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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
Venrock Management V
Palo Alto,
California
| $977M | -$84.4M | -8% | 7.92% | – | 3 | 0% | 0.8 |
|
| 1827 |
1827
Csenge Advisory Group
Clearwater,
Florida
| $976M | +$139M | +17% | 5.7% | 72.3% | 537 | 28.86% | 1.1 |
|
| 1828 |
1828
Donor Advised Charitable Giving
San Francisco,
California
| $973M | +$239M | +33% | 11.2% | 418% | 118 | 8.47% | 1 |
|
| 1829 |
1829
Capital Investment Services of America
Milwaukee,
Wisconsin
| $971M | +$13.3M | +1% | 0.93% | 74.2% | 83 | 18.07% | 4.3 |
|
| 1830 |
1830
Alta Park Capital
San Francisco,
California
| $970M | -$217M | -18% | 9.99% | 1,071% | 42 | 42.86% | 1.2 |
|
| 1831 |
1831
Banco de Sabadell
Miami,
Florida
| $969M | +$22.3M | +2% | 9.35% | 75.1% | 378 | 33.07% | 1.6 |
|
| 1832 |
1832
Baskin Financial Services
Toronto,
Ontario, Canada
| $969M | +$63.9M | +7% | 4.93% | 69.1% | 56 | 10.71% | 3.5 |
|
| 1833 |
1833
Hamilton Capital
Columbus,
Ohio
| $968M | +$384M | +66% | 12.2% | – | 55 | 23.64% | 1.4 |
|
| 1834 |
1834
Klingman & Associates
New York
| $967M | +$101M | +12% | 5.91% | 64.9% | 174 | 13.22% | 2.8 |
|
| 1835 |
1835
Wintrust Investments
Chicago,
Illinois
| $967M | +$615M | +175% | 6.95% | 27.5% | 414 | 59.42% | 1.2 |
|
| 1836 |
SCM
1836
Somerset Capital Management
London,
United Kingdom
| $966M | +$146M | +18% | 2.89% | 7.5% | 22 | 18.18% | 2.6 |
|
| 1837 |
1837
Oldfield Partners
London,
United Kingdom
| $965M | -$1.12B | -54% | 10.1% | 98% | 22 | 13.64% | 4.8 |
|
| 1838 |
WM
1838
WS Management
Jacksonville,
Florida
| $964M | +$1.2M | +0.1% | 14.7% | 309% | 73 | 36.99% | 2.8 |
|
| 1839 |
1839
Southernsun Asset Management
Memphis,
Tennessee
| $964M | +$91.6M | +11% | 19.1% | 54.7% | 40 | 17.5% | 4.3 |
|
| 1840 |
1840
Myriad Asset Management
North Point,
Hong Kong
| $964M | +$475M | +97% | 5.25% | 149% | 167 | 73.65% | 0.1 |
|
| 1841 |
1841
FAS Wealth Partners
Leawood,
Kansas
| $961M | +$81.6M | +9% | 6.84% | 72.3% | 355 | 6.48% | 2.9 |
|
| 1842 |
1842
Penn Capital Management
Philadelphia,
Pennsylvania
| $960M | +$170M | +21% | 21.5% | 170% | 251 | 39.04% | 1.5 |
|
| 1843 |
1843
Mason Investment Advisory Services
Reston,
Virginia
| $958M | +$125M | +15% | 13.5% | 76.1% | 92 | 20.65% | 1.4 |
|
| 1844 |
LCM
1844
LH Capital Markets
New York
| $957M | -$287M | -23% | 0.84% | 12.2% | 163 | 85.28% | 0.1 |
|
| 1845 |
1845
Dorsey Asset Management
Chicago,
Illinois
| $956M | +$192M | +25% | 9.22% | 122% | 9 | 11.11% | 2.2 |
|
| 1846 |
1846
Merit Financial Group
Alpharetta,
Georgia
| $956M | -$78.9M | -8% | 2.84% | 76.4% | 246 | 17.89% | 1.5 |
|
| 1847 |
1847
Howard Capital Management Group
Los Angeles,
California
| $956M | – | – | 5.7% | 114% | 97 | – | 0 |
|
| 1848 |
1848
Glendon Capital Management
Santa Monica,
California
| $955M | +$338M | +55% | 11.2% | 142% | 34 | 50% | 2.1 |
|
| 1849 |
1849
Keeley-Teton Advisors
Chicago,
Illinois
| $954M | +$207M | +28% | 17.8% | 28.6% | 322 | 24.84% | 2.3 |
|
| 1850 |
1850
Peconic Partners
New York
| $953M | +$119M | +14% | 20.1% | 300% | 79 | 43.04% | 1.5 |
|