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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Periscope Capital
Toronto,
Ontario, Canada
| $1.44B | +$327M | +29% | 2.66% | 26.5% | 366 | 53.28% | 0.4 |
|
| 1202 |
1202
Hennessy Advisors Inc
Novato,
California
| $1.44B | +$1.48M | +0.1% | 9.85% | 191% | 264 | 4.17% | 2.9 |
|
| 1203 |
1203
Newbrook Capital Advisors
New York
| $1.44B | +$9.45M | +0.7% | 13.8% | 299% | 29 | 37.93% | 0.8 |
|
| 1204 |
1204
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.44B | +$370M | +35% | 4.35% | 151% | 202 | 39.6% | 1.1 |
|
| 1205 |
1205
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.43B | -$1.93M | -0.1% | 4.97% | 70.5% | 138 | 18.12% | 2.4 |
|
| 1206 |
1206
SQN Investors
Menlo Park,
California
| $1.43B | +$141M | +11% | 19.7% | – | 22 | 36.36% | 1 |
|
| 1207 |
1207
Miracle Mile Advisors
Los Angeles,
California
| $1.43B | +$219M | +18% | 6.55% | 56% | 420 | 44.29% | 1.3 |
|
| 1208 |
1208
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.43B | +$196M | +16% | 12.1% | 28.5% | 270 | 38.52% | 0.9 |
|
| 1209 |
CM
1209
Conifer Management
New York
| $1.43B | -$19M | -1% | 27.6% | 22.7% | 17 | 5.88% | 0.7 |
|
| 1210 |
1210
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.42B | +$13.9M | +1% | 10.7% | 166% | 205 | 34.63% | 2.4 |
|
| 1211 |
1211
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.42B | +$223M | +19% | 8.14% | 69% | 429 | 22.14% | 2.6 |
|
| 1212 |
1212
RNC Capital Management
Los Angeles,
California
| $1.41B | +$23.5M | +2% | 3.49% | 83% | 142 | 12.68% | 4.2 |
|
| 1213 |
1213
Chesley Taft & Associates
Chicago,
Illinois
| $1.41B | +$93.6M | +7% | 9.33% | 93.1% | 271 | 7.75% | 4.5 |
|
| 1214 |
1214
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.41B | +$55.9M | +4% | 7.28% | 63.9% | 476 | 13.66% | 2.6 |
|
| 1215 |
1215
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.41B | -$100M | -7% | 3.58% | 69.5% | 33 | 9.09% | 3.4 |
|
| 1216 |
1216
Mizuho Securities USA
New York
| $1.4B | -$84.8M | -6% | 6.14% | 112% | 229 | 69.43% | 0.3 |
|
| 1217 |
1217
Omni Partners
London,
United Kingdom
| $1.4B | +$557M | +66% | 25.8% | 412% | 148 | 70.95% | 0.1 |
|
| 1218 |
1218
EcoR1 Capital
San Francisco,
California
| $1.4B | +$48.4M | +4% | 13.8% | 310% | 68 | 55.88% | 0.6 |
|
| 1219 |
1219
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.4B | +$114M | +9% | 10.7% | 34.1% | 20 | 25% | 1.3 |
|
| 1220 |
1220
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.4B | +$121M | +9% | 10.1% | 160% | 330 | 13.03% | 3.7 |
|
| 1221 |
1221
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.4B | +$45.4M | +3% | 6.24% | – | 140 | 19.29% | 3.3 |
|
| 1222 |
1222
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.4B | +$211M | +18% | 4.53% | 85.6% | 82 | 21.95% | 2.7 |
|
| 1223 |
AAM
1223
AO Asset Management
New York
| $1.39B | +$12M | +0.9% | 19.6% | 127% | 50 | 30% | 1.5 |
|
| 1224 |
1224
Clough Capital Partners
Boston,
Massachusetts
| $1.39B | +$369M | +36% | 12.7% | 175% | 159 | 40.25% | 1 |
|
| 1225 |
1225
Perpetual Ltd
Sydney, New South Wales,
Australia
| $1.39B | +$320M | +30% | 9.25% | 104% | 339 | 35.69% | 0.6 |
|