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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 |
1551
Cat Rock Capital Management
Greenwich,
Connecticut
| $963M | +$16.1M | +2% | 8.9% | 66.7% | 14 | 42.86% | 1.2 |
|
| 1552 |
1552
CBIZ Investment Advisory Services
Independence,
Ohio
| $962M | +$54.4M | +6% | 5.72% | 48.7% | 110 | 0% | 0.7 |
|
| 1553 |
1553
Altium Wealth Management
Purchase,
New York
| $962M | +$71.9M | +8% | 7.77% | 24.9% | 352 | 10.51% | 1.6 |
|
| 1554 |
1554
Next Century Growth Investors
Plymouth,
Minnesota
| $961M | +$82.3M | +9% | 25% | 447% | 133 | 12.03% | 2.1 |
|
| 1555 |
IFLIT
1555
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $960M | +$67.8M | +8% | 11% | 45.7% | 21 | 23.81% | 3.6 |
|
| 1556 |
1556
BOK Financial Private Wealth
Denver,
Colorado
| $960M | +$4.06M | +0.4% | 7.49% | 61.8% | 179 | 16.76% | 2.5 |
|
| 1557 |
1557
Avity Investment Management
Greenwich,
Connecticut
| $960M | +$69M | +8% | 8.99% | 119% | 73 | 8.22% | 4.6 |
|
| 1558 |
1558
Petrus Trust Company
Dallas,
Texas
| $959M | +$101M | +12% | 7.73% | 36.9% | 404 | 72.52% | 0.8 |
|
| 1559 |
1559
O'Shares Investment Advisers
Boston,
Massachusetts
| $959M | +$162M | +20% | 11.8% | 71.8% | 353 | 49.01% | 0.9 |
|
| 1560 |
1560
SouthState Corp
Winter Haven,
Florida
| $958M | +$142M | +17% | 8.45% | 90.3% | 351 | 35.33% | 3.3 |
|
| 1561 |
1561
Avenir Corporation
Alexandria,
Virginia
| $958M | +$80.2M | +9% | 10.1% | 34.4% | 70 | 11.43% | 4.2 |
|
| 1562 |
1562
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $958M | +$961K | +0.1% | 9.73% | 70.2% | 448 | 81.92% | 3.7 |
|
| 1563 |
1563
Capital Growth Management
Boston,
Massachusetts
| $957M | +$96.5M | +11% | 33% | 422% | 69 | 73.91% | 0.2 |
|
| 1564 |
1564
CGM Trust
Boston,
Massachusetts
| $957M | – | – | 33% | – | 46 | – | 0 |
|
| 1565 |
1565
6 Meridian
Wichita,
Kansas
| $957M | +$13.3M | +1% | 3.47% | 45.7% | 420 | 55.95% | 1.2 |
|
| 1566 |
1566
Venrock Management VI
Palo Alto,
California
| $957M | +$93.1M | +11% | 39.6% | – | 3 | 66.67% | 0.1 |
|
| 1567 |
1567
Cumberland Partners
Toronto,
Ontario, Canada
| $956M | -$7.47M | -0.8% | 9.34% | 101% | 168 | 18.45% | 2.1 |
|
| 1568 |
1568
Guinness Asset Management
London,
United Kingdom
| $955M | +$110M | +13% | 6.85% | 83.6% | 110 | 26.36% | 4.4 |
|
| 1569 |
1569
World Asset Management
Detroit,
Michigan
| $955M | +$56.9M | +6% | 10.4% | 85% | 817 | 7.71% | 5.3 |
|
| 1570 |
1570
Summit Securities Group
New York
| $954M | +$150M | +19% | 10.2% | 149% | 539 | 59.37% | 0.5 |
|
| 1571 |
1571
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $953M | +$47.4M | +5% | 6.36% | 135% | 151 | 9.93% | 3.7 |
|
| 1572 |
1572
CPWM LLC
Seattle,
Washington
| $952M | +$72.4M | +8% | 10.4% | 36.6% | 280 | 9.64% | 3.4 |
|
| 1573 |
1573
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $951M | +$305M | +47% | 9.52% | 135% | 376 | 65.43% | 0.7 |
|
| 1574 |
1574
RWA Wealth Partners
Newton,
Massachusetts
| $951M | +$133M | +16% | 7.53% | 58.4% | 235 | 20% | 2.3 |
|
| 1575 |
1575
Caxton Associates (New York)
New York
| $950M | -$195M | -17% | 7.77% | 73.9% | 594 | 76.6% | 0.2 |
|