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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
NAH
2551
Neumann Advisory (HK)
Central,
Hong Kong
| $529M | +$134M | +34% | 27% | 77.3% | 11 | 18.18% | 2 |
|
| 2552 |
2552
Baxter Bros Inc
Riverside,
Connecticut
| $528M | +$65.5M | +14% | 12.9% | 84.1% | 122 | 9.02% | 4.9 |
|
| 2553 |
2553
Bluescape Energy Partners
Dallas,
Texas
| $528M | +$212M | +67% | 19.5% | 57.9% | 3 | 33.33% | 1.3 |
|
| 2554 |
2554
Legato Capital Management
San Francisco,
California
| $528M | +$74.2M | +16% | 7.61% | 252% | 231 | 19.91% | 1 |
|
| 2555 |
2555
Winslow Evans & Crocker
Boston,
Massachusetts
| $528M | +$124M | +31% | 15.2% | 76.2% | 1,393 | 24.91% | 3.5 |
|
| 2556 |
2556
MV Capital Management
Bethesda,
Maryland
| $527M | +$46M | +10% | 8.04% | 73.3% | 305 | 13.44% | 3.8 |
|
| 2557 |
2557
Verdence Capital Advisors
Hunt Valley,
Maryland
| $527M | +$91M | +21% | 18.4% | 104% | 429 | 18.18% | 1.6 |
|
| 2558 |
2558
Greylock XIII
Menlo Park,
California
| $527M | – | – | 31.1% | – | 1 | – | 0 |
|
| 2559 |
2559
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $526M | +$42.8M | +9% | 12.8% | 112% | 1,395 | 14.48% | 3.8 |
|
| 2560 |
2560
Kemper
Chicago,
Illinois
| $526M | +$64.6M | +14% | 13.6% | 28.6% | 45 | 0% | 2.8 |
|
| 2561 |
2561
Sector Gamma AS
Oslo,
Norway
| $525M | +$86.1M | +20% | 8.83% | 61.8% | 32 | 21.88% | 2.4 |
|
| 2562 |
1SP
2562
140 Summer Partners
New York
| $525M | – | – | 31.4% | 202% | 16 | – | 0 |
|
| 2563 |
HH
2563
Hernani Holdings
Jackson,
Wyoming
| $525M | +$84.4M | +19% | 11.7% | – | 9 | 55.56% | 0.4 |
|
| 2564 |
2564
Maryland State Retirement & Pension System
Baltimore,
Maryland
| $525M | – | – | 14.8% | 126% | 475 | – | 0 |
|
| 2565 |
2565
Hudson Valley Investment Advisors
Goshen,
New York
| $524M | +$60.4M | +13% | 11.6% | 102% | 172 | 12.79% | 4.5 |
|
| 2566 |
2566
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $524M | +$126M | +32% | 11.6% | 85.9% | 312 | 23.4% | 0.9 |
|
| 2567 |
PA
2567
Paracle Advisors
Mercer Island,
Washington
| $524M | +$60.6M | +13% | 14% | 30.9% | 91 | 4.4% | 2.4 |
|
| 2568 |
2568
Searchlight Capital Partners
New York
| $524M | +$336M | +179% | 14.8% | 38.5% | 11 | 63.64% | 1.1 |
|
| 2569 |
2569
Nadler Financial Group
Deerfield,
Illinois
| $523M | +$72.1M | +16% | 12.7% | 81.8% | 114 | 14.91% | 4 |
|
| 2570 |
2570
Bregal Investments
New York
| $522M | – | – | 37.1% | – | 1 | – | 0 |
|
| 2571 |
2571
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $522M | – | – | 37.1% | 71.3% | 1 | – | 0 |
|
| 2572 |
2572
Bregal Sagemount I
St. Helier,
Jersey
| $522M | – | – | 37.1% | 71.3% | 1 | – | 0 |
|
| 2573 |
2573
Stillwater Capital Advisors
Devon,
Pennsylvania
| $522M | +$63.2M | +14% | 12.6% | 121% | 68 | 11.76% | 4 |
|
| 2574 |
2574
Empowered Funds
Havertown,
Pennsylvania
| $522M | +$202M | +63% | 20.3% | 129% | 229 | 83.41% | 0.2 |
|
| 2575 |
2575
Biondo Investment Advisors
Milford,
Pennsylvania
| $522M | +$60.6M | +13% | 14.7% | 101% | 88 | 9.09% | 3.1 |
|