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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
TAA
2226
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $528M | +$72.1M | +16% | 27.8% | 312% | 36 | 52.78% | 0.6 |
|
| 2227 |
2227
Fairholme Capital Management
South Miami,
Florida
| $528M | +$52.5M | +11% | 15.7% | 36.2% | 4 | 25% | 3 |
|
| 2228 |
2228
Alpine Woods Capital Investors
Purchase,
New York
| $527M | -$14.9M | -3% | 11.8% | 105% | 293 | 22.87% | 3.1 |
|
| 2229 |
2229
Kore Private Wealth
New York
| $527M | +$82.2M | +19% | 6.42% | 35.9% | 1,105 | 79.37% | 0.2 |
|
| 2230 |
2230
Roundview Capital
Princeton,
New Jersey
| $526M | +$62.8M | +14% | 7.21% | 77.7% | 230 | 6.09% | 3.6 |
|
| 2231 |
2231
Blue Chip Partners
Farmington Hills,
Michigan
| $526M | +$53M | +11% | 5.54% | 81.2% | 157 | 13.38% | 3.3 |
|
| 2232 |
JCI
2232
Jet Capital Investors
New York
| $525M | +$52.2M | +11% | 12.2% | 147% | 45 | 68.89% | 0.7 |
|
| 2233 |
GTC
2233
Ghost Tree Capital
New York
| $525M | +$133M | +34% | 140% | 265% | 68 | 58.82% | 0.6 |
|
| 2234 |
2234
JNBA Financial Advisors
Bloomington,
Minnesota
| $524M | +$32.8M | +7% | 6.8% | 61.8% | 648 | 14.66% | 2.3 |
|
| 2235 |
2235
Almanack Investment Partners
Wayne,
Pennsylvania
| $524M | +$8.52M | +2% | 3.82% | 77.8% | 258 | 31.78% | 1.1 |
|
| 2236 |
2236
Adelphi Capital
London,
United Kingdom
| $524M | +$61.1M | +13% | 12.9% | – | 3 | 0% | 2 |
|
| 2237 |
2237
Weatherly Asset Management
Del Mar,
California
| $523M | +$54.1M | +12% | 11.2% | 116% | 184 | 7.07% | 4.5 |
|
| 2238 |
2238
Golden State Wealth Management
Santa Ana,
California
| $523M | +$220M | +73% | 7.1% | – | 1,126 | 96.45% | 0.5 |
|
| 2239 |
TIM
2239
Total Investment Management
Scottsdale,
Arizona
| $523M | +$30.1M | +6% | 7.1% | 44.4% | 62 | 29.03% | 1.8 |
|
| 2240 |
2240
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $523M | +$36.9M | +8% | 6.68% | 83.4% | 333 | 18.62% | 3.1 |
|
| 2241 |
2241
Heartwood Wealth Advisors
Richmond,
Virginia
| $523M | – | – | 6.23% | 59.4% | 85 | – | 0 |
|
| 2242 |
2242
First American Trust
Santa Ana,
California
| $522M | +$24M | +5% | 7.18% | 84.6% | 151 | 26.49% | 2.8 |
|
| 2243 |
2243
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $522M | – | – | 19.1% | 82.3% | 28 | – | 0 |
|
| 2244 |
2244
White Mountains Advisors
Guilford,
Connecticut
| $522M | +$15.5M | +3% | 8.45% | 33.4% | 3 | 0% | 4.8 |
|
| 2245 |
2245
Apriem Advisors
Irvine,
California
| $522M | +$70.5M | +16% | 8.29% | 74.3% | 145 | 17.93% | 3.6 |
|
| 2246 |
2246
Claret Asset Management
Montreal,
Quebec, Canada
| $521M | +$34.4M | +7% | 9.28% | 73.3% | 212 | 10.85% | 1.5 |
|
| 2247 |
2247
Tanglewood Wealth Management
Houston,
Texas
| $520M | +$61.2M | +13% | 5.54% | 64.6% | 19 | 5.26% | 2.3 |
|
| 2248 |
SC
2248
Serenity Capital
Palo Alto,
California
| $519M | +$85.9M | +20% | 29.8% | – | 8 | 12.5% | 1.5 |
|
| 2249 |
2249
Weld Capital Management
New York
| $519M | -$26.6M | -5% | 8.44% | – | 1,086 | 79.74% | 0.2 |
|
| 2250 |
2250
Soltis Investment Advisors
St. George,
Utah
| $519M | – | – | 5.47% | 95.1% | 153 | – | 0 |
|