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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Affinity Asset Advisors
New York
| $294M | +$106M | +56% | 15.3% | 1,487% | 91 | 52.75% | 0.1 |
|
| 3677 |
3677
Bishop Rock Capital
New York
| $294M | -$21.3M | -7% | 2.77% | 35.4% | 32 | 21.88% | 2.6 |
|
| 3678 |
3678
Summit Rock Advisors
New York
| $294M | +$7.65M | +3% | 7.54% | – | 13 | 69.23% | 0.3 |
|
| 3679 |
3679
Venator Capital Management
Toronto,
Ontario, Canada
| $294M | +$58.6M | +25% | 16.5% | 154% | 78 | 61.54% | 0.3 |
|
| 3680 |
TVMC
3680
T Ventures Management Company
Sydney,
Australia
| $294M | -$14.8M | -5% | 4.8% | – | 1 | 0% | 0.3 |
|
| 3681 |
3681
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $294M | +$55.3M | +23% | 30.2% | 17.8% | 1 | 0% | 7.8 |
|
| 3682 |
3682
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $294M | -$134M | -31% | 2.25% | 70.9% | 23 | 4.35% | 4.8 |
|
| 3683 |
3683
Permit Capital
West Conshohocken,
Pennsylvania
| $293M | +$6.01M | +2% | 3.2% | 121% | 25 | 24% | 4 |
|
| 3684 |
3684
Canal Capital Management
Richmond,
Virginia
| $293M | +$28M | +11% | 8.92% | 67.8% | 132 | 10.61% | 2.7 |
|
| 3685 |
3685
Inscription Capital
Houston,
Texas
| $293M | +$33.4M | +13% | 6.59% | – | 202 | 15.84% | 1.1 |
|
| 3686 |
3686
Laidlaw Wealth Management
New York City,
New York
| $293M | -$182M | -38% | 3.85% | 150% | 381 | 50.66% | 0.7 |
|
| 3687 |
FGIM
3687
First Growth Investment Manager
San Francisco,
California
| $293M | +$150M | +105% | 8.34% | – | 44 | 45.45% | 0.1 |
|
| 3688 |
3688
LexAurum Advisors
Overland Park,
Kansas
| $293M | +$13.5M | +5% | 5.26% | – | 257 | 13.23% | 1.7 |
|
| 3689 |
3689
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $292M | +$25.7M | +10% | 22.8% | 69.7% | 59 | 1.69% | 6.1 |
|
| 3690 |
3690
OLP Capital Management
Causeway Bay,
Hong Kong
| $292M | -$71.9M | -20% | 32% | 146% | 5 | 0% | 0.3 |
|
| 3691 |
3691
Blue Fin Capital
Warren,
Rhode Island
| $292M | +$12.4M | +4% | 2.06% | 147% | 123 | 10.57% | 4.7 |
|
| 3692 |
3692
Vitruvian Partners
London,
United Kingdom
| $292M | -$197M | -40% | 3.02% | 96.9% | 4 | 50% | 1.1 |
|
| 3693 |
3693
Ibex Investors
Denver,
Colorado
| $291M | +$40.7M | +16% | 4.81% | 1.71% | 102 | 74.51% | 0.4 |
|
| 3694 |
CT
3694
Chicago Trust
Grayslake,
Illinois
| $291M | +$239K | +0.1% | 8.09% | 96.7% | 251 | 26.69% | 3.3 |
|
| 3695 |
3695
Kingstown Capital Management
New York
| $291M | +$106M | +58% | 3.45% | 38.6% | 117 | 87.18% | 0.2 |
|
| 3696 |
3696
Westover Capital Advisors
Wilmington,
Delaware
| $291M | +$13M | +5% | 4.04% | 144% | 176 | 20.45% | 2 |
|
| 3697 |
3697
Retirement Income Solutions
Ann Arbor,
Michigan
| $290M | +$14.3M | +5% | 5.44% | 60.8% | 95 | 5.26% | 2 |
|
| 3698 |
3698
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $290M | +$24.3M | +9% | 4.96% | 70.2% | 277 | 21.66% | 2.1 |
|
| 3699 |
3699
Parkside Advisors
Berkeley,
California
| $290M | +$23.1M | +9% | 3.76% | 36.7% | 71 | 8.45% | 2.9 |
|
| 3700 |
3700
Decatur Capital Management
Decatur,
Georgia
| $290M | -$256M | -47% | 4.52% | 155% | 69 | 28.99% | 1.8 |
|