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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
Tran Capital Management
San Rafael,
California
| $929M | +$65M | +8% | 15.2% | 173% | 69 | 14.49% | 1.5 |
|
| 1602 |
1602
King Street Capital Management
New York
| $928M | -$203M | -18% | 8.64% | 140% | 35 | 60% | 0.5 |
|
| 1603 |
1603
Sageworth Trust
Lancaster,
Pennsylvania
| $928M | +$33.2M | +4% | 6.84% | 72% | 370 | 57.57% | 1.7 |
|
| 1604 |
1604
Oldfield Partners
London,
United Kingdom
| $927M | +$66.5M | +8% | 6.3% | 98% | 24 | 12.5% | 4.5 |
|
| 1605 |
WM
1605
WS Management
Jacksonville,
Florida
| $927M | +$112M | +14% | 11.1% | 309% | 66 | 21.21% | 3 |
|
| 1606 |
1606
CX Institutional
Auburn,
Indiana
| $927M | +$166M | +22% | 5.89% | 62.9% | 927 | 13.81% | 1.4 |
|
| 1607 |
1607
Nicholas Investment Partners
Rancho Santa Fe,
California
| $925M | +$432M | +88% | 20.6% | 397% | 202 | 34.16% | 1 |
|
| 1608 |
1608
Tairen Capital
Hong Kong
| $924M | -$412M | -31% | 20.9% | 462% | 38 | 71.05% | 0.4 |
|
| 1609 |
1609
Albion Financial Group
Salt Lake City,
Utah
| $923M | +$76M | +9% | 8.89% | 79.6% | 242 | 11.98% | 3.6 |
|
| 1610 |
CMG
1610
Cavalry Management Group
San Francisco,
California
| $923M | +$152M | +20% | 14.2% | 59.6% | 45 | 62.22% | 0.6 |
|
| 1611 |
1611
Valley Forge Capital Management
Miami,
Florida
| $922M | +$98.9M | +12% | 7.18% | 49% | 10 | 0% | 2.9 |
|
| 1612 |
1612
YHB Investment Advisors
West Hartford,
Connecticut
| $921M | +$229M | +33% | 9.72% | 96.2% | 271 | 38.75% | 3.1 |
|
| 1613 |
1613
Sepio Capital
Salt Lake City,
Utah
| $921M | +$69.5M | +8% | 10.1% | 92% | 356 | 29.78% | 1 |
|
| 1614 |
1614
Seeyond
Paris,
France
| $921M | +$39.1M | +4% | 7.08% | 21.3% | 605 | 1.49% | 1.6 |
|
| 1615 |
1615
Norris Perne & French
Grand Rapids,
Michigan
| $920M | +$98.6M | +12% | 9.68% | 91.1% | 154 | 12.99% | 3.5 |
|
| 1616 |
1616
AlphaCrest Capital Management
New York
| $920M | +$319M | +53% | 4.51% | 8.44% | 1,238 | 42.25% | 0.7 |
|
| 1617 |
1617
Pathstone Family Office
Englewood,
New Jersey
| $919M | +$75.3M | +9% | 8.05% | 38.9% | 1,067 | 21.27% | 0.9 |
|
| 1618 |
1618
Rothschild Investment LLC
Chicago,
Illinois
| $919M | +$88M | +11% | 8.91% | 99.4% | 470 | 15.96% | 3.8 |
|
| 1619 |
1619
Corda Investment Management
Houston,
Texas
| $919M | +$49.7M | +6% | 8.16% | 85% | 61 | 8.2% | 4.4 |
|
| 1620 |
1620
Freedom Investment Management
Hartford,
Connecticut
| $919M | +$677K | +0.1% | 5.3% | 71.9% | 615 | 18.54% | 3.5 |
|
| 1621 |
1621
Pembroke Management
Montreal,
Quebec, Canada
| $918M | +$67.3M | +8% | 11.6% | 105% | 66 | 21.21% | 2.5 |
|
| 1622 |
1622
Charles-Lim Capital
Central,
Hong Kong
| $916M | +$60.9M | +7% | 30.1% | 4.44% | 6 | 33.33% | 1.9 |
|
| 1623 |
1623
Alaska Permanent Capital Management
Anchorage,
Alaska
| $915M | +$62.8M | +7% | 4.98% | 46.2% | 37 | 8.11% | 2.7 |
|
| 1624 |
1624
Vigilant Capital Management
Portland,
Maine
| $914M | +$91.4M | +11% | 9.23% | 48.8% | 384 | 26.82% | 3 |
|
| 1625 |
1625
Partners Group Holding
Baar-Zug,
Switzerland
| $914M | +$31.7M | +4% | 8.07% | 23.3% | 53 | 32.08% | 3.5 |
|