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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
Fairpointe Capital
Chicago,
Illinois
| $544M | -$79.2M | -13% | 25% | 48.1% | 82 | 15.85% | 3.3 |
|
| 2502 |
2502
G2 Investment Partners Management
New York
| $544M | +$130M | +31% | 38.3% | 1,145% | 102 | 46.08% | 0.9 |
|
| 2503 |
2503
Anatole Investment Management
Central,
Hong Kong
| $544M | +$171M | +46% | 74.7% | 3,486% | 8 | 37.5% | 0.3 |
|
| 2504 |
2504
Litman Gregory Wealth Management
Larkspur,
California
| $544M | +$60.2M | +12% | 12.6% | 55.5% | 223 | 21.97% | 2.2 |
|
| 2505 |
2505
Washington Harbour Partners
Arlington,
Virginia
| $544M | – | – | 43.2% | 162% | 40 | – | 0 |
|
| 2506 |
2506
Incline Global Management
New York
| $544M | +$20.2M | +4% | 9.57% | 40.1% | 25 | 56% | 1.1 |
|
| 2507 |
2507
Boyu Capital Investment Management Company
Hong Kong
| $544M | – | – | 70.5% | – | 11 | – | 0 |
|
| 2508 |
2508
Bayview Asset Management
Coral Gables,
Florida
| $544M | +$293M | +117% | 41.8% | 55.4% | 15 | 33.33% | 1.1 |
|
| 2509 |
2509
Dudley & Shanley
Palm Beach,
Florida
| $543M | +$132M | +32% | 13.2% | 67.9% | 31 | 12.9% | 2.2 |
|
| 2510 |
2510
Carlson Capital Management
Northfield,
Minnesota
| $543M | +$80.9M | +18% | 14.7% | 9.85% | 140 | 15% | 3.5 |
|
| 2511 |
2511
Zuckerman Investment Group
Chicago,
Illinois
| $543M | +$92M | +20% | 22.7% | 111% | 91 | 14.29% | 2.4 |
|
| 2512 |
2512
Private Capital Group
West Hartford,
Connecticut
| $543M | +$66.9M | +14% | 13.8% | 30.1% | 2,262 | 8.89% | 2.2 |
|
| 2513 |
2513
Criteria Caixa
Barcelona,
Spain
| $542M | +$102M | +23% | 18.7% | 35.5% | 48 | 37.5% | 0.6 |
|
| 2514 |
2514
Tufton Capital Management
Hunt Valley,
Maryland
| $542M | +$58.2M | +12% | 14.1% | 96.1% | 127 | 10.24% | 4.8 |
|
| 2515 |
2515
Berkshire Money Management
Dalton,
Massachusetts
| $542M | +$60.5M | +13% | 9.83% | 61.8% | 34 | 23.53% | 2.2 |
|
| 2516 |
2516
WealthShield Partners
Cary,
North Carolina
| $542M | +$256M | +90% | 12% | 71% | 439 | 43.05% | 1.3 |
|
| 2517 |
2517
Regis Management Company
Menlo Park,
California
| $542M | +$58.4M | +12% | 15.7% | 5.33% | 54 | 1.85% | 4.7 |
|
| 2518 |
2518
CKW Financial Group
Honolulu,
Hawaii
| $542M | +$42M | +8% | 13.6% | 70.3% | 186 | 6.45% | 4.5 |
|
| 2519 |
CL
2519
CIM LLC
Albany,
New York
| $542M | +$50.7M | +10% | 13.3% | 108% | 171 | 19.3% | 2.5 |
|
| 2520 |
2520
Tiger Pacific Capital
New York
| $541M | +$147M | +37% | 45.6% | 84.5% | 17 | 35.29% | 1 |
|
| 2521 |
2521
Financial Architects (New Jersey)
Marlton,
New Jersey
| $541M | +$87.1M | +19% | 11.2% | 31.3% | 323 | 22.6% | 4.3 |
|
| 2522 |
2522
Foster Group
West Des Moines,
Iowa
| $541M | – | – | 16.8% | 54.4% | 109 | – | 0 |
|
| 2523 |
2523
Vector Capital Management
San Francisco,
California
| $540M | +$77.4M | +17% | 43.2% | 42.7% | 5 | 40% | 0.5 |
|
| 2524 |
2524
Soltis Investment Advisors
St. George,
Utah
| $540M | +$114M | +27% | 14.4% | 95.1% | 227 | 17.18% | 0.7 |
|
| 2525 |
2525
Salomon & Ludwin
Richmond,
Virginia
| $539M | +$59.2M | +12% | 16% | 58.7% | 75 | 12% | 1.5 |
|