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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
GCM Grosvenor Holdings
Chicago,
Illinois
| $656M | +$90M | +16% | 35% | 78.7% | 23 | 30.43% | 0.8 |
|
| 2627 |
2627
Heck Capital Advisors
Rhinelander,
Wisconsin
| $656M | +$43.1M | +7% | 5.21% | 67% | 205 | 10.24% | 2.7 |
|
| 2628 |
2628
WealthPlan Investment Management
Omaha,
Nebraska
| $655M | +$31.1M | +5% | 5.4% | 74.2% | 206 | 19.9% | 1.5 |
|
| 2629 |
2629
WNY Asset Management
Williamsville,
New York
| $655M | +$63.6M | +11% | 6.24% | – | 239 | 11.72% | 1.9 |
|
| 2630 |
2630
PPSC Investment Service
Tokyo,
Japan
| $655M | +$127M | +24% | 18.6% | 193% | 4 | 0% | 1.3 |
|
| 2631 |
2631
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $654M | +$75.6M | +13% | 5.23% | 51.1% | 665 | 15.04% | 3.1 |
|
| 2632 |
2632
Silver Oak Securities
Jackson,
Tennessee
| $653M | -$91.5M | -12% | 7.66% | 73.4% | 554 | 24.55% | 1.1 |
|
| 2633 |
2633
H&F Corporate Investors VIII
San Francisco,
California
| $653M | -$152M | -19% | 14.1% | 33.8% | 2 | 0% | 2.9 |
|
| 2634 |
2634
John G. Ullman & Associates
Corning,
New York
| $652M | +$21.4M | +3% | 8.25% | 162% | 180 | 9.44% | 4.1 |
|
| 2635 |
2635
Focused Wealth Management
Newburgh,
New York
| $651M | +$42.8M | +7% | 8.23% | 80.9% | 1,059 | 83% | 5.7 |
|
| 2636 |
2636
Squadra Investments
Rio De Janeiro,
Brazil
| $651M | +$167M | +35% | 2.64% | 1.55% | 4 | 50% | 1.8 |
|
| 2637 |
2637
Teamwork Financial Advisors
San Antonio,
Texas
| $650M | +$67.3M | +12% | 13% | 134% | 206 | 22.33% | 1.9 |
|
| 2638 |
2638
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $650M | +$64.5M | +11% | 7.73% | 64.6% | 103 | 17.48% | 1.5 |
|
| 2639 |
2639
Cornercap Investment Counsel
Atlanta,
Georgia
| $649M | +$38.4M | +6% | 7.64% | 55.4% | 684 | 26.32% | 1.5 |
|
| 2640 |
2640
Mengis Capital Management
Portland,
Oregon
| $649M | +$115M | +22% | 10.3% | 104% | 217 | 22.12% | 4.4 |
|
| 2641 |
2641
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $648M | +$209M | +48% | 40.1% | 1,119% | 40 | 30% | 1 |
|
| 2642 |
2642
Estabrook Capital Management
New York
| $647M | +$35.1M | +6% | 9.01% | 87.2% | 364 | 1.92% | 6.7 |
|
| 2643 |
2643
Nellore Capital Management
Redwood City,
California
| $647M | +$104M | +19% | 17.3% | 73.8% | 12 | 8.33% | 2.2 |
|
| 2644 |
2644
Biondo Investment Advisors
Milford,
Pennsylvania
| $647M | +$58.4M | +10% | 12.8% | 83.4% | 95 | 16.84% | 4.6 |
|
| 2645 |
2645
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $647M | +$56.9M | +10% | 10.5% | 140% | 237 | 32.49% | 2.6 |
|
| 2646 |
2646
Samsara BioCapital
Palo Alto,
California
| $646M | +$3.57M | +0.6% | 39.3% | 1,580% | 43 | 13.95% | 2.3 |
|
| 2647 |
2647
Sahana Capital Management
Greenwich,
Connecticut
| $646M | +$10.6M | +2% | 6.5% | 0.48% | 10 | 30% | 1.9 |
|
| 2648 |
2648
New England Asset Management
Farmington,
Connecticut
| $646M | +$24.3M | +4% | 7.8% | 55.6% | 119 | 27.73% | 6.6 |
|
| 2649 |
2649
Cary Street Partners Asset Management
Richmond,
Virginia
| $645M | +$61.8M | +11% | 7.97% | 25.3% | 200 | 7.5% | 2.2 |
|
| 2650 |
2650
Penn Davis McFarland
Dallas,
Texas
| $645M | +$56.9M | +10% | 6.77% | 100% | 47 | 2.13% | 4.9 |
|