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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Criteria Caixa
Barcelona,
Spain
| $441M | +$43.9M | +11% | 7.35% | 35.5% | 43 | 32.56% | 0.4 |
|
| 2502 |
HH
2502
Hernani Holdings
Jackson,
Wyoming
| $440M | +$23.9M | +6% | 5.87% | – | 4 | 0% | 0.8 |
|
| 2503 |
JCI
2503
Jet Capital Investors
New York
| $440M | -$45M | -9% | 10.3% | 147% | 44 | 63.64% | 0.6 |
|
| 2504 |
2504
Sector Gamma AS
Oslo,
Norway
| $439M | -$45.1M | -9% | 3.49% | 35.3% | 34 | 23.53% | 2.5 |
|
| 2505 |
2505
City Holding Co
Charleston,
West Virginia
| $439M | +$36.2M | +9% | 7.49% | 89.2% | 520 | 4.42% | 4.6 |
|
| 2506 |
2506
Tanglewood Wealth Management
Houston,
Texas
| $439M | +$85.1M | +24% | 6.85% | 64.6% | 19 | 10.53% | 2.6 |
|
| 2507 |
2507
Institute for Wealth Management
Denver,
Colorado
| $438M | +$29.6M | +7% | 11.6% | 149% | 454 | 14.54% | 1.6 |
|
| 2508 |
2508
S&T Bank
Indiana,
Pennsylvania
| $438M | -$1.17M | -0.3% | 3.81% | 193% | 133 | 21.05% | 2.9 |
|
| 2509 |
2509
HCR Wealth Advisors
Los Angeles,
California
| $437M | +$11.2M | +3% | 10.6% | 107% | 263 | 14.83% | 1.7 |
|
| 2510 |
2510
Ashmore Group
London,
United Kingdom
| $437M | +$60.1M | +16% | 15.3% | 103% | 23 | 21.74% | 1.7 |
|
| 2511 |
2511
AIA Investment Management
Singapore
| $437M | -$4.44M | -1% | 14.1% | 63.3% | 440 | 7.5% | 0.8 |
|
| 2512 |
2512
Valley National Advisers
Bethlehem,
Pennsylvania
| $437M | +$2.75M | +0.6% | 5.98% | 87.2% | 881 | 7.49% | 3.3 |
|
| 2513 |
2513
Howard Capital Management
Roswell,
Georgia
| $437M | +$81.8M | +23% | 14.1% | 144% | 54 | 11.11% | 0.5 |
|
| 2514 |
VCM
2514
V3 Capital Management
Dallas,
Texas
| $437M | +$3.35M | +0.8% | 3.37% | 20.5% | 16 | 50% | 1 |
|
| 2515 |
2515
Private Capital Management (Florida)
Naples,
Florida
| $437M | +$32.7M | +8% | 12.1% | 118% | 115 | 64.35% | 1.6 |
|
| 2516 |
2516
Columbia Asset Management
Ann Arbor,
Michigan
| $437M | +$18.7M | +4% | 10.2% | 94.1% | 174 | 14.37% | 4.4 |
|
| 2517 |
2517
Verdence Capital Advisors
Hunt Valley,
Maryland
| $436M | +$30.7M | +8% | 7.99% | 104% | 389 | 15.42% | 1.6 |
|
| 2518 |
2518
Simcoe Capital Management
New York
| $436M | +$30.4M | +7% | 18.1% | 48.7% | 18 | 33.33% | 1 |
|
| 2519 |
2519
Vestar Capital Partners
New York
| $435M | +$112M | +34% | 34.5% | – | 1 | 0% | 4 |
|
| 2520 |
2520
Edge Wealth Management
New York
| $434M | -$92.9M | -18% | 8.47% | 75.3% | 714 | 43.7% | 2.9 |
|
| 2521 |
CCM
2521
Composite Capital Management
Hong Kong
| $434M | -$575M | -57% | 30.3% | – | 12 | 66.67% | 0.2 |
|
| 2522 |
2522
Old West Investment Management
Los Angeles,
California
| $434M | +$96.3M | +29% | 18% | 242% | 66 | 28.79% | 2.1 |
|
| 2523 |
2523
Overbrook Management Corp
New York
| $433M | +$49.9M | +13% | 12.1% | 157% | 125 | 20% | 2.2 |
|
| 2524 |
2524
Luminus Management
Houston,
Texas
| $433M | -$338M | -44% | 10.9% | 8.7% | 72 | 70.83% | 0.9 |
|
| 2525 |
2525
Advantage Alpha Capital Partners
San Francisco,
California
| $433M | +$5.49M | +1% | 5.3% | 79.2% | 97 | 23.71% | 0.6 |
|