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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Jag Capital Management
St Louis,
Missouri
| $1.13B | +$23.1M | +2% | 2.09% | 269% | 232 | 21.98% | 2.1 |
|
| 1652 |
1652
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.13B | -$287M | -20% | 16.2% | 142% | 32 | 43.75% | 1.2 |
|
| 1653 |
1653
Regal Partners
Sydney, NSW,
Australia
| $1.13B | +$160M | +17% | 1.86% | 146% | 18 | 38.89% | 1.5 |
|
| 1654 |
1654
Parsifal Capital Management
Greenwich,
Connecticut
| $1.13B | +$326M | +41% | 17.8% | 154% | 21 | 42.86% | 0.4 |
|
| 1655 |
1655
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.13B | +$74.2M | +7% | 3.91% | 54.5% | 142 | 25.35% | 2.4 |
|
| 1656 |
1656
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.13B | +$236M | +27% | 7.2% | 74.8% | 760 | 27.89% | 0.9 |
|
| 1657 |
1657
Next Financial Group
Houston,
Texas
| $1.13B | +$82M | +8% | 5.17% | 85.4% | 2,702 | 16.69% | 1.1 |
|
| 1658 |
SBCM
1658
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.13B | +$53.7M | +5% | 17.5% | 72.3% | 51 | 9.8% | 5 |
|
| 1659 |
1659
First Long Island Investors
Jericho,
New York
| $1.13B | +$55.2M | +5% | 7.18% | 85.5% | 65 | 9.23% | 4 |
|
| 1660 |
1660
Vigilant Capital Management
Portland,
Maine
| $1.12B | +$80.5M | +8% | 4.68% | 48.8% | 395 | 26.58% | 2.9 |
|
| 1661 |
BIC
1661
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.12B | +$71.3M | +7% | 9.71% | 36% | 163 | 9.2% | 4.3 |
|
| 1662 |
1662
Tran Capital Management
San Rafael,
California
| $1.12B | +$42.4M | +4% | 6.5% | 173% | 58 | 27.59% | 2.1 |
|
| 1663 |
1663
CX Institutional
Auburn,
Indiana
| $1.12B | +$80.6M | +8% | 4.25% | 62.9% | 892 | 6.95% | 1.8 |
|
| 1664 |
1664
World Asset Management
Detroit,
Michigan
| $1.12B | +$71.3M | +7% | 11.8% | 85% | 906 | 9.16% | 5.1 |
|
| 1665 |
1665
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.11B | +$127M | +13% | 5.65% | 121% | 235 | 11.49% | 3.4 |
|
| 1666 |
1666
QVR
San Francisco,
California
| $1.11B | +$31.9M | +3% | 3.1% | – | 273 | 56.04% | 0.1 |
|
| 1667 |
1667
Valley Wealth Managers
Paramus,
New Jersey
| $1.11B | +$90.7M | +9% | 9.46% | 118% | 171 | 11.11% | 3.3 |
|
| 1668 |
1668
HHR Asset Management
Berkeley Heights,
New Jersey
| $1.11B | -$57.8M | -5% | 3.69% | 76.3% | 50 | 52% | 1.9 |
|
| 1669 |
1669
Credential Qtrade Securities
Vancouver,
| $1.11B | +$142M | +15% | 7.64% | 27.7% | 411 | 25.3% | 1.4 |
|
| 1670 |
1670
Legacy Private Trust
Neenah,
Wisconsin
| $1.11B | +$50.6M | +5% | 4.23% | 71.1% | 224 | 6.7% | 4.3 |
|
| 1671 |
1671
Abrams Bison Investments
Bethesda,
Maryland
| $1.11B | +$223M | +25% | 28.1% | 170% | 12 | 8.33% | 1.9 |
|
| 1672 |
1672
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.11B | -$829M | -43% | 13.1% | 143% | 546 | 66.48% | 0.5 |
|
| 1673 |
1673
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.11B | +$176M | +19% | 4.39% | 94.5% | 39 | 23.08% | 1 |
|
| 1674 |
1674
Waterfront Capital Partners
New York
| $1.1B | +$83.8M | +8% | 6.14% | 88.3% | 61 | 45.9% | 0.8 |
|
| 1675 |
1675
Avity Investment Management
Greenwich,
Connecticut
| $1.1B | +$56M | +5% | 6.06% | 119% | 83 | 2.41% | 4.4 |
|