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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
MRG
1501
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $751M | -$82.8M | -10% | 12.8% | 100% | 12 | 16.67% | 0.4 |
|
| 1502 |
SCI
1502
S&CO Inc
Boston,
Massachusetts
| $749M | -$210M | -22% | 19.5% | 80% | 182 | 9.34% | 4.6 |
|
| 1503 |
1503
Strategic Financial Services
Utica,
New York
| $748M | -$122M | -14% | 17.3% | 61.5% | 141 | 19.15% | 3.9 |
|
| 1504 |
SM
1504
SG3 Management
Dorado,
Puerto Rico
| $748M | -$856M | -53% | 8.83% | 38.7% | 500 | 83.2% | 0.1 |
|
| 1505 |
1505
Windward Capital Management
Los Angeles,
California
| $747M | -$190M | -20% | 15.2% | 92.3% | 78 | 7.69% | 4.8 |
|
| 1506 |
1506
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $746M | -$318M | -30% | 16.5% | 135% | 412 | 28.88% | 1.6 |
|
| 1507 |
1507
Sandhill Capital Partners
Buffalo,
New York
| $746M | -$155M | -17% | 18.4% | 77.4% | 92 | 22.83% | 2.9 |
|
| 1508 |
1508
Focus Financial Network
Minneapolis,
Minnesota
| $745M | -$71M | -9% | 16% | 106% | 427 | 21.55% | 0.9 |
|
| 1509 |
1509
Bragg Financial Advisors
Charlotte,
North Carolina
| $744M | -$149M | -17% | 18.9% | 101% | 278 | 13.31% | 4.9 |
|
| 1510 |
1510
ORIX Corp
Tokyo,
Japan
| $743M | -$75.4M | -9% | 9.21% | 11.7% | 1 | 0% | 2.3 |
|
| 1511 |
1511
Impala Asset Management
Palm Beach,
Florida
| $743M | -$574M | -44% | 29.7% | 68.3% | 57 | 73.68% | 1.1 |
|
| 1512 |
1512
Wealthcare Capital Management
Richmond,
Virginia
| $743M | -$96.8M | -12% | 9.13% | 46.2% | 708 | 65.25% | 2.9 |
|
| 1513 |
1513
Bar Harbor Wealth Management
Concord,
New Hampshire
| $742M | -$172M | -19% | 15.8% | 85% | 289 | 19.03% | 5.3 |
|
| 1514 |
1514
Kingsview Wealth Management
Grants Pass,
Oregon
| $741M | -$56.9M | -7% | 14.7% | 77.6% | 590 | 32.2% | 1.4 |
|
| 1515 |
1515
General American Investors
New York
| $739M | -$353M | -32% | 19.8% | 137% | 79 | 29.11% | 3.7 |
|
| 1516 |
WMC
1516
Westwood Management Corporation
Chicago,
Illinois
| $738M | -$104M | -12% | 1.42% | 44.3% | 75 | 14.67% | 4 |
|
| 1517 |
1517
Avenir Corporation
Alexandria,
Virginia
| $738M | -$246M | -25% | 19.3% | 49.1% | 74 | 12.16% | 4 |
|
| 1518 |
1518
AJ Wealth Strategies
New York
| $738M | -$118M | -14% | 14.1% | 32.2% | 203 | 53.69% | 1.1 |
|
| 1519 |
MA
1519
Mutual Advisors
Omaha,
Nebraska
| $737M | -$203M | -22% | 15.5% | 74.8% | 659 | 24.58% | 1.4 |
|
| 1520 |
1520
Meritage Portfolio Management
Overland Park,
Kansas
| $737M | -$400M | -35% | 14.6% | 97.4% | 255 | 36.86% | 2.5 |
|
| 1521 |
1521
SigFig Wealth Management
San Francisco,
California
| $736M | -$75.8M | -9% | 16.2% | 49.3% | 55 | 16.36% | 1.9 |
|
| 1522 |
1522
First Long Island Investors
Jericho,
New York
| $736M | -$158M | -18% | 15.6% | 85.5% | 75 | 14.67% | 3.9 |
|
| 1523 |
1523
Magnus Financial Group
New York
| $733M | +$34.7M | +5% | 19.2% | 78.2% | 741 | 44.4% | 0.8 |
|
| 1524 |
IC
1524
Immersion Capital
London,
United Kingdom
| $733M | +$40.8M | +6% | 21.5% | 63.4% | 8 | 25% | 0.9 |
|
| 1525 |
1525
Clayton Dubilier & Rice
New York
| $731M | -$627M | -46% | 45.9% | 101% | 9 | 0% | 3.1 |
|