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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Delta Investment Management
San Francisco,
California
| $314M | +$2.86M | +0.9% | 8.68% | 69.9% | 206 | 32.04% | 0.9 |
|
| 3552 |
MJP
3552
Michael J. Puzo
| $314M | +$7.82M | +3% | 4.28% | 90.3% | 77 | 5.19% | 5.4 |
|
| 3553 |
3553
ADW Capital Management
Miami Beach,
Florida
| $314M | +$32.2M | +11% | 24% | 78.2% | 6 | 0% | 0.9 |
|
| 3554 |
3554
Verdad Advisers
Boston,
Massachusetts
| $314M | +$48.4M | +18% | 26.6% | – | 43 | 23.26% | 0.2 |
|
| 3555 |
3555
Iron Gate Global Advisors
Nsl,
Utah
| $313M | +$42.4M | +16% | 5.66% | 106% | 110 | 31.82% | 1.4 |
|
| 3556 |
CH
3556
Canton Hathaway
Providence,
Rhode Island
| $313M | +$16.8M | +6% | 6.15% | 87.8% | 369 | 43.9% | 0.8 |
|
| 3557 |
3557
Gries Financial
Cleveland,
Ohio
| $313M | – | – | 6.01% | 71.3% | 165 | – | 0 |
|
| 3558 |
3558
Bourne Lent Asset Management
Pawling,
New York
| $313M | +$9.8M | +3% | 3.89% | 95.1% | 63 | 7.94% | 4.1 |
|
| 3559 |
PRC
3559
Pearl River Capital
Niles,
Michigan
| $313M | +$34M | +12% | 7.07% | 20.3% | 561 | 71.3% | 0.2 |
|
| 3560 |
3560
Engine Capital Management
New York
| $313M | +$101M | +48% | 25.6% | 21.1% | 42 | 38.1% | 0.9 |
|
| 3561 |
3561
Goodman Financial
Houston,
Texas
| $313M | +$25.5M | +9% | 19.2% | 52.5% | 53 | 22.64% | 2.1 |
|
| 3562 |
3562
Algert Global
San Francisco,
California
| $313M | -$38M | -11% | 13.3% | 194% | 584 | 58.39% | 0.4 |
|
| 3563 |
3563
HawsGoodwin Investment Management
Franklin,
Tennessee
| $313M | -$6.11M | -2% | 3.42% | – | 116 | 16.38% | 0.9 |
|
| 3564 |
3564
Abacus Planning Group
Columbia,
South Carolina
| $313M | -$11.4M | -4% | 7.61% | 67.8% | 204 | 13.73% | 1.8 |
|
| 3565 |
3565
Lafayette Investments
Ashton,
Maryland
| $312M | +$18.2M | +6% | 9.99% | 77.9% | 94 | 11.7% | 3.8 |
|
| 3566 |
3566
RV Capital
Schindellegi,
Switzerland
| $312M | +$28.2M | +10% | 4.48% | 250% | 6 | 33.33% | 1.3 |
|
| 3567 |
3567
Patten Group
Chattanooga,
Tennessee
| $312M | -$58.2M | -16% | 4.88% | 99% | 244 | 8.2% | 3.7 |
|
| 3568 |
3568
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $312M | -$17.3M | -5% | 9.96% | 44.9% | 41 | 14.63% | 1.5 |
|
| 3569 |
3569
Tenzing Global Management
San Francisco,
California
| $312M | -$103M | -25% | 13.7% | 273% | 18 | 50% | 1.3 |
|
| 3570 |
3570
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $312M | +$8.39M | +3% | 0.23% | 667% | 10 | 20% | 0.2 |
|
| 3571 |
SPC
3571
Stony Point Capital
New York
| $312M | +$83.1M | +36% | 2.57% | 208% | 37 | 51.35% | 0.5 |
|
| 3572 |
3572
Radnor Capital Management
Wayne,
Pennsylvania
| $311M | -$43.6M | -12% | 8.17% | 96.9% | 213 | 10.33% | 2.9 |
|
| 3573 |
3573
Bender Robert & Associates
Pasadena,
California
| $311M | -$3.46M | -1% | 1.72% | 146% | 57 | 19.3% | 5.1 |
|
| 3574 |
3574
Boston Research & Management
Manchester,
Massachusetts
| $311M | +$23.2M | +8% | 7.17% | 53.2% | 106 | 2.83% | 5.8 |
|
| 3575 |
3575
Hunting Hill Global Capital
New York
| $311M | +$52.1M | +20% | 3.95% | 132% | 109 | 86.24% | 0.1 |
|