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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
First Sabrepoint Capital Management
Dallas,
Texas
| $310M | +$29.8M | +11% | 38.8% | 218% | 36 | 22.22% | 1 |
|
| 3427 |
3427
Brio Consultants
San Francisco,
California
| $310M | -$21.4M | -6% | 9.97% | 46.9% | 75 | 10.67% | 1.4 |
|
| 3428 |
3428
GFG Capital
Miami,
Florida
| $309M | +$52.1M | +20% | 14.5% | 152% | 119 | 23.53% | 0.6 |
|
| 3429 |
3429
D'Orazio & Associates
Falls Church,
Virginia
| $309M | +$61.9M | +25% | 14.8% | 66.7% | 385 | 20% | 3.4 |
|
| 3430 |
3430
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $309M | +$83.4M | +37% | 17.3% | 52.1% | 23 | 21.74% | 1.3 |
|
| 3431 |
TVMC
3431
T Ventures Management Company
Sydney,
Australia
| $309M | – | – | 64.5% | – | 1 | – | 0 |
|
| 3432 |
3432
SCP Investment
Orinda,
California
| $309M | +$93.1M | +43% | 52.3% | 32.8% | 39 | 56.41% | 0.9 |
|
| 3433 |
3433
Selkirk Management
Chatham,
New Jersey
| $309M | -$6.11M | -2% | 11.8% | 245% | 24 | 12.5% | 3.8 |
|
| 3434 |
3434
Valicenti Advisory Services
Elmira,
New York
| $309M | +$40.1M | +15% | 12.5% | 134% | 73 | 8.22% | 4.1 |
|
| 3435 |
3435
Beach Point Capital Management
Santa Monica,
California
| $308M | +$81.7M | +36% | 23.2% | 84.1% | 32 | 50% | 0.8 |
|
| 3436 |
3436
Octavia Wealth Advisors
Cincinnati,
Ohio
| $308M | – | – | 11.6% | 76.4% | 159 | – | 0 |
|
| 3437 |
EWA
3437
ERTS Wealth Advisors
Marquette,
Michigan
| $308M | +$42.1M | +16% | 11.9% | 39.3% | 81 | 12.35% | 1.4 |
|
| 3438 |
CIM
3438
CIM Investment Management
Pittsburgh,
Pennsylvania
| $308M | +$44.4M | +17% | 16.3% | 123% | 309 | 24.27% | 2.1 |
|
| 3439 |
3439
Axel Capital Management
New York
| $308M | +$73.9M | +32% | 50.7% | 194% | 56 | 58.93% | 0.3 |
|
| 3440 |
3440
Lincoln Capital
Lincoln,
Nebraska
| $308M | +$34.9M | +13% | 13% | 67.1% | 89 | 6.74% | 3.9 |
|
| 3441 |
3441
INCA Investments
Miami,
Florida
| $308M | +$60.7M | +25% | 46.5% | 120% | 11 | 18.18% | 4.6 |
|
| 3442 |
3442
Ophir Asset Management
Sydney,
Australia
| $307M | – | – | 45.3% | 282% | 29 | – | 0 |
|
| 3443 |
3443
Glovista Investments
Jersey City,
New Jersey
| $307M | +$25.4M | +9% | 12.1% | 2.48% | 133 | 43.61% | 2 |
|
| 3444 |
3444
Hudock Inc
Williamsport,
Pennsylvania
| $307M | +$37M | +14% | 12.3% | 69.7% | 834 | 10.91% | 3.8 |
|
| 3445 |
3445
WestBridge Capital Management
Trianon,
Mauritius
| $307M | – | – | 48.6% | 21.9% | 2 | – | 0 |
|
| 3446 |
3446
9258 Wealth Management
Blue Ash,
Ohio
| $307M | +$42.2M | +16% | 14.3% | 49.6% | 323 | 12.07% | 1.3 |
|
| 3447 |
3447
Serengeti Asset Management
New York
| $306M | -$12.8M | -4% | 32.3% | 14.9% | 25 | 72% | 0.4 |
|
| 3448 |
MJP
3448
Michael J. Puzo
| $306M | +$25.3M | +9% | 12% | 104% | 76 | 3.95% | 5.2 |
|
| 3449 |
3449
Steel Grove Capital Advisors
Memphis,
Tennessee
| $306M | +$60.6M | +25% | 13.9% | 106% | 133 | 19.55% | 2.7 |
|
| 3450 |
3450
Oak Grove Capital
North Hampton,
New Hampshire
| $306M | +$94.4M | +45% | 18.1% | 470% | 91 | 43.96% | 1 |
|