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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
CL
2351
CIM LLC
Albany,
New York
| $491M | +$150M | +44% | 11.8% | 108% | 147 | 25.17% | 2.7 |
|
| 2352 |
2352
Brown Advisory Securities
Baltimore,
Maryland
| $491M | +$22M | +5% | 9.93% | 51% | 244 | 9.43% | 4.5 |
|
| 2353 |
2353
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $490M | +$59.7M | +14% | 12.6% | 104% | 89 | 11.24% | 3.8 |
|
| 2354 |
2354
Caledonia Investments plc (UK)
London England,
United Kingdom
| $490M | +$47M | +11% | 12.4% | 61.9% | 12 | 0% | 3.8 |
|
| 2355 |
2355
Pekin Hardy Strauss
Chicago,
Illinois
| $489M | +$35.8M | +8% | 6.34% | 105% | 248 | 19.35% | 3.3 |
|
| 2356 |
2356
Liberty One Investment Management
Libertyville,
Illinois
| $489M | +$42.6M | +10% | 6.73% | 40.3% | 136 | 1.47% | 0.6 |
|
| 2357 |
2357
CoreView Capital Management
Hong Kong
| $487M | – | – | 41.9% | 50.9% | 10 | – | 0 |
|
| 2358 |
2358
Elephas Investment Management
Hong Kong
| $487M | +$257M | +111% | 75.7% | 422% | 25 | 84% | 0.2 |
|
| 2359 |
GECH
2359
Garnet Equity Capital Holdings
New York
| $487M | -$18.4M | -4% | 14.9% | 302% | 34 | 38.24% | 0.5 |
|
| 2360 |
2360
Calton & Associates
Tampa,
Florida
| $487M | +$27.9M | +6% | 8.07% | 73.9% | 369 | 15.72% | 1.5 |
|
| 2361 |
2361
Darrell & King
Charlottesville,
Virginia
| $487M | -$53.2M | -10% | 11.5% | – | 45 | 28.89% | 2.1 |
|
| 2362 |
2362
American Assets Investment Management
San Diego,
California
| $486M | +$43.1M | +10% | 3.44% | 520% | 123 | 6.5% | 4.3 |
|
| 2363 |
2363
Sentinel Trust
Houston,
Texas
| $486M | +$48.2M | +11% | 6.86% | 93.3% | 60 | 21.67% | 2.7 |
|
| 2364 |
2364
LVZ Inc
Holland,
Michigan
| $486M | +$39M | +9% | 4.5% | 52.9% | 93 | 25.81% | 1.9 |
|
| 2365 |
2365
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $485M | +$62.1M | +15% | 16.5% | 89.9% | 37 | 8.11% | 2 |
|
| 2366 |
2366
Keebeck Wealth Management
Chicago,
Illinois
| $484M | +$168M | +53% | 9.56% | 81.3% | 380 | 55.26% | 0.6 |
|
| 2367 |
2367
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $484M | +$118M | +32% | 12.6% | 140% | 270 | 40% | 1.6 |
|
| 2368 |
2368
Tufton Capital Management
Hunt Valley,
Maryland
| $484M | +$30M | +7% | 9.44% | 96.1% | 120 | 7.5% | 4.9 |
|
| 2369 |
2369
Litman Gregory Wealth Management
Larkspur,
California
| $484M | +$31M | +7% | 6.55% | 55.5% | 210 | 19.52% | 1.9 |
|
| 2370 |
2370
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $484M | +$20M | +4% | 6.57% | 112% | 1,344 | 9.08% | 3.7 |
|
| 2371 |
2371
Regis Management Company
Menlo Park,
California
| $483M | +$30.8M | +7% | 5.87% | 5.33% | 56 | 7.14% | 4.4 |
|
| 2372 |
2372
John G. Ullman & Associates
Corning,
New York
| $483M | +$73.4M | +18% | 5.28% | 162% | 132 | 20.45% | 3 |
|
| 2373 |
2373
Third Security
Radford,
Virginia
| $483M | -$121M | -20% | 12.4% | 28.2% | 18 | 55.56% | 2.5 |
|
| 2374 |
BC
2374
Bruce & Co
Chicago,
Illinois
| $483M | +$22.8M | +5% | 8.02% | 94.5% | 41 | 2.44% | 4.4 |
|
| 2375 |
2375
Azzad Asset Management
Falls Church,
Virginia
| $482M | +$56.5M | +13% | 11.7% | 118% | 329 | 24.01% | 3 |
|