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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $546M | +$103M | +23% | 3.54% | 56.8% | 135 | 30.37% | 1.1 |
|
| 2602 |
2602
Sector Gamma AS
Oslo,
Norway
| $546M | +$20.5M | +4% | 3.53% | 35.3% | 35 | 22.86% | 2.2 |
|
| 2603 |
2603
Coastal Bridge Advisors
Westport,
Connecticut
| $546M | +$42.5M | +8% | 15.3% | 88.1% | 157 | 17.2% | 2.7 |
|
| 2604 |
CCM
2604
Cohen Capital Management
Corte Madera,
California
| $546M | +$45.2M | +9% | 8.14% | 91.5% | 154 | 10.39% | 4.6 |
|
| 2605 |
2605
Traphagen Investment Advisors
Oradell,
New Jersey
| $545M | -$9.5M | -2% | 3.74% | 65.8% | 151 | 16.56% | 1.3 |
|
| 2606 |
2606
Capital Advisors Ltd
Shaker Heights,
Ohio
| $545M | +$92M | +20% | 9.03% | 61.1% | 491 | 8.76% | 4.2 |
|
| 2607 |
2607
Isthmus Partners
Madison,
Wisconsin
| $545M | +$51.9M | +11% | 11.1% | 73.7% | 149 | 7.38% | 2.6 |
|
| 2608 |
2608
V Wealth Advisors
Overland Park,
Kansas
| $545M | +$61M | +13% | 5.11% | 36.9% | 447 | 20.81% | 0.9 |
|
| 2609 |
2609
Madrona Venture Group
Seattle,
Washington
| $544M | -$197M | -27% | 17.9% | 233% | 2 | 0% | 0.3 |
|
| 2610 |
2610
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $543M | +$42.2M | +8% | 3.32% | – | 64 | 21.88% | 0.2 |
|
| 2611 |
2611
Samsara BioCapital
Palo Alto,
California
| $542M | -$452M | -45% | 6.49% | 1,580% | 52 | 32.69% | 0.7 |
|
| 2612 |
2612
Atlas Venture Advisors
Boston,
Massachusetts
| $542M | +$95.6M | +21% | 27.7% | 34.6% | 8 | 0% | 1.6 |
|
| 2613 |
2613
Rational Advisors
Huntington,
New York
| $541M | +$168M | +45% | 2.28% | 39.2% | 251 | 49.4% | 1.2 |
|
| 2614 |
2614
Arosa Capital Management
Miami Beach,
Florida
| $541M | -$188M | -26% | 20.6% | 536% | 102 | 64.71% | 0.3 |
|
| 2615 |
2615
Miller Investment Management
West Conshohocken,
Pennsylvania
| $541M | +$4.23M | +0.8% | 7.64% | 60.2% | 83 | 12.05% | 4.7 |
|
| 2616 |
2616
NTV Asset Management
Charleston,
West Virginia
| $540M | +$43.3M | +9% | 6.34% | 110% | 241 | 10.79% | 4 |
|
| 2617 |
2617
Center Lake Capital Management
West Palm Beach,
Florida
| $540M | -$14.6M | -3% | 2.36% | 98.3% | 29 | 68.97% | 0.5 |
|
| 2618 |
2618
Bardin Hill Management Partners
New York
| $540M | +$60.4M | +13% | 15% | 214% | 114 | 78.95% | 0.2 |
|
| 2619 |
VCM
2619
V3 Capital Management
Dallas,
Texas
| $539M | +$41.4M | +8% | 7.02% | 20.5% | 20 | 50% | 0.8 |
|
| 2620 |
DP
2620
DSAM Partners
London,
United Kingdom
| $539M | -$315M | -37% | 17% | 343% | 78 | 65.38% | 0.3 |
|
| 2621 |
2621
Baymount Management
Miami,
Florida
| $539M | +$383M | +245% | 6.11% | – | 12 | 83.33% | 0.1 |
|
| 2622 |
2622
Claret Asset Management
Montreal,
Quebec, Canada
| $539M | +$32.2M | +6% | 9.57% | 73.3% | 204 | 15.69% | 2.1 |
|
| 2623 |
FC
2623
Fore Capital
New York
| $538M | +$130M | +32% | 1.62% | 25.4% | 95 | 64.21% | 0.4 |
|
| 2624 |
2624
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $538M | +$45.4M | +9% | 7.67% | 59.5% | 106 | 6.6% | 3.9 |
|
| 2625 |
2625
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $538M | +$98.7M | +23% | 6.58% | 78.2% | 147 | 12.24% | 1.3 |
|