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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Parkman Healthcare Partners
Stamford,
Connecticut
| $431M | +$40.6M | +10% | 42.2% | 306% | 104 | 40.38% | 0.6 |
|
| 2977 |
2977
Elephas Investment Management
Hong Kong
| $431M | -$192M | -31% | 1.86% | 422% | 4 | 25% | 0.5 |
|
| 2978 |
2978
Old Dominion Capital Management
Charlottesville,
Virginia
| $430M | +$28.7M | +7% | 6.21% | 45.9% | 178 | 13.48% | 2.2 |
|
| 2979 |
2979
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $430M | -$82.9M | -16% | 15.9% | 172% | 7 | 0% | 0.9 |
|
| 2980 |
2980
New Leaf Venture Partners
New York
| $430M | -$3.15M | -0.7% | 4.96% | 3.91% | 18 | 5.56% | 2.4 |
|
| 2981 |
2981
Sound View Wealth Advisors Group
Savannah,
Georgia
| $429M | +$20.2M | +5% | 4.88% | 80.8% | 273 | 8.79% | 1.4 |
|
| 2982 |
2982
TrinityPoint Wealth
Milford,
Connecticut
| $429M | +$13.4M | +3% | 6.99% | 28.4% | 258 | 17.44% | 1.4 |
|
| 2983 |
2983
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $429M | +$60.6M | +16% | 4.9% | 66.9% | 69 | 55.07% | 0.8 |
|
| 2984 |
2984
Requisite Capital Management
Dallas,
Texas
| $429M | +$113M | +36% | 7.36% | 42.6% | 93 | 46.24% | 0.8 |
|
| 2985 |
2985
Buckhead Capital Management
Atlanta,
Georgia
| $429M | +$27.2M | +7% | 7.22% | 76.1% | 142 | 8.45% | 3.3 |
|
| 2986 |
2986
Fieldpoint Private Securities
Greenwich,
Connecticut
| $428M | -$11.7M | -3% | 5.35% | 47.2% | 1,682 | 9.69% | 0.6 |
|
| 2987 |
GA
2987
GFS Advisors
Houston,
Texas
| $428M | +$47.6M | +13% | 7.46% | 109% | 143 | 13.29% | 4 |
|
| 2988 |
2988
SailingStone Capital Partners
Houston,
Texas
| $428M | +$126M | +42% | 56.7% | 152% | 13 | 46.15% | 2.8 |
|
| 2989 |
2989
Fagan Associates
Troy,
New York
| $428M | +$29.5M | +7% | 4.83% | 127% | 127 | 10.24% | 3 |
|
| 2990 |
2990
Jeneq Management
New York
| $427M | +$97.5M | +30% | 1.78% | 21.7% | 20 | 55% | 0.4 |
|
| 2991 |
2991
Infusive Asset Management
New York
| $427M | +$125M | +41% | 0.84% | 33.8% | 77 | 7.79% | 0.2 |
|
| 2992 |
2992
Teamwork Financial Advisors
San Antonio,
Texas
| $426M | +$5.77M | +1% | 3.15% | 134% | 255 | 33.33% | 0.6 |
|
| 2993 |
GTC
2993
Ghost Tree Capital
New York
| $425M | -$23.3M | -5% | 8.97% | 265% | 60 | 45% | 0.7 |
|
| 2994 |
2994
Security National Trust
Wheeling,
West Virginia
| $425M | +$23M | +6% | 6.8% | 58.3% | 429 | 12.12% | 5.5 |
|
| 2995 |
2995
Grove Bank & Trust
Miami,
Florida
| $425M | +$40.1M | +10% | 7.58% | 80.5% | 216 | 11.11% | 3.1 |
|
| 2996 |
2996
Dimension Capital Management
Coral Gables,
Florida
| $425M | +$74.7M | +21% | 9.47% | 65.5% | 112 | 31.25% | 2.1 |
|
| 2997 |
2997
Virtue Capital Management
Brentwood,
Tennessee
| $425M | +$17.3M | +4% | 6.46% | 97.9% | 313 | 28.43% | 0.7 |
|
| 2998 |
2998
Corbin Capital Partners
New York
| $424M | +$288M | +212% | 0.76% | 87.7% | 70 | 81.43% | 0.1 |
|
| 2999 |
2999
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $424M | +$9.9M | +2% | 5.52% | 75.1% | 68 | 8.82% | 3.7 |
|
| 3000 |
3000
Geller Advisors
New York
| $424M | +$26.2M | +7% | 5.48% | 20.4% | 131 | 16.79% | 1.2 |
|