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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
QV Investors
Calgary,
Alberta, Canada
| $1.41B | -$29.5M | -2% | 5.5% | 68.3% | 77 | 6.49% | 2.7 |
|
| 1527 |
1527
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.41B | -$175M | -11% | 3.02% | 397% | 227 | 33.04% | 1.1 |
|
| 1528 |
BFO
1528
Boston Family Office
Boston,
Massachusetts
| $1.41B | -$133M | -9% | 6.84% | 53.4% | 296 | 8.11% | 5.5 |
|
| 1529 |
1529
Global Endowment Management
Charlotte,
North Carolina
| $1.4B | +$31.7M | +2% | 6.71% | 46.1% | 126 | 14.29% | 2.6 |
|
| 1530 |
1530
Compass Capital Management
Minneapolis,
Minnesota
| $1.4B | -$90.7M | -6% | 7.24% | 65.5% | 36 | 11.11% | 6.9 |
|
| 1531 |
1531
Carronade Capital Management
Darien,
Connecticut
| $1.4B | +$1.07B | +316% | 11% | 215% | 39 | 53.85% | 0.1 |
|
| 1532 |
MCI
1532
McDonald Capital Investors
Orinda,
California
| $1.4B | -$24.9M | -2% | 0.08% | 60.1% | 20 | 0% | 5.2 |
|
| 1533 |
1533
CPWM LLC
Seattle,
Washington
| $1.4B | +$130M | +10% | 4.35% | 36.6% | 382 | 18.32% | 3.2 |
|
| 1534 |
1534
Sigma Investment Counselors
Northville,
Michigan
| $1.39B | -$35.9M | -3% | 4.36% | 59.4% | 200 | 7.5% | 4.4 |
|
| 1535 |
1535
Trilogy Capital
Irvine,
California
| $1.39B | +$60M | +5% | 5.44% | 57.6% | 208 | 40.87% | 1.7 |
|
| 1536 |
GJL
1536
Gendell Jeffrey L
| $1.39B | +$161M | +13% | 16% | 748% | 70 | 22.86% | 2.8 |
|
| 1537 |
1537
CenterStar Asset Management
Chicago,
Illinois
| $1.39B | -$100M | -7% | 6.24% | 104% | 895 | 0% | 0.6 |
|
| 1538 |
1538
Doyle Wealth Management
St. Petersburg,
Florida
| $1.39B | -$6.44M | -0.5% | 3.11% | 32.3% | 264 | 17.8% | 3 |
|
| 1539 |
1539
Broadwood Capital
New York
| $1.39B | -$242M | -15% | 14.5% | 110% | 7 | 0% | 6.6 |
|
| 1540 |
1540
Meag Munich Ergo
Munich,
Germany
| $1.38B | -$23.8M | -2% | 0.5% | 82.8% | 235 | 29.36% | 2.8 |
|
| 1541 |
1541
Great Mountain Partners
New Haven,
Connecticut
| $1.38B | +$575M | +71% | 76.5% | 98.7% | 1 | 0% | 1.8 |
|
| 1542 |
1542
Governors Lane
New York
| $1.38B | -$249M | -15% | 0.93% | 133% | 343 | 58.6% | 0.4 |
|
| 1543 |
1543
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.38B | -$70.4M | -5% | 2.8% | 71.2% | 101 | 4.95% | 6.5 |
|
| 1544 |
1544
Davidson Investment Advisors
Great Falls,
Montana
| $1.38B | -$22.3M | -2% | 1.45% | 79% | 106 | 7.55% | 4.3 |
|
| 1545 |
1545
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.38B | -$4.77M | -0.3% | 5% | 54.5% | 156 | 17.31% | 2.7 |
|
| 1546 |
IR
1546
IAT Reinsurance
New York
| $1.38B | +$768M | +126% | 0.68% | 60.2% | 112 | 35.71% | 3 |
|
| 1547 |
1547
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.38B | +$17.2M | +1% | 1.34% | 135% | 167 | 12.57% | 3.9 |
|
| 1548 |
1548
Investment House LLC
Redondo Beach,
California
| $1.37B | -$185M | -12% | 9.03% | 137% | 188 | 13.3% | 5.8 |
|
| 1549 |
1549
Patten & Patten
Chattanooga,
Tennessee
| $1.37B | -$76.2M | -5% | 3.76% | 85.7% | 291 | 6.19% | 5.3 |
|
| 1550 |
1550
Annex Advisory Services
Brookfield,
Wisconsin
| $1.37B | -$92.2M | -6% | 2.46% | 85.8% | 276 | 18.84% | 2.7 |
|