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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Thomasville National Bank
Thomasville,
Georgia
| $537M | -$225M | -30% | 6.02% | – | 216 | 21.76% | 4.2 |
|
| 2627 |
2627
Veritas Investment Management (UK)
London,
United Kingdom
| $536M | +$16.7M | +3% | 6.61% | 151% | 36 | 8.33% | 4.3 |
|
| 2628 |
2628
Private Capital Advisors
Darien,
Connecticut
| $535M | +$39.7M | +8% | 6.01% | 132% | 111 | 18.92% | 3.7 |
|
| 2629 |
2629
Wealthquest
Cincinnati,
Ohio
| $535M | +$67.8M | +15% | 6.51% | 52.1% | 144 | 10.42% | 2.5 |
|
| 2630 |
2630
Sunriver Management
Greenwich,
Connecticut
| $535M | -$71.5M | -12% | 9.84% | 9.27% | 25 | 48% | 0.8 |
|
| 2631 |
HH
2631
Hernani Holdings
Jackson,
Wyoming
| $534M | +$9.5M | +2% | 3.11% | – | 18 | 77.78% | 0.4 |
|
| 2632 |
BC
2632
Bruce & Co
Chicago,
Illinois
| $534M | +$15M | +3% | 10.4% | 94.5% | 38 | 7.89% | 5.2 |
|
| 2633 |
2633
Signet Financial Management
Parsippany,
New Jersey
| $534M | +$39M | +8% | 8.29% | 65.2% | 256 | 16.02% | 3 |
|
| 2634 |
NEWAS
2634
N.E.W. Advisory Services
De Pere,
Wisconsin
| $533M | +$58M | +12% | 5.46% | 56% | 140 | 14.29% | 0.9 |
|
| 2635 |
2635
Rossmore Private Capital
Glastonbury,
Connecticut
| $533M | +$40.2M | +8% | 8.57% | 87.1% | 217 | 9.22% | 1.8 |
|
| 2636 |
2636
Hoover Financial Advisors
Malvern,
Pennsylvania
| $533M | +$132M | +33% | 6% | – | 667 | 28.04% | 0.5 |
|
| 2637 |
2637
Sierra Capital
Miami,
Florida
| $533M | – | – | 4.12% | 32.4% | 443 | – | 0 |
|
| 2638 |
2638
River Wealth Advisors
Camp Hill,
Pennsylvania
| $533M | +$70.3M | +15% | 6.7% | 90.5% | 212 | 5.66% | 3.5 |
|
| 2639 |
2639
Legato Capital Management
San Francisco,
California
| $533M | +$4.73M | +0.9% | 2.86% | 252% | 220 | 12.73% | 1.2 |
|
| 2640 |
TAA
2640
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $531M | -$52.1M | -9% | 5.81% | 312% | 56 | 55.36% | 0.6 |
|
| 2641 |
A
2641
Apoletto
Road Town, Tortola,
British Virgin Islands
| $531M | -$44.1M | -8% | 0.37% | 192% | 8 | 12.5% | 0.6 |
|
| 2642 |
2642
Dean Investment Associates
Beavercreek,
Ohio
| $530M | +$47.4M | +10% | 13% | 63.5% | 244 | 15.57% | 2.7 |
|
| 2643 |
2643
Taikang Asset Management (HK)
Hong Kong
| $530M | -$149M | -22% | 5.59% | 172% | 79 | 18.99% | 2.1 |
|
| 2644 |
2644
Kettle Hill Capital Management
New York
| $529M | +$39.4M | +8% | 11.5% | 37.4% | 62 | 72.58% | 0.3 |
|
| 2645 |
2645
Proffitt & Goodson
Knoxville,
Tennessee
| $529M | +$41.3M | +8% | 3.44% | 48.5% | 269 | 8.92% | 2.3 |
|
| 2646 |
2646
Bregal Investments
New York
| $529M | +$6.87M | +1% | 1.32% | – | 1 | 0% | 0.3 |
|
| 2647 |
2647
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $529M | +$6.87M | +1% | 1.32% | 71.3% | 1 | 0% | 0.3 |
|
| 2648 |
2648
Bregal Sagemount I
St. Helier,
Jersey
| $529M | +$6.87M | +1% | 1.32% | 71.3% | 1 | 0% | 0.3 |
|
| 2649 |
2649
Absher Wealth Management
Chapel Hill,
North Carolina
| $528M | +$50.8M | +11% | 10.2% | 65.3% | 74 | 8.11% | 1.1 |
|
| 2650 |
2650
Rockbridge Investment Management
Syracuse,
New York
| $528M | +$39.7M | +8% | 4% | 43% | 777 | 16.73% | 0.6 |
|