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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Pacific Global Investment Management
Glendale,
California
| $480M | +$22.9M | +5% | 8.47% | 48% | 212 | 6.13% | 4.4 |
|
| 2802 |
2802
MA Private Wealth
San Carlos,
California
| $480M | +$42.3M | +10% | 2.86% | 57.5% | 91 | 28.57% | 1.2 |
|
| 2803 |
2803
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $480M | +$102M | +27% | 20.6% | 106% | 45 | 11.11% | 1.9 |
|
| 2804 |
2804
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $479M | +$36.6M | +8% | 3.76% | 75.9% | 175 | 12.57% | 3.6 |
|
| 2805 |
2805
Atalaya Capital Management
New York
| $479M | +$207M | +76% | 1.57% | 7.46% | 294 | 81.63% | 0.1 |
|
| 2806 |
2806
Destiny Wealth Partners
Tavares,
Florida
| $479M | -$273K | -0.1% | 2.61% | 70.4% | 584 | 19.01% | 0.2 |
|
| 2807 |
2807
Dock Street Asset Management
Palm Beach,
Florida
| $479M | -$2.17M | -0.5% | 1.02% | 175% | 69 | 17.39% | 2.8 |
|
| 2808 |
2808
Berman Capital Advisors
Atlanta,
Georgia
| $479M | +$60.8M | +15% | 5.79% | 48.2% | 1,988 | 10.76% | 1.5 |
|
| 2809 |
PS
2809
Portfolio Strategies
Monsey,
New York
| $478M | -$32.9M | -6% | 11.6% | 137% | 66 | 25.76% | 1.3 |
|
| 2810 |
2810
Titan Global Capital Management USA
New York
| $478M | +$138M | +41% | 0.49% | 191% | 44 | 9.09% | 0.2 |
|
| 2811 |
2811
Cypress Wealth Services
Palm Desert,
California
| $478M | +$30.5M | +7% | 3.59% | 82.7% | 309 | 11.33% | 0.2 |
|
| 2812 |
2812
Old West Investment Management
Los Angeles,
California
| $478M | +$36.8M | +8% | 24.4% | 242% | 74 | 29.73% | 2.1 |
|
| 2813 |
2813
Chatham Capital Group
Savannah,
Georgia
| $478M | +$32.8M | +7% | 4.57% | 97% | 179 | 10.61% | 4 |
|
| 2814 |
2814
12th Street Asset Management Company
Nashville,
Tennessee
| $477M | +$12.5M | +3% | 8.81% | 106% | 31 | 6.45% | 2.2 |
|
| 2815 |
2815
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $477M | +$60.4M | +14% | 10.6% | 98% | 104 | 22.12% | 2 |
|
| 2816 |
2816
Model Capital Management
Wellesley,
Massachusetts
| $477M | +$72.6M | +18% | 4.5% | – | 6 | 0% | 0.4 |
|
| 2817 |
2817
StrategIQ Financial Group
Merrillville,
Indiana
| $476M | +$28.7M | +6% | 5.06% | 12.6% | 213 | 6.57% | 3.1 |
|
| 2818 |
2818
Advantage Alpha Capital Partners
San Francisco,
California
| $475M | +$18.6M | +4% | 9.04% | 79.2% | 139 | 30.22% | 0.6 |
|
| 2819 |
ACM
2819
AIGH Capital Management
Baltimore,
Maryland
| $475M | +$229M | +93% | 27.6% | 3,026% | 72 | 68.06% | 0.1 |
|
| 2820 |
CCM
2820
Contrarian Capital Management
Greenwich,
Connecticut
| $475M | +$133M | +39% | 13.4% | 29.4% | 20 | 40% | 1 |
|
| 2821 |
2821
Stone Ridge Asset Management
New York
| $475M | +$325M | +216% | 216% | – | 1 | 0% | 0.3 |
|
| 2822 |
2822
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $475M | +$54.4M | +13% | 13.2% | 34.2% | 48 | 6.25% | 5.4 |
|
| 2823 |
WC
2823
Walthausen & Co
Malta,
New York
| $474M | +$108M | +29% | 23.9% | 63.3% | 150 | 14.67% | 2.1 |
|
| 2824 |
2824
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $474M | -$10M | -2% | 4.37% | 282% | 33 | 30.3% | 1.3 |
|
| 2825 |
2825
McGuire Investment Group
Wakefield,
Rhode Island
| $474M | +$70.4M | +17% | 6.7% | 202% | 112 | 16.96% | 1.7 |
|