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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Needham Investment Management
New York
| $501M | +$32.9M | +7% | 10.9% | 424% | 112 | 12.5% | 3.3 |
|
| 2327 |
2327
AlphaStar Capital Management
Cornelius,
North Carolina
| $500M | +$31.8M | +7% | 7.14% | 69.5% | 221 | 33.94% | 1.6 |
|
| 2328 |
2328
CKW Financial Group
Honolulu,
Hawaii
| $500M | +$48.8M | +11% | 8.58% | 70.3% | 183 | 10.38% | 4.4 |
|
| 2329 |
2329
Vitruvian Partners
London,
United Kingdom
| $499M | +$151M | +43% | 43.9% | 96.9% | 2 | 0% | 1.8 |
|
| 2330 |
2330
Dundas Partners
Edinburgh,
United Kingdom
| $499M | +$41.3M | +9% | 10.7% | 87.6% | 33 | 0% | 2.2 |
|
| 2331 |
JWBC
2331
J.W. Burns & Co
Dewitt,
New York
| $498M | +$45.8M | +10% | 10.6% | 95.4% | 160 | 5.63% | 5.1 |
|
| 2332 |
KC
2332
Keenan Capital
Burlingame,
California
| $498M | -$9.16M | -2% | 6.8% | 110% | 14 | 14.29% | 2.1 |
|
| 2333 |
2333
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $498M | +$39.3M | +9% | 8.57% | 90.5% | 5 | 0% | 2.1 |
|
| 2334 |
2334
Jump Financial
Chicago,
Illinois
| $498M | – | – | 11.9% | 125% | 735 | – | 0 |
|
| 2335 |
2335
Biglari Capital Corp
San Antonio,
Texas
| $498M | +$71.3M | +17% | 16.9% | 72.7% | 10 | 10% | 3.5 |
|
| 2336 |
2336
Osborne Partners Capital Management
San Francisco,
California
| $497M | +$29.7M | +6% | 10.6% | 60.8% | 159 | 8.18% | 4.9 |
|
| 2337 |
2337
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $497M | -$12.1M | -2% | 0.88% | – | 16 | 6.25% | 0.6 |
|
| 2338 |
2338
Archon Capital Management
Seattle,
Washington
| $497M | +$31.2M | +7% | 40% | 222% | 44 | 47.73% | 1.1 |
|
| 2339 |
OH
2339
Overlook Holdings
Tortola,
British Virgin Islands
| $496M | – | – | 0.16% | – | 2 | – | 3.6 |
|
| 2340 |
2340
JNBA Financial Advisors
Bloomington,
Minnesota
| $496M | +$29.8M | +6% | 6.12% | 66.8% | 607 | 7.91% | 3 |
|
| 2341 |
2341
WBH Advisory
Baltimore,
Maryland
| $495M | +$82.2M | +20% | 8.5% | 64.5% | 251 | 11.55% | 4.6 |
|
| 2342 |
2342
Fusion Family Wealth
Woodbury,
New York
| $495M | +$71.2M | +17% | 6.4% | 62.2% | 112 | 8.04% | 3.2 |
|
| 2343 |
2343
Barometer Capital Management
Toronto,
Ontario, Canada
| $495M | -$39.8M | -7% | 17.1% | 339% | 176 | 56.82% | 0.4 |
|
| 2344 |
2344
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $495M | +$44.3M | +10% | 7.6% | 81.5% | 68 | 25% | 0.4 |
|
| 2345 |
JC
2345
Joho Capital
New York
| $495M | +$145M | +42% | 20.1% | 80.2% | 11 | 36.36% | 1.5 |
|
| 2346 |
2346
KWMG LLC
Overland Park,
Kansas
| $494M | +$32.1M | +7% | 5.35% | 76.2% | 126 | 1.59% | 3.5 |
|
| 2347 |
2347
Traphagen Investment Advisors
Oradell,
New Jersey
| $494M | +$51.4M | +12% | 5.79% | 65.8% | 158 | 38.61% | 0.9 |
|
| 2348 |
2348
Anchor Investment Management
Columbia,
South Carolina
| $493M | +$45.5M | +10% | 8.56% | 75.1% | 947 | 12.14% | 3.1 |
|
| 2349 |
2349
ShawSpring Partners
Boston,
Massachusetts
| $492M | +$45.7M | +10% | 29.3% | 3.53% | 7 | 42.86% | 1 |
|
| 2350 |
OHM
2350
Ordinal Holdings ManageCo
New York
| $491M | -$13.4M | -3% | 2.5% | 19.5% | 1 | 0% | 2.8 |
|