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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Auxier Asset Management
Aurora,
Oregon
| $489M | +$19.6M | +4% | 4.91% | 71.7% | 154 | 5.19% | 0.9 |
|
| 1802 |
1802
Academy Capital Management
Waco,
Texas
| $489M | +$22M | +5% | 3.85% | 71.2% | 43 | 18.6% | 0.8 |
|
| 1803 |
IAS
1803
INR Advisory Services
Media,
Pennsylvania
| $488M | +$40.3M | +9% | 3.48% | 21.9% | 56 | 12.5% | 0.9 |
|
| 1804 |
1804
Delta Asset Management
Memphis,
Tennessee
| $488M | +$27.2M | +6% | 3.75% | 53.8% | 586 | 7.51% | 0.9 |
|
| 1805 |
1805
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $487M | -$5.42M | -1% | 1.1% | 42.6% | 1 | 0% | 0.5 |
|
| 1806 |
1806
Meiji Yasuda Asset Management
Tokyo,
Japan
| $486M | +$23M | +5% | 5.46% | 93.9% | 383 | 20.1% | 0.8 |
|
| 1807 |
1807
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $486M | +$25M | +5% | 5.11% | 94.2% | 94 | 5.32% | 0.9 |
|
| 1808 |
1808
First Interstate Bank
Billings,
Montana
| $486M | +$30.3M | +7% | 4.38% | 48.2% | 111 | 11.71% | 0.8 |
|
| 1809 |
AFS
1809
Aft Forsyth & Sober
Valrico,
Florida
| $485M | +$259M | +115% | 4.06% | 94.6% | 43 | 6.98% | 0.8 |
|
| 1810 |
1810
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $484M | +$67.9M | +16% | 12.9% | 219% | 17 | 52.94% | 0.5 |
|
| 1811 |
1811
Princeton Alpha Management
Princeton Junction,
New Jersey
| $484M | +$162M | +50% | 2.68% | 9.26% | 990 | 72.32% | 0.1 |
|
| 1812 |
1812
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $483M | +$29.2M | +6% | 4.42% | 23.7% | 239 | 12.13% | 0.9 |
|
| 1813 |
1813
Welch Group
Birmingham,
Alabama
| $483M | +$41.3M | +9% | 4.79% | 73.2% | 146 | 17.12% | 0.8 |
|
| 1814 |
1814
First Niagara Bank
Lockport,
New York
| $483M | -$18.1M | -4% | 4.36% | 38.1% | 237 | 7.59% | 0.9 |
|
| 1815 |
1815
Central Securities
New York
| $482M | +$20M | +4% | 4.89% | 90.2% | 39 | 20.51% | 0.8 |
|
| 1816 |
WFI
1816
West Family Investments
Carlsbad,
California
| $482M | +$25.6M | +6% | 7.25% | 116% | 109 | 7.34% | 0.8 |
|
| 1817 |
1817
Essex Woodlands Management
The Woodlands,
Texas
| $481M | +$88M | +22% | 3.85% | 55% | 12 | 16.67% | 0.8 |
|
| 1818 |
DS
1818
Dalal Street
West Lake Hills,
Texas
| $481M | +$16.7M | +4% | 3.88% | 92.7% | 9 | 11.11% | 0.7 |
|
| 1819 |
1819
Corda Investment Management
Houston,
Texas
| $480M | +$73.7M | +18% | 4.79% | 85% | 54 | 14.81% | 0.8 |
|
| 1820 |
1820
Parus Finance (UK)
London,
United Kingdom
| $480M | +$113M | +31% | 5.34% | 199% | 27 | 14.81% | 0.9 |
|
| 1821 |
1821
Needham Investment Management
New York
| $479M | +$6.27M | +1% | 4.24% | 424% | 132 | 18.18% | 0.8 |
|
| 1822 |
1822
LS Power Partners II
New York
| $477M | -$71.5M | -13% | 13.9% | 27.3% | 2 | 50% | 1 |
|
| 1823 |
1823
Palisade Asset Management
Minneapolis,
Minnesota
| $476M | +$20.7M | +5% | 4.26% | 61.8% | 136 | 5.88% | 0.9 |
|
| 1824 |
1824
Tiptree Advisors
New York
| $476M | +$96.4M | +25% | 5.27% | – | 35 | 34.29% | 0.5 |
|
| 1825 |
1825
Metalmark Management II
New York
| $476M | +$124M | +35% | 35.4% | 81.7% | 1 | 0% | 0.8 |
|