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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Marvin & Palmer Associates
Wilmington,
Delaware
| $251M | +$61M | +32% | 22.3% | 415% | 38 | 47.37% | 0.9 |
|
| 3827 |
3827
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $250M | +$1.32M | +0.5% | 11.7% | 63% | 224 | 20.54% | 1.9 |
|
| 3828 |
3828
TLWM Financial
San Antonio,
Texas
| $250M | +$39M | +18% | 10.4% | 53.9% | 67 | 13.43% | 1.7 |
|
| 3829 |
3829
CGN Advisors
Manhattan,
Kansas
| $250M | – | – | 8.56% | 48.9% | 191 | – | 0 |
|
| 3830 |
3830
Crewe Advisors
Salt Lake City,
Utah
| $250M | +$36.6M | +17% | 19.3% | 96.1% | 678 | 38.2% | 1.1 |
|
| 3831 |
MHP
3831
Manatuck Hill Partners
Westport,
Connecticut
| $250M | +$32.1M | +15% | 51.3% | 556% | 139 | 56.83% | 1.1 |
|
| 3832 |
3832
RIT Capital Partners
London,
United Kingdom
| $249M | +$32.7M | +15% | 20.7% | 73.5% | 11 | 27.27% | 0.6 |
|
| 3833 |
3833
Golden Gate Private Equity
San Francisco,
California
| $249M | +$76.8M | +45% | 40.3% | 8.72% | 9 | 44.44% | 1.3 |
|
| 3834 |
DI
3834
Diligent Investors
Redlands,
California
| $249M | +$29.8M | +14% | 14.9% | 82.2% | 230 | 14.35% | 3.1 |
|
| 3835 |
3835
Muhlenkamp & Co
Wexford,
Pennsylvania
| $248M | +$55.4M | +29% | 23.3% | 128% | 38 | 15.79% | 2.7 |
|
| 3836 |
3836
Jones Road Capital Management
New York
| $248M | – | – | 26.5% | 88.5% | 60 | – | 0 |
|
| 3837 |
3837
Benin Management Corp
Wilton,
Connecticut
| $248M | +$24.8M | +11% | 14.1% | 91.7% | 97 | 10.31% | 5.3 |
|
| 3838 |
3838
First Wilshire Securities Management
Pasadena,
California
| $248M | +$38.9M | +19% | 21.7% | 135% | 84 | 14.29% | 3.6 |
|
| 3839 |
3839
JCIC Asset Management
Toronto,
Ontario, Canada
| $248M | +$31.9M | +15% | 13.9% | – | 130 | 34.62% | 2.3 |
|
| 3840 |
3840
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $248M | +$28.5M | +13% | 12.8% | 58.6% | 90 | 7.78% | 2.5 |
|
| 3841 |
3841
Robertson Opportunity Capital
Dallas,
Texas
| $248M | +$31.7M | +15% | 21.6% | 111% | 28 | 0% | 4.3 |
|
| 3842 |
3842
Affinity Investment Advisors
Newport Beach,
California
| $248M | +$20.1M | +9% | 15.8% | 208% | 175 | 30.29% | 1.8 |
|
| 3843 |
3843
Johanson Financial Advisors
Campbell,
California
| $248M | +$24.4M | +11% | 10.7% | 101% | 105 | 5.71% | 2.6 |
|
| 3844 |
3844
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $248M | +$152M | +158% | 18.4% | 137% | 90 | 58.89% | 0.5 |
|
| 3845 |
PP
3845
Professional Planning
Thousand Oaks,
California
| $248M | +$116M | +89% | 11.7% | 99.9% | 130 | 73.08% | 0.5 |
|
| 3846 |
3846
Armor Advisors
New York
| $247M | -$70.2M | -22% | 8.28% | 78.5% | 17 | 29.41% | 0.7 |
|
| 3847 |
3847
Genworth Financial
Glen Allen,
Virginia
| $247M | – | – | 2.59% | 73.6% | 2 | – | 3.8 |
|
| 3848 |
3848
Accel XI Associates
Palo Alto,
California
| $247M | – | – | 19.6% | – | 3 | – | 0 |
|
| 3849 |
LJHT
3849
Laurie J. Hall Trustee
| $247M | +$23.3M | +10% | 13.1% | 105% | 357 | 11.48% | 3.9 |
|
| 3850 |
3850
White Pine Investment Company
Livonia,
Michigan
| $247M | +$29.6M | +14% | 12.6% | 73.3% | 57 | 12.28% | 3.8 |
|