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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
Courier Capital
Buffalo,
New York
| $922M | +$86.8M | +10% | 14% | 70.8% | 311 | 11.58% | 4.5 |
|
| 1802 |
1802
Private Wealth Partners
Mill Valley,
California
| $921M | +$66.3M | +8% | 10.7% | 132% | 131 | 20.61% | 3.7 |
|
| 1803 |
1803
Foresite Capital Management IV
Larkspur,
California
| $921M | +$477M | +108% | 20.9% | 151% | 17 | 35.29% | 0.5 |
|
| 1804 |
SAI
1804
Systematic Alpha Investments
Princeton,
New Jersey
| $918M | – | – | 11.1% | 117% | 193 | – | 0 |
|
| 1805 |
1805
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $917M | +$145M | +19% | 15.7% | 80.6% | 124 | 11.29% | 3.2 |
|
| 1806 |
1806
Tokio Marine Asset Management
Tokyo,
Japan
| $917M | +$115M | +14% | 14% | 142% | 367 | 29.16% | 2.5 |
|
| 1807 |
1807
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $913M | – | – | 42.5% | 78.7% | 24 | – | 0 |
|
| 1808 |
1808
Integrated Advisors Network
Dallas,
Texas
| $912M | +$121M | +15% | 14.2% | 107% | 525 | 22.48% | 0.7 |
|
| 1809 |
1809
Amica Mutual Insurance
Providence,
Rhode Island
| $912M | +$72.3M | +9% | 12.4% | 92.1% | 165 | 6.06% | 3.6 |
|
| 1810 |
1810
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $910M | – | – | 13.9% | 70.8% | 8 | – | 0 |
|
| 1811 |
1811
RiverVest Venture Management
St. Louis,
Missouri
| $910M | – | – | 65.8% | 16.5% | 5 | – | 0 |
|
| 1812 |
1812
Freedom Investment Management
Hartford,
Connecticut
| $910M | -$8.34M | -0.9% | 13.1% | 71.9% | 672 | 26.64% | 3.1 |
|
| 1813 |
1813
Venture Visionary Partners
Sylvania,
Ohio
| $909M | +$499M | +122% | 15.3% | 95.4% | 394 | 51.27% | 0.4 |
|
| 1814 |
1814
Acropolis Investment Management
St. Louis,
Missouri
| $909M | +$102M | +13% | 13.3% | 51% | 216 | 7.87% | 3.8 |
|
| 1815 |
1815
Charles-Lim Capital
Central,
Hong Kong
| $909M | -$6.35M | -0.7% | 42.3% | 21.5% | 6 | 16.67% | 1.8 |
|
| 1816 |
1816
Gillson Capital
Chicago,
Illinois
| $909M | +$222M | +32% | 29.3% | 84.9% | 124 | 59.68% | 0.4 |
|
| 1817 |
1817
Baskin Financial Services
Toronto,
Ontario, Canada
| $905M | +$119M | +15% | 12.1% | 69.1% | 52 | 5.77% | 3.4 |
|
| 1818 |
1818
Delta Asset Management
Memphis,
Tennessee
| $904M | +$70M | +8% | 12.3% | 66.5% | 615 | 8.13% | 4.6 |
|
| 1819 |
1819
NXG Investment Management
Dallas,
Texas
| $902M | +$208M | +30% | 27.6% | 121% | 134 | 25.37% | 1.6 |
|
| 1820 |
1820
London & Capital Asset Management
London,
United Kingdom
| $901M | +$153M | +20% | 11.5% | 88.8% | 78 | 26.92% | 1.1 |
|
| 1821 |
1821
FJ Capital Management
Mclean,
Virginia
| $898M | +$262M | +41% | 42.1% | 97.9% | 108 | 41.67% | 1.8 |
|
| 1822 |
1822
Ithaka Group
Arlington,
Virginia
| $897M | +$87M | +11% | 11.9% | 180% | 43 | 27.91% | 3.8 |
|
| 1823 |
OCM
1823
Opti Capital Management
New York
| $897M | +$79.9M | +10% | 0% | 0.01% | 34 | 2.94% | 0.5 |
|
| 1824 |
1824
Hikari Power
Tokyo,
Japan
| $895M | +$108M | +14% | 12.2% | 53.9% | 70 | 14.29% | 3.3 |
|
| 1825 |
1825
Levin Capital Strategies
New York
| $894M | +$130M | +17% | 19.2% | 91.9% | 361 | 41.83% | 2.3 |
|