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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
VCM
2401
Violich Capital Management
San Francisco,
California
| $475M | +$17.7M | +4% | 8.1% | 111% | 115 | 20% | 4.5 |
|
| 2402 |
WM
2402
Wishbone Management
Chicago,
Illinois
| $474M | +$70.3M | +17% | 16.4% | 58.7% | 15 | 33.33% | 0.5 |
|
| 2403 |
2403
Tikehau Investment Management
Paris,
France
| $473M | +$106M | +29% | 5.4% | 102% | 15 | 33.33% | 1.4 |
|
| 2404 |
2404
Arrow Financial
Glens Falls,
New York
| $473M | +$14.4M | +3% | 7.55% | 71.1% | 326 | 8.59% | 5.3 |
|
| 2405 |
2405
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $473M | +$402M | +570% | 6.79% | 84.1% | 982 | 89.31% | 0.1 |
|
| 2406 |
2406
D.L. Carlson Investment Group
Concord,
New Hampshire
| $472M | +$137M | +41% | 19.5% | 113% | 159 | 29.56% | 3.1 |
|
| 2407 |
2407
Growth Interface Management
Orlando,
Florida
| $471M | +$56.7M | +14% | 14.1% | 12% | 10 | 0% | 1.6 |
|
| 2408 |
2408
Abbrea Capital
Greenbrae,
California
| $471M | +$32.7M | +7% | 8.96% | 38% | 193 | 9.84% | 2.8 |
|
| 2409 |
2409
Proffitt & Goodson
Knoxville,
Tennessee
| $471M | +$16.1M | +4% | 4.99% | 48.5% | 304 | 15.46% | 1.9 |
|
| 2410 |
2410
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $470M | +$100M | +27% | 13.7% | 207% | 82 | 28.05% | 3.6 |
|
| 2411 |
2411
Glendon Capital Management
Santa Monica,
California
| $469M | +$89.4M | +24% | 3.73% | 142% | 30 | 30% | 2.9 |
|
| 2412 |
2412
Gagnon Securities
New York
| $469M | +$56M | +14% | 14.8% | 210% | 102 | 12.75% | 2.9 |
|
| 2413 |
TAA
2413
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $469M | -$55.9M | -11% | 10.1% | 312% | 48 | 22.92% | 0.7 |
|
| 2414 |
2414
Crosslink Capital
Menlo Park,
California
| $469M | -$16.1M | -3% | 20.3% | 135% | 25 | 0% | 2.3 |
|
| 2415 |
TFM
2415
TPI Fund Managers
London,
United Kingdom
| $469M | +$37.5M | +9% | 10.1% | 49.6% | 42 | 26.19% | 0.9 |
|
| 2416 |
2416
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $469M | +$17M | +4% | 25.2% | 102% | 156 | 32.05% | 2.1 |
|
| 2417 |
2417
Abingworth
London,
United Kingdom
| $468M | +$110M | +31% | 40.9% | 187% | 17 | 5.88% | 2.6 |
|
| 2418 |
2418
Sixth Street Partners
Dallas,
Texas
| $467M | +$263M | +129% | 12.7% | 5.31% | 6 | 33.33% | 0.3 |
|
| 2419 |
2419
Empirical Finance
Havertown,
Pennsylvania
| $467M | +$75.9M | +19% | 9.37% | 124% | 306 | 29.41% | 1 |
|
| 2420 |
2420
Woodmont Investment Counsel
Nashville,
Tennessee
| $466M | +$48.8M | +12% | 7.61% | 75.3% | 186 | 11.83% | 4.5 |
|
| 2421 |
IA
2421
Independence Advisors
Wayne,
Pennsylvania
| $466M | +$29.3M | +7% | 7.36% | 24.5% | 175 | 9.14% | 1.9 |
|
| 2422 |
2422
Advisory Alpha
Holland,
Michigan
| $466M | +$13.9M | +3% | 8.37% | 50.3% | 729 | 85.87% | 0.3 |
|
| 2423 |
2423
Arcadia Investment Management
Kalamazoo,
Michigan
| $465M | +$53.9M | +13% | 11.2% | 83.5% | 287 | 11.15% | 3.9 |
|
| 2424 |
2424
Monashee Investment Management
Boston,
Massachusetts
| $464M | -$205M | -31% | 10.4% | 460% | 326 | 86.2% | 0.2 |
|
| 2425 |
2425
Herald Investment Management
London,
United Kingdom
| $464M | +$36.2M | +8% | 12.1% | 493% | 102 | 13.73% | 3.6 |
|