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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Bleichroeder LP
New York
| $565M | +$183M | +48% | 40.5% | 202% | 79 | 34.18% | 0.3 |
|
| 2052 |
2052
Tarsadia Capital
New York
| $565M | -$465M | -45% | 34.2% | – | 47 | 68.09% | 0.2 |
|
| 2053 |
2053
Summit Financial
Parsippany,
New Jersey
| $565M | +$110M | +24% | 19.5% | 81.8% | 49 | 40.82% | 1 |
|
| 2054 |
2054
Callahan Advisors
Houston,
Texas
| $564M | +$87.7M | +18% | 20.3% | 87.7% | 131 | 9.92% | 4.5 |
|
| 2055 |
2055
Hengehold Capital Management
Cincinnati,
Ohio
| $564M | +$94.5M | +20% | 11.9% | 54.5% | 138 | 18.12% | 3.2 |
|
| 2056 |
2056
HSG Holding
Na,
Hong Kong
| $563M | +$131M | +30% | 66.4% | 2.94% | 13 | 15.38% | 2.3 |
|
| 2057 |
2057
Phocas Financial Corp
Alameda,
California
| $563M | +$66M | +13% | 26.9% | – | 216 | 28.7% | 2.4 |
|
| 2058 |
PAM
2058
Private Asset Management
San Diego,
California
| $563M | +$87.3M | +18% | 19% | 38.2% | 137 | 13.87% | 4.3 |
|
| 2059 |
2059
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $563M | +$78.3M | +16% | 15.1% | 62.2% | 271 | 27.68% | 1 |
|
| 2060 |
2060
Jackson Wealth Management
Lake Mary,
Florida
| $563M | +$84.3M | +18% | 23.3% | 72.1% | 134 | 29.85% | 1.3 |
|
| 2061 |
2061
Taikang Asset Management (HK)
Hong Kong
| $562M | +$119M | +27% | 38.1% | 172% | 91 | 21.98% | 1.5 |
|
| 2062 |
2062
Arax Advisory Partners
Denver,
Colorado
| $562M | +$128M | +29% | 15.3% | 64.7% | 727 | 14.99% | 1.7 |
|
| 2063 |
2063
NBT Bank
Norwich,
New York
| $561M | +$71.7M | +15% | 18.4% | 77% | 217 | 9.22% | 4.8 |
|
| 2064 |
2064
Almanack Investment Partners
Wayne,
Pennsylvania
| $561M | +$95.7M | +21% | 19.2% | 77.8% | 338 | 44.97% | 0.9 |
|
| 2065 |
2065
J.M. Forbes & Co
Boston,
Massachusetts
| $561M | +$113M | +25% | 19.9% | 112% | 100 | 11% | 4.7 |
|
| 2066 |
2066
Elm Partners Management
Philadelphia,
Pennsylvania
| $560M | +$106M | +23% | 15.2% | 46.9% | 45 | 8.89% | 1.2 |
|
| 2067 |
2067
Broad Bay Capital Management
New York
| $560M | +$196M | +54% | 42% | 338% | 20 | 35% | 1 |
|
| 2068 |
2068
M Holdings Securities
Portland,
Oregon
| $559M | -$117M | -17% | 19.5% | 83.9% | 245 | 40% | 2.7 |
|
| 2069 |
2069
Randolph Company
Cincinnati,
Ohio
| $559M | +$54.5M | +11% | 16.4% | 127% | 45 | 40% | 1.6 |
|
| 2070 |
2070
Mount Yale Investment Advisors
Denver,
Colorado
| $558M | +$115M | +26% | 27.6% | 81.9% | 369 | 31.71% | 1.3 |
|
| 2071 |
2071
First Business Financial Services
Madison,
Wisconsin
| $558M | +$55.6M | +11% | 16.9% | 74% | 128 | 15.63% | 2.3 |
|
| 2072 |
2072
Parkwood LLC
Cleveland,
Ohio
| $557M | +$65.1M | +13% | 27.9% | 120% | 118 | 48.31% | 1.2 |
|
| 2073 |
2073
Abner Herrman & Brock
Jersey City,
New Jersey
| $557M | +$115M | +26% | 21.9% | 156% | 119 | 12.61% | 3.7 |
|
| 2074 |
2074
Kopernik Global Investors
Tampa,
Florida
| $557M | +$87.3M | +19% | 76.1% | 128% | 27 | 18.52% | 3.5 |
|
| 2075 |
2075
Permian Investment Partners
Dallas,
Texas
| $557M | +$137M | +33% | 17.5% | 78.6% | 14 | 35.71% | 1 |
|