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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
CenterBook Partners
Greenwich,
Connecticut
| $1.67B | +$47M | +3% | 2.62% | 59.2% | 618 | 53.24% | 0.8 |
|
| 1527 |
1527
Pine Valley Investments
Marlton,
New Jersey
| $1.67B | +$19.9M | +1% | 0.97% | 103% | 556 | 8.45% | 1.3 |
|
| 1528 |
1528
Elser Financial Planning
Indianapolis,
Indiana
| $1.67B | +$1.6B | +2,325% | 12.2% | – | 112 | 46.43% | 0.3 |
|
| 1529 |
1529
Simon Quick Advisors
Morristown,
New Jersey
| $1.67B | +$86.8M | +5% | 2.37% | 77.8% | 507 | 16.37% | 2.2 |
|
| 1530 |
1530
Hodges Capital Management
Dallas,
Texas
| $1.67B | +$107M | +7% | 3.55% | 200% | 228 | 16.67% | 3.2 |
|
| 1531 |
1531
Stratos Investment Management
Beachwood,
Ohio
| $1.66B | +$231M | +16% | 0.05% | 58.2% | 295 | 22.37% | 2.2 |
|
| 1532 |
1532
Midland Wealth Advisors
Effingham,
Illinois
| $1.66B | -$44.1M | -3% | 1.57% | 47.8% | 196 | 6.12% | 0.9 |
|
| 1533 |
1533
Belpointe Asset Management
Reno,
Nevada
| $1.66B | -$7.07M | -0.4% | 0.39% | 88.6% | 968 | 17.15% | 2.9 |
|
| 1534 |
1534
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.66B | -$75.9M | -4% | 1.48% | – | 183 | 12.02% | 4.8 |
|
| 1535 |
1535
TruWealth Advisors
Metairie,
Louisiana
| $1.66B | +$26.1M | +2% | 1.37% | 56.3% | 174 | 12.07% | 2.5 |
|
| 1536 |
1536
Glendon Capital Management
Santa Monica,
California
| $1.66B | +$22.5M | +1% | 3.19% | 142% | 25 | 8% | 3 |
|
| 1537 |
1537
Graypoint LLC
Albany,
New York
| $1.65B | +$92.5M | +6% | 2.18% | 72.8% | 534 | 12.36% | 2.4 |
|
| 1538 |
1538
Paulson & Co
New York
| $1.65B | +$227M | +16% | 18.8% | 251% | 16 | 25% | 6.7 |
|
| 1539 |
1539
Novo Holdings A/S
Hellerup,
Denmark
| $1.65B | -$362M | -18% | 6.2% | 205% | 40 | 22.5% | 2.2 |
|
| 1540 |
1540
First Interstate Bank
Billings,
Montana
| $1.65B | +$5.44M | +0.3% | 0.43% | 49.7% | 193 | 10.36% | 4.8 |
|
| 1541 |
1541
Philosophy Capital Management
Alamo,
California
| $1.65B | +$384M | +30% | 2.33% | 77.5% | 46 | 47.83% | 0.8 |
|
| 1542 |
1542
Alpine Associates Management
Palm Beach,
Florida
| $1.65B | -$534M | -24% | 8.76% | 366% | 66 | 60.61% | 0.5 |
|
| 1543 |
1543
Apexium Financial
Dallas,
Texas
| $1.65B | +$131M | +9% | 2.01% | 89.6% | 267 | 14.61% | 2.4 |
|
| 1544 |
1544
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.64B | -$280M | -15% | 12% | 443% | 252 | 27.38% | 2.1 |
|
| 1545 |
1545
Cambria Investment Management
Manhattan Beach,
California
| $1.64B | -$20.9M | -1% | 3.05% | 72% | 412 | 24.27% | 1.7 |
|
| 1546 |
1546
BloombergSen
Toronto,
Ontario, Canada
| $1.64B | -$96.6M | -6% | 0.17% | 46.9% | 36 | 11.11% | 3.4 |
|
| 1547 |
1547
Two Creeks Capital Management
New York
| $1.64B | +$123M | +8% | 1.76% | 38.8% | 24 | 33.33% | 2.7 |
|
| 1548 |
1548
Point72 Hong Kong
Hong Kong
| $1.64B | +$172M | +12% | 11.7% | 396% | 658 | 75.84% | 0.2 |
|
| 1549 |
1549
Centaurus Financial
Anaheim,
California
| $1.64B | +$65.9M | +4% | 4.13% | 89.6% | 941 | 19.55% | 3 |
|
| 1550 |
1550
Finepoint Capital
Boston,
Massachusetts
| $1.64B | +$261M | +19% | 0.84% | 27.4% | 31 | 32.26% | 1.3 |
|