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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
Silicon Valley Community Foundation
Mountain View,
California
| $1.51B | -$26.9M | -2% | 0.74% | 309% | 81 | 76.54% | 0.2 |
|
| 1527 |
1527
CVI Holdings
Wilmington,
Delaware
| $1.51B | -$97M | -6% | 1.17% | 25.8% | 1,132 | 36.57% | 0.4 |
|
| 1528 |
1528
CSM Advisors
Warrendale,
Pennsylvania
| $1.51B | +$157M | +12% | 7.72% | 113% | 158 | 6.33% | 0.6 |
|
| 1529 |
KPF
1529
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.51B | +$279M | +23% | 3.32% | 77.3% | 511 | 67.32% | 0.2 |
|
| 1530 |
1530
Corient Capital Partners
Newport Beach,
California
| $1.51B | +$142M | +10% | 10.9% | 39.2% | 751 | 12.25% | 2.2 |
|
| 1531 |
1531
Owl Creek Asset Management
New York
| $1.51B | -$736M | -33% | 2.33% | 320% | 506 | 29.84% | 0.5 |
|
| 1532 |
1532
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.5B | +$79.1M | +6% | 7.3% | 164% | 99 | 14.14% | 3 |
|
| 1533 |
1533
Leavell Investment Management
Mobile,
Alabama
| $1.5B | +$161M | +12% | 9.58% | 92% | 438 | 11.87% | 5.1 |
|
| 1534 |
LLL
1534
Lynrock Lake LP
Rye Brook,
New York
| $1.5B | -$118M | -7% | 1.05% | 21.2% | 42 | 26.19% | 0.9 |
|
| 1535 |
1535
TT International Asset Management
London,
United Kingdom
| $1.5B | -$295M | -16% | 11.5% | 331% | 76 | 53.95% | 0.6 |
|
| 1536 |
1536
Honeycomb Asset Management
New York
| $1.5B | -$131M | -8% | 2.8% | 49% | 61 | 60.66% | 0.5 |
|
| 1537 |
1537
E.S. Barr & Co
Lexington,
Kentucky
| $1.5B | +$111M | +8% | 7.9% | 72.1% | 112 | 11.61% | 4.6 |
|
| 1538 |
1538
Maple-Brown Abbott
Barangaroo,
Australia
| $1.5B | -$301M | -17% | 10.5% | 7.92% | 17 | 5.88% | 4.1 |
|
| 1539 |
1539
CoreCap Advisors
Southfield,
Michigan
| $1.5B | – | – | 6.94% | 89.8% | 2,378 | – | 0 |
|
| 1540 |
1540
Clough Capital Partners
Boston,
Massachusetts
| $1.5B | -$153M | -9% | 10.5% | 175% | 150 | 51.33% | 1 |
|
| 1541 |
1541
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.49B | +$133M | +10% | 13.6% | 61.9% | 599 | 17.7% | 3.2 |
|
| 1542 |
1542
Primavera Capital Management
George Town,
Cayman Islands
| $1.49B | -$270M | -15% | 3.26% | 1.25% | 5 | 0% | 2.9 |
|
| 1543 |
1543
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.49B | +$198M | +15% | 13.3% | 278% | 653 | 30.93% | 1.5 |
|
| 1544 |
1544
Compass Capital Management
Minneapolis,
Minnesota
| $1.49B | +$195M | +15% | 13.3% | 65.5% | 35 | 2.86% | 6.5 |
|
| 1545 |
1545
Darlington Partners Capital Management
Greenbrae,
California
| $1.49B | – | – | 4.81% | 18.1% | 37 | – | 0 |
|
| 1546 |
1546
CenterStar Asset Management
Chicago,
Illinois
| $1.49B | +$340M | +30% | 6.17% | 104% | 879 | 0% | 0.7 |
|
| 1547 |
1547
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.49B | +$156M | +12% | 12.7% | 142% | 249 | 17.27% | 3.6 |
|
| 1548 |
1548
RWA Wealth Partners
Newton,
Massachusetts
| $1.49B | +$150M | +11% | 8.18% | 66.5% | 263 | 15.21% | 2.9 |
|
| 1549 |
1549
Portolan Capital Management
Boston,
Massachusetts
| $1.49B | +$115M | +8% | 14.9% | 738% | 158 | 32.28% | 1.3 |
|
| 1550 |
1550
Cannell & Spears
New York
| $1.48B | +$99M | +7% | 8.75% | 122% | 257 | 18.29% | 3.9 |
|