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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Bloom Tree Partners
New York
| $702M | -$487M | -41% | 17.6% | 20.4% | 34 | 61.76% | 0.9 |
|
| 1577 |
1577
Financial Advocates Investment Management
Olympia,
Washington
| $701M | -$238M | -25% | 13.7% | 89.9% | 565 | 25.31% | 1.6 |
|
| 1578 |
1578
Maltese Capital Management
New York
| $700M | -$482M | -41% | 35.4% | 114% | 204 | 31.86% | 2 |
|
| 1579 |
1579
Lee, Danner & Bass
Nashville,
Tennessee
| $699M | -$257M | -27% | 21.7% | – | 185 | 10.27% | 5 |
|
| 1580 |
1580
GenTrust
Miami,
Florida
| $698M | +$8.93M | +1% | 17.2% | 58.9% | 112 | 32.14% | 2.1 |
|
| 1581 |
1581
Petrus Trust Company
Dallas,
Texas
| $697M | +$68.7M | +11% | 20.9% | 36.9% | 355 | 70.42% | 1.2 |
|
| 1582 |
1582
IHT Wealth Management
Chicago,
Illinois
| $695M | -$150M | -18% | 17.4% | 74.8% | 673 | 25.41% | 1.9 |
|
| 1583 |
1583
Reilly Financial Advisors
La Mesa,
California
| $691M | -$188M | -21% | 17.5% | 99% | 985 | 12.49% | 3.5 |
|
| 1584 |
1584
Pelham Capital
London,
United Kingdom
| $691M | -$212M | -24% | 22.3% | 138% | 12 | 50% | 0.7 |
|
| 1585 |
1585
Guinness Asset Management
London,
United Kingdom
| $691M | -$128M | -16% | 18.8% | 83.6% | 114 | 13.16% | 3.5 |
|
| 1586 |
1586
Ares Management
Los Angeles,
California
| $690M | -$430M | -38% | 32.7% | 2.02% | 63 | 38.1% | 1.4 |
|
| 1587 |
1587
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $689M | -$226M | -25% | 19.9% | 103% | 314 | 6.37% | 5.8 |
|
| 1588 |
1588
Moors & Cabot
Boston,
Massachusetts
| $688M | -$308M | -31% | 18.7% | 134% | 711 | 29.82% | 3.2 |
|
| 1589 |
AVC
1589
Arlington Value Capital
Salt Lake City,
Utah
| $688M | -$784M | -53% | 33.4% | 14.4% | 17 | 17.65% | 3.5 |
|
| 1590 |
1590
Independent Advisor Alliance
Charlotte,
North Carolina
| $687M | -$1.6B | -70% | 14.8% | 149% | 948 | 61.5% | 1.7 |
|
| 1591 |
1591
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $687M | -$166M | -19% | 19% | 94.2% | 113 | 7.96% | 5.1 |
|
| 1592 |
1592
First Quadrant
Glendale,
California
| $687M | -$508M | -43% | 18.2% | 90.6% | 709 | 30.32% | 3.2 |
|
| 1593 |
1593
Clearstead Advisors
Cleveland,
Ohio
| $687M | -$137M | -17% | 19.5% | 79.5% | 793 | 64.69% | 0.8 |
|
| 1594 |
1594
Marathon Asset Management (New York)
New York
| $687M | +$499M | +266% | 16.6% | 490% | 19 | 57.89% | 0.6 |
|
| 1595 |
1595
Franklin Street Advisors
Chapel Hill,
North Carolina
| $687M | -$159M | -19% | 14% | 130% | 173 | 19.08% | 4.3 |
|
| 1596 |
1596
Summit Global Investments
Bountiful,
Utah
| $686M | -$236M | -26% | 9.03% | 68.4% | 335 | 56.72% | 1 |
|
| 1597 |
1597
Tran Capital Management
San Rafael,
California
| $686M | -$178M | -21% | 17.2% | 173% | 78 | 33.33% | 1.3 |
|
| 1598 |
1598
Cryder Capital Partners
London,
United Kingdom
| $686M | -$196M | -22% | 14.8% | 67.8% | 9 | 11.11% | 3.7 |
|
| 1599 |
1599
Atlantic Union Bankshares
Glen Allen,
Virginia
| $686M | -$94.5M | -12% | 16.6% | 85.7% | 277 | 24.55% | 2.4 |
|
| 1600 |
1600
Vigilant Capital Management
Portland,
Maine
| $685M | -$178M | -21% | 16.3% | 48.8% | 492 | 41.26% | 3.2 |
|