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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 |
1601
Islet Management
New York
| $685M | -$389M | -36% | 13.6% | 75.3% | 159 | 74.84% | 0.2 |
|
| 1602 |
1602
Kanawha Capital Management
Richmond,
Virginia
| $685M | -$172M | -20% | 19.1% | 74.5% | 198 | 12.63% | 4.9 |
|
| 1603 |
1603
Albion Financial Group
Salt Lake City,
Utah
| $685M | -$158M | -19% | 15.3% | 79.6% | 234 | 16.24% | 3.8 |
|
| 1604 |
1604
CPWM LLC
Seattle,
Washington
| $685M | -$136M | -17% | 15.3% | 36.6% | 290 | 28.97% | 3.6 |
|
| 1605 |
1605
Anglepoint Asset Management
George Town,
Cayman Islands
| $683M | -$149M | -18% | 8.23% | – | 28 | 57.14% | 0.1 |
|
| 1606 |
1606
First Mercantile Trust
Cordova,
Tennessee
| $683M | -$176M | -20% | 18.1% | 51.2% | 938 | 18.55% | 2.7 |
|
| 1607 |
1607
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $682M | -$104M | -13% | 16.3% | 65.6% | 1,643 | 18.26% | 1.7 |
|
| 1608 |
1608
Hollencrest Capital Management
Newport Beach,
California
| $680M | -$210M | -24% | 16.3% | 97.9% | 358 | 19.55% | 3.9 |
|
| 1609 |
1609
Jag Capital Management
St Louis,
Missouri
| $679M | -$202M | -23% | 10.1% | 269% | 205 | 26.83% | 2.1 |
|
| 1610 |
1610
Wealthstreet Investment Advisors
Dallas,
Texas
| $677M | -$180M | -21% | 15.3% | 75.8% | 356 | 16.01% | 2 |
|
| 1611 |
1611
Third Avenue Management
New York
| $676M | -$335M | -33% | 31.2% | 106% | 76 | 36.84% | 2.9 |
|
| 1612 |
1612
North Star Investment Management
Chicago,
Illinois
| $676M | -$283M | -29% | 20.5% | 89.8% | 1,111 | 12.24% | 2.2 |
|
| 1613 |
1613
Southernsun Asset Management
Memphis,
Tennessee
| $676M | -$422M | -38% | 35.4% | 54.6% | 36 | 16.67% | 4.3 |
|
| 1614 |
1614
M Holdings Securities
Portland,
Oregon
| $676M | +$333M | +97% | 17.2% | 94.1% | 253 | 47.43% | 2 |
|
| 1615 |
1615
TCF National Bank
Sioux Falls,
South Dakota
| $676M | -$210M | -24% | 20.2% | – | 368 | 12.23% | 0.5 |
|
| 1616 |
1616
CCMP Capital
New York
| $675M | -$389M | -37% | 36.6% | 12.3% | 1 | 0% | 2.5 |
|
| 1617 |
1617
Mizuho Securities USA
New York
| $675M | -$1.35B | -67% | 4.97% | 112% | 203 | 64.04% | 0.5 |
|
| 1618 |
1618
HNP Capital
Rochester,
New York
| $674M | +$439M | +187% | 19.7% | 52.4% | 315 | 80% | 0.3 |
|
| 1619 |
1619
Courier Capital
Buffalo,
New York
| $674M | -$178M | -21% | 19.7% | 70.8% | 301 | 14.95% | 4.5 |
|
| 1620 |
1620
SouthState Corp
Winter Haven,
Florida
| $674M | -$196M | -23% | 16.9% | 90.3% | 259 | 16.22% | 4.7 |
|
| 1621 |
1621
Tandem Investment Advisors
Charleston,
South Carolina
| $673M | +$76.5M | +13% | 15.1% | 18.7% | 72 | 20.83% | 2.3 |
|
| 1622 |
1622
BBR Partners
New York
| $672M | -$241M | -26% | 19.7% | 63.4% | 221 | 39.82% | 1.7 |
|
| 1623 |
1623
Arbiter Partners Capital Management
New York
| $672M | -$17.2M | -3% | 39% | 630% | 55 | 29.09% | 2.7 |
|
| 1624 |
1624
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $672M | -$211M | -24% | 21% | 74.2% | 122 | 17.21% | 4.5 |
|
| 1625 |
1625
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $672M | -$125M | -16% | 30% | 50.7% | 36 | 22.22% | 0.2 |
|