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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Tran Capital Management
San Rafael,
California
| $1.08B | +$151M | +16% | 19.6% | 173% | 69 | 27.54% | 1.9 |
|
| 1627 |
1627
Valley Forge Capital Management
Miami,
Florida
| $1.08B | +$155M | +17% | 5.87% | 49% | 10 | 0% | 3.2 |
|
| 1628 |
1628
Greenhouse Funds
Baltimore,
Maryland
| $1.07B | +$418M | +64% | 28.8% | 90.7% | 54 | 44.44% | 0.8 |
|
| 1629 |
1629
Partners Group Holding
Baar-Zug,
Switzerland
| $1.07B | +$160M | +18% | 7.02% | 27% | 49 | 20.41% | 3.2 |
|
| 1630 |
SBCM
1630
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.07B | +$201M | +23% | 20.3% | 79.6% | 50 | 10% | 4.6 |
|
| 1631 |
1631
Consonance Capital Management
New York
| $1.07B | +$250M | +30% | 44% | 314% | 47 | 61.7% | 0.4 |
|
| 1632 |
1632
First Long Island Investors
Jericho,
New York
| $1.07B | +$102M | +11% | 10.5% | 85.5% | 64 | 14.06% | 4 |
|
| 1633 |
IFLIT
1633
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.07B | +$109M | +11% | 14.1% | 45.7% | 19 | 5.26% | 4 |
|
| 1634 |
1634
P. Schoenfeld Asset Management (PSAM)
New York
| $1.07B | +$26.4M | +3% | 18.9% | 367% | 226 | 73.45% | 0.1 |
|
| 1635 |
1635
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.07B | +$188M | +21% | 12.3% | 70.9% | 732 | 23.22% | 2 |
|
| 1636 |
1636
Reilly Financial Advisors
La Mesa,
California
| $1.07B | +$133M | +14% | 13.5% | 99% | 950 | 13.47% | 3.7 |
|
| 1637 |
1637
Trinity Street Asset Management
London,
United Kingdom
| $1.07B | +$243M | +30% | 23.3% | 76.9% | 24 | 20.83% | 1.1 |
|
| 1638 |
SRFM
1638
Shannon River Fund Management
New York
| $1.06B | +$233M | +28% | 23.1% | 554% | 60 | 68.33% | 0.4 |
|
| 1639 |
1639
Ally Financial
Detroit,
Michigan
| $1.06B | +$443M | +71% | 15.7% | 20.4% | 132 | 24.24% | 1.9 |
|
| 1640 |
1640
Venrock Management V
Palo Alto,
California
| $1.06B | -$1.74M | -0.2% | 83.2% | – | 3 | 0% | 0.5 |
|
| 1641 |
1641
Norris Perne & French
Grand Rapids,
Michigan
| $1.06B | +$141M | +15% | 14.8% | 91.1% | 164 | 12.2% | 3.5 |
|
| 1642 |
HSC
1642
Harbor Spring Capital
New York
| $1.06B | +$129M | +14% | 15.1% | – | 29 | 27.59% | 2.1 |
|
| 1643 |
1643
Legacy Private Trust
Neenah,
Wisconsin
| $1.06B | +$90.2M | +9% | 10.4% | 71.1% | 222 | 6.31% | 4.1 |
|
| 1644 |
1644
Banc Funds Company
Chicago,
Illinois
| $1.06B | +$287M | +37% | 27.8% | 61.7% | 193 | 3.63% | 4.1 |
|
| 1645 |
1645
Metropolis Capital
Amersham,
United Kingdom
| $1.06B | +$197M | +23% | 16.6% | 61.7% | 14 | 0% | 1.4 |
|
| 1646 |
1646
Relative Value Partners Group
| $1.06B | +$92.2M | +10% | 9.51% | 8.9% | 214 | 21.03% | 2.4 |
|
| 1647 |
1647
Origin Asset Management
London,
United Kingdom
| $1.06B | +$115M | +12% | 15.1% | 59.3% | 100 | 18% | 1.4 |
|
| 1648 |
1648
Avidian Wealth Enterprises
Houston,
Texas
| $1.05B | +$172M | +19% | 11.4% | 71.7% | 351 | 27.07% | 1.2 |
|
| 1649 |
1649
Chicago Partners Investment Group
Chicago,
Illinois
| $1.05B | +$210M | +25% | 14.4% | 81.4% | 491 | 20.57% | 2.5 |
|
| 1650 |
1650
Cypress Funds
Los Angeles,
California
| $1.05B | +$118M | +13% | 14.7% | 125% | 17 | 5.88% | 2 |
|