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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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