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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Cetera Investment Advisers
Schaumburg,
Illinois
| $817M | -$179M | -18% | 17.6% | 81% | 638 | 23.98% | 2.3 |
|
| 1427 |
1427
Sessa Capital
New York
| $817M | -$156M | -16% | 39.6% | 147% | 29 | 44.83% | 1.5 |
|
| 1428 |
1428
Waterfront Capital Partners
New York
| $815M | +$157M | +24% | 20.8% | 88.3% | 61 | 44.26% | 0.9 |
|
| 1429 |
1429
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $815M | -$197M | -19% | 15.2% | 57% | 765 | 17.12% | 2.7 |
|
| 1430 |
1430
Sageworth Trust
Lancaster,
Pennsylvania
| $814M | -$109M | -12% | 23.9% | 72% | 217 | 25.35% | 1.5 |
|
| 1431 |
1431
Choreo LLC
Rockford,
Illinois
| $813M | -$194M | -19% | 22.1% | 83.8% | 208 | 20.19% | 4.3 |
|
| 1432 |
1432
MainStreet Investment Advisors
Chicago,
Illinois
| $813M | -$94.1M | -10% | 19.3% | 70.6% | 280 | 39.64% | 0.9 |
|
| 1433 |
1433
Park Presidio Capital
San Francisco,
California
| $811M | -$87.1M | -10% | 15.5% | 94.1% | 21 | 57.14% | 1.4 |
|
| 1434 |
1434
Atairos Group
Bryn Mawr,
Pennsylvania
| $808M | -$359M | -31% | 33.5% | 27.9% | 1 | 0% | 2.3 |
|
| 1435 |
1435
Precept Management
Dallas,
Texas
| $808M | +$600M | +289% | 11.1% | 110% | 148 | 72.3% | 0.4 |
|
| 1436 |
1436
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $805M | -$212M | -21% | 20.7% | 16% | 294 | 28.23% | 1.5 |
|
| 1437 |
1437
Corda Investment Management
Houston,
Texas
| $801M | -$132M | -14% | 18% | 85% | 66 | 16.67% | 4.1 |
|
| 1438 |
1438
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $800M | -$200M | -20% | 18.9% | 83.5% | 90 | 14.44% | 3.8 |
|
| 1439 |
1439
Sphera Funds Management
Tel Aviv,
Israel
| $800M | -$414M | -34% | 11.3% | 245% | 111 | 52.25% | 0.8 |
|
| 1440 |
CDH
1440
Charles D. Hyman
| $797M | -$224M | -22% | 18.7% | 36.8% | 209 | 13.4% | 4.3 |
|
| 1441 |
1441
Cooper Investors
Melbourne, Victoria,
Australia
| $796M | -$154M | -16% | 14.3% | 57.5% | 49 | 32.65% | 1.9 |
|
| 1442 |
1442
St. James Investment Company
Southlake,
Texas
| $795M | -$336M | -30% | 22.3% | 48.4% | 48 | 39.58% | 2 |
|
| 1443 |
1443
Balasa Dinverno & Foltz
| $795M | -$148M | -16% | 19.2% | 23.2% | 310 | 32.9% | 3.5 |
|
| 1444 |
JCM
1444
JS Capital Management
New York
| $795M | -$73.2M | -8% | 10.9% | 52.4% | 222 | 90.09% | 0.2 |
|
| 1445 |
1445
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $794M | -$372M | -32% | 16.2% | 173% | 206 | 28.16% | 3.9 |
|
| 1446 |
1446
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $793M | -$149M | -16% | 20% | 81.2% | 63 | 19.05% | 4.6 |
|
| 1447 |
1447
Beaumont Financial Advisors
Needham,
Massachusetts
| $793M | -$224M | -22% | 10.6% | 93.3% | 306 | 31.05% | 2.7 |
|
| 1448 |
1448
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $791M | -$341M | -30% | 19.8% | 149% | 442 | 30.32% | 0.7 |
|
| 1449 |
BPIM
1449
Brant Point Investment Management
New York
| $791M | -$196M | -20% | 20.4% | 165% | 147 | 51.7% | 2.3 |
|
| 1450 |
1450
Oldfield Partners
London,
United Kingdom
| $790M | -$337M | -30% | 38.8% | 98% | 23 | 13.04% | 4.7 |
|