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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Bogart Wealth LLC
Mclean,
Virginia
| $539M | +$88.2M | +20% | 10.3% | 67.6% | 516 | 15.31% | 2.1 |
|
| 2527 |
2527
Auxier Asset Management
Aurora,
Oregon
| $539M | +$60.7M | +13% | 13.4% | 71.7% | 158 | 5.7% | 5.4 |
|
| 2528 |
2528
Quadrant Capital Group
Cincinnati,
Ohio
| $539M | +$79.6M | +17% | 14.7% | 118% | 2,448 | 11.07% | 3.1 |
|
| 2529 |
2529
Vision Capital Management
Portland,
Oregon
| $538M | +$61.8M | +13% | 15.8% | 78.4% | 106 | 3.77% | 3.3 |
|
| 2530 |
2530
Private Capital Management (Florida)
Naples,
Florida
| $538M | +$101M | +23% | 38.4% | 118% | 93 | 59.14% | 2.5 |
|
| 2531 |
2531
Advisors Preferred
Rockville,
Maryland
| $538M | +$35.9M | +7% | 18.3% | 102% | 217 | 59.91% | 0.5 |
|
| 2532 |
OHM
2532
Ordinal Holdings ManageCo
New York
| $538M | +$46.1M | +9% | 9.39% | 19.5% | 1 | 0% | 3 |
|
| 2533 |
2533
Freemont Management
Vaud,
Switzerland
| $537M | – | – | 15.1% | 102% | 67 | – | 0 |
|
| 2534 |
2534
Vesa Equity Investment
Luxembourg
| $537M | – | – | 24.4% | 2.97% | 2 | – | 0 |
|
| 2535 |
2535
GFI Investment Counsel
Toronto,
Ontario, Canada
| $537M | +$75M | +16% | 12.8% | 48.7% | 16 | 0% | 2.3 |
|
| 2536 |
2536
Miller Investment Management
West Conshohocken,
Pennsylvania
| $537M | +$128M | +31% | 18.6% | 67.9% | 78 | 12.82% | 4.7 |
|
| 2537 |
2537
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $536M | +$84.4M | +19% | 11.9% | 47.7% | 720 | 76.67% | 0.4 |
|
| 2538 |
2538
Woodmont Investment Counsel
Nashville,
Tennessee
| $536M | +$69.8M | +15% | 14.7% | 75.3% | 189 | 11.64% | 4.5 |
|
| 2539 |
2539
Smith, Moore & Co
Clayton,
Missouri
| $536M | +$54.5M | +11% | 14.9% | 74.5% | 366 | 16.94% | 3.2 |
|
| 2540 |
2540
L1 Capital
Melbourne VIC 3000,
Australia
| $536M | +$224M | +72% | 44.3% | 127% | 18 | 44.44% | 0.3 |
|
| 2541 |
2541
CVI Holdings
Wilmington,
Delaware
| $536M | +$290M | +118% | 12.9% | 25.8% | 227 | 83.26% | 0.1 |
|
| 2542 |
2542
Mizuho Markets Americas
New York
| $536M | – | – | 12.1% | 114% | 13 | – | 0 |
|
| 2543 |
2543
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $534M | +$53.3M | +11% | 14% | 60% | 62 | 9.68% | 3 |
|
| 2544 |
2544
Barometer Capital Management
Toronto,
Ontario, Canada
| $534M | +$38.4M | +8% | 35.6% | 354% | 201 | 63.18% | 0.4 |
|
| 2545 |
2545
Darwin Wealth Management
Tampa,
Florida
| $533M | +$69.7M | +15% | 8.8% | 61.4% | 182 | 27.47% | 1.9 |
|
| 2546 |
2546
Nishkama Capital LLC
Dorado,
Puerto Rico
| $532M | +$314M | +144% | 49.8% | 723% | 52 | 57.69% | 0.2 |
|
| 2547 |
2547
Liberty One Investment Management
Libertyville,
Illinois
| $532M | +$43M | +9% | 7.19% | 48.4% | 141 | 7.8% | 0.8 |
|
| 2548 |
2548
Oasis Management Company
Grand Cayman,
Cayman Islands
| $532M | +$306M | +135% | 13.1% | 368% | 69 | 59.42% | 0.3 |
|
| 2549 |
MGM
2549
Miura Global Management
New York
| $530M | +$177M | +50% | 27.5% | 375% | 48 | 22.92% | 0.8 |
|
| 2550 |
2550
Verity & Verity
Beaufort,
South Carolina
| $529M | +$74.6M | +16% | 11.7% | 90.4% | 98 | 17.35% | 3.8 |
|