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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Makaira Partners
La Jolla,
California
| $434M | +$72.5M | +20% | 21.3% | 22% | 10 | 10% | 3.2 |
|
| 2852 |
NM
2852
Newtyn Management
New York
| $434M | +$21.5M | +5% | 36.1% | 52% | 71 | 47.89% | 0.9 |
|
| 2853 |
2853
Marquette Asset Management
Minneapolis,
Minnesota
| $434M | +$75M | +21% | 16.1% | 69.6% | 246 | 15.04% | 2.2 |
|
| 2854 |
2854
Corsair Capital Management
New York
| $434M | +$153M | +55% | 31.7% | 435% | 82 | 42.68% | 1.5 |
|
| 2855 |
2855
Nicholas Hoffman & Company
Atlanta,
Georgia
| $434M | +$55.9M | +15% | 12.9% | 71.9% | 228 | 13.16% | 2.8 |
|
| 2856 |
2856
Soviero Asset Management
New York
| $433M | – | – | 78% | 676% | 35 | – | 0 |
|
| 2857 |
2857
Glassman Wealth Services
Vienna,
Virginia
| $433M | +$70.3M | +19% | 13.6% | 70% | 1,606 | 11.71% | 2.3 |
|
| 2858 |
2858
New Leaf Venture Partners
New York
| $433M | +$185M | +74% | 135% | 3.91% | 18 | 5.56% | 2.3 |
|
| 2859 |
PSSGI
2859
P-STS SPV GP IA
San Francisco,
California
| $433M | – | – | 148% | – | 1 | – | 0 |
|
| 2860 |
2860
IQ EQ Fund Management
Dublin 2,
Ireland
| $432M | +$98.1M | +29% | 16.9% | 139% | 232 | 18.97% | 2.1 |
|
| 2861 |
2861
JGP Wealth Management
Bend,
Oregon
| $432M | +$55M | +15% | 11.5% | 87.8% | 146 | 10.96% | 1.8 |
|
| 2862 |
2862
Formidable Asset Management
Cincinnati,
Ohio
| $432M | +$88.5M | +26% | 17.4% | 62.2% | 312 | 22.76% | 0.8 |
|
| 2863 |
2863
Technology Crossover Management X
Menlo Park,
California
| $432M | – | – | 30.8% | 72.2% | 4 | – | 0 |
|
| 2864 |
2864
Gifford Fong Associates
Lafayette,
California
| $431M | +$57.7M | +15% | 15.8% | 180% | 136 | 2.94% | 2.4 |
|
| 2865 |
IIA
2865
IPG Investment Advisors
San Diego,
California
| $431M | +$81M | +23% | 22.5% | 126% | 201 | 38.81% | 1.8 |
|
| 2866 |
2866
HITE Hedge Asset Management
Braintree,
Massachusetts
| $430M | +$109M | +34% | 37.3% | 43.6% | 158 | 59.49% | 0.6 |
|
| 2867 |
2867
Wealth Architects
Mountain View,
California
| $430M | +$61.2M | +17% | 16.5% | 85.1% | 168 | 14.29% | 3.4 |
|
| 2868 |
2868
Buffington Mohr McNeal
Boise,
Idaho
| $430M | +$50.5M | +13% | 10.4% | 29.3% | 124 | 8.87% | 3.6 |
|
| 2869 |
2869
AdvisorShares Investments
Bethesda,
Maryland
| $430M | -$1.63B | -79% | 29.7% | 108% | 175 | 40.57% | 0.6 |
|
| 2870 |
2870
Perella Weinberg Partners Capital Management
New York
| $429M | -$13.3M | -3% | 8.15% | 1.52% | 29 | 13.79% | 1.3 |
|
| 2871 |
2871
New England Investment & Retirement Group
North Andover,
Massachusetts
| $429M | +$32M | +8% | 11.9% | 72.5% | 83 | 24.1% | 1.4 |
|
| 2872 |
2872
SOL Capital Management
Rockville,
Maryland
| $429M | +$65.7M | +18% | 18.5% | 56.6% | 235 | 8.09% | 5.2 |
|
| 2873 |
2873
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $429M | -$122M | -22% | 17.2% | 264% | 87 | 34.48% | 2 |
|
| 2874 |
2874
Luminus Management
Houston,
Texas
| $429M | -$3.67M | -0.8% | 30% | 8.7% | 63 | 69.84% | 1.2 |
|
| 2875 |
2875
Facet Wealth Inc
Baltimore,
Maryland
| $428M | – | – | 12.3% | 52.9% | 41 | – | 0 |
|