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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Bernzott Capital Advisors
Camarillo,
California
| $649M | -$310M | -32% | 27.5% | 46.2% | 44 | 11.36% | 4.3 |
|
| 1652 |
1652
Chicago Partners Investment Group
Chicago,
Illinois
| $648M | -$165M | -20% | 23.8% | 81.4% | 387 | 13.95% | 2.8 |
|
| 1653 |
1653
Barton Investment Management
West Conshohocken,
Pennsylvania
| $645M | +$1.27M | +0.2% | 3.14% | 124% | 42 | 7.14% | 5.5 |
|
| 1654 |
MCM
1654
Matarin Capital Management
New York
| $644M | -$402M | -38% | 27.2% | 73.2% | 265 | 36.6% | 1.8 |
|
| 1655 |
1655
Bank of the West
Monterey Park,
California
| $642M | -$211M | -25% | 17.8% | 35.4% | 285 | 17.54% | 4.6 |
|
| 1656 |
1656
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $641M | +$16.5M | +3% | 16.4% | 115% | 466 | 8.58% | 4.9 |
|
| 1657 |
SGCIA
1657
Smith Graham & Co Investment Advisors
Houston,
Texas
| $641M | -$385M | -38% | 32% | 56.9% | 134 | 2.24% | 5 |
|
| 1658 |
1658
Ironvine Capital Partners
Omaha,
Nebraska
| $640M | -$192M | -23% | 17.5% | 58.8% | 78 | 26.92% | 1.9 |
|
| 1659 |
1659
Acropolis Investment Management
St. Louis,
Missouri
| $639M | -$83.1M | -12% | 17.3% | 51% | 197 | 21.32% | 3.8 |
|
| 1660 |
TP
1660
Thunderbird Partners
London,
United Kingdom
| $639M | +$17.6M | +3% | 13.4% | 38% | 9 | 33.33% | 1.3 |
|
| 1661 |
1661
Harvard Management Company
Boston,
Massachusetts
| $639M | -$306M | -32% | 19.1% | 113% | 20 | 20% | 3.1 |
|
| 1662 |
1662
Stack Financial Management
Whitefish,
Montana
| $637M | -$291M | -31% | 17.3% | 70% | 53 | 30.19% | 4.1 |
|
| 1663 |
1663
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $637M | -$142M | -18% | 16.9% | – | 186 | 12.37% | 5.2 |
|
| 1664 |
1664
Atwood & Palmer
Kansas City,
Missouri
| $637M | -$141M | -18% | 18.9% | 90% | 330 | 11.21% | 3.8 |
|
| 1665 |
1665
Evensky & Katz
Coral Gables,
Florida
| $636M | -$83.6M | -12% | 19.9% | 61.1% | 105 | 7.62% | 2.9 |
|
| 1666 |
1666
Banco de Sabadell
Miami,
Florida
| $635M | -$120M | -16% | 18.2% | 89.9% | 361 | 26.87% | 1.4 |
|
| 1667 |
1667
WealthSource Partners
San Luis Obispo,
California
| $635M | -$127M | -17% | 12.4% | 16.8% | 457 | 34.57% | 1.7 |
|
| 1668 |
1668
Corient Capital Partners
Newport Beach,
California
| $634M | -$153M | -19% | 17.5% | 39.2% | 508 | 28.35% | 1.9 |
|
| 1669 |
MG
1669
Magnolia Group
Omaha,
Nebraska
| $634M | -$225M | -26% | 33.8% | 11.4% | 16 | 56.25% | 1.1 |
|
| 1670 |
1670
Delta Asset Management
Memphis,
Tennessee
| $634M | -$170M | -21% | 19.3% | 66.5% | 665 | 8.57% | 4 |
|
| 1671 |
1671
New York Life Investment Management
New York
| $634M | -$47.5M | -7% | 25.7% | 111% | 15 | 6.67% | 1.9 |
|
| 1672 |
1672
Rubric Capital Management (New York)
New York
| $633M | -$252M | -28% | 27.8% | 251% | 70 | 57.14% | 0.6 |
|
| 1673 |
1673
SteelPeak Wealth
Woodland Hills,
California
| $633M | -$92.6M | -13% | 9.06% | 140% | 310 | 36.77% | 0.2 |
|
| 1674 |
1674
Pembroke Management
Montreal,
Quebec, Canada
| $630M | -$546M | -46% | 27.7% | 105% | 81 | 38.27% | 2.5 |
|
| 1675 |
1675
Doyle Wealth Management
St. Petersburg,
Florida
| $629M | -$171M | -21% | 16.7% | 32.3% | 218 | 20.18% | 2.2 |
|