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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Penn Davis McFarland
Dallas,
Texas
| $466M | +$82.1M | +21% | 20.7% | 100% | 45 | 4.44% | 3.3 |
|
| 2752 |
2752
Covalis Capital
London,
United Kingdom
| $466M | +$231M | +98% | 9.16% | 41.4% | 33 | 87.88% | 0.1 |
|
| 2753 |
2753
Windham Capital Management
Boston,
Massachusetts
| $465M | +$17.6M | +4% | 6.89% | 8.3% | 68 | 8.82% | 2.1 |
|
| 2754 |
2754
Kathmere Capital Management
Wayne,
Pennsylvania
| $465M | +$62.6M | +16% | 9.59% | 68.3% | 464 | 20.91% | 0.3 |
|
| 2755 |
2755
Nelson Capital Management
Menlo Park,
California
| $465M | -$106M | -19% | 10.5% | 141% | 105 | 18.1% | 4 |
|
| 2756 |
2756
Silicon Valley Capital Partners
San Jose,
California
| $465M | +$64.7M | +16% | 12.2% | 103% | 70 | 28.57% | 1.5 |
|
| 2757 |
2757
12th Street Asset Management Company
Nashville,
Tennessee
| $465M | +$63M | +16% | 15.9% | 89.2% | 33 | 21.21% | 2 |
|
| 2758 |
2758
ARS Wealth Advisors
St. Petersburg,
Florida
| $464M | +$100M | +28% | 8.85% | 62.5% | 127 | 20.47% | 3.3 |
|
| 2759 |
2759
Manitou Investment Management
Toronto,
Ontario, Canada
| $464M | +$81.1M | +21% | 20.1% | 69.3% | 48 | 18.75% | 2.7 |
|
| 2760 |
2760
Arctis Global
San Juan,
Puerto Rico
| $464M | – | – | 60.9% | 69.5% | 15 | – | 0 |
|
| 2761 |
2761
Gilbert & Cook
West Des Moines,
Iowa
| $464M | +$41.9M | +10% | 12.6% | 63.2% | 195 | 23.59% | 1.7 |
|
| 2762 |
2762
Cliffwater
Marina Del Rey,
California
| $463M | +$128M | +38% | 14.4% | 28.7% | 24 | 0% | 2.5 |
|
| 2763 |
2763
McCutchen Group
Seattle,
Washington
| $463M | +$58M | +14% | 13.1% | 2.54% | 23 | 0% | 5.6 |
|
| 2764 |
2764
River Wealth Advisors
Camp Hill,
Pennsylvania
| $463M | +$79.4M | +21% | 14.7% | 90.5% | 209 | 7.66% | 3.4 |
|
| 2765 |
2765
BlueDrive Global Investors
London,
United Kingdom
| $463M | +$71.4M | +18% | 17.3% | 25.6% | 12 | 25% | 0.9 |
|
| 2766 |
2766
Greatmark Investment Partners
Columbus,
Georgia
| $462M | +$64.2M | +16% | 18.5% | 72.5% | 129 | 6.98% | 4.5 |
|
| 2767 |
2767
Tradewinds Capital Management
Bellingham,
Washington
| $462M | +$45M | +11% | 12.5% | 96.9% | 747 | 12.45% | 3.8 |
|
| 2768 |
2768
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $462M | – | – | 13.5% | 52.3% | 34 | – | 0 |
|
| 2769 |
2769
Sompo Asset Management
Tokyo,
Japan
| $462M | +$46.4M | +11% | 11.8% | 97.4% | 136 | 11.03% | 1.9 |
|
| 2770 |
2770
Dillon & Associates
Jackson,
Michigan
| $461M | +$46M | +11% | 13.8% | 117% | 68 | 4.41% | 5.4 |
|
| 2771 |
IMOV
2771
Investment Management of Virginia
Richmond,
Virginia
| $460M | +$58.3M | +15% | 20.4% | 93.4% | 154 | 7.79% | 4.6 |
|
| 2772 |
2772
Vanguard Personalized Indexing Management
Oakland,
California
| $460M | +$103M | +29% | 15.5% | 147% | 588 | 25.51% | 0.4 |
|
| 2773 |
2773
Gateway Advisory
Westfield,
New Jersey
| $459M | +$34.8M | +8% | 8.19% | 26% | 76 | 17.11% | 2 |
|
| 2774 |
2774
FRG Family Wealth Advisors
Bellevue,
Washington
| $459M | +$47.7M | +12% | 12.6% | 76.4% | 130 | 8.46% | 3.7 |
|
| 2775 |
AO
2775
Allen Operations
New York
| $459M | +$172M | +60% | 64.9% | 248% | 25 | 4% | 3.4 |
|