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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Hazelview Securities
Toronto,
Ontario, Canada
| $559M | +$23.8M | +4% | 15.3% | – | 33 | 18.18% | 1.8 |
|
| 2477 |
2477
Abbrea Capital
Greenbrae,
California
| $558M | +$87.4M | +19% | 10.2% | 38% | 214 | 17.29% | 2.6 |
|
| 2478 |
2478
Smith Anglin Financial
Dallas,
Texas
| $558M | – | – | 14.9% | 52.8% | 135 | – | 0 |
|
| 2479 |
2479
Twele Capital Management
Minnetonka,
Minnesota
| $558M | +$42.4M | +8% | 9.26% | 37.1% | 42 | 0% | 6.4 |
|
| 2480 |
2480
S&T Bank
Indiana,
Pennsylvania
| $556M | +$119M | +27% | 27.7% | 197% | 141 | 21.28% | 2.9 |
|
| 2481 |
2481
Mechanics Bank - Trust Department
Walnut Creek,
California
| $556M | +$51.9M | +10% | 10.4% | 76.8% | 170 | 5.88% | 4.5 |
|
| 2482 |
2482
Tompkins Financial
Ithaca,
New York
| $556M | +$35.9M | +7% | 12.1% | 84.4% | 577 | 34.49% | 3 |
|
| 2483 |
2483
Anchor Investment Management
Columbia,
South Carolina
| $556M | +$63.3M | +13% | 11.7% | 83.7% | 974 | 13.35% | 3.1 |
|
| 2484 |
2484
Ulysses Management
New York
| $556M | -$356M | -39% | 25.7% | 51.8% | 75 | 52% | 1.1 |
|
| 2485 |
2485
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $555M | $0 | 0% | 10.5% | 36.9% | 196 | 0% | 3.6 |
|
| 2486 |
2486
Forward Management
San Francisco,
California
| $555M | -$47.8M | -8% | 9.94% | 36.9% | 40 | 47.5% | 3.1 |
|
| 2487 |
2487
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $555M | +$56.9M | +11% | 11.4% | 90.5% | 5 | 0% | 2.3 |
|
| 2488 |
2488
Center Lake Capital Management
West Palm Beach,
Florida
| $555M | +$78.6M | +17% | 18.7% | 98.3% | 20 | 45% | 0.5 |
|
| 2489 |
2489
Traphagen Investment Advisors
Oradell,
New Jersey
| $555M | +$61.2M | +12% | 11% | 65.8% | 138 | 8.7% | 1.1 |
|
| 2490 |
2490
Navellier & Associates
Reno,
Nevada
| $552M | +$93.9M | +20% | 18.4% | 361% | 306 | 35.95% | 1.3 |
|
| 2491 |
2491
D.L. Carlson Investment Group
Concord,
New Hampshire
| $551M | +$78.9M | +17% | 20.2% | 130% | 162 | 30.25% | 2.9 |
|
| 2492 |
2492
Bpifrance
Maisons Alfort, Cedex,
France
| $551M | +$203M | +58% | 61.3% | 69.4% | 6 | 16.67% | 1.7 |
|
| 2493 |
2493
Icon Advisers
Greenwood Village,
Colorado
| $551M | +$42M | +8% | 24.1% | 119% | 203 | 33% | 2.3 |
|
| 2494 |
2494
Azzad Asset Management
Falls Church,
Virginia
| $551M | +$68.4M | +14% | 16.5% | 118% | 304 | 11.18% | 3.2 |
|
| 2495 |
2495
INVST
Indianapolis,
Indiana
| $551M | +$121M | +28% | 12.8% | 78.5% | 171 | 15.79% | 1 |
|
| 2496 |
IAIM
2496
International Assets Investment Management
Orlando,
Florida
| $550M | +$147M | +37% | 15.5% | 101% | 2,158 | 83.69% | 0.1 |
|
| 2497 |
2497
Barber Financial Group
Lenexa,
Kansas
| $548M | +$90.9M | +20% | 8.09% | 39% | 141 | 9.93% | 2.2 |
|
| 2498 |
2498
Rodgers & Associates
Lancaster,
Pennsylvania
| $547M | – | – | 16.8% | 56.3% | 87 | – | 0 |
|
| 2499 |
2499
Decatur Capital Management
Decatur,
Georgia
| $546M | +$38.4M | +8% | 11.9% | 155% | 64 | 29.69% | 2 |
|
| 2500 |
2500
Cutler Investment Counsel
Jacksonville,
Oregon
| $546M | +$29.5M | +6% | 11.7% | 61.8% | 92 | 5.43% | 4.1 |
|