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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
First American Bank
Dundee,
Illinois
| $1.5B | -$193M | -11% | 7.45% | 114% | 343 | 31.78% | 3.4 |
|
| 1302 |
1302
TFG Asset Management
Grand Cayman,
Cayman Islands
| $1.49B | +$403M | +37% | 0.76% | 72.1% | 52 | 11.54% | 1 |
|
| 1303 |
1303
New York Life Investment Management
New York
| $1.49B | +$388M | +35% | 14.8% | 111% | 26 | 0% | 1.7 |
|
| 1304 |
1304
First Horizon Advisors
Memphis,
Tennessee
| $1.49B | +$155M | +12% | 13.6% | 55.2% | 1,708 | 19.56% | 3.4 |
|
| 1305 |
1305
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.49B | +$185M | +14% | 18% | 128% | 447 | 11.63% | 4.6 |
|
| 1306 |
1306
MKP Capital Management
New York
| $1.49B | +$1.11B | +291% | 9.62% | 80.4% | 84 | 58.33% | 0.2 |
|
| 1307 |
1307
Steelhead Partners
Seattle,
Washington
| $1.49B | +$314M | +27% | 0.09% | 0.4% | 42 | 2.38% | 1.1 |
|
| 1308 |
1308
Broad Run Investment Management
Arlington,
Virginia
| $1.48B | -$29.1M | -2% | 12.1% | 202% | 23 | 8.7% | 4.8 |
|
| 1309 |
1309
Singapore Technologies Telemedia
Singapore
| $1.48B | +$187M | +14% | 14.4% | 185% | 1 | 0% | 3.8 |
|
| 1310 |
1310
Evoke Wealth
Los Angeles,
California
| $1.48B | +$249M | +20% | 10.7% | 65.2% | 1,106 | 9.86% | 1 |
|
| 1311 |
1311
PDT Partners
New York
| $1.48B | -$34.8M | -2% | 28.3% | 211% | 913 | 49.51% | 0.8 |
|
| 1312 |
1312
Jana Partners
New York
| $1.48B | +$359M | +32% | 14.7% | 36% | 14 | 50% | 1.3 |
|
| 1313 |
1313
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.47B | +$350M | +31% | 14.8% | – | 934 | 25.8% | 3.3 |
|
| 1314 |
1314
P2 Capital Partners
New York
| $1.47B | +$196M | +15% | 39.2% | 7.96% | 19 | 10.53% | 2.5 |
|
| 1315 |
1315
Independent Advisor Alliance
Charlotte,
North Carolina
| $1.47B | +$156M | +12% | 14.9% | 149% | 607 | 23.56% | 1.6 |
|
| 1316 |
1316
Edgar Lomax Company
Kingstowne,
Virginia
| $1.47B | +$174M | +13% | 16.6% | 70.3% | 64 | 3.13% | 3.9 |
|
| 1317 |
1317
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.47B | +$224M | +18% | 14.6% | 128% | 164 | 14.63% | 4 |
|
| 1318 |
1318
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.47B | +$140M | +11% | 18.7% | 309% | 191 | 47.12% | 0.8 |
|
| 1319 |
1319
Port Capital
Chicago,
Illinois
| $1.47B | +$309M | +27% | 20.1% | 74.4% | 85 | 15.29% | 2.2 |
|
| 1320 |
1320
Baker Avenue Asset Management
San Francisco,
California
| $1.47B | +$168M | +13% | 15.6% | 104% | 250 | 18% | 2.6 |
|
| 1321 |
1321
Gamble Jones Investment Counsel
Pasadena,
California
| $1.47B | +$91.8M | +7% | 8.6% | 32.9% | 211 | 5.69% | 5.3 |
|
| 1322 |
1322
Aspiriant LLC
Los Angeles,
California
| $1.47B | +$187M | +15% | 13.8% | 52.7% | 227 | 17.18% | 3.2 |
|
| 1323 |
1323
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.47B | -$421M | -22% | 45.8% | 58% | 411 | 24.33% | 2.1 |
|
| 1324 |
1324
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.46B | +$30.5M | +2% | 13.3% | 76.7% | 138 | 19.57% | 2.6 |
|
| 1325 |
1325
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.46B | +$167M | +13% | 16.1% | 119% | 239 | 13.39% | 4.2 |
|