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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Jaffetilchin Investment Partners
Tampa,
Florida
| $819M | +$39.9M | +5% | 5.68% | 88.1% | 371 | 23.72% | 2.2 |
|
| 1902 |
AL
1902
Arnhold LLC
New York
| $818M | +$73.1M | +10% | 10.4% | 164% | 141 | 13.48% | 3 |
|
| 1903 |
1903
Philosophy Capital Management
Alamo,
California
| $818M | -$168M | -17% | 8.83% | 77.5% | 37 | 45.95% | 0.5 |
|
| 1904 |
SGCIA
1904
Smith Graham & Co Investment Advisors
Houston,
Texas
| $817M | +$65.1M | +9% | 12% | 56.9% | 142 | 4.23% | 6.1 |
|
| 1905 |
1905
Quinn Opportunity Partners
Charlottesville,
Virginia
| $817M | -$62.1M | -7% | 7.49% | 77.6% | 213 | 23.47% | 1.4 |
|
| 1906 |
1906
Bristlecone Advisors
Bellevue,
Washington
| $816M | +$49.8M | +6% | 5.94% | 103% | 260 | 10.77% | 3.3 |
|
| 1907 |
1907
MKP Capital Management
New York
| $815M | +$469M | +135% | 8.99% | 69.8% | 16 | 81.25% | 0.1 |
|
| 1908 |
1908
Colonial Trust Advisors
Spartanburg,
South Carolina
| $815M | +$76.8M | +10% | 9.8% | 80% | 917 | 73.06% | 1.1 |
|
| 1909 |
1909
Executive Wealth Management
Brighton,
Michigan
| $814M | +$96.4M | +13% | 6.83% | 18.4% | 195 | 13.33% | 2.3 |
|
| 1910 |
1910
Lutz Financial Services
Omaha,
Nebraska
| $814M | +$82.2M | +11% | 6.99% | 35.3% | 78 | 12.82% | 3 |
|
| 1911 |
1911
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $814M | +$163M | +25% | 16.3% | 102% | 101 | 1.98% | 3.1 |
|
| 1912 |
WDA
1912
Wendell David Associates
Portsmouth,
New Hampshire
| $814M | +$70.4M | +9% | 11.6% | 58.7% | 149 | 4.7% | 7.1 |
|
| 1913 |
1913
Verdence Capital Advisors
Hunt Valley,
Maryland
| $813M | +$88.1M | +12% | 11.9% | 104% | 563 | 19.89% | 2.5 |
|
| 1914 |
1914
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $813M | -$212M | -21% | 5.12% | 143% | 367 | 46.59% | 1.1 |
|
| 1915 |
1915
Baker Tilly Wealth Management
Madison,
Wisconsin
| $812M | +$78.2M | +11% | 8.51% | 96.9% | 575 | 17.91% | 1.4 |
|
| 1916 |
1916
Lindbrook Capital
Calabasas,
California
| $812M | +$219M | +37% | 9.56% | 35.8% | 3,095 | 15.57% | 2.1 |
|
| 1917 |
1917
Northcape Capital
Sydney,
Australia
| $811M | +$30.9M | +4% | 8.75% | – | 26 | 7.69% | 3.1 |
|
| 1918 |
1918
Discerene Group
Stamford,
Connecticut
| $810M | +$132M | +19% | 24% | 48.6% | 14 | 0% | 1.7 |
|
| 1919 |
1919
Callan Capital
La Jolla,
California
| $810M | +$195M | +32% | 10.2% | 20.1% | 195 | 38.46% | 2.3 |
|
| 1920 |
1920
Hollencrest Capital Management
Newport Beach,
California
| $809M | +$16.9M | +2% | 6.64% | 85.6% | 1,194 | 77.47% | 1.2 |
|
| 1921 |
1921
Harvard Management Company
Boston,
Massachusetts
| $807M | +$2.88M | +0.4% | 4.96% | 123% | 47 | 2.13% | 1.6 |
|
| 1922 |
1922
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $807M | +$68.7M | +9% | 11% | 70% | 64 | 9.38% | 6.3 |
|
| 1923 |
1923
Cahaba Wealth Management
Atlanta,
Georgia
| $806M | +$82.8M | +11% | 6.69% | 48.7% | 148 | 14.19% | 2.6 |
|
| 1924 |
1924
GSA Capital Partners
London,
United Kingdom
| $806M | +$51.6M | +7% | 10% | 94.7% | 2,052 | 60.82% | 0.4 |
|
| 1925 |
1925
Private Ocean
San Rafael,
California
| $806M | +$171M | +27% | 5.64% | 2.82% | 669 | 35.28% | 3 |
|