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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Valley Wealth Managers
Paramus,
New Jersey
| $770M | -$230M | -23% | 21.6% | 118% | 193 | 20.21% | 3 |
|
| 1477 |
1477
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $769M | -$252M | -25% | 33.2% | 34.1% | 23 | 52.17% | 1 |
|
| 1478 |
1478
Capstone Financial Advisors
Downers Grove,
Illinois
| $766M | +$55.3M | +8% | 17.2% | 54.5% | 117 | 27.35% | 2.9 |
|
| 1479 |
1479
Rothschild Investment LLC
Chicago,
Illinois
| $766M | -$240M | -24% | 18.5% | 109% | 482 | 16.18% | 3.6 |
|
| 1480 |
1480
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $766M | -$196M | -20% | 19.1% | 82% | 286 | 16.43% | 5.1 |
|
| 1481 |
1481
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $766M | -$377M | -33% | 28.7% | 135% | 159 | 20.75% | 3.5 |
|
| 1482 |
1482
RBF Capital
San Francisco,
California
| $764M | -$283M | -27% | 25.5% | 145% | 435 | 27.36% | 3.8 |
|
| 1483 |
1483
Engaged Capital
Newport Beach,
California
| $763M | -$200M | -21% | 12.1% | 26.2% | 8 | 0% | 2.9 |
|
| 1484 |
1484
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $762M | -$185M | -20% | 17% | 90% | 213 | 15.96% | 5 |
|
| 1485 |
1485
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $762M | -$238M | -24% | 18.8% | 23.7% | 310 | 19.03% | 4 |
|
| 1486 |
1486
Alphinity Investment Management
Sydney,
Australia
| $761M | -$143M | -16% | 13.7% | 159% | 30 | 36.67% | 1.1 |
|
| 1487 |
1487
IberiaBank
Lafayette,
Louisiana
| $759M | -$195M | -20% | 13.7% | 39.6% | 237 | 16.46% | 3.3 |
|
| 1488 |
1488
Pillar Pacific Capital Management
Pacifica,
California
| $759M | -$215M | -22% | 18.7% | 85% | 305 | 15.08% | 4.9 |
|
| 1489 |
1489
Patten & Patten
Chattanooga,
Tennessee
| $758M | -$236M | -24% | 17.9% | 85.7% | 249 | 12.45% | 4.7 |
|
| 1490 |
1490
Partners Group Holding
Baar-Zug,
Switzerland
| $757M | -$163M | -18% | 14.7% | 27% | 53 | 26.42% | 3.5 |
|
| 1491 |
1491
Fortress Investment Group
New York
| $757M | -$102M | -12% | 10.9% | 97.5% | 67 | 43.28% | 1.5 |
|
| 1492 |
1492
Baystate Wealth Management
Boston,
Massachusetts
| $757M | -$63.8M | -8% | 16.1% | 14.6% | 713 | 12.48% | 2.5 |
|
| 1493 |
MP
1493
MFN Partners
Boston,
Massachusetts
| $756M | +$271M | +56% | 32.7% | 103% | 18 | 44.44% | 0.6 |
|
| 1494 |
1494
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $756M | -$274M | -27% | 19.8% | 61.9% | 509 | 25.15% | 3 |
|
| 1495 |
IFLIT
1495
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $756M | -$156M | -17% | 15.8% | 45.7% | 21 | 19.05% | 3.2 |
|
| 1496 |
1496
Sepio Capital
Salt Lake City,
Utah
| $755M | -$302M | -29% | 17.9% | 92% | 301 | 27.24% | 0.9 |
|
| 1497 |
1497
Zweig-DiMenna Associates
New York
| $755M | -$247M | -25% | 12.7% | 555% | 114 | 59.65% | 1.1 |
|
| 1498 |
1498
Mirova US
Boston,
Massachusetts
| $755M | +$16.5M | +2% | 11.5% | 107% | 32 | 21.88% | 0.3 |
|
| 1499 |
1499
Intrinsic Edge Capital Management
Chicago,
Illinois
| $755M | -$41.6M | -5% | 11.6% | 267% | 238 | 79.41% | 0.2 |
|
| 1500 |
AIM
1500
Aigen Investment Management
New York
| $753M | +$149M | +25% | 28.1% | 55.5% | 1,737 | 60.97% | 0.1 |
|