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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Live Oak Private Wealth
Wilmington,
North Carolina
| $291M | +$15.5M | +6% | 11.1% | 74.6% | 138 | 7.25% | 0.5 |
|
| 3127 |
3127
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $291M | +$46.9M | +19% | 15.2% | 86.7% | 64 | 18.75% | 1.5 |
|
| 3128 |
3128
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $291M | +$61.7M | +27% | 7.08% | 106% | 43 | 39.53% | 1.5 |
|
| 3129 |
3129
TRV GP IV
Boston,
Massachusetts
| $290M | +$73.4M | +34% | 0.19% | 1,102% | 5 | 20% | 0.7 |
|
| 3130 |
EGA
3130
E&G Advisors
Houston,
Texas
| $290M | +$31.5M | +12% | 7% | 97.7% | 184 | 7.61% | 3.2 |
|
| 3131 |
NG
3131
Northstar Group
New York
| $290M | +$42.2M | +17% | 11.6% | 63.9% | 135 | 11.11% | 4.2 |
|
| 3132 |
3132
Permanens Capital
New York
| $290M | +$24.8M | +9% | 8.91% | 76.9% | 122 | 9.84% | 1.1 |
|
| 3133 |
3133
White Lighthouse Investment Management
Bedford,
Massachusetts
| $289M | +$16.5M | +6% | 7.06% | 62.1% | 114 | 5.26% | 2.1 |
|
| 3134 |
3134
Basso Capital Management
Stamford,
Connecticut
| $289M | -$30.5M | -10% | 0.8% | 89% | 247 | 48.18% | 0.6 |
|
| 3135 |
3135
TBH Global Asset Management
Brentwood,
Tennessee
| $289M | +$36.4M | +14% | 11.5% | 83.3% | 183 | 22.4% | 0.5 |
|
| 3136 |
3136
Tetrad Corporation
Omaha,
Nebraska
| $289M | +$29.3M | +11% | 12.1% | 45.6% | 4 | 0% | 5.6 |
|
| 3137 |
3137
Cheviot Value Management
Beverly Hills,
California
| $288M | +$31.9M | +12% | 10.8% | 87% | 59 | 13.56% | 3.7 |
|
| 3138 |
3138
Nicolet Bankshares
Green Bay,
Wisconsin
| $288M | +$23.1M | +9% | 6.76% | 75.5% | 189 | 11.64% | 3.2 |
|
| 3139 |
3139
High Falls Advisors
Rochester,
New York
| $288M | +$19.5M | +7% | 4.92% | 56.9% | 93 | 54.84% | 3 |
|
| 3140 |
3140
Monarch Capital Management
Fort Wayne,
Indiana
| $288M | +$14.2M | +5% | 6.82% | 77% | 99 | 5.05% | 5.4 |
|
| 3141 |
3141
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $288M | +$45M | +19% | 11.6% | 116% | 4 | 0% | 0.5 |
|
| 3142 |
3142
RP Investment Advisors
Toronto,
Ontario, Canada
| $288M | -$112M | -28% | 2.3% | 17.4% | 56 | 85.71% | 0.1 |
|
| 3143 |
3143
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $287M | -$3.42M | -1% | 9.54% | 304% | 280 | 43.21% | 1.9 |
|
| 3144 |
PWMAG
3144
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $287M | +$18M | +7% | 6.73% | 90.7% | 189 | 10.05% | 2.9 |
|
| 3145 |
3145
Qtron Investments
Boston,
Massachusetts
| $287M | +$37.2M | +15% | 16.7% | 140% | 305 | 29.84% | 0.7 |
|
| 3146 |
AO
3146
Allen Operations
New York
| $287M | +$90.5M | +46% | 6.37% | 248% | 27 | 25.93% | 3.3 |
|
| 3147 |
3147
Security National Bank
Omaha,
Nebraska
| $287M | +$44.8M | +19% | 15.7% | 125% | 71 | 8.45% | 2.4 |
|
| 3148 |
GPC
3148
Guardian Point Capital
Charlottesville,
Virginia
| $287M | +$12.1M | +4% | 11.6% | 142% | 21 | 28.57% | 1.7 |
|
| 3149 |
3149
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $287M | -$18.8M | -6% | 8.6% | 85.4% | 1,719 | 11.69% | 3 |
|
| 3150 |
EEP
3150
Edgehill Endowment Partners
Hamden,
Connecticut
| $287M | +$4.12M | +1% | 3.03% | 11.6% | 6 | 0% | 1.8 |
|