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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
John G. Ullman & Associates
Corning,
New York
| $745M | +$100M | +16% | 10.8% | 162% | 165 | 14.55% | 2.7 |
|
| 2177 |
2177
Cevian Capital II
St. Helier,
Jersey
| $745M | +$29.7M | +4% | 4.5% | 105% | 2 | 0% | 2.8 |
|
| 2178 |
2178
EnCap Energy Capital Fund X
Houston,
Texas
| $744M | -$502M | -40% | 38.2% | – | 2 | 100% | 0 |
|
| 2179 |
2179
Western Wealth Management
Golden,
Colorado
| $744M | +$62.5M | +9% | 5.24% | 92.1% | 549 | 22.04% | 1.4 |
|
| 2180 |
2180
First Nebraska Trust
Lincoln,
Nebraska
| $744M | +$50.7M | +7% | 7.9% | 76.9% | 176 | 6.25% | 4.2 |
|
| 2181 |
2181
Hikari Tsushin Inc
Tokyo,
Japan
| $743M | +$61M | +9% | 10% | 59.5% | 44 | 6.82% | 4.5 |
|
| 2182 |
2182
Trinity Street Asset Management
London,
United Kingdom
| $742M | -$324M | -30% | 8.95% | 76.9% | 23 | 17.39% | 1.3 |
|
| 2183 |
2183
Jay A. Fishman Ltd
Troy,
Michigan
| $741M | +$14.6M | +2% | 6.36% | 119% | 97 | 8.25% | 4.3 |
|
| 2184 |
2184
Kore Private Wealth
New York
| $741M | +$91.5M | +14% | 7.8% | 35.9% | 395 | 21.77% | 1.3 |
|
| 2185 |
2185
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $740M | +$27.2M | +4% | 4.42% | 34% | 98 | 9.18% | 4.8 |
|
| 2186 |
2186
Bowie Capital Management
Richardson,
Texas
| $740M | +$73.6M | +11% | 1.03% | 31.6% | 46 | 26.09% | 1.9 |
|
| 2187 |
2187
Narwhal Capital Management
Marietta,
Georgia
| $739M | +$34M | +5% | 6.95% | 109% | 171 | 16.37% | 3.7 |
|
| 2188 |
2188
CCM Investment Advisers
Columbia,
South Carolina
| $739M | +$49M | +7% | 9.07% | 170% | 72 | 15.28% | 3.7 |
|
| 2189 |
2189
Third Security
Radford,
Virginia
| $739M | -$355M | -32% | 28.9% | 28.2% | 12 | 50% | 3.4 |
|
| 2190 |
2190
Callahan Advisors
Houston,
Texas
| $738M | +$55.1M | +8% | 9.04% | 87.7% | 146 | 8.22% | 4.5 |
|
| 2191 |
2191
Ithaka Group
Arlington,
Virginia
| $738M | -$159M | -18% | 1.69% | 143% | 41 | 21.95% | 3.4 |
|
| 2192 |
NAM
2192
North American Management
Boston,
Massachusetts
| $738M | +$30.6M | +4% | 5.27% | 61.7% | 110 | 6.36% | 5.2 |
|
| 2193 |
ALAM
2193
Asahi Life Asset Management
Tokyo,
Japan
| $737M | -$45M | -6% | 8.37% | 133% | 257 | 52.92% | 1 |
|
| 2194 |
2194
TruWealth Advisors
Metairie,
Louisiana
| $736M | +$66.3M | +10% | 3.09% | 56.3% | 116 | 10.34% | 0.2 |
|
| 2195 |
2195
Howe & Rusling
Rochester,
New York
| $736M | +$78.3M | +12% | 8.07% | 82% | 1,056 | 19.32% | 2.8 |
|
| 2196 |
2196
Strategy Capital
Los Altos,
California
| $735M | -$20.3M | -3% | 0.79% | 316% | 8 | 0% | 1.7 |
|
| 2197 |
2197
Randolph Company
Cincinnati,
Ohio
| $733M | +$58.8M | +9% | 7.48% | 127% | 44 | 6.82% | 2 |
|
| 2198 |
2198
KPS Global Asset Management (UK)
London,
United Kingdom
| $732M | +$50.3M | +7% | 1.86% | 373% | 7 | 28.57% | 0.8 |
|
| 2199 |
2199
Needham Investment Management
New York
| $732M | +$136M | +23% | 7.16% | 424% | 124 | 16.94% | 3.3 |
|
| 2200 |
2200
Cardano Risk Management
Rotterdam,
Netherlands
| $731M | -$680K | -0.1% | 2.21% | 200% | 5 | 0% | 2.1 |
|