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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $601M | +$18.3M | +3% | 4.36% | 121% | 125 | 3.2% | 3.5 |
|
| 1827 |
1827
Prince Street Capital Management
New York
| $601M | -$14.7M | -2% | 29.6% | 302% | 53 | 49.06% | 0.5 |
|
| 1828 |
1828
Baystate Wealth Management
Boston,
Massachusetts
| $600M | +$42.8M | +8% | 3.45% | 14.6% | 726 | 15.7% | 0.8 |
|
| 1829 |
1829
Abrams Bison Investments
Bethesda,
Maryland
| $600M | +$26.9M | +5% | 4.34% | 170% | 5 | 20% | 2.2 |
|
| 1830 |
1830
Citizens Business Bank
Ontario,
California
| $599M | -$4.57M | -0.8% | 3.8% | 108% | 297 | 9.43% | 2.7 |
|
| 1831 |
1831
Dai-ichi Life Holdings
Tokyo,
Japan
| $598M | +$29.7M | +5% | 5.23% | – | 1 | 0% | 0.3 |
|
| 1832 |
1832
Welch Group
Birmingham,
Alabama
| $598M | -$1.42M | -0.2% | 4.18% | 73.2% | 162 | 22.84% | 3.3 |
|
| 1833 |
1833
Kepos Capital
New York
| $598M | +$183M | +44% | 4.59% | 21.1% | 97 | 90.72% | 0.3 |
|
| 1834 |
OCMI
1834
Oaktop Capital Management II
Chatham,
New Jersey
| $598M | +$51.8M | +9% | 12.8% | 451% | 21 | 4.76% | 2.9 |
|
| 1835 |
1835
L & S Advisors
Los Angeles,
California
| $598M | +$28.2M | +5% | 7.07% | 231% | 341 | 25.51% | 0.7 |
|
| 1836 |
1836
Corsair Capital Management
New York
| $596M | +$45.3M | +8% | 7.91% | 435% | 88 | 27.27% | 1.8 |
|
| 1837 |
1837
DT Investment Partners
Chadds Ford,
Pennsylvania
| $596M | +$77.2M | +15% | 2.82% | 58% | 92 | 31.52% | 1.9 |
|
| 1838 |
1838
TT International
London,
United Kingdom
| $595M | +$170M | +40% | 14.6% | – | 53 | 32.08% | 0.9 |
|
| 1839 |
1839
Sentinel Trust
Houston,
Texas
| $595M | -$17.1M | -3% | 2.56% | 79.2% | 123 | 19.51% | 2.7 |
|
| 1840 |
1840
Capital Investment Services of America
Milwaukee,
Wisconsin
| $595M | +$14.6M | +3% | 3.48% | 50.7% | 71 | 5.63% | 3.1 |
|
| 1841 |
1841
Grassi Investment Management
Santa Clara,
California
| $594M | +$26.3M | +5% | 11.3% | 170% | 144 | 12.5% | 3.3 |
|
| 1842 |
ICM
1842
Indaba Capital Management
San Francisco,
California
| $594M | +$150M | +34% | 2.57% | 66.7% | 28 | 53.57% | 0.2 |
|
| 1843 |
1843
Appleton Partners
Boston,
Massachusetts
| $594M | -$1.4M | -0.2% | 4.45% | 101% | 258 | 12.79% | 2.2 |
|
| 1844 |
1844
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $593M | +$82M | +16% | 11.5% | 271% | 563 | 34.64% | 1.4 |
|
| 1845 |
1845
IFM Investors
Melbourne,
Australia
| $593M | +$36.9M | +7% | 4.98% | 147% | 493 | 4.06% | 0.6 |
|
| 1846 |
1846
North Point Portfolio Managers
Orange Village,
Ohio
| $592M | +$19.1M | +3% | 4.33% | 72.8% | 87 | 6.9% | 3 |
|
| 1847 |
1847
Bienville Capital Management
New York
| $592M | +$235M | +66% | 12.4% | 36.3% | 194 | 18.04% | 1.2 |
|
| 1848 |
1848
Oakmont Corp
Los Angeles,
California
| $591M | +$66.5M | +13% | 13.9% | 70.2% | 19 | 26.32% | 1.7 |
|
| 1849 |
1849
Ninety One North America
New York
| $591M | +$45.9M | +8% | 10.1% | 70.6% | 86 | 22.09% | 1.5 |
|
| 1850 |
1850
First Financial Bank - Trust Division
Hamilton,
Ohio
| $591M | +$11.4M | +2% | 3.61% | 68.6% | 188 | 3.19% | 3.3 |
|