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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 |
1501
WealthPLAN Partners
Omaha,
Nebraska
| $1.03B | +$60.1M | +6% | 9% | 71.6% | 339 | 15.34% | 2.2 |
|
| 1502 |
1502
Parsons Capital Management
Providence,
Rhode Island
| $1.03B | +$86.4M | +9% | 10.7% | 97.4% | 355 | 7.89% | 4.6 |
|
| 1503 |
1503
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.02B | -$78.5M | -7% | 14.1% | 271% | 690 | 37.1% | 1.6 |
|
| 1504 |
1504
Sphera Funds Management
Tel Aviv,
Israel
| $1.02B | -$45.6M | -4% | 6.27% | 245% | 126 | 54.76% | 0.6 |
|
| 1505 |
1505
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.02B | +$108M | +12% | 9.18% | 67.9% | 57 | 3.51% | 4.9 |
|
| 1506 |
1506
Cassaday & Co
Mclean,
Virginia
| $1.02B | +$48.7M | +5% | 7.86% | 62.7% | 37 | 2.7% | 3.8 |
|
| 1507 |
1507
Cooperman Leon G
| $1.02B | +$143M | +16% | 11.9% | 147% | 47 | 27.66% | 2.2 |
|
| 1508 |
1508
Graticule Asia Macro Advisors
New York
| $1.02B | +$154M | +18% | 17.9% | – | 112 | 91.96% | 0.1 |
|
| 1509 |
1509
Brahman Capital
New York
| $1.01B | -$20.3M | -2% | 9.22% | 16.6% | 27 | 29.63% | 1.1 |
|
| 1510 |
1510
E.S. Barr & Co
Lexington,
Kentucky
| $1.01B | +$41M | +4% | 8.19% | 72.1% | 84 | 5.95% | 5.3 |
|
| 1511 |
1511
Lincluden Management
Mississauga,
Ontario, Canada
| $1.01B | +$58.8M | +6% | 2.04% | 67.7% | 77 | 7.79% | 4.7 |
|
| 1512 |
1512
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.01B | +$88.5M | +10% | 12.5% | 142% | 214 | 22.9% | 3.2 |
|
| 1513 |
1513
SVA Wealth Management
Madison,
Wisconsin
| $1.01B | +$72.6M | +8% | 7.74% | 44.5% | 216 | 11.11% | 3.9 |
|
| 1514 |
1514
HHR Asset Management
Berkeley Heights,
New Jersey
| $1.01B | -$17.7M | -2% | 17.5% | 76.3% | 39 | 10.26% | 1.9 |
|
| 1515 |
1515
Gladius Capital Management
Chicago,
Illinois
| $1.01B | +$426M | +74% | 11.7% | 85% | 182 | 97.25% | 0.1 |
|
| 1516 |
1516
Patten & Patten
Chattanooga,
Tennessee
| $1B | +$89.5M | +10% | 11.4% | 85.7% | 246 | 7.32% | 4.7 |
|
| 1517 |
SCI
1517
S&CO Inc
Boston,
Massachusetts
| $1B | +$92.8M | +10% | 9.57% | 68.8% | 176 | 4.55% | 4.8 |
|
| 1518 |
1518
Edge Capital Group
Atlanta,
Georgia
| $1B | +$45M | +5% | 7.64% | 27.7% | 258 | 18.99% | 1.2 |
|
| 1519 |
1519
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1B | +$34.2M | +4% | 4.41% | 58.6% | 252 | 12.3% | 4.5 |
|
| 1520 |
1520
IHT Wealth Management
Chicago,
Illinois
| $996M | +$267M | +37% | 9.53% | 74.8% | 697 | 22.24% | 1.8 |
|
| 1521 |
1521
Stack Financial Management
Whitefish,
Montana
| $996M | +$117M | +13% | 9.9% | 70% | 54 | 18.52% | 3.9 |
|
| 1522 |
IC
1522
Immersion Capital
London,
United Kingdom
| $996M | +$27.4M | +3% | 15.3% | 63.4% | 9 | 22.22% | 1.3 |
|
| 1523 |
1523
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $995M | +$72.3M | +8% | 7.23% | 82% | 251 | 7.17% | 5.3 |
|
| 1524 |
1524
Sargent Bickham Lagudis
Boulder,
Colorado
| $995M | +$62.5M | +7% | 7.15% | 19.1% | 859 | 10.48% | 2.9 |
|
| 1525 |
1525
Sandler Capital Management
New York
| $995M | -$55.8M | -5% | 23.3% | 325% | 99 | 44.44% | 0.8 |
|