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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Blueprint Financial Advisors
Greensboto,
North Carolina
| $675M | +$19.5M | +3% | 0.76% | – | 117 | 30.77% | 0.5 |
|
| 3052 |
DPC
3052
Dream Peak Capital
Hong Kong,
| $675M | -$296M | -31% | 11.6% | – | 9 | 55.56% | 0.2 |
|
| 3053 |
3053
Redwood Capital Management
New York
| $674M | -$260M | -28% | 7.32% | 313% | 22 | 22.73% | 2.2 |
|
| 3054 |
3054
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $674M | -$496M | -42% | 0.24% | – | 212 | 26.89% | 4 |
|
| 3055 |
3055
Gabelli & Co Investment Advisers
Rye,
New York
| $674M | +$8.35M | +1% | 8.55% | 248% | 355 | 37.75% | 1.4 |
|
| 3056 |
3056
Mountain Capital Investment Advisors
Westminster,
Colorado
| $674M | +$53.9M | +9% | 0.71% | 70.1% | 105 | 27.62% | 1.8 |
|
| 3057 |
3057
Corsair Capital Management
New York
| $673M | +$29M | +5% | 7.78% | 435% | 188 | 39.36% | 1.9 |
|
| 3058 |
3058
Columbus Hill Capital Management
Short Hills,
New Jersey
| $673M | -$38.1M | -5% | 9.94% | 151% | 30 | 36.67% | 2.4 |
|
| 3059 |
3059
Stablepoint Partners
Braintree,
Massachusetts
| $673M | +$31.7M | +5% | 2.74% | 92.8% | 273 | 15.02% | 1.8 |
|
| 3060 |
3060
Retail Employees Superannuation Trust
Sydney,
| $672M | +$299M | +80% | 9.24% | – | 31 | 19.35% | 0.2 |
|
| 3061 |
3061
Morton Capital Management
Calabasas,
California
| $672M | +$21.1M | +3% | 2.46% | 75.4% | 148 | 15.54% | 2.6 |
|
| 3062 |
3062
S-Bank Fund Management
Helsinki,
Finland
| $671M | -$100M | -13% | 6.71% | – | 184 | 7.61% | 0.9 |
|
| 3063 |
3063
Titan Global Capital Management USA
New York
| $671M | -$27.2M | -4% | 0.46% | 191% | 61 | 9.84% | 2.7 |
|
| 3064 |
3064
Thrive Wealth Management
Audubon,
Pennsylvania
| $671M | -$9.9M | -1% | 2.65% | 84.1% | 261 | 20.31% | 2.6 |
|
| 3065 |
LCM
3065
Lonestar Capital Management
San Francisco,
California
| $671M | +$46.6M | +7% | 20.1% | 260% | 39 | 38.46% | 0.7 |
|
| 3066 |
3066
Summit Partners
Boston,
Massachusetts
| $670M | -$381M | -36% | 25.6% | 23.2% | 8 | 12.5% | 5.4 |
|
| 3067 |
AO
3067
Allen Operations
New York
| $670M | -$129M | -16% | 12.9% | 248% | 35 | 0% | 5.3 |
|
| 3068 |
3068
Marquette Asset Management
Minneapolis,
Minnesota
| $669M | -$8.24M | -1% | 1.05% | 69.6% | 928 | 38.9% | 1 |
|
| 3069 |
3069
LS Investment Advisors
Bloomfield Hills,
Michigan
| $668M | -$45.4M | -6% | 1.41% | 98.7% | 138 | 13.77% | 8.7 |
|
| 3070 |
3070
Crane Advisory
Fullerton,
California
| $668M | +$6.64M | +1% | 2.37% | 38.2% | 54 | 7.41% | 2.2 |
|
| 3071 |
AGM
3071
Alpine Global Management
New York
| $668M | +$204M | +44% | 8.93% | 149% | 471 | 78.13% | 0.4 |
|
| 3072 |
3072
Oliver Luxxe Assets
Gladstone,
New Jersey
| $668M | +$10.9M | +2% | 5.13% | 137% | 220 | 23.18% | 2.9 |
|
| 3073 |
3073
IDG-Accel China Capital II Associates
Palo Alto,
California
| $667M | +$113M | +20% | 20.3% | – | 1 | 0% | 0.3 |
|
| 3074 |
3074
TSG Advice Partners
Columbus,
Ohio
| $667M | +$12.3M | +2% | 1.89% | – | 139 | 19.42% | 0.2 |
|
| 3075 |
3075
CFM Wealth Partners
Austin,
Texas
| $667M | -$25.6M | -4% | 1.39% | 175% | 147 | 4.76% | 4.4 |
|