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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
SNS Financial Group
Minneapolis,
Minnesota
| $523M | -$45.2M | -8% | 14.4% | 60.1% | 245 | 29.39% | 2.7 |
|
| 1902 |
1902
Mint Tower Capital Management
Amsterdam,
Netherlands
| $523M | -$233M | -31% | 2.41% | 40.2% | 338 | 65.38% | 0.3 |
|
| 1903 |
1903
Oribel Capital Management
New York
| $523M | -$433M | -45% | 11.1% | 365% | 95 | 73.68% | 0.4 |
|
| 1904 |
1904
BRR OpCo
Columbus,
Ohio
| $523M | -$180M | -26% | 22.3% | 23.6% | 194 | 20.1% | 3.1 |
|
| 1905 |
1905
Atika Capital Management
New York
| $522M | +$3.88M | +0.7% | 3.15% | 834% | 113 | 53.98% | 0.8 |
|
| 1906 |
1906
Formula Growth
Montreal,
Quebec, Canada
| $522M | -$271M | -34% | 26.2% | 135% | 174 | 32.76% | 1.8 |
|
| 1907 |
1907
Washington Trust Bank
Spokane,
Washington
| $521M | -$182M | -26% | 18.4% | 89.9% | 225 | 31.56% | 4.6 |
|
| 1908 |
1908
Carret Asset Management
New York
| $521M | -$165M | -24% | 17.7% | 106% | 276 | 17.03% | 5.1 |
|
| 1909 |
1909
Sectoral Asset Management
Montreal,
Quebec, Canada
| $521M | -$149M | -22% | 9.95% | 189% | 77 | 31.17% | 1.4 |
|
| 1910 |
WCM
1910
Wallace Capital Management
Dallas,
Texas
| $521M | -$207M | -28% | 19.6% | 62.3% | 71 | 26.76% | 3.7 |
|
| 1911 |
1911
Endurance Wealth Management
Providence,
Rhode Island
| $520M | -$133M | -20% | 20.1% | 59% | 612 | 16.01% | 3.5 |
|
| 1912 |
CWM
1912
Cornerstone Wealth Management
St. Peters,
Missouri
| $519M | -$98.5M | -16% | 16.5% | 77.5% | 391 | 21.99% | 2.4 |
|
| 1913 |
1913
Jacobs & Co
San Francisco,
California
| $518M | -$140M | -21% | 16.1% | 105% | 139 | 21.58% | 4.8 |
|
| 1914 |
MAM
1914
Mastrapasqua Asset Management
Nashville,
Tennessee
| $517M | -$90.1M | -15% | 14.3% | 54.9% | 142 | 15.49% | 3.3 |
|
| 1915 |
AH
1915
Allen Holding
New York
| $516M | -$165M | -24% | 21.8% | 185% | 9 | 11.11% | 6.1 |
|
| 1916 |
1916
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $516M | -$196M | -28% | 14.8% | 34% | 101 | 22.77% | 4.6 |
|
| 1917 |
1917
Richard C. Young & Co
Newport,
Rhode Island
| $516M | -$84.5M | -14% | 16.1% | 152% | 83 | 27.71% | 3 |
|
| 1918 |
1918
Tanglewood Wealth Management
Houston,
Texas
| $515M | -$4.26M | -0.8% | 9.85% | 64.6% | 25 | 44% | 2.3 |
|
| 1919 |
1919
Knighthead Capital Management
New York
| $514M | +$43.9M | +9% | 21.3% | 74.1% | 15 | 66.67% | 1.1 |
|
| 1920 |
1920
Nicholas Investment Partners
Rancho Santa Fe,
California
| $513M | -$457M | -47% | 8.89% | 397% | 218 | 29.82% | 1.1 |
|
| 1921 |
1921
Forward Management
San Francisco,
California
| $513M | -$142M | -22% | 9.52% | 36.9% | 54 | 27.78% | 2.8 |
|
| 1922 |
1922
Kintegral Advisory
New York
| $513M | -$36.6M | -7% | 14.7% | 143% | 270 | 4.44% | 1.2 |
|
| 1923 |
SCM
1923
Stamina Capital Management
New York
| $513M | +$353M | +221% | 14.4% | 292% | 32 | 68.75% | 0.1 |
|
| 1924 |
1924
Circle Wealth Management
Summit,
New Jersey
| $513M | -$64.8M | -11% | 20% | 97.6% | 222 | 28.38% | 1.3 |
|
| 1925 |
DTL
1925
Dynamic Technology Lab
Singapore
| $513M | -$111M | -18% | 31% | 30.8% | 1,523 | 75.44% | 0.2 |
|