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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
Wilkinson Global Asset Management
New York
| $1.6B | -$27.7M | -2% | 1.17% | 96.8% | 81 | 9.88% | 3.2 |
|
| 1527 |
1527
Edgar Lomax Company
Kingstowne,
Virginia
| $1.6B | +$47.6M | +3% | 7.4% | 70.3% | 75 | 32% | 5.2 |
|
| 1528 |
1528
TIG Advisors LLC
New York
| $1.6B | +$172M | +12% | 17.1% | 379% | 101 | 75.25% | 0.2 |
|
| 1529 |
1529
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.59B | -$26.1M | -2% | 0.94% | 54.5% | 165 | 9.09% | 4.5 |
|
| 1530 |
1530
Hilltop Holdings
Dallas,
Texas
| $1.59B | +$9.5M | +0.6% | 0.05% | 96.7% | 917 | 16.68% | 3.1 |
|
| 1531 |
1531
Clarius Group LLC
Seattle,
Washington
| $1.59B | +$128M | +9% | 2.95% | 92.1% | 506 | 15.42% | 3.9 |
|
| 1532 |
1532
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.59B | +$10.5M | +0.7% | 1% | 71.8% | 629 | 8.9% | 4.3 |
|
| 1533 |
1533
Foster & Motley
Cincinnati,
Ohio
| $1.59B | +$50.6M | +3% | 1.61% | 76.5% | 391 | 7.93% | 5 |
|
| 1534 |
1534
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.59B | +$49.3M | +3% | 0.18% | 69.4% | 360 | 15% | 2.2 |
|
| 1535 |
1535
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.59B | -$40M | -2% | 2.24% | 83.5% | 75 | 0% | 8 |
|
| 1536 |
MCI
1536
McDonald Capital Investors
Orinda,
California
| $1.59B | -$5.9M | -0.4% | 3.94% | 60.1% | 21 | 4.76% | 7 |
|
| 1537 |
1537
Annandale Capital
Dallas,
Texas
| $1.59B | +$954M | +151% | 2.66% | 57.2% | 140 | 17.86% | 2.2 |
|
| 1538 |
1538
Zions Bancorporation, National Association
Salt Lake City,
Utah
| $1.58B | – | – | 1.89% | – | 884 | – | 0 |
|
| 1539 |
1539
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.58B | -$77.8M | -5% | 0.31% | – | 190 | 18.95% | 4.7 |
|
| 1540 |
1540
Sun Life Financial
Toronto,
Ontario, Canada
| $1.58B | -$213M | -12% | 3.71% | 77.5% | 37 | 16.22% | 4.3 |
|
| 1541 |
1541
Alphabet Inc
Mountain View,
California
| $1.58B | -$140M | -8% | 8.16% | 311% | 43 | 13.95% | 3.5 |
|
| 1542 |
1542
BlackBarn Capital Partners
New York
| $1.57B | -$248M | -14% | 4.87% | – | 24 | 37.5% | 0.6 |
|
| 1543 |
1543
Rush Island Management
New York
| $1.57B | +$66.4M | +4% | 0.73% | 15.5% | 16 | 25% | 1.1 |
|
| 1544 |
1544
CenterBook Partners
Greenwich,
Connecticut
| $1.57B | -$104M | -6% | 7.59% | 59.2% | 628 | 51.59% | 0.8 |
|
| 1545 |
1545
Point72 Hong Kong
Hong Kong
| $1.57B | -$69.1M | -4% | 1.77% | 396% | 670 | 74.18% | 0.2 |
|
| 1546 |
1546
Two Creeks Capital Management
New York
| $1.56B | -$75.4M | -5% | 2.87% | 38.8% | 26 | 26.92% | 2.5 |
|
| 1547 |
1547
Community Trust & Investment
Versailles,
Kentucky
| $1.56B | -$52.3M | -3% | 2.52% | 123% | 135 | 7.41% | 3.9 |
|
| 1548 |
1548
NYL Investors
New York
| $1.56B | +$454M | +41% | 1.62% | 10.8% | 36 | 0% | 4.7 |
|
| 1549 |
1549
Arax Advisory Partners
Denver,
Colorado
| $1.56B | -$29.8M | -2% | 1.19% | 74.6% | 3,122 | 37.41% | 2.1 |
|
| 1550 |
1550
PFG Investments
Woodbury,
New York
| $1.56B | -$47.9M | -3% | 1.63% | 119% | 1,109 | 15.69% | 1.2 |
|