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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Olstein Capital Management
Purchase,
New York
| $456M | -$189M | -29% | 30% | 16.6% | 114 | 15.79% | 3.7 |
|
| 2077 |
2077
Trigran Investments
Northbrook,
Illinois
| $455M | -$101M | -18% | 30.1% | 44.7% | 21 | 19.05% | 3 |
|
| 2078 |
2078
Summit Financial
Parsippany,
New Jersey
| $455M | -$134M | -23% | 22.9% | 91.9% | 49 | 18.37% | 0.7 |
|
| 2079 |
2079
CAS Investment Partners
Westport,
Connecticut
| $455M | -$153M | -25% | 42.5% | 527% | 6 | 0% | 1.4 |
|
| 2080 |
2080
Beacon Financial Group
Dallas,
Texas
| $455M | -$343M | -43% | 19% | 66.6% | 187 | 10.16% | 3.8 |
|
| 2081 |
2081
Elm Partners Management
Philadelphia,
Pennsylvania
| $455M | -$1.97M | -0.4% | 17.4% | 51.4% | 43 | 6.98% | 1.1 |
|
| 2082 |
2082
Walleye Capital
New York
| $454M | -$1.09B | -71% | 9.34% | 135% | 2,085 | 77.41% | 0.3 |
|
| 2083 |
2083
First Nebraska Trust
Lincoln,
Nebraska
| $454M | -$162M | -26% | 23.3% | 76.9% | 157 | 18.47% | 4.5 |
|
| 2084 |
2084
Torray Investment Partners
Bethesda,
Maryland
| $453M | -$128M | -22% | 20.9% | 97.2% | 111 | 20.72% | 3.4 |
|
| 2085 |
2085
Atreides Management
Boston,
Massachusetts
| $452M | +$16.3M | +4% | 13.9% | 229% | 34 | 50% | 0.2 |
|
| 2086 |
2086
Pier Capital
Stamford,
Connecticut
| $452M | -$160M | -26% | 13.2% | 236% | 133 | 37.59% | 1 |
|
| 2087 |
2087
Advocacy Wealth Management Services
Atlanta,
Georgia
| $452M | +$101M | +29% | 9.45% | 51.4% | 154 | 26.62% | 2.6 |
|
| 2088 |
2088
BTR Capital Management
Oakland,
California
| $452M | -$129M | -22% | 18.7% | 35% | 171 | 18.13% | 4.6 |
|
| 2089 |
2089
Honeycomb Asset Management
New York
| $452M | -$588M | -57% | 8.76% | 49% | 45 | 64.44% | 0.3 |
|
| 2090 |
SC
2090
Shellback Capital
Boston,
Massachusetts
| $452M | -$442M | -49% | 18.1% | 198% | 86 | 69.77% | 0.5 |
|
| 2091 |
2091
Thompson Investment Management
Madison,
Wisconsin
| $451M | -$167M | -27% | 22.2% | 100% | 199 | 19.1% | 4.2 |
|
| 2092 |
KFS
2092
Kurt F. Somerville
| $451M | -$81.9M | -15% | 14.4% | 107% | 113 | 22.12% | 4.3 |
|
| 2093 |
2093
Skylands Capital
Milwaukee,
Wisconsin
| $451M | -$238M | -35% | 20% | 61% | 149 | 28.86% | 3.7 |
|
| 2094 |
2094
Symmetry Partners
Glastonbury,
Connecticut
| $451M | -$34.1M | -7% | 15.7% | 61.4% | 375 | 40% | 1 |
|
| 2095 |
2095
CDAM (UK)
London,
United Kingdom
| $450M | -$139M | -24% | 23.3% | 18.8% | 18 | 38.89% | 1.3 |
|
| 2096 |
2096
Lutz Financial Services
Omaha,
Nebraska
| $450M | -$113M | -20% | 16.1% | 37.2% | 71 | 21.13% | 1.7 |
|
| 2097 |
2097
Crescent Grove Advisors
Lake Forest,
Illinois
| $450M | -$127M | -22% | 19.4% | 64.1% | 174 | 24.71% | 1.9 |
|
| 2098 |
2098
Sapience Investments
Newport Beach,
California
| $450M | -$266M | -37% | 40% | 54.9% | 99 | 25.25% | 1.8 |
|
| 2099 |
2099
Cinctive Capital Management
New York
| $450M | -$507M | -53% | 21.6% | 163% | 304 | 72.7% | 0.1 |
|
| 2100 |
2100
Alpine Woods Capital Investors
Purchase,
New York
| $449M | -$77.8M | -15% | 20.1% | 118% | 286 | 20.63% | 3.1 |
|