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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $837M | -$271M | -24% | 19.8% | 66.5% | 542 | 16.05% | 4.8 |
|
| 1402 |
1402
P2 Capital Partners
New York
| $836M | -$527M | -39% | 42.9% | 7.96% | 17 | 23.53% | 2.8 |
|
| 1403 |
1403
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $835M | -$226M | -21% | 18.5% | 62.9% | 246 | 14.63% | 4.6 |
|
| 1404 |
1404
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $834M | -$195M | -19% | 17% | 99.5% | 219 | 22.37% | 4.7 |
|
| 1405 |
OHM
1405
Ordinal Holdings ManageCo
New York
| $834M | +$194M | +30% | 30.2% | 19.5% | 1 | 0% | 2.3 |
|
| 1406 |
1406
Level Four Advisory Services
Dallas,
Texas
| $834M | -$1.69B | -67% | 15.7% | 102% | 599 | 25.04% | 2.3 |
|
| 1407 |
1407
Zazove Associates
Incline Village,
Nevada
| $833M | -$370M | -31% | 2.14% | 11% | 128 | 7.81% | 1.2 |
|
| 1408 |
1408
Cat Rock Capital Management
Greenwich,
Connecticut
| $833M | +$123M | +17% | 22% | 66.8% | 13 | 46.15% | 1 |
|
| 1409 |
1409
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $832M | -$235M | -22% | 18.5% | 70.2% | 476 | 14.71% | 0.9 |
|
| 1410 |
1410
Alpha Cubed Investments
Irvine,
California
| $832M | -$140M | -14% | 12.2% | 126% | 270 | 22.22% | 3.1 |
|
| 1411 |
1411
Cumberland Partners
Toronto,
Ontario, Canada
| $831M | -$295M | -26% | 19.6% | 101% | 184 | 20.65% | 1.9 |
|
| 1412 |
1412
La Financiere de L'Echiquier
Paris,
France
| $831M | -$14.3M | -2% | 11.5% | 28.1% | 71 | 25.35% | 1.1 |
|
| 1413 |
1413
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $831M | -$319M | -28% | 24.6% | 278% | 712 | 35.53% | 1.7 |
|
| 1414 |
1414
J. Goldman & Co
New York
| $830M | -$565M | -41% | 16.5% | 106% | 388 | 74.23% | 0.4 |
|
| 1415 |
1415
Lincluden Management
Mississauga,
Ontario, Canada
| $829M | -$281M | -25% | 26% | 67.7% | 78 | 16.67% | 4.6 |
|
| 1416 |
1416
Paradigm Capital Management Inc
Albany,
New York
| $828M | -$469M | -36% | 27.2% | 195% | 161 | 11.8% | 4.1 |
|
| 1417 |
1417
First Citizens Bank & Trust
Raleigh,
North Carolina
| $827M | -$212M | -20% | 19.8% | 69% | 398 | 28.64% | 2.8 |
|
| 1418 |
1418
Advisor Partners
Walnut Creek,
California
| $827M | -$140M | -15% | 16.5% | 63.8% | 721 | 25.24% | 3.2 |
|
| 1419 |
1419
AlphaCrest Capital Management
New York
| $824M | -$395M | -32% | 26.6% | 8.44% | 1,386 | 39.54% | 0.7 |
|
| 1420 |
1420
BOK Financial Private Wealth
Denver,
Colorado
| $823M | -$362M | -31% | 18.7% | 68.8% | 211 | 23.22% | 2.2 |
|
| 1421 |
HSC
1421
Harbor Spring Capital
New York
| $823M | -$98.2M | -11% | 21.1% | – | 25 | 12% | 2.1 |
|
| 1422 |
1422
Periscope Capital
Toronto,
Ontario, Canada
| $823M | -$7.28M | -0.9% | 1.29% | 26.5% | 281 | 28.11% | 0.7 |
|
| 1423 |
1423
Ashfield Capital Partners
San Francisco,
California
| $822M | -$182M | -18% | 15.1% | 48.8% | 236 | 11.02% | 4.4 |
|
| 1424 |
1424
Neville Rodie & Shaw
New York
| $821M | -$198M | -19% | 17% | 125% | 253 | 10.67% | 5.3 |
|
| 1425 |
1425
Cannell & Spears
New York
| $817M | -$118M | -13% | 16.6% | 122% | 259 | 44.4% | 2.8 |
|