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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Parkman Healthcare Partners
Stamford,
Connecticut
| $390M | +$12.6M | +3% | 37% | 306% | 100 | 33% | 0.6 |
|
| 3027 |
3027
Odey Asset Management Group
London,
United Kingdom
| $390M | -$348M | -47% | 18.8% | 259% | 93 | 37.63% | 1.8 |
|
| 3028 |
3028
Northwest Bancshares
Warren,
Pennsylvania
| $390M | +$3.28M | +0.8% | 13.2% | 84.8% | 236 | 12.29% | 1.6 |
|
| 3029 |
3029
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $390M | $0 | 0% | 9.49% | 63.5% | 181 | 0% | 4.7 |
|
| 3030 |
3030
True North Advisors
Dallas,
Texas
| $389M | +$46.6M | +14% | 14% | 82.9% | 206 | 17.48% | 0.7 |
|
| 3031 |
BSPF
3031
British Steel Pension Fund
London,
United Kingdom
| $389M | $0 | 0% | 4.41% | 29.7% | 24 | 0% | 5.8 |
|
| 3032 |
3032
Divergent Wealth Advisors
South Jordan,
Utah
| $389M | +$18.1M | +5% | 7.76% | 14.7% | 36 | 55.56% | 2.3 |
|
| 3033 |
3033
Merewether Investment Management
Dallas,
Texas
| $388M | – | – | 53.4% | 262% | 27 | – | 0 |
|
| 3034 |
3034
Gryphon Financial Partners
Columbus,
Ohio
| $388M | +$49.8M | +15% | 16.7% | 111% | 163 | 14.11% | 1.8 |
|
| 3035 |
3035
Crescent Capital Consulting
New Orleans,
Louisiana
| $388M | – | – | 13.5% | – | 476 | – | 0 |
|
| 3036 |
3036
American National Bank & Trust
Wichita Falls,
Texas
| $388M | +$37.4M | +11% | 13.1% | 102% | 233 | 10.73% | 2.9 |
|
| 3037 |
CIA
3037
Covington Investment Advisors
Ligonier,
Pennsylvania
| $388M | +$38.8M | +11% | 11% | 114% | 81 | 8.64% | 4.6 |
|
| 3038 |
3038
Syquant Capital SAS
Paris,
France
| $387M | +$191M | +97% | 19.2% | 160% | 116 | 76.72% | 0.1 |
|
| 3039 |
3039
AGF Investments America
Toronto,
Ontario, Canada
| $387M | +$53.4M | +16% | 22.1% | 72.1% | 77 | 6.49% | 3.2 |
|
| 3040 |
3040
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $387M | +$39.3M | +11% | 12.6% | 195% | 70 | 2.86% | 5 |
|
| 3041 |
3041
Stelac Advisory Services
New York
| $387M | +$93.7M | +32% | 14.3% | 97.5% | 255 | 30.98% | 1.3 |
|
| 3042 |
3042
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $386M | +$80.7M | +26% | 21.1% | 40% | 12 | 0% | 3.9 |
|
| 3043 |
RC
3043
Reik & Co
New York
| $386M | -$6.88M | -2% | 4.12% | 47.2% | 50 | 4% | 5.6 |
|
| 3044 |
3044
XML Financial
Bethesda,
Maryland
| $386M | +$65.4M | +20% | 14.7% | 77.9% | 217 | 12.9% | 0.8 |
|
| 3045 |
PFMOSF
3045
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $386M | +$115M | +43% | 39.9% | 209% | 77 | 62.34% | 0.4 |
|
| 3046 |
3046
Lee Financial
Dallas,
Texas
| $386M | +$27.6M | +8% | 13.1% | 75% | 575 | 20.7% | 2.5 |
|
| 3047 |
3047
SG Capital Management
Chicago,
Illinois
| $386M | +$38.2M | +11% | 20.4% | 175% | 106 | 77.36% | 0.2 |
|
| 3048 |
3048
Essex Woodlands Management
The Woodlands,
Texas
| $385M | +$197M | +105% | 19.9% | 119% | 9 | 22.22% | 3.7 |
|
| 3049 |
GPC
3049
Guardian Point Capital
Charlottesville,
Virginia
| $385M | +$98.4M | +34% | 23.8% | 142% | 22 | 36.36% | 1.4 |
|
| 3050 |
3050
Grove Bank & Trust
Miami,
Florida
| $385M | +$58.5M | +18% | 14.6% | 80.5% | 197 | 10.15% | 3.1 |
|