$86M | +16% | 10.3% | 132% | 137 | 9.49% | 3.2 |
|
| 1890 |
1890
Belpointe Asset Management
Reno,
Nevada
| $632M | +$274M | +77% | 6.5% | 80.1% | 669 | 53.51% | 0.4 |
|
| 1891 |
1891
JHL Capital Group
Chicago,
Illinois
| $631M | +$273M | +76% | 4.88% | – | 13 | 23.08% | 0.8 |
|
| 1892 |
1892
BOK Financial Private Wealth
Denver,
Colorado
| $631M | +$11.2M | +2% | 3.78% | 61.8% | 115 | 13.91% | 2.8 |
|
| 1893 |
1893
Sound Point Capital Management
New York
| $629M | +$50.2M | +9% | 5.55% | 61.5% | 40 | 27.5% | 0.8 |
|
| 1894 |
1894
LBMC Investment Advisors
Brentwood,
Tennessee
| $628M | +$21.6M | +4% | 4.43% | 52.8% | 103 | 3.88% | 2.9 |
|
| 1895 |
SRFM
1895
Shannon River Fund Management
New York
| $627M | -$133M | -17% | 12.1% | 554% | 37 | 48.65% | 1 |
|
| 1896 |
1896
Novare Capital Management
Charlotte,
North Carolina
| $627M | +$38M | +6% | 6.94% | 76.5% | 154 | 7.14% | 2.7 |
|
| 1897 |
1897
Matrix Asset Advisors
White Plains,
New York
| $627M | +$20.9M | +3% | 7.19% | 84.9% | 68 | 10.29% | 4 |
|
| 1898 |
1898
Godsey & Gibb Inc
Richmond,
Virginia
| $627M | +$48.7M | +8% | 7.12% | 87.5% | 71 | 12.68% | 3.4 |
|
| 1899 |
1899
KLS Professional Advisors Group
New York
| $626M | +$39.6M | +7% | 5.44% | 38% | 29 | 3.45% | 1.1 |
|
| 1900 |
1900
Serengeti Asset Management
New York
| $626M | +$127M | +26% | 1.73% | 14.9% | 38 | 34.21% | 1.3 |
|