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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
Investment House LLC
Redondo Beach,
California
| $1.92B | -$182M | -9% | 5.8% | 137% | 237 | 15.19% | 6.6 |
|
| 1527 |
1527
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.92B | +$1.4M | +0.1% | 0.96% | 71.8% | 708 | 12.99% | 4.2 |
|
| 1528 |
1528
Quinn Opportunity Partners
Charlottesville,
Virginia
| $1.92B | -$451M | -19% | 8.76% | 83.1% | 421 | 26.84% | 1.2 |
|
| 1529 |
6CM
1529
683 Capital Management
New York
| $1.92B | -$382M | -17% | 5.98% | 311% | 275 | 28.73% | 1.1 |
|
| 1530 |
1530
Rothschild Investment LLC
Chicago,
Illinois
| $1.91B | +$95.5M | +5% | 1.01% | 109% | 3,693 | 9.69% | 2.1 |
|
| 1531 |
1531
Maren Capital
Chicago,
Illinois
| $1.91B | +$52.4M | +3% | 3.58% | 58.8% | 21 | 9.52% | 2.2 |
|
| 1532 |
1532
Bank of Hawaii
Honolulu,
Hawaii
| $1.91B | -$114M | -6% | 1.61% | 73.5% | 236 | 9.32% | 6.5 |
|
| 1533 |
1533
O'Connor Alternative Investments
New York
| $1.91B | – | – | 8.07% | – | 134 | – | 0 |
|
| 1534 |
1534
Generali Investments CEE
Prague,
Czech Republic
| $1.91B | +$488M | +34% | 0.11% | – | 462 | 16.45% | 1 |
|
| 1535 |
1535
Integrated Advisors Network
Dallas,
Texas
| $1.91B | -$355M | -16% | 0.41% | 107% | 802 | 24.81% | 3.4 |
|
| 1536 |
1536
Resonant Capital Advisors
Madison,
Wisconsin
| $1.9B | +$84.1M | +5% | 0.24% | 56.5% | 524 | 21.56% | 2.6 |
|
| 1537 |
1537
First Trust Capital Management
Chicago,
Illinois
| $1.9B | +$251M | +15% | 11.5% | 215% | 235 | 53.62% | 0.5 |
|
| 1538 |
1538
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.9B | +$45.9M | +2% | 0% | 93% | 521 | 16.7% | 2.1 |
|
| 1539 |
1539
Distillate Capital Partners
Chicago,
Illinois
| $1.9B | -$44.1M | -2% | 5.96% | 9.94% | 146 | 39.73% | 1 |
|
| 1540 |
1540
Eversept Partners
New York
| $1.9B | -$88M | -4% | 1.21% | 321% | 151 | 49.67% | 1 |
|
| 1541 |
1541
Sigma Investment Counselors
Northville,
Michigan
| $1.89B | -$75.3M | -4% | 1.28% | 59.4% | 205 | 6.83% | 6.6 |
|
| 1542 |
1542
Tectonic Advisors
Frisco,
Texas
| $1.89B | -$3.64M | -0.2% | 2.28% | 44.9% | 330 | 22.42% | 2.9 |
|
| 1543 |
1543
Osborne Partners Capital Management
San Francisco,
California
| $1.89B | -$50.4M | -3% | 2.12% | 70.7% | 207 | 10.14% | 5.9 |
|
| 1544 |
1544
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.89B | -$119M | -6% | 0.45% | 160% | 464 | 22.63% | 4.9 |
|
| 1545 |
1545
Oakworth Capital
Birmingham,
Alabama
| $1.89B | +$57M | +3% | 0.25% | 70% | 893 | 7.28% | 4.8 |
|
| 1546 |
1546
Voss Capital
Houston,
Texas
| $1.88B | -$200M | -10% | 8.15% | 78.4% | 71 | 45.07% | 1.1 |
|
| 1547 |
1547
Trek Financial
Scottsdale,
Arizona
| $1.88B | +$157M | +9% | 6.63% | 152% | 549 | 32.42% | 2 |
|
| 1548 |
SGF
1548
S&G Foundation
Wilson,
Wyoming
| $1.88B | – | – | 7.84% | – | 20 | – | 0 |
|
| 1549 |
1549
TCI Wealth Advisors
Tucson,
Arizona
| $1.88B | +$69.2M | +4% | 1.56% | 68.2% | 269 | 13.01% | 6.6 |
|
| 1550 |
1550
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.88B | -$133M | -7% | 7.26% | 80.4% | 39 | 5.13% | 3.9 |
|