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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Welch Capital Partners
Harrison,
New York
| $383M | +$22.6M | +6% | 6.58% | 79.2% | 24 | 8.33% | 2.9 |
|
| 3177 |
3177
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| $383M | +$100M | +35% | 35.4% | – | 1 | 0% | 0.3 |
|
| 3178 |
3178
Rowlandmiller & Partners
Atlanta,
Georgia
| $383M | +$31.7M | +9% | 8.44% | 84% | 176 | 13.07% | 3.7 |
|
| 3179 |
MAS
3179
Managed Account Services
Coconut Grove,
Florida
| $382M | +$10M | +3% | 6.07% | 32.4% | 109 | 7.34% | 2.8 |
|
| 3180 |
3180
Deer VII & Co
Larchmont,
New York
| $381M | +$36.9M | +11% | 10.9% | 241% | 2 | 0% | 1.5 |
|
| 3181 |
3181
Southport Capital Management
Chattanooga,
Tennessee
| $381M | +$100M | +36% | 7.25% | 80% | 318 | 33.96% | 2.6 |
|
| 3182 |
WCA
3182
Windsor Creek Advisors
Bethel,
Vermont
| $381M | -$14.9M | -4% | 7.93% | 48.3% | 218 | 38.07% | 0.8 |
|
| 3183 |
MM
3183
Marino Management
Westport,
Connecticut
| $381M | -$66.8M | -15% | 10.3% | – | 2 | 0% | 0.3 |
|
| 3184 |
JCP
3184
JB Capital Partners
Armonk,
New York
| $381M | – | – | 18.8% | 142% | 84 | – | 0 |
|
| 3185 |
3185
InterWest Venture Management
San Francisco,
California
| $380M | -$420M | -53% | 30.7% | 57.6% | 13 | 7.69% | 2.9 |
|
| 3186 |
3186
Austin Private Wealth
Austin,
Texas
| $380M | +$34.6M | +10% | 5.26% | 62.4% | 128 | 25% | 0.8 |
|
| 3187 |
3187
Realta Investment Advisors
Wilmington,
Delaware
| $380M | +$26.9M | +8% | 6.43% | 151% | 394 | 21.07% | 1.2 |
|
| 3188 |
3188
Kize Capital
New York
| $380M | +$45.5M | +14% | 20.1% | 34.7% | 8 | 12.5% | 0.3 |
|
| 3189 |
3189
Sargent Investment Group
Bethesda,
Maryland
| $380M | +$63M | +20% | 9.91% | 113% | 207 | 14.01% | 1.4 |
|
| 3190 |
3190
Marathon Capital Management
Hunt Valley,
Maryland
| $379M | +$40.1M | +12% | 14.8% | 74% | 198 | 24.75% | 1.9 |
|
| 3191 |
3191
Rempart Asset Management
Montreal,
Canada
| $379M | +$27M | +8% | 7.62% | 70.5% | 36 | 8.33% | 0.3 |
|
| 3192 |
3192
Teewinot Capital Advisers
New York
| $379M | +$64.8M | +21% | 13% | 149% | 44 | 40.91% | 2.1 |
|
| 3193 |
3193
Cubic Asset Management
Boston,
Massachusetts
| $379M | +$41.5M | +12% | 12.5% | 40.5% | 181 | 8.84% | 4.3 |
|
| 3194 |
SF
3194
Symphony Financial
Houston,
Texas
| $378M | +$100M | +36% | 3.47% | 95.7% | 203 | 29.56% | 0.6 |
|
| 3195 |
3195
Stansberry Asset Management
Westlake,
Texas
| $378M | +$22M | +6% | 6.27% | 79.6% | 49 | 20.41% | 1.1 |
|
| 3196 |
3196
Sicart Associates
New York
| $378M | -$26.8M | -7% | 9.67% | 113% | 129 | 25.58% | 1.9 |
|
| 3197 |
GJCM
3197
Grand Jean Capital Management
San Francisco,
California
| $378M | +$24.8M | +7% | 5.13% | 61.4% | 48 | 16.67% | 3.2 |
|
| 3198 |
IBT
3198
International Biotechnology Trust
London,
United Kingdom
| $378M | +$11.9M | +3% | 2.2% | 11.1% | 61 | 22.95% | 2 |
|
| 3199 |
3199
Littlejohn & Co
Greenwich,
Connecticut
| $378M | – | – | 19.5% | 66.1% | 149 | – | 0 |
|
| 3200 |
3200
Pinz Capital Management
New York
| $378M | +$158M | +72% | 9.42% | 199% | 397 | 96.22% | 0 |
|