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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
GECH
3251
Garnet Equity Capital Holdings
New York
| $340M | -$147M | -30% | 24.3% | 302% | 42 | 45.24% | 0.5 |
|
| 3252 |
WHAM
3252
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $340M | +$67M | +25% | 27% | 98.1% | 26 | 38.46% | 0.2 |
|
| 3253 |
3253
Titan Global Capital Management USA
New York
| $340M | – | – | 23.8% | 213% | 42 | – | 0 |
|
| 3254 |
3254
NewFocus Financial Group
Vancouver,
Washington
| $340M | +$39.7M | +13% | 12.6% | 55.4% | 118 | 4.24% | 2.8 |
|
| 3255 |
3255
Gibson Capital
Wexford,
Pennsylvania
| $340M | +$39.3M | +13% | 12.1% | 67.2% | 37 | 13.51% | 4.7 |
|
| 3256 |
3256
Wealth Alliance
Mellville,
New York
| $339M | +$61.2M | +22% | 14.3% | 86.9% | 384 | 20.31% | 0.6 |
|
| 3257 |
SXL
3257
Summit X LLC
Chesterfield,
Missouri
| $339M | – | – | 13.2% | 62.9% | 250 | – | 1.8 |
|
| 3258 |
3258
Marathon Capital Management
Hunt Valley,
Maryland
| $339M | +$64.6M | +24% | 27.7% | 74% | 162 | 11.73% | 2.1 |
|
| 3259 |
3259
SIG China Investments Master Fund III
Wilimington,
Delaware
| $339M | – | – | 7.45% | – | 3 | – | 0 |
|
| 3260 |
3260
Hexagon Capital Partners
Rogers,
Arkansas
| $339M | +$26.5M | +8% | 8.81% | 99.6% | 783 | 7.41% | 0.2 |
|
| 3261 |
3261
Barry Investment Advisors
New Bedford,
Massachusetts
| $339M | +$47.6M | +16% | 8.09% | 66.7% | 107 | 20.56% | 2.1 |
|
| 3262 |
3262
Goldstein Munger & Associates
San Ramon,
California
| $339M | +$41.1M | +14% | 13.8% | 11.9% | 39 | 2.56% | 4.7 |
|
| 3263 |
3263
Cary Street Partners Asset Management
Richmond,
Virginia
| $339M | – | – | 13.8% | 25.3% | 164 | – | 0 |
|
| 3264 |
LCM
3264
Lionstone Capital Management
New York
| $338M | +$65.4M | +24% | 27.4% | 74.1% | 25 | 12% | 1.7 |
|
| 3265 |
3265
Northside Capital Management
Hood River,
Oregon
| $338M | +$29.8M | +10% | 13.4% | 99.6% | 99 | 19.19% | 3 |
|
| 3266 |
3266
Old Second National Bank of Aurora
Aurora,
Illinois
| $337M | +$32.9M | +11% | 14.1% | 93.7% | 346 | 13.58% | 4.7 |
|
| 3267 |
3267
Cubic Asset Management
Boston,
Massachusetts
| $337M | +$58.5M | +21% | 17.2% | 40.5% | 172 | 12.21% | 4.3 |
|
| 3268 |
3268
MYDA Advisors
Woodmere,
New York
| $337M | +$144M | +75% | 35.1% | 237% | 259 | 83.4% | 0.1 |
|
| 3269 |
3269
Brian C. Broderick
| $337M | +$22.6M | +7% | 11.8% | 114% | 86 | 12.79% | 5.3 |
|
| 3270 |
3270
B&I Capital
Zurich,
Switzerland
| $337M | – | – | 4.52% | 32.4% | 28 | – | 0 |
|
| 3271 |
3271
Hourglass Capital
Houston,
Texas
| $336M | +$40.1M | +14% | 20.7% | 94.4% | 132 | 15.91% | 4.3 |
|
| 3272 |
3272
Integral Health Asset Management
New York
| $336M | +$9.25M | +3% | 25% | 564% | 90 | 56.67% | 0.4 |
|
| 3273 |
3273
Matthew Goff Investment Advisor
Houston,
Texas
| $336M | +$22.7M | +7% | 10.3% | 89.6% | 86 | 18.6% | 2 |
|
| 3274 |
3274
DAFNA Capital Management
Los Angeles,
California
| $336M | +$28.4M | +9% | 35.2% | 313% | 90 | 28.89% | 2.2 |
|
| 3275 |
3275
AltraVue Capital
Bellevue,
Washington
| $336M | +$122M | +57% | 34.5% | 175% | 35 | 11.43% | 1.6 |
|