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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
MAM
1601
Majedie Asset Management
London,
United Kingdom
| $606M | -$75.1M | -11% | 11.1% | 126% | 81 | 30.86% | 1.2 |
|
| 1602 |
ED
1602
Exane Derivatives
Paris,
France
| $606M | -$147M | -20% | 3.51% | 42.7% | 657 | 27.09% | 0.9 |
|
| 1603 |
AC
1603
AFAM Capital
Austin,
Texas
| $605M | -$7.26M | -1% | 0.53% | 52.1% | 180 | 14.44% | 1.9 |
|
| 1604 |
1604
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $604M | – | – | 4.31% | 105% | 48 | – | 0 |
|
| 1605 |
WCM
1605
Wallace Capital Management
Dallas,
Texas
| $604M | +$38.6M | +7% | 4.38% | 62.3% | 62 | 16.13% | 2 |
|
| 1606 |
1606
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $603M | -$13.2M | -2% | 2.08% | 67.9% | 66 | 7.58% | 2.2 |
|
| 1607 |
LM
1607
Lincluden Management
Mississauga,
Ontario, Canada
| $603M | +$10.4M | +2% | 4.64% | 56.6% | 85 | 4.71% | 2.4 |
|
| 1608 |
1608
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $602M | +$49.8M | +9% | 2.55% | 110% | 556 | 8.09% | 2.5 |
|
| 1609 |
VCP
1609
Valtura Capital Partners
New York
| $601M | -$1.76B | -75% | 22.7% | – | 82 | 78.05% | 0.2 |
|
| 1610 |
EIM
1610
Essex Investment Management
Boston,
Massachusetts
| $601M | +$17.2M | +3% | 10.3% | 372% | 364 | 28.02% | 1.4 |
|
| 1611 |
BP
1611
BBR Partners
New York
| $600M | +$14.9M | +3% | 2.64% | 63.4% | 81 | 18.52% | 1.4 |
|
| 1612 |
1612
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $600M | +$33.5M | +6% | 2.62% | 28.9% | 1,940 | 11.19% | 0.5 |
|
| 1613 |
NAM
1613
North American Management
Boston,
Massachusetts
| $599M | -$12.5M | -2% | 3.45% | 61.7% | 146 | 8.22% | 2 |
|
| 1614 |
MIM
1614
Martin Investment Management
Palm Beach Gardens,
Florida
| $599M | -$41.5M | -6% | 0.03% | 44.7% | 42 | 9.52% | 2.1 |
|
| 1615 |
AF
1615
Ally Financial
Detroit,
Michigan
| $599M | -$117M | -16% | 1.05% | 9.35% | 135 | 24.44% | 1.3 |
|
| 1616 |
SPM
1616
Symmetry Peak Management
Radnor,
Pennsylvania
| $599M | -$21.4M | -3% | 9.43% | 320% | 152 | 68.42% | 0.5 |
|
| 1617 |
PL
1617
Parkwood LLC
Cleveland,
Ohio
| $598M | +$5.97M | +1% | 2.7% | 120% | 491 | 19.14% | 1 |
|
| 1618 |
KCM
1618
Kanawha Capital Management
Richmond,
Virginia
| $598M | +$16.4M | +3% | 3.14% | 62.5% | 169 | 3.55% | 2.5 |
|
| 1619 |
CFA
1619
Carroll Financial Associates
Charlotte,
North Carolina
| $598M | +$59.6M | +11% | 3.28% | 79.9% | 1,314 | 11.11% | 1.6 |
|
| 1620 |
AF
1620
Alerus Financial
Grand Forks,
North Dakota
| $598M | – | – | 1.97% | 97.1% | 116 | – | 0 |
|
| 1621 |
DIA
1621
Davidson Investment Advisors
Great Falls,
Montana
| $597M | +$5.38M | +0.9% | 2.19% | 69.5% | 225 | 16.44% | 2 |
|
| 1622 |
PC
1622
PM Capital
Sydney,
Australia
| $596M | +$976K | +0.2% | 0.19% | 105% | 28 | 3.57% | 1.3 |
|
| 1623 |
UR
1623
USCA RIA
Houston,
Texas
| $595M | +$43.9M | +8% | 3.81% | 60.6% | 409 | 24.69% | 1.6 |
|
| 1624 |
PPCM
1624
Pillar Pacific Capital Management
Pacifica,
California
| $593M | +$16.4M | +3% | 1.92% | 85% | 307 | 6.84% | 2.3 |
|
| 1625 |
CPSAC
1625
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $593M | +$8.49M | +1% | 2.75% | 53.7% | 106 | 12.26% | 2.1 |
|