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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Corient Capital Partners
Newport Beach,
California
| $870M | +$49.8M | +6% | 9.36% | 39.2% | 533 | 12.2% | 1.8 |
|
| 1677 |
1677
Kanawha Capital Management
Richmond,
Virginia
| $870M | +$62M | +8% | 8.32% | 74.5% | 197 | 5.08% | 4.9 |
|
| 1678 |
1678
Kontiki Capital Management (HK)
Hong Kong
| $869M | +$213M | +32% | 32.9% | 90.6% | 5 | 0% | 2.1 |
|
| 1679 |
1679
Cacti Asset Management
Atlanta,
Georgia
| $868M | -$3.13M | -0.4% | 8.08% | 171% | 76 | 2.63% | 5.6 |
|
| 1680 |
1680
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $868M | +$348M | +67% | 17.6% | 41% | 259 | 22.78% | 1.7 |
|
| 1681 |
1681
General American Investors
New York
| $867M | +$78M | +10% | 8.87% | 137% | 68 | 5.88% | 3.9 |
|
| 1682 |
1682
Venturi Wealth Management
Austin,
Texas
| $864M | +$119M | +16% | 8.57% | 101% | 302 | 24.83% | 1.4 |
|
| 1683 |
1683
Northcape Capital
Sydney,
Australia
| $863M | +$197M | +30% | 18.1% | – | 25 | 4% | 1.8 |
|
| 1684 |
1684
Doyle Wealth Management
St. Petersburg,
Florida
| $861M | +$102M | +13% | 10.4% | 32.3% | 195 | 11.79% | 2.5 |
|
| 1685 |
1685
Metropolis Capital
Amersham,
United Kingdom
| $860M | +$106M | +14% | 6.13% | 61.7% | 14 | 0% | 1.1 |
|
| 1686 |
1686
Magnus Financial Group
New York
| $859M | -$42.6M | -5% | 9.61% | 78.2% | 715 | 60.14% | 1.1 |
|
| 1687 |
1687
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $859M | +$53.2M | +7% | 8.1% | 94.2% | 111 | 1.8% | 5.4 |
|
| 1688 |
1688
Atlantic Union Bankshares
Glen Allen,
Virginia
| $859M | +$56.3M | +7% | 8.36% | 78.9% | 273 | 11.72% | 2.6 |
|
| 1689 |
1689
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $855M | +$154M | +22% | 8.27% | 47.9% | 13 | 38.46% | 2.2 |
|
| 1690 |
1690
Private Wealth Partners
Mill Valley,
California
| $855M | +$125M | +17% | 12.6% | 132% | 120 | 11.67% | 3.5 |
|
| 1691 |
1691
Kora Management
Brooklyn,
New York
| $854M | +$166M | +24% | 37.3% | 307% | 8 | 37.5% | 1.8 |
|
| 1692 |
1692
Ensemble Capital Management
San Francisco,
California
| $851M | +$81.6M | +11% | 9.83% | 36.2% | 31 | 6.45% | 3.8 |
|
| 1693 |
1693
Mint Tower Capital Management
Amsterdam,
Netherlands
| $850M | -$32.8M | -4% | 2.08% | 40.2% | 424 | 81.84% | 0.1 |
|
| 1694 |
BIC
1694
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $849M | +$102M | +14% | 8% | 36% | 148 | 9.46% | 4.7 |
|
| 1695 |
1695
Sarissa Capital Management
Greenwich,
Connecticut
| $849M | -$49.5M | -6% | 2.7% | 80% | 12 | 8.33% | 2 |
|
| 1696 |
1696
Foster & Motley
Cincinnati,
Ohio
| $849M | +$49.4M | +6% | 6% | 68.8% | 277 | 10.47% | 3.3 |
|
| 1697 |
1697
North Star Investment Management
Chicago,
Illinois
| $848M | +$81.3M | +11% | 11.2% | 89.8% | 1,058 | 8.6% | 2.5 |
|
| 1698 |
1698
B. Riley Wealth Management
Memphis,
Tennessee
| $847M | -$64M | -7% | 8.33% | 32.2% | 553 | 48.64% | 1.3 |
|
| 1699 |
1699
No Street GP LP
San Francisco,
California
| $847M | +$69.4M | +9% | 25.1% | 246% | 46 | 50% | 0.4 |
|
| 1700 |
1700
Scopia Capital Management
New York
| $846M | -$62.5M | -7% | 1.22% | 58.7% | 26 | 46.15% | 1.5 |
|