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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Condire Management
Dallas,
Texas
| $335M | – | – | 1% | 187% | 17 | – | 0 |
|
| 3427 |
AAM
3427
AR Asset Management
West Hollywood,
California
| $335M | +$24.4M | +8% | 6.38% | 66% | 120 | 6.67% | 5.5 |
|
| 3428 |
3428
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $334M | +$38.2M | +13% | 16.3% | 155% | 20 | 5% | 4.8 |
|
| 3429 |
3429
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $334M | +$111M | +50% | 13.3% | 1,119% | 20 | 50% | 0.5 |
|
| 3430 |
3430
Synergy Asset Management
Vancouver,
Washington
| $334M | +$15.6M | +5% | 5.44% | 113% | 109 | 52.29% | 0.1 |
|
| 3431 |
3431
Oliver Luxxe Assets
Gladstone,
New Jersey
| $334M | +$13.1M | +4% | 11.2% | 137% | 193 | 27.98% | 1.5 |
|
| 3432 |
3432
Schnieders Capital Management
Pasadena,
California
| $334M | +$29.6M | +10% | 6.11% | 118% | 180 | 7.78% | 4.2 |
|
| 3433 |
3433
Forest Hill Capital
Little Rock,
Arkansas
| $333M | +$57.8M | +21% | 24.1% | 132% | 38 | 2.63% | 4 |
|
| 3434 |
3434
TFO Wealth Partners
Maumee,
Ohio
| $333M | +$18.8M | +6% | 4.82% | 68.9% | 182 | 60.44% | 0.4 |
|
| 3435 |
3435
9258 Wealth Management
Blue Ash,
Ohio
| $333M | +$26.2M | +9% | 6.73% | 49.6% | 340 | 10.88% | 1.4 |
|
| 3436 |
3436
Meridian Wealth Partners
Exton,
Pennsylvania
| $333M | +$90.8M | +38% | 3.99% | 59% | 1,505 | 84.19% | 0.2 |
|
| 3437 |
IFS
3437
Ifrah Financial Services
Little Rock,
Arkansas
| $333M | +$22M | +7% | 5.26% | 64.1% | 215 | 14.88% | 3.2 |
|
| 3438 |
3438
Iowa State Bank
Urbandale,
Iowa
| $332M | +$30.4M | +10% | 7.76% | 85.7% | 130 | 10.77% | 4.1 |
|
| 3439 |
3439
Siguler Guff Advisers
New York
| $332M | -$32.6M | -9% | 8.68% | 37.7% | 7 | 14.29% | 1.2 |
|
| 3440 |
3440
Washington State Investment Board
Olympia,
Washington
| $332M | +$55.7M | +20% | 20.2% | 567% | 1 | 0% | 0.8 |
|
| 3441 |
3441
Henry James International Management
New York
| $332M | +$45.1M | +16% | 4.15% | 125% | 170 | 34.71% | 1.5 |
|
| 3442 |
3442
Harfst & Associates
Sheridan,
Wyoming
| $332M | +$59.8M | +22% | 12.1% | 88.1% | 148 | 31.76% | 2.2 |
|
| 3443 |
3443
CFM Wealth Partners
Austin,
Texas
| $332M | +$18M | +6% | 5.38% | 175% | 178 | 12.92% | 1 |
|
| 3444 |
3444
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $331M | +$12.6M | +4% | 6.55% | 85.4% | 1,749 | 9.78% | 3.2 |
|
| 3445 |
3445
Canaan Partners IX
Menlo Park,
California
| $331M | -$78.9M | -19% | 18.9% | – | 2 | 0% | 0.8 |
|
| 3446 |
3446
Tolleson Wealth Management
Dallas,
Texas
| $331M | +$29.2M | +10% | 4.18% | 56.2% | 76 | 14.47% | 1.4 |
|
| 3447 |
3447
BCM Advisors
Lafayette,
Louisiana
| $331M | +$26.5M | +9% | 1.29% | 66.3% | 55 | 10.91% | 2.2 |
|
| 3448 |
3448
Delphi Financial Group
Wilmington,
Delaware
| $331M | +$46.8M | +16% | 10.9% | 66.3% | 34 | 11.76% | 2 |
|
| 3449 |
3449
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $331M | +$14.3M | +5% | 6.48% | 59.2% | 83 | 8.43% | 2.6 |
|
| 3450 |
3450
Surevest
Los Angeles,
California
| $331M | +$30.9M | +10% | 4.34% | 24.6% | 96 | 12.5% | 1.6 |
|