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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
True North Advisors
Dallas,
Texas
| $564M | +$140M | +33% | 0.94% | 82.9% | 253 | 30.83% | 1.7 |
|
| 2977 |
CT
2977
Chicago Trust
Grayslake,
Illinois
| $564M | -$1.07M | -0.2% | 0.04% | 96.7% | 383 | 10.18% | 4.1 |
|
| 2978 |
2978
Dimension Capital Management
Coral Gables,
Florida
| $564M | -$56.6M | -9% | 0.56% | 65.5% | 113 | 15.93% | 4 |
|
| 2979 |
2979
Parker Investment Management
Menlo Park,
California
| $563M | -$78.5M | -12% | 6.61% | 208% | 38 | 18.42% | 3.9 |
|
| 2980 |
2980
Leelyn Smith
Geneva,
Illinois
| $563M | +$1.37M | +0.2% | 1.65% | 86% | 140 | 12.14% | 3.4 |
|
| 2981 |
2981
Poplar Forest Capital
Pasadena,
California
| $563M | +$19.2M | +4% | 7.73% | 30% | 58 | 17.24% | 5.1 |
|
| 2982 |
2982
Logos Global Management
San Francisco,
California
| $563M | -$292M | -34% | 19.4% | 1,585% | 58 | 51.72% | 1.1 |
|
| 2983 |
2983
Bremer Bank National Association
St Paul,
Minnesota
| $562M | +$56.1M | +11% | 2.95% | 37.4% | 183 | 13.66% | 4 |
|
| 2984 |
2984
Breakwater Capital Group
Paramus,
New Jersey
| $561M | +$59M | +12% | 1.25% | 67.4% | 332 | 16.27% | 1.5 |
|
| 2985 |
2985
Samsara BioCapital
Palo Alto,
California
| $561M | -$168M | -23% | 13.5% | 1,580% | 44 | 18.18% | 2.5 |
|
| 2986 |
2986
Sirios Capital Management
Boston,
Massachusetts
| $560M | +$3.11M | +0.6% | 4.11% | 177% | 67 | 14.93% | 2 |
|
| 2987 |
2987
White Lighthouse Investment Management
Bedford,
Massachusetts
| $560M | -$9.18M | -2% | 1.05% | 62.1% | 138 | 7.25% | 4.9 |
|
| 2988 |
2988
James J. Burns & Company
Melville,
New York
| $558M | -$16.7M | -3% | 2.77% | 70.2% | 151 | 7.95% | 1.6 |
|
| 2989 |
2989
Horst & Graben Wealth Management
Portland,
Oregon
| $557M | -$4.4M | -0.8% | 1.42% | 62.2% | 170 | 14.12% | 2.8 |
|
| 2990 |
2990
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $557M | -$4.86M | -0.9% | 2.15% | – | 335 | 8.96% | 2.7 |
|
| 2991 |
2991
Silchester International Investors
London,
United Kingdom
| $557M | -$256M | -31% | 10.1% | 53.9% | 4 | 0% | 2.8 |
|
| 2992 |
2992
Simcoe Capital Management
New York
| $557M | -$123M | -18% | 12% | 48.7% | 17 | 47.06% | 1.2 |
|
| 2993 |
BC
2993
Belmont Capital
Los Angeles,
California
| $557M | -$57.8M | -9% | 6.79% | 182% | 174 | 33.33% | 1.9 |
|
| 2994 |
2994
Oarsman Capital
Milwaukee,
Wisconsin
| $557M | -$17.4M | -3% | 0.97% | 74.9% | 904 | 74.34% | 4.1 |
|
| 2995 |
2995
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $556M | -$2.68M | -0.5% | 2.58% | 56.3% | 117 | 8.55% | 4 |
|
| 2996 |
2996
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $556M | -$10.5M | -2% | 0.79% | 86.8% | 170 | 14.12% | 4.1 |
|
| 2997 |
2997
Mirova
Paris,
France
| $556M | -$23.6M | -4% | 3.49% | 64.6% | 134 | 3.73% | 2.9 |
|
| 2998 |
2998
LM Advisors
San Diego,
California
| $555M | -$3.5M | -0.6% | 3.81% | – | 222 | 19.37% | 0.9 |
|
| 2999 |
2999
Pathway Financial Advisors
South Burlington,
Vermont
| $555M | +$120M | +28% | 0.82% | 52.7% | 176 | 10.8% | 4.1 |
|
| 3000 |
3000
MJP Associates
Farmington,
Connecticut
| $554M | -$2.35M | -0.4% | 2.03% | 60.9% | 255 | 23.14% | 1.8 |
|