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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
PJB
2676
Paul John Balson
Marina Del Rey,
California
| $486M | +$82M | +20% | 17.3% | – | 92 | 19.57% | 0.5 |
|
| 2677 |
2677
MGO One Seven
Beachwood,
Ohio
| $485M | +$64.4M | +15% | 15.9% | 98.8% | 526 | 17.3% | 1.7 |
|
| 2678 |
VM
2678
VPR Management
Houston,
Texas
| $484M | +$83.4M | +21% | 17.5% | 54.5% | 29 | 13.79% | 2.2 |
|
| 2679 |
2679
Arcadia Investment Management
Kalamazoo,
Michigan
| $484M | +$19.6M | +4% | 12.8% | 83.5% | 286 | 16.43% | 4.1 |
|
| 2680 |
2680
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $484M | -$55.8M | -10% | 36.3% | 282% | 34 | 32.35% | 1.4 |
|
| 2681 |
2681
Sunbelt Securities
Houston,
Texas
| $484M | +$124M | +35% | 14.4% | 83.5% | 412 | 26.46% | 1.7 |
|
| 2682 |
2682
V Wealth Advisors
Overland Park,
Kansas
| $484M | +$339M | +235% | 13.3% | 36.9% | 387 | 57.88% | 0.8 |
|
| 2683 |
2683
Ally Invest Advisors
Charlotte,
North Carolina
| $483M | +$108M | +29% | 10.8% | 45% | 17 | 0% | 1.6 |
|
| 2684 |
2684
Tarsadia Capital
New York
| $483M | -$713M | -60% | 22.6% | – | 28 | 42.86% | 0.5 |
|
| 2685 |
OH
2685
Overlook Holdings
Tortola,
British Virgin Islands
| $483M | -$13.4M | -3% | 4.47% | – | 2 | 0% | 3.9 |
|
| 2686 |
2686
Dean Investment Associates
Beavercreek,
Ohio
| $483M | +$65.7M | +16% | 17.3% | 71% | 242 | 17.36% | 2.6 |
|
| 2687 |
2687
Allegiant Private Advisors
Sarasota,
Florida
| $482M | – | – | 13.2% | – | 141 | – | 0 |
|
| 2688 |
2688
Antara Capital
New York
| $482M | -$237M | -33% | 13% | 39.8% | 80 | 82.5% | 0.3 |
|
| 2689 |
2689
Dock Street Asset Management
Palm Beach,
Florida
| $481M | +$86.5M | +22% | 8.95% | 218% | 61 | 24.59% | 2.9 |
|
| 2690 |
2690
Tikehau Investment Management
Paris,
France
| $481M | +$7.98M | +2% | 16.6% | 102% | 12 | 0% | 1.6 |
|
| 2691 |
ACM
2691
Aquilo Capital Management
San Francisco,
California
| $481M | -$463M | -49% | 45.6% | 6.84% | 20 | 30% | 1 |
|
| 2692 |
2692
Alley Company
Lake Forest,
Illinois
| $481M | -$899M | -65% | 11% | 88.2% | 85 | 10.59% | 5.1 |
|
| 2693 |
2693
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $481M | +$73.5M | +18% | 13.6% | 134% | 272 | 16.91% | 1.8 |
|
| 2694 |
2694
Adams Street Partners
Chicago,
Illinois
| $481M | +$101M | +27% | 26.8% | 399% | 20 | 55% | 1.5 |
|
| 2695 |
2695
KWB Wealth
Redlands,
California
| $481M | – | – | 12.1% | 54.8% | 78 | – | 0 |
|
| 2696 |
2696
Camden National Bank
Camden,
Maine
| $481M | +$27.4M | +6% | 7.97% | 58.2% | 144 | 13.19% | 2.3 |
|
| 2697 |
SM
2697
Sciencast Management
Princeton,
New Jersey
| $480M | +$218M | +83% | 19.9% | 76.6% | 659 | 79.36% | 0.1 |
|
| 2698 |
TA
2698
Tamarack Advisers
Carlsbad,
California
| $480M | +$155M | +48% | 22.6% | 46.5% | 53 | 52.83% | 1 |
|
| 2699 |
2699
Mandatum Life Insurance Company
Helsinki,
Finland
| $480M | +$25.2M | +6% | 15.2% | 108% | 109 | 8.26% | 3.3 |
|
| 2700 |
2700
Destiny Wealth Partners
Tavares,
Florida
| $480M | – | – | 8.19% | 70.4% | 510 | – | 0 |
|