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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Mission Wealth Management
Santa Barbara,
California
| $1.34B | +$176M | +15% | 7.77% | 92.1% | 370 | 11.62% | 2.5 |
|
| 1252 |
1252
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.34B | +$152M | +13% | 12.2% | 91.3% | 154 | 12.99% | 2.8 |
|
| 1253 |
1253
First Horizon Advisors
Memphis,
Tennessee
| $1.33B | +$65.2M | +5% | 6.22% | 55.2% | 1,646 | 17.92% | 3.5 |
|
| 1254 |
1254
Kerrisdale Advisers
Miami,
Florida
| $1.33B | +$445M | +50% | 16.5% | 78.8% | 76 | 30.26% | 0.5 |
|
| 1255 |
1255
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.33B | +$98.3M | +8% | 9.75% | 72.6% | 163 | 6.13% | 5.1 |
|
| 1256 |
1256
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.33B | +$267M | +25% | 11% | 309% | 161 | 34.16% | 1 |
|
| 1257 |
1257
Reinhart Partners
Mequon,
Wisconsin
| $1.33B | +$12.7M | +1% | 2.14% | 110% | 79 | 10.13% | 2.8 |
|
| 1258 |
1258
HG Vora Capital Management
New York
| $1.33B | +$214M | +19% | 3.59% | 42.6% | 33 | 45.45% | 0.6 |
|
| 1259 |
1259
Bingham Osborn & Scarborough
San Francisco,
California
| $1.33B | +$84.9M | +7% | 9.42% | 51.7% | 168 | 11.31% | 4.2 |
|
| 1260 |
1260
Primavera Capital Management
George Town,
Cayman Islands
| $1.32B | +$83.7M | +7% | 9.47% | 1.21% | 5 | 40% | 2.1 |
|
| 1261 |
1261
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.32B | +$150M | +13% | 9.22% | 79.2% | 33 | 0% | 2 |
|
| 1262 |
1262
Honeycomb Asset Management
New York
| $1.32B | +$477M | +57% | 16.1% | 49% | 51 | 47.06% | 0.4 |
|
| 1263 |
1263
Independent Advisor Alliance
Charlotte,
North Carolina
| $1.32B | +$383M | +41% | 14.2% | 135% | 553 | 22.78% | 1.7 |
|
| 1264 |
1264
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.32B | -$51.8M | -4% | 3.17% | 76.4% | 175 | 12.57% | 2.2 |
|
| 1265 |
1265
Sand Hill Global Advisors
Palo Alto,
California
| $1.32B | +$64.6M | +5% | 7.51% | 58.6% | 138 | 13.77% | 2.8 |
|
| 1266 |
1266
Redwood Capital Management
New York
| $1.31B | +$375M | +40% | 1.35% | 313% | 49 | 14.29% | 2.3 |
|
| 1267 |
1267
Stone Point Capital
Greenwich,
Connecticut
| $1.31B | +$218M | +20% | 3.49% | 15.7% | 4 | 0% | 3 |
|
| 1268 |
1268
First Merchants Corp
Muncie,
Indiana
| $1.31B | +$127M | +11% | 10.2% | 55.6% | 253 | 10.28% | 3.7 |
|
| 1269 |
1269
GW & Wade
Wellesley,
Massachusetts
| $1.31B | +$90.6M | +7% | 7.58% | 32.2% | 254 | 10.63% | 4 |
|
| 1270 |
1270
Himalaya Capital Management
Seattle,
Washington
| $1.31B | +$248M | +23% | 1.15% | 116% | 4 | 0% | 0.4 |
|
| 1271 |
1271
ECP ControlCo
Summit,
New Jersey
| $1.31B | +$523M | +66% | 44.1% | 42.5% | 7 | 57.14% | 0.8 |
|
| 1272 |
1272
Truepoint Inc
Cincinnati,
Ohio
| $1.31B | +$66.2M | +5% | 7.1% | 43.4% | 47 | 2.13% | 4.1 |
|
| 1273 |
1273
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.31B | +$130M | +11% | 12.3% | 181% | 755 | 10.99% | 2.2 |
|
| 1274 |
1274
Buckingham Strategic Wealth
Clayton,
Missouri
| $1.31B | +$255M | +24% | 7.88% | 16.3% | 502 | 24.5% | 2.9 |
|
| 1275 |
1275
J.W. Cole Advisors
Tampa,
Florida
| $1.31B | +$640M | +96% | 9.84% | 95.5% | 819 | 69.47% | 0.1 |
|