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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Park National Corp
Newark,
Ohio
| $1.91B | +$119M | +7% | 9.01% | 92.7% | 317 | 6.94% | 4.8 |
|
| 1002 |
1002
Alpine Associates Management
Palm Beach,
Florida
| $1.9B | +$165M | +9% | 34.5% | 366% | 43 | 69.77% | 0.3 |
|
| 1003 |
1003
Rakuten Investment Management
Tokyo,
Japan
| $1.9B | +$381M | +25% | 8.37% | – | 15 | 0% | 0.7 |
|
| 1004 |
1004
Japan Post Holdings
Tokyo,
Japan
| $1.9B | +$16.7M | +0.9% | 0.89% | 45.6% | 1 | 0% | 0.8 |
|
| 1005 |
1005
Miller Howard Investments
Kingston,
New York
| $1.9B | -$105M | -5% | 2.66% | 72.2% | 149 | 15.44% | 3 |
|
| 1006 |
1006
Sequoia Financial Advisors
Akron,
Ohio
| $1.9B | +$205M | +12% | 7.36% | 78.3% | 404 | 12.87% | 2.9 |
|
| 1007 |
1007
Camber Capital Management
Boston,
Massachusetts
| $1.9B | +$148M | +8% | 0.51% | 26.6% | 40 | 37.5% | 1.2 |
|
| 1008 |
1008
Avantax Planning Partners
Dubuque,
Iowa
| $1.89B | +$122M | +7% | 7.25% | 55.9% | 307 | 12.38% | 2.6 |
|
| 1009 |
1009
Credit Agricole
Montrouge Cedex,
France
| $1.89B | +$315M | +20% | 13% | – | 572 | 17.66% | 2.5 |
|
| 1010 |
1010
Hamlin Capital Management
New York
| $1.89B | +$18.7M | +1% | 6.36% | 67.9% | 36 | 22.22% | 2.2 |
|
| 1011 |
1011
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.89B | +$732M | +63% | 10.8% | 58% | 371 | 18.33% | 2 |
|
| 1012 |
1012
Crake Asset Management
London,
United Kingdom
| $1.89B | +$866M | +85% | 9.51% | 52.7% | 25 | 28% | 0.4 |
|
| 1013 |
1013
Aptus Capital Advisors
Fairhope,
Alabama
| $1.88B | +$291M | +18% | 4.75% | 67% | 502 | 22.91% | 0.9 |
|
| 1014 |
1014
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.88B | +$422M | +29% | 3.97% | 45.5% | 40 | 7.5% | 4.5 |
|
| 1015 |
1015
B. Riley Wealth Advisors
Boca Raton,
Florida
| $1.88B | +$379M | +25% | 9.94% | 118% | 998 | 18.94% | 2.5 |
|
| 1016 |
1016
Braun Stacey Associates
New York
| $1.87B | +$134M | +8% | 12.8% | 247% | 136 | 18.38% | 3.2 |
|
| 1017 |
1017
SignatureFD
Atlanta,
Georgia
| $1.87B | +$212M | +13% | 8.59% | 81.3% | 2,862 | 18.38% | 1.9 |
|
| 1018 |
1018
Clayton Dubilier & Rice
New York
| $1.86B | +$708M | +61% | 32.7% | 176% | 9 | 0% | 3.6 |
|
| 1019 |
1019
Technology Crossover Management VIII
Menlo Park,
California
| $1.86B | +$107M | +6% | 11.8% | 70% | 4 | 0% | 2.9 |
|
| 1020 |
1020
IEQ Capital
Foster City,
California
| $1.86B | +$319M | +21% | 11.9% | 236% | 410 | 27.07% | 0.5 |
|
| 1021 |
1021
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.86B | +$136M | +8% | 9.8% | 114% | 271 | 7.38% | 4.1 |
|
| 1022 |
1022
Highbridge Capital Management
New York
| $1.86B | +$680M | +58% | 7.23% | 55.8% | 110 | 42.73% | 0.5 |
|
| 1023 |
1023
1607 Capital Partners
Richmond,
Virginia
| $1.85B | +$27.7M | +2% | 4.13% | 28.5% | 131 | 9.92% | 3.6 |
|
| 1024 |
1024
TIG Advisors LLC
New York
| $1.85B | +$866M | +88% | 24.8% | 379% | 147 | 87.76% | 0.1 |
|
| 1025 |
1025
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.85B | +$114M | +7% | 8.46% | 134% | 364 | 23.63% | 3.9 |
|