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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $865M | +$104M | +14% | 10.9% | 51.3% | 703 | 21.62% | 2 |
|
| 1527 |
1527
Boxer Capital
San Diego,
California
| $865M | +$55.4M | +7% | 26.1% | 262% | 27 | 25.93% | 1.2 |
|
| 1528 |
1528
Pillar Pacific Capital Management
Pacifica,
California
| $865M | +$104M | +14% | 15.6% | 85% | 297 | 7.07% | 4.1 |
|
| 1529 |
1529
Corda Investment Management
Houston,
Texas
| $864M | +$51.2M | +6% | 7.71% | 85% | 64 | 12.5% | 3.5 |
|
| 1530 |
1530
Sargent Bickham Lagudis
Boulder,
Colorado
| $864M | +$90.7M | +12% | 10.2% | 19.1% | 891 | 16.39% | 2.1 |
|
| 1531 |
1531
IberiaBank
Lafayette,
Louisiana
| $862M | +$92.1M | +12% | 12.2% | 39.6% | 274 | 14.96% | 2.3 |
|
| 1532 |
1532
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $862M | +$85.3M | +11% | 13.7% | 90% | 210 | 7.62% | 4.2 |
|
| 1533 |
1533
Mission Wealth Management
Santa Barbara,
California
| $861M | +$94.2M | +12% | 10.7% | 92.1% | 323 | 16.72% | 1.8 |
|
| 1534 |
1534
JMG Financial Group
Downers Grove,
Illinois
| $859M | -$11.8M | -1% | 13.3% | 64.4% | 71 | 8.45% | 4 |
|
| 1535 |
1535
North Star Investment Management
Chicago,
Illinois
| $857M | +$90.9M | +12% | 11.7% | 89.8% | 1,126 | 8.61% | 3.2 |
|
| 1536 |
1536
Makaira Partners
La Jolla,
California
| $856M | +$87M | +11% | 16.7% | 22% | 10 | 10% | 2.7 |
|
| 1537 |
1537
Park Presidio Capital
San Francisco,
California
| $856M | +$57.2M | +7% | 18.6% | 94.1% | 19 | 15.79% | 1.1 |
|
| 1538 |
1538
Bank of the West
Monterey Park,
California
| $856M | +$24.5M | +3% | 12.1% | 35.4% | 297 | 11.78% | 3.9 |
|
| 1539 |
1539
New Mountain Vantage Advisers
New York
| $856M | -$45.7M | -5% | 22.4% | 2.05% | 32 | 37.5% | 1.4 |
|
| 1540 |
1540
Checchi Capital Advisers
Beverly Hills,
California
| $855M | +$81.2M | +10% | 9.32% | 75.4% | 433 | 15.7% | 3.3 |
|
| 1541 |
1541
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $855M | -$19.9M | -2% | 15.4% | 131% | 101 | 19.8% | 2.6 |
|
| 1542 |
1542
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $854M | -$879M | -51% | 21.9% | 143% | 330 | 61.82% | 0.8 |
|
| 1543 |
1543
Yiheng Capital Management
San Francisco,
California
| $854M | +$176M | +26% | 28.2% | 82% | 18 | 5.56% | 2.1 |
|
| 1544 |
MI
1544
Markston International
White Plains,
New York
| $853M | +$73.9M | +9% | 12.6% | 109% | 160 | 2.5% | 4.3 |
|
| 1545 |
1545
Rothschild Investment LLC
Chicago,
Illinois
| $853M | +$106M | +14% | 11.9% | 109% | 403 | 13.15% | 3.5 |
|
| 1546 |
1546
RBF Capital
San Francisco,
California
| $852M | +$85.7M | +11% | 15.6% | 147% | 443 | 19.19% | 3.2 |
|
| 1547 |
1547
Segantii Capital Management
Hong Kong
| $851M | -$350M | -29% | 21.4% | 33.1% | 102 | 82.35% | 0.1 |
|
| 1548 |
1548
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $850M | +$122M | +17% | 13.1% | 82% | 286 | 8.04% | 4.1 |
|
| 1549 |
1549
SeaTown Holdings
Singapore
| $849M | +$618M | +269% | 20.4% | 220% | 78 | 73.08% | 0.4 |
|
| 1550 |
1550
Country Club Trust
Kansas City,
Missouri
| $848M | +$87.5M | +12% | 11.6% | 74.1% | 261 | 12.26% | 2.9 |
|