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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
James Investment Research
Alpha,
Ohio
| $1.08B | +$11.4M | +1% | 8.47% | 110% | 528 | 25.19% | 3.3 |
|
| 1452 |
1452
Daido Life Insurance Company
Osaka,
Japan
| $1.08B | +$79.4M | +8% | 8.74% | 78.3% | 12 | 16.67% | 2.5 |
|
| 1453 |
1453
Goelzer Investment Management
Carmel,
Indiana
| $1.08B | +$42.7M | +4% | 6.36% | 97.2% | 252 | 6.75% | 3.9 |
|
| 1454 |
1454
Sonora Investment Management
Tucson,
Arizona
| $1.08B | +$103M | +11% | 4.45% | 32.8% | 2,092 | 20.94% | 2 |
|
| 1455 |
1455
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $1.08B | +$131M | +14% | 19.7% | 89.9% | 9 | 22.22% | 2.1 |
|
| 1456 |
1456
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.08B | +$102M | +10% | 9.87% | 99.5% | 217 | 12.9% | 4.4 |
|
| 1457 |
EC
1457
EMS Capital
New York
| $1.08B | -$151M | -12% | 16.5% | 228% | 31 | 25.81% | 2.2 |
|
| 1458 |
1458
Cryder Capital Partners
London,
United Kingdom
| $1.08B | +$152M | +17% | 12.9% | 67.8% | 9 | 0% | 3.8 |
|
| 1459 |
1459
Cambridge Associates
Boston,
Massachusetts
| $1.07B | +$77.9M | +8% | 6.34% | 50.1% | 59 | 33.9% | 2.1 |
|
| 1460 |
1460
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.07B | +$118M | +12% | 6.71% | 507% | 22 | 31.82% | 0.8 |
|
| 1461 |
1461
Cooper Investors
Melbourne, Victoria,
Australia
| $1.07B | +$112M | +12% | 10.9% | 57.5% | 44 | 20.45% | 2.2 |
|
| 1462 |
1462
Rubric Capital Management (New York)
New York
| $1.07B | +$203M | +23% | 13.1% | 251% | 74 | 41.89% | 0.6 |
|
| 1463 |
1463
Focus Financial Network
Minneapolis,
Minnesota
| $1.07B | +$172M | +19% | 9.14% | 106% | 458 | 20.09% | 1 |
|
| 1464 |
1464
Nationwide Fund Advisors
Columbus,
Ohio
| $1.07B | +$256M | +32% | 8.24% | 34.1% | 6 | 0% | 2.1 |
|
| 1465 |
1465
Polaris Wealth Advisory Group
San Rafael,
California
| $1.06B | -$201M | -16% | 10.9% | 64% | 185 | 38.38% | 1.4 |
|
| 1466 |
1466
Moors & Cabot
Boston,
Massachusetts
| $1.06B | +$124M | +13% | 9.05% | 134% | 755 | 17.62% | 3 |
|
| 1467 |
1467
Venrock Management V
Palo Alto,
California
| $1.06B | -$125M | -11% | 12.9% | – | 3 | 0% | 0.3 |
|
| 1468 |
1468
Neville Rodie & Shaw
New York
| $1.06B | +$91.6M | +9% | 10.5% | 125% | 253 | 4.74% | 5.2 |
|
| 1469 |
1469
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.06B | +$73.2M | +7% | 8.74% | 16% | 296 | 10.47% | 1.7 |
|
| 1470 |
1470
Atreides Management
Boston,
Massachusetts
| $1.06B | +$349M | +49% | 22.4% | 229% | 44 | 65.91% | 0.3 |
|
| 1471 |
1471
Aureus Asset Management
Boston,
Massachusetts
| $1.06B | +$140M | +15% | 10.9% | 93.9% | 190 | 17.37% | 3.4 |
|
| 1472 |
KC
1472
KCL Capital
New York
| $1.06B | +$597M | +130% | 13% | 106% | 103 | 72.82% | 0.1 |
|
| 1473 |
1473
Balasa Dinverno & Foltz
| $1.05B | +$153M | +17% | 9.51% | 23.2% | 274 | 19.71% | 3 |
|
| 1474 |
1474
Bernzott Capital Advisors
Camarillo,
California
| $1.05B | +$258M | +32% | 10.4% | 46.2% | 43 | 13.95% | 4.2 |
|
| 1475 |
1475
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.05B | +$101M | +11% | 6.71% | 51.3% | 771 | 10.89% | 2.7 |
|