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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
TAM
2076
Telemark Asset Management
Boston,
Massachusetts
| $1.1B | +$338M | +44% | 28.4% | 329% | 60 | 40% | 1.9 |
|
| 2077 |
2077
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.1B | +$152M | +16% | 10.4% | 71.9% | 262 | 19.85% | 1.2 |
|
| 2078 |
2078
RMR Wealth Builders
Montclair,
New Jersey
| $1.1B | +$150M | +16% | 11.3% | 91.7% | 292 | 13.7% | 2.6 |
|
| 2079 |
2079
Kintegral Advisory
New York
| $1.1B | +$106M | +11% | 13.5% | 143% | 239 | 1.26% | 4.7 |
|
| 2080 |
2080
Casdin Capital
New York
| $1.1B | -$126M | -10% | 11.2% | 370% | 45 | 28.89% | 2.9 |
|
| 2081 |
2081
Fidelis Capital Partners
Tampa,
Florida
| $1.1B | +$157M | +17% | 13% | 115% | 465 | 11.83% | 1.6 |
|
| 2082 |
2082
Hengehold Capital Management
Cincinnati,
Ohio
| $1.1B | +$45.4M | +4% | 6.43% | 54.5% | 217 | 10.6% | 4.6 |
|
| 2083 |
AL
2083
Arnhold LLC
New York
| $1.1B | +$107M | +11% | 11.6% | 156% | 124 | 11.29% | 4.3 |
|
| 2084 |
2084
Nexpoint Asset Management
Dallas,
Texas
| $1.1B | -$45M | -4% | 7.21% | 253% | 112 | 49.11% | 1.5 |
|
| 2085 |
2085
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.09B | +$59.7M | +6% | 7.31% | 44.7% | 178 | 13.48% | 4.9 |
|
| 2086 |
2086
Moody National Bank Trust Division
Galveston,
Texas
| $1.09B | +$134M | +14% | 13.8% | 115% | 519 | 10.02% | 4.6 |
|
| 2087 |
2087
J.M. Forbes & Co
Boston,
Massachusetts
| $1.09B | +$60.8M | +6% | 12.4% | 112% | 143 | 4.2% | 6.4 |
|
| 2088 |
2088
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.09B | +$106M | +11% | 13.9% | 50.7% | 84 | 8.33% | 6.9 |
|
| 2089 |
2089
Integral Health Asset Management
New York
| $1.09B | +$152M | +16% | 11.6% | 564% | 100 | 47% | 0.6 |
|
| 2090 |
2090
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.09B | $0 | 0% | 5.73% | – | 189 | 0% | 7.4 |
|
| 2091 |
2091
Woodstock Corp
Boston,
Massachusetts
| $1.09B | +$75.7M | +7% | 11.5% | 115% | 159 | 5.66% | 8.3 |
|
| 2092 |
2092
Tompkins Financial
Ithaca,
New York
| $1.09B | +$42.8M | +4% | 7.66% | 84.4% | 583 | 9.95% | 5.3 |
|
| 2093 |
2093
Eversept Partners
New York
| $1.09B | +$103M | +10% | 0.48% | 321% | 75 | 33.33% | 1.8 |
|
| 2094 |
2094
Sone Capital Management
New York
| $1.08B | +$112M | +12% | 1.13% | – | 131 | 45.8% | 0.3 |
|
| 2095 |
2095
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.08B | +$30.2M | +3% | 8.89% | 92.7% | 361 | 11.08% | 1.2 |
|
| 2096 |
2096
Summit Financial Strategies
Columbus,
Ohio
| $1.08B | +$89M | +9% | 6.44% | 59.4% | 159 | 8.81% | 4.1 |
|
| 2097 |
TA
2097
TCM Advisors
Martinsburg,
West Virginia
| $1.08B | +$3.74M | +0.3% | 7.25% | 56.1% | 66 | 0% | 2.7 |
|
| 2098 |
2098
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.08B | +$60.4M | +6% | 7.99% | 62.2% | 240 | 9.17% | 4.6 |
|
| 2099 |
2099
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.08B | +$76.5M | +8% | 7.93% | – | 319 | 7.52% | 5.6 |
|
| 2100 |
2100
Tweedy, Browne Co
Stamford,
Connecticut
| $1.08B | -$49.9M | -4% | 6.44% | 70.3% | 92 | 36.96% | 3.6 |
|