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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Meyer Handelman Company
Rye Brook,
New York
| $2.21B | +$247M | +13% | 12.6% | 97.4% | 193 | 8.81% | 5.9 |
|
| 1027 |
1027
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.21B | +$163M | +8% | 13.9% | 165% | 111 | 19.82% | 2.7 |
|
| 1028 |
1028
NorthCoast Asset Management
Greenwich,
Connecticut
| $2.21B | +$240M | +12% | 11.5% | 34.4% | 408 | 20.59% | 1.1 |
|
| 1029 |
1029
Balentine LLC
Atlanta,
Georgia
| $2.21B | +$220M | +11% | 10.6% | 63.5% | 191 | 28.27% | 1.7 |
|
| 1030 |
1030
Klingenstein Fields & Co
New York
| $2.21B | +$203M | +10% | 15.4% | 107% | 193 | 13.99% | 5.5 |
|
| 1031 |
1031
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.2B | +$223M | +11% | 14.1% | 85.6% | 137 | 13.87% | 3.5 |
|
| 1032 |
1032
Boston Financial Management
Boston,
Massachusetts
| $2.2B | +$146M | +7% | 9.7% | 30.1% | 243 | 9.88% | 4.7 |
|
| 1033 |
1033
Dearborn Partners
Chicago,
Illinois
| $2.2B | +$188M | +9% | 8.74% | 46.1% | 260 | 15% | 3.9 |
|
| 1034 |
1034
Bailard
Foster City,
California
| $2.19B | +$262M | +14% | 15% | 105% | 708 | 34.32% | 1.8 |
|
| 1035 |
1035
Islet Management
New York
| $2.19B | +$731M | +50% | 42.4% | 75.3% | 173 | 72.83% | 0.2 |
|
| 1036 |
1036
Sequoia Financial Advisors
Akron,
Ohio
| $2.19B | +$291M | +15% | 12% | 78.3% | 433 | 13.39% | 2.9 |
|
| 1037 |
1037
First Hawaiian Bank
Honolulu,
Hawaii
| $2.19B | +$236M | +12% | 14.7% | 72.7% | 846 | 11.94% | 1.9 |
|
| 1038 |
1038
Aptus Capital Advisors
Fairhope,
Alabama
| $2.18B | +$300M | +16% | 5.84% | 67% | 546 | 25.64% | 1 |
|
| 1039 |
1039
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.18B | -$28.4M | -1% | 20% | 120% | 3,151 | 5.05% | 3.8 |
|
| 1040 |
1040
Yiheng Capital Management
San Francisco,
California
| $2.17B | +$509M | +31% | 53% | 82% | 27 | 14.81% | 2.3 |
|
| 1041 |
1041
Waverton Investment Management
London,
United Kingdom
| $2.17B | +$153M | +8% | 12.2% | 129% | 58 | 17.24% | 3.5 |
|
| 1042 |
1042
Hamlin Capital Management
New York
| $2.17B | +$277M | +15% | 15.6% | 67.9% | 31 | 16.13% | 2.2 |
|
| 1043 |
1043
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.16B | +$237M | +12% | 12.6% | 95.8% | 285 | 13.68% | 2.2 |
|
| 1044 |
1044
Segantii Capital Management
Hong Kong
| $2.16B | +$867M | +67% | 31% | 33.1% | 140 | 85% | 0.1 |
|
| 1045 |
1045
TT International Asset Management
London,
United Kingdom
| $2.16B | – | – | 24% | 331% | 63 | – | 0.3 |
|
| 1046 |
1046
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $2.15B | +$387M | +22% | 12.8% | 168% | 1,224 | 43.22% | 0.5 |
|
| 1047 |
1047
ClearBridge Investments (Australia)
Sydney,
Australia
| $2.15B | +$240M | +13% | 13.9% | 27.2% | 25 | 12% | 3 |
|
| 1048 |
1048
Glenview Trust
Louisville,
Kentucky
| $2.15B | +$222M | +11% | 12.6% | 110% | 353 | 8.5% | 4.1 |
|
| 1049 |
1049
Marshfield Associates
Washington,
District of Columbia
| $2.15B | +$64M | +3% | 12% | 59.7% | 20 | 5% | 5.4 |
|
| 1050 |
1050
Orion Portfolio Solutions
Omaha,
Nebraska
| $2.14B | +$219M | +11% | 13% | 25.6% | 513 | 17.54% | 0.8 |
|