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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
First Reserve GP XI
Stamford,
Connecticut
| $73.6M | -$462M | -86% | 86.3% | 26.4% | 1 | 0% | 6.3 |
|
| 4977 |
4977
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $73.5M | -$37.1M | -34% | 30% | 84.3% | 2 | 0% | 1.5 |
|
| 4978 |
4978
Trustees of Princeton University
Princeton,
New Jersey
| $73.4M | -$54.2M | -42% | 22.8% | – | 9 | 66.67% | 0.6 |
|
| 4979 |
4979
Bank of Marin
Novato,
California
| $73.4M | -$25.6M | -26% | 15.8% | 94.6% | 127 | 20.47% | 0.2 |
|
| 4980 |
4980
Farley Capital
New York
| $73.2M | -$27.8M | -28% | 24.2% | 116% | 23 | 21.74% | 2.8 |
|
| 4981 |
SC
4981
Spindletop Capital
Chappaqua,
New York
| $73.1M | -$32.9M | -31% | 34.4% | – | 19 | 57.89% | 1.7 |
|
| 4982 |
4982
Washburn Capital Management
Vero Beach,
Florida
| $73.1M | -$37.1M | -34% | 13.7% | 123% | 44 | 25% | 0.2 |
|
| 4983 |
4983
Horan Securities
Cincinnati,
United States
| $73M | -$17.1M | -19% | 20.9% | 50.1% | 298 | 88.59% | 0.4 |
|
| 4984 |
4984
Mork Capital Management
Healdsburg,
California
| $73M | -$66.8M | -48% | 33.4% | 61.9% | 123 | 26.83% | 2 |
|
| 4985 |
4985
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $72.7M | -$23.4M | -24% | 26% | 15.7% | 51 | 31.37% | 3.1 |
|
| 4986 |
4986
Ocean Endowment Partners
Chicago,
Illinois
| $72.6M | -$33.1M | -31% | 18.1% | – | 39 | 33.33% | 0.3 |
|
| 4987 |
4987
Aufman Associates
Sewickley,
Pennsylvania
| $72.5M | -$24.6M | -25% | 23.9% | 141% | 47 | 38.3% | 0.2 |
|
| 4988 |
4988
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $72.5M | -$21.2M | -23% | 21.2% | 94.2% | 37 | 75.68% | 3.5 |
|
| 4989 |
4989
Element Wealth
Ridgeland,
Mississippi
| $72.4M | -$25.3M | -26% | 21% | 64.5% | 136 | 29.41% | 0.2 |
|
| 4990 |
4990
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $72.2M | -$19.3M | -21% | 6.99% | 961% | 62 | 74.19% | 0.4 |
|
| 4991 |
4991
West Bancorporation
West Des Moines,
Iowa
| $72M | -$27.8M | -28% | 23.5% | 72.5% | 309 | 14.24% | 0.2 |
|
| 4992 |
4992
First Dallas Securities
Dallas,
Texas
| $71.7M | -$45.4M | -39% | 31.7% | 160% | 90 | 26.67% | 3.7 |
|
| 4993 |
RICHC
4993
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
| $71.7M | -$16.6M | -19% | 18.3% | – | 96 | 23.96% | 0.2 |
|
| 4994 |
4994
Adirondack Research & Management
Guilderland,
New York
| $71.7M | -$43.7M | -38% | 29% | 47.8% | 105 | 34.29% | 2.7 |
|
| 4995 |
KAM
4995
Kinney Asset Management
Chicago,
Illinois
| $71.7M | -$41.7M | -37% | 38.2% | 10.1% | 4 | 25% | 0.2 |
|
| 4996 |
4996
Sustainable Insight Capital Management
New York
| $71.6M | -$25.4M | -26% | 15.8% | 168% | 85 | 55.29% | 0.8 |
|
| 4997 |
4997
Nationwide Asset Management
Columbus,
Ohio
| $71.5M | -$48.3M | -40% | 18.1% | 8.56% | 9 | 22.22% | 0.2 |
|
| 4998 |
4998
Endicott Management
New York
| $71.5M | -$53.4M | -43% | 0% | 229% | 14 | 100% | 0 |
|
| 4999 |
4999
Siris Capital Group
New York
| $71.4M | -$102M | -59% | 63.2% | – | 1 | 0% | 1.5 |
|
| 5000 |
5000
Planning Directions
Glen Mills,
Pennsylvania
| $71.3M | -$36.9M | -34% | 14.1% | 46.3% | 105 | 87.62% | 0.3 |
|