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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
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $707M | +$2.05M | +0.3% | 0.5% | 35.7% | 13 | 76.92% | 2.6 |
|
| 2627 |
2627
Lansdowne Partners (UK)
London,
United Kingdom
| $706M | -$670M | -49% | 6.4% | 293% | 26 | 30.77% | 2.2 |
|
| 2628 |
2628
Sycomore Asset Management
Paris,
France
| $705M | +$3.26M | +0.5% | 7.78% | 163% | 73 | 0% | 2.3 |
|
| 2629 |
2629
Biondo Investment Advisors
Milford,
Pennsylvania
| $705M | -$21.1M | -3% | 2.36% | 83.4% | 90 | 5.56% | 5.6 |
|
| 2630 |
2630
MidWestOne Financial Group
Iowa City,
Iowa
| $704M | -$7.93M | -1% | 0.29% | 62.7% | 302 | 13.91% | 3.4 |
|
| 2631 |
2631
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $704M | +$10.4M | +2% | 2.19% | 67.5% | 223 | 8.07% | 1.8 |
|
| 2632 |
2632
RDST Capital
Seattle,
Washington
| $703M | -$1.63M | -0.2% | 9.66% | 43% | 23 | 43.48% | 1.4 |
|
| 2633 |
2633
HBW Advisory Services
Simi Valley,
California
| $703M | -$271M | -28% | 2.1% | 68.6% | 429 | 22.38% | 2 |
|
| 2634 |
2634
RIT Capital Partners
London,
United Kingdom
| $703M | -$154M | -18% | 2.36% | 73.5% | 25 | 44% | 0.6 |
|
| 2635 |
2635
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $703M | -$98.5M | -12% | 7.8% | 146% | 41 | 4.88% | 7.2 |
|
| 2636 |
2636
Permian Investment Partners
Dallas,
Texas
| $703M | +$60.1M | +9% | 3.06% | 78.6% | 16 | 56.25% | 2 |
|
| 2637 |
2637
OnyxPoint Global Management
New York
| $703M | +$440M | +167% | 2.59% | 162% | 33 | 36.36% | 0.6 |
|
| 2638 |
2638
Scarborough Advisors
Annapolis,
Maryland
| $702M | -$5.46M | -0.8% | 1.45% | 63.3% | 124 | 16.13% | 1 |
|
| 2639 |
2639
AH Capital Management
Menlo Park,
California
| $701M | -$44.4M | -6% | 2.29% | – | 13 | 7.69% | 1 |
|
| 2640 |
2640
Sharkey, Howes & Javer
Denver,
Colorado
| $699M | -$12.8M | -2% | 1.11% | 60.2% | 158 | 13.92% | 2.9 |
|
| 2641 |
2641
Wilkins Investment Counsel
Boston,
Massachusetts
| $698M | +$6.45M | +0.9% | 3.78% | 71.3% | 134 | 11.19% | 5.4 |
|
| 2642 |
2642
Counterpoint Mutual Funds
San Diego,
California
| $698M | -$103M | -13% | 1.22% | 74.3% | 438 | 73.74% | 0.2 |
|
| 2643 |
2643
Bedel Financial Consulting
Indianapolis,
Indiana
| $698M | -$22.2M | -3% | 2.26% | 97.4% | 275 | 8% | 4.6 |
|
| 2644 |
2644
Onyx Bridge Wealth Group
Tarrytown,
New York
| $697M | +$2.74M | +0.4% | 2.4% | 74.6% | 311 | 14.47% | 2.1 |
|
| 2645 |
2645
Canyon Capital Advisors
Dallas,
Texas
| $696M | -$82.8M | -11% | 10.3% | 78% | 14 | 14.29% | 2.6 |
|
| 2646 |
2646
Leo Wealth LLC
Hurst,
Texas
| $696M | -$420M | -38% | 0.02% | – | 377 | 33.95% | 1 |
|
| 2647 |
2647
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $695M | -$78.6M | -10% | 3.18% | 64.3% | 586 | 13.31% | 1.3 |
|
| 2648 |
2648
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $695M | – | – | 0.79% | – | 1,180 | – | 0 |
|
| 2649 |
2649
Per Stirling Capital Management
Austin,
Texas
| $695M | -$9.45M | -1% | 0.99% | 63.1% | 278 | 15.47% | 1.5 |
|
| 2650 |
2650
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $695M | -$2.47M | -0.4% | 0.79% | – | 247 | 15.38% | 0.2 |
|