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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
LCAM
1601
London & Capital Asset Management
London,
United Kingdom
| $1.08B | +$13.8M | +1% | 10.2% | 88.8% | 80 | 11.25% |
|
| 1602 |
TNBTD
1602
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.08B | +$43.2M | +4% | 7.72% | 58.6% | 277 | 12.27% |
|
| 1603 |
VWA
1603
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.08B | +$121M | +13% | 8.29% | 69.4% | 451 | 16.85% |
|
| 1604 |
CB
1604
Cadence Bank
Tupelo,
Mississippi
| $1.08B | +$118M | +12% | 10.8% | 70.9% | 350 | 13.71% |
|
| 1605 |
SC
1605
SouthState Corp
Winter Haven,
Florida
| $1.08B | +$77.9M | +8% | 11.3% | 78.9% | 754 | 17.37% |
|
| 1606 |
ZA
1606
Zazove Associates
Incline Village,
Nevada
| $1.08B | -$24.6M | -2% | 0.04% | 11% | 167 | 19.16% |
|
| 1607 |
FLAM
1607
First Light Asset Management
Edina,
Minnesota
| $1.08B | +$89.3M | +9% | 18.3% | 364% | 94 | 45.74% |
|
| 1608 |
VWM
1608
Valley Wealth Managers
Paramus,
New Jersey
| $1.08B | +$75.2M | +8% | 12% | 107% | 479 | 27.35% |
|
| 1609 |
AT
1609
American Trust
Lexington,
Kentucky
| $1.08B | -$109M | -9% | 8.82% | 59% | 501 | 30.54% |
|
| 1610 |
NPIC
1610
Neumeier Poma Investment Counsel
Carmel,
California
| $1.08B | +$66.7M | +7% | 11.9% | 229% | 45 | 15.56% |
|
| 1611 |
CAM
1611
Cacti Asset Management
Atlanta,
Georgia
| $1.08B | +$75.3M | +8% | 10.3% | 168% | 81 | 2.47% |
|
| 1612 |
CG
1612
Caprock Group
Boise,
Idaho
| $1.07B | +$35.8M | +3% | 8.31% | – | 630 | 21.75% |
|
| 1613 |
MMEA
1613
Main Management ETF Advisors
San Francisco,
California
| $1.07B | +$200M | +23% | 8.73% | 97.2% | 40 | 47.5% |
|
| 1614 |
BCL
1614
Bracebridge Capital LLC
Boston,
Massachusetts
| $1.07B | +$503M | +89% | 12.1% | 156% | 109 | 30.28% |
|
| 1615 |
MSU
1615
Mizuho Securities USA
New York
| $1.07B | +$334M | +45% | 4.08% | 99% | 301 | 65.78% |
|
| 1616 |
IHL
1616
Investment House LLC
Redondo Beach,
California
| $1.07B | -$2.37M | -0.2% | 5.63% | 125% | 186 | 14.52% |
|
| 1617 |
NRS
1617
Neville Rodie & Shaw
New York
| $1.06B | +$47.7M | +5% | 9.19% | 115% | 257 | 5.06% |
|
| 1618 |
DLIC
1618
Daido Life Insurance Company
Osaka,
Japan
| $1.06B | -$18.1M | -2% | 7.34% | 68.7% | 12 | 0% |
|
| 1619 |
SF
1619
Summit Financial
Parsippany,
New Jersey
| $1.06B | +$7.78M | +0.7% | 7.84% | 81.8% | 270 | 14.44% |
|
| 1620 |
CF
1620
Centaurus Financial
Anaheim,
California
| $1.06B | +$37.7M | +4% | 6.98% | 83.5% | 928 | 18.1% |
|
| 1621 |
CI
1621
Cooper Investors
Melbourne, Victoria,
Australia
| $1.06B | +$4.93M | +0.5% | 11.5% | 49.8% | 46 | 23.91% |
|
| 1622 |
AR
1622
Advisory Research
Chicago,
Illinois
| $1.06B | +$40.2M | +4% | 11.3% | 144% | 432 | 33.8% |
|
| 1623 |
TCMI
1623
Technology Crossover Management IX
Menlo Park,
California
| $1.06B | +$64.1M | +6% | 2.26% | 13% | 7 | 0% |
|
| 1624 |
NIM
1624
NXG Investment Management
Dallas,
Texas
| $1.06B | +$71.6M | +7% | 8.68% | 136% | 84 | 21.43% |
|
| 1625 |
NC
1625
Nitorum Capital
New York
| $1.06B | -$88.4M | -8% | 10.7% | 87.1% | 31 | 22.58% |
|