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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Clear Harbor Asset Management
Stamford,
Connecticut
| $493M | +$42.3M | +9% | 1.68% | 98.6% | 313 | 39.94% | 0.8 |
|
| 1852 |
1852
Parus Finance (UK)
London,
United Kingdom
| $491M | -$16.3M | -3% | 6.23% | 199% | 25 | 12% | 1.3 |
|
| 1853 |
1853
JCIC Asset Management
Toronto,
Ontario, Canada
| $491M | -$43.4M | -8% | 0.56% | – | 112 | 24.11% | 0.8 |
|
| 1854 |
1854
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| $490M | +$28.7M | +6% | 4.15% | – | 117 | 17.95% | 1.1 |
|
| 1855 |
1855
Broadwood Capital
New York
| $490M | +$17M | +4% | 11.7% | 110% | 6 | 16.67% | 1.3 |
|
| 1856 |
CC
1856
ClearArc Capital
Cincinnati,
Ohio
| $489M | +$46.3M | +10% | 5.34% | 63.4% | 426 | 7.98% | 1.2 |
|
| 1857 |
1857
SeaBridge Investment Advisors
Summit,
New Jersey
| $488M | +$58.3M | +14% | 3.96% | 128% | 249 | 22.09% | 1.1 |
|
| 1858 |
1858
Braver Wealth Management
Needham,
Massachusetts
| $488M | +$156M | +47% | 3.55% | 20.4% | 95 | 32.63% | 0.9 |
|
| 1859 |
1859
Standard General
New York
| $488M | +$90.7M | +23% | 25.4% | 259% | 9 | 22.22% | 0.6 |
|
| 1860 |
1860
Cortland Associates
St Louis,
Missouri
| $488M | +$68.1M | +16% | 10.9% | 57.1% | 45 | 20% | 1.2 |
|
| 1861 |
HH
1861
Harbinger Holdings
New York
| $487M | -$3.91B | -89% | 7.93% | 43.3% | 8 | 87.5% | 1.5 |
|
| 1862 |
1862
Quotient Investors
New York
| $487M | +$29M | +6% | 4.5% | 24.9% | 306 | 41.5% | 0.7 |
|
| 1863 |
1863
Polaris Wealth Advisory Group
San Rafael,
California
| $487M | +$41.1M | +9% | 4.71% | 64% | 92 | 45.65% | 0.7 |
|
| 1864 |
1864
First Reserve GP XII
Stamford,
Connecticut
| $486M | -$225M | -32% | 21.6% | – | 5 | 0% | 0.7 |
|
| 1865 |
CCC
1865
Chelsea Counsel Company
Los Angeles,
California
| $486M | -$15.3M | -3% | 0.03% | 106% | 148 | 16.22% | 1.1 |
|
| 1866 |
1866
Venor Capital Management
New York
| $486M | -$271M | -36% | 5.6% | – | 20 | 45% | 0.7 |
|
| 1867 |
1867
McClain Value Management
New Canaan,
Connecticut
| $486M | -$39.2M | -7% | 6.32% | 2.83% | 43 | 27.91% | 0.9 |
|
| 1868 |
1868
Rockland Trust
Hanover,
Massachusetts
| $485M | +$31.2M | +7% | 4.33% | 61.5% | 149 | 18.12% | 1.1 |
|
| 1869 |
1869
State of Alaska Department of Revenue
Juneau,
Alaska
| $485M | +$44.7M | +10% | 10% | 131% | 235 | 15.32% | 1.1 |
|
| 1870 |
MHAM
1870
Monroe Hall Asset Management
New York
| $484M | – | – | 7.16% | – | 16 | – | 0 |
|
| 1871 |
1871
Smithfield Trust
Pittsburgh,
Pennsylvania
| $483M | -$12.1M | -2% | 3.94% | 50% | 858 | 12.47% | 1.2 |
|
| 1872 |
1872
RBF Capital
San Francisco,
California
| $483M | +$46.4M | +11% | 8.16% | 147% | 309 | 13.59% | 1.3 |
|
| 1873 |
1873
Integre Asset Management
New York
| $483M | +$9.8M | +2% | 5.18% | 74.1% | 181 | 33.7% | 0.9 |
|
| 1874 |
1874
Beacon Financial Group
Dallas,
Texas
| $482M | +$21M | +5% | 2.69% | 66.6% | 218 | 27.98% | 0.8 |
|
| 1875 |
1875
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $482M | +$53.8M | +13% | 11.8% | 307% | 144 | 39.58% | 0.5 |
|