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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
SBCM
1551
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $716M | -$329M | -31% | 28% | 79.6% | 51 | 11.76% | 4.4 |
|
| 1552 |
1552
NorthRock Partners
Minneapolis,
Minnesota
| $714M | -$233M | -25% | 21.3% | 69.5% | 293 | 36.18% | 1.2 |
|
| 1553 |
1553
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $714M | -$199M | -22% | 18.7% | 164% | 97 | 15.46% | 2.7 |
|
| 1554 |
1554
Quest Investment Management
Lake Oswego,
Oregon
| $714M | -$151M | -17% | 13.7% | 115% | 113 | 22.12% | 4.3 |
|
| 1555 |
1555
Himalaya Capital Management
Seattle,
Washington
| $713M | +$293M | +70% | 27.7% | 116% | 3 | 66.67% | 0.1 |
|
| 1556 |
1556
Capital Growth Management
Boston,
Massachusetts
| $712M | -$525M | -42% | 22% | 422% | 77 | 83.12% | 0.2 |
|
| 1557 |
1557
Tang Capital Management
San Diego,
California
| $712M | -$125M | -15% | 17.4% | 493% | 30 | 60% | 0.9 |
|
| 1558 |
1558
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $711M | -$130M | -15% | 19.4% | 181% | 683 | 5.12% | 4.5 |
|
| 1559 |
1559
NXG Investment Management
Dallas,
Texas
| $711M | -$1.13B | -61% | 46.7% | 121% | 159 | 42.77% | 2.1 |
|
| 1560 |
1560
Everence Capital Management
Goshen,
Indiana
| $711M | +$40.4M | +6% | 13.2% | 121% | 709 | 16.22% | 2.8 |
|
| 1561 |
1561
Oxford Asset Management
Oxford,
United Kingdom
| $710M | -$2.89B | -80% | 0.56% | – | 1,765 | 91.39% | 0.8 |
|
| 1562 |
KSCM
1562
Key Square Capital Management
Stamford,
Connecticut
| $709M | +$407M | +135% | 12.2% | 50.2% | 27 | 81.48% | 0.2 |
|
| 1563 |
1563
Boston Common Asset Management
Boston,
Massachusetts
| $709M | -$149M | -17% | 14.5% | 61.6% | 220 | 13.18% | 3 |
|
| 1564 |
1564
Community Trust & Investment
Versailles,
Kentucky
| $709M | -$167M | -19% | 20.7% | 123% | 68 | 17.65% | 3 |
|
| 1565 |
1565
Davide Leone & Partners Investment Company
London,
United Kingdom
| $708M | -$70.7M | -9% | 18.7% | 64.1% | 24 | 66.67% | 0.9 |
|
| 1566 |
1566
Hikari Power
Tokyo,
Japan
| $708M | -$257M | -27% | 20.7% | 53.9% | 119 | 36.13% | 2.7 |
|
| 1567 |
1567
Perpetual Ltd
Sydney, New South Wales,
Australia
| $707M | +$33.3M | +5% | 17.1% | 104% | 273 | 79.85% | 1 |
|
| 1568 |
1568
Annex Advisory Services
Brookfield,
Wisconsin
| $706M | -$119M | -14% | 16% | 85.8% | 141 | 19.15% | 3.4 |
|
| 1569 |
1569
Atalan Capital Partners
New York
| $706M | -$233M | -25% | 17% | 319% | 13 | 23.08% | 1.7 |
|
| 1570 |
1570
RWA Wealth Partners
Newton,
Massachusetts
| $706M | -$303M | -30% | 12.8% | 66.5% | 249 | 26.1% | 2.3 |
|
| 1571 |
WCM
1571
Woodson Capital Management
Greenwich,
Connecticut
| $704M | +$45.2M | +7% | 20% | 235% | 39 | 51.28% | 0.9 |
|
| 1572 |
1572
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $704M | -$130M | -16% | 12.6% | 121% | 115 | 12.17% | 6.1 |
|
| 1573 |
1573
Pathstone Family Office
Englewood,
New Jersey
| $704M | -$217M | -24% | 24.6% | 38.9% | 852 | 56.46% | 0.7 |
|
| 1574 |
1574
Evoke Wealth
Los Angeles,
California
| $703M | -$84M | -11% | 14.4% | 65.2% | 1,520 | 43.62% | 0.4 |
|
| 1575 |
1575
Greenlight Capital
New York
| $702M | -$646M | -48% | 36.1% | 169% | 30 | 63.33% | 1.5 |
|