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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
J.V. Bruni & Co
Colorado Springs,
Colorado
| $390M | -$194M | -33% | 36.6% | 113% | 25 | 8% | 4.2 |
|
| 2277 |
2277
BFSG LLC
Irvine,
California
| $390M | -$141M | -27% | 11.9% | 90.7% | 199 | 29.65% | 1.6 |
|
| 2278 |
2278
Strategic Global Advisors
Newport Beach,
California
| $389M | -$92.6M | -19% | 20.3% | 137% | 152 | 21.05% | 2 |
|
| 2279 |
2279
Seven Eight Capital
New York
| $389M | -$1.5B | -79% | 24.3% | 13.6% | 828 | 74.28% | 0.3 |
|
| 2280 |
2280
Salomon & Ludwin
Richmond,
Virginia
| $389M | -$115M | -23% | 23.6% | 58.7% | 266 | 21.43% | 0.9 |
|
| 2281 |
2281
Hazelview Securities
Toronto,
Ontario, Canada
| $388M | -$100M | -20% | 22.4% | – | 38 | 34.21% | 1.3 |
|
| 2282 |
2282
First Heartland Consultants
Lake St. Louis,
Missouri
| $388M | -$120M | -24% | 11.8% | 59.2% | 314 | 29.3% | 3.1 |
|
| 2283 |
2283
Liberty One Investment Management
Libertyville,
Illinois
| $388M | -$73.9M | -16% | 13.8% | 48.4% | 119 | 2.52% | 0.2 |
|
| 2284 |
2284
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $388M | -$20.4M | -5% | 15.8% | 94.7% | 330 | 36.06% | 0.8 |
|
| 2285 |
2285
Anchor Investment Management
Columbia,
South Carolina
| $388M | -$81.5M | -17% | 16.7% | 83.7% | 881 | 8.29% | 2.9 |
|
| 2286 |
2286
Marks Group Wealth Management
Minnetonka,
Minnesota
| $387M | -$121M | -24% | 22.2% | 71.4% | 252 | 18.25% | 0.2 |
|
| 2287 |
2287
Kontiki Capital Management (HK)
Hong Kong
| $387M | +$2.39M | +0.6% | 5.35% | 90.6% | 5 | 0% | 1.6 |
|
| 2288 |
2288
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $387M | -$39.5M | -9% | 2.88% | 48.6% | 5 | 60% | 1 |
|
| 2289 |
2289
Global Beta Advisors
Philadelphia,
Pennsylvania
| $387M | -$93.9M | -20% | 23.6% | – | 6 | 16.67% | 1.1 |
|
| 2290 |
2290
Private Capital Group
West Hartford,
Connecticut
| $386M | -$82.6M | -18% | 18.4% | 30.1% | 2,402 | 17.9% | 1.7 |
|
| 2291 |
2291
Private Trust Company
Cleveland,
Ohio
| $386M | -$153M | -28% | 16.5% | 87.7% | 389 | 16.71% | 4.3 |
|
| 2292 |
MGM
2292
Miura Global Management
New York
| $386M | -$195M | -34% | 10.9% | 375% | 52 | 53.85% | 0.5 |
|
| 2293 |
BIM
2293
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $386M | -$164M | -30% | 9.03% | 48.4% | 123 | 39.02% | 3.8 |
|
| 2294 |
2294
Maso Capital Partners
Hong Kong
| $386M | +$75.1M | +24% | 9.8% | 8.67% | 29 | 55.17% | 0.7 |
|
| 2295 |
2295
Baxter Bros Inc
Riverside,
Connecticut
| $386M | -$94.4M | -20% | 17.2% | 84.1% | 124 | 13.71% | 4.8 |
|
| 2296 |
2296
Michael & Susan Dell Foundation
New York
| $386M | -$103M | -21% | 21.4% | 238% | 5 | 60% | 0.1 |
|
| 2297 |
JC
2297
Joho Capital
New York
| $386M | -$285M | -42% | 14.6% | 80.2% | 13 | 38.46% | 1.8 |
|
| 2298 |
2298
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $385M | -$146M | -27% | 17.8% | 75.1% | 73 | 32.88% | 3.7 |
|
| 2299 |
2299
Stairway Partners
Chicago,
Illinois
| $385M | -$84.1M | -18% | 22.8% | 48.1% | 10 | 0% | 6 |
|
| 2300 |
2300
MV Capital Management
Bethesda,
Maryland
| $384M | -$78.8M | -17% | 12.1% | 73.3% | 380 | 14.47% | 3.3 |
|