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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Yakira Capital Management
Westport,
Connecticut
| $420M | +$81.5M | +24% | 26.9% | 64.5% | 347 | 56.48% | 0.5 |
|
| 2902 |
2902
Baker Ellis Asset Management
Vancouver,
Washington
| $419M | +$61.1M | +17% | 15.3% | 91.9% | 188 | 17.55% | 4.3 |
|
| 2903 |
2903
Strategy Asset Managers
Pasadena,
California
| $419M | +$33.3M | +9% | 12.7% | 115% | 248 | 13.31% | 1.6 |
|
| 2904 |
2904
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $419M | +$116M | +38% | 14.4% | 84.5% | 2,348 | 88.2% | 0.2 |
|
| 2905 |
CF
2905
Clarity Financial
Houston,
Texas
| $418M | – | – | 10.3% | 65.8% | 82 | – | 0 |
|
| 2906 |
2906
Slow Capital
Greenbrae,
California
| $418M | +$51.2M | +14% | 17.4% | 156% | 301 | 44.19% | 2.1 |
|
| 2907 |
SFO
2907
Standard Family Office
Sioux Falls,
South Dakota
| $418M | – | – | 15.7% | 80.7% | 566 | – | 0 |
|
| 2908 |
2908
Bremer Bank National Association
St Paul,
Minnesota
| $418M | +$39.2M | +10% | 12.6% | 37.4% | 207 | 10.14% | 1.5 |
|
| 2909 |
2909
Berman Capital Advisors
Atlanta,
Georgia
| $418M | +$65.4M | +19% | 14.5% | 48.2% | 1,926 | 13.97% | 1.4 |
|
| 2910 |
2910
Founders Financial Securities
Towson,
Maryland
| $417M | +$104M | +33% | 12.8% | 71% | 242 | 41.32% | 0.9 |
|
| 2911 |
KSCM
2911
Key Square Capital Management
Stamford,
Connecticut
| $417M | +$222M | +114% | 34.7% | 50.2% | 27 | 88.89% | 0.2 |
|
| 2912 |
2912
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $417M | +$41.8M | +11% | 19% | 49% | 75 | 9.33% | 4.2 |
|
| 2913 |
2913
Charles Schwab Trust
Henderson,
Nevada
| $417M | +$91.4M | +28% | 12.7% | 52.7% | 191 | 22.51% | 0.8 |
|
| 2914 |
2914
Aravt Global
New York
| $417M | +$47.5M | +13% | 12.8% | 83.7% | 13 | 0% | 2.9 |
|
| 2915 |
2915
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $417M | +$49.9M | +14% | 14.4% | 98% | 95 | 14.74% | 2 |
|
| 2916 |
2916
RenaissanceRe Holdings
Pembroke,
Bermuda
| $416M | +$125M | +43% | 44.4% | 26.4% | 5 | 0% | 0.9 |
|
| 2917 |
2917
Intercontinental Wealth Advisors
San Antonio,
Texas
| $416M | +$74.5M | +22% | 15.2% | 46.7% | 259 | 23.17% | 1.6 |
|
| 2918 |
2918
TrinityPoint Wealth
Milford,
Connecticut
| $416M | +$56.1M | +16% | 12.8% | 28.4% | 243 | 16.87% | 1.3 |
|
| 2919 |
2919
Tenzing Global Management
San Francisco,
California
| $415M | +$192M | +86% | 73.4% | 273% | 24 | 62.5% | 0.9 |
|
| 2920 |
2920
Crabel Capital Management
Los Angeles,
California
| $415M | +$364M | +722% | 1.92% | 15.5% | 97 | 58.76% | 0.2 |
|
| 2921 |
2921
Allen Capital Group
Grand Island,
Nebraska
| $415M | +$16.1M | +4% | 8.29% | 62.8% | 157 | 17.2% | 1.8 |
|
| 2922 |
VC
2922
Vision Capital
Toronto,
Ontario, Canada
| $414M | +$219M | +112% | 5.23% | 13.9% | 15 | 40% | 0.5 |
|
| 2923 |
2923
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $414M | +$244M | +144% | 11.1% | 72.8% | 114 | 47.37% | 0.8 |
|
| 2924 |
2924
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $414M | +$26.7M | +7% | 12.4% | 75.1% | 68 | 10.29% | 3.6 |
|
| 2925 |
2925
BlueSky Wealth Advisors
New Bern,
North Carolina
| $414M | +$30.9M | +8% | 9.76% | 45.9% | 51 | 3.92% | 3 |
|