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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
Banco de Sabadell
Miami,
Florida
| $889M | +$119M | +15% | 9.58% | 75.1% | 389 | 35.48% | 1.4 |
|
| 1652 |
1652
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $889M | +$66.7M | +8% | 11.3% | 64.4% | 102 | 12.75% | 4.5 |
|
| 1653 |
1653
SpiderRock Advisors
Wilimington,
Delaware
| $889M | +$49.8M | +6% | – | – | 187 | 0% | 0.9 |
|
| 1654 |
1654
Alerus Financial
Grand Forks,
North Dakota
| $888M | +$38M | +4% | 8.06% | 107% | 177 | 18.08% | 2.3 |
|
| 1655 |
1655
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $888M | +$232M | +35% | 40.6% | 82.7% | 4 | 0% | 1.1 |
|
| 1656 |
1656
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $887M | +$64.6M | +8% | 8.83% | 76% | 180 | 12.78% | 2.2 |
|
| 1657 |
1657
GHP Investment Advisors
Denver,
Colorado
| $885M | +$79.3M | +10% | 8.29% | 81.4% | 276 | 5.8% | 5.3 |
|
| 1658 |
1658
Goodnow Investment Group
Darien,
Connecticut
| $884M | +$43.1M | +5% | 27.5% | 131% | 25 | 12% | 3.2 |
|
| 1659 |
1659
Portolan Capital Management
Boston,
Massachusetts
| $884M | +$8.18M | +0.9% | 27.8% | 738% | 168 | 41.07% | 0.9 |
|
| 1660 |
1660
Avidian Wealth Enterprises
Houston,
Texas
| $883M | +$141M | +19% | 6.5% | 71.7% | 313 | 26.84% | 1.3 |
|
| 1661 |
1661
Davide Leone & Partners Investment Company
London,
United Kingdom
| $882M | -$65.3M | -7% | 6.19% | 64.1% | 25 | 36% | 0.6 |
|
| 1662 |
1662
Dynamic Advisor Solutions
Phoenix,
Arizona
| $881M | +$141M | +19% | 8.23% | 70.9% | 659 | 23.22% | 2 |
|
| 1663 |
1663
3EDGE Asset Management
Naples,
Florida
| $881M | +$37.3M | +4% | 6.31% | 47.9% | 45 | 35.56% | 0.5 |
|
| 1664 |
1664
Bienville Capital Management
New York
| $881M | -$198M | -18% | 13.5% | 36.3% | 168 | 44.05% | 1.7 |
|
| 1665 |
1665
Wealthcare Capital Management
Richmond,
Virginia
| $879M | +$57.6M | +7% | 4.85% | 46.2% | 59 | 11.86% | 4.8 |
|
| 1666 |
SGCIA
1666
Smith Graham & Co Investment Advisors
Houston,
Texas
| $878M | +$52.9M | +6% | 12.7% | 56.9% | 141 | 7.8% | 5.1 |
|
| 1667 |
1667
Country Club Trust
Kansas City,
Missouri
| $877M | +$190M | +28% | 7.3% | 74.1% | 242 | 22.31% | 3.6 |
|
| 1668 |
1668
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $876M | +$503M | +135% | 3.25% | 36.4% | 26 | 80.77% | 0.1 |
|
| 1669 |
1669
Calamos Wealth Management
Naperville,
Illinois
| $874M | +$72.8M | +9% | 9.7% | 119% | 273 | 12.45% | 2.4 |
|
| 1670 |
1670
Community Trust & Investment
Versailles,
Kentucky
| $874M | +$43.2M | +5% | 6.78% | 123% | 67 | 8.96% | 3 |
|
| 1671 |
1671
International Value Advisers
| $873M | -$476M | -35% | 4.01% | 9.63% | 34 | 26.47% | 3.1 |
|
| 1672 |
1672
Quantbot Technologies
New York
| $872M | +$115M | +15% | 4.82% | 33.6% | 1,799 | 67.59% | 0.2 |
|
| 1673 |
SBCM
1673
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $871M | +$75.9M | +10% | 9.22% | 72.3% | 46 | 6.52% | 4.8 |
|
| 1674 |
1674
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $871M | +$183M | +27% | 14.7% | 86% | 65 | 9.23% | 1.8 |
|
| 1675 |
1675
Credential Qtrade Securities
Vancouver,
| $871M | +$103M | +13% | 7.77% | 27.7% | 306 | 11.44% | 1.5 |
|