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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.03B | +$101M | +11% | 12% | 130% | 160 | 11.25% | 4.3 |
|
| 1677 |
1677
Everence Capital Management
Goshen,
Indiana
| $1.03B | +$116M | +13% | 13.9% | 121% | 756 | 19.97% | 2.8 |
|
| 1678 |
1678
Valley Wealth Managers
Paramus,
New Jersey
| $1.02B | +$114M | +13% | 15.5% | 118% | 168 | 13.1% | 3.3 |
|
| 1679 |
AH
1679
Aviva Holdings
New Providence,
Bahamas
| $1.02B | +$254M | +33% | 36.6% | 36.5% | 3 | 0% | 2.6 |
|
| 1680 |
1680
Joel Isaacson & Co
New York
| $1.02B | +$252M | +33% | 16.9% | 79.2% | 249 | 12.45% | 4.2 |
|
| 1681 |
1681
Annex Advisory Services
Brookfield,
Wisconsin
| $1.02B | +$237M | +30% | 14.2% | 85.8% | 199 | 34.17% | 2.4 |
|
| 1682 |
1682
Waterfront Capital Partners
New York
| $1.02B | +$399M | +64% | 14.7% | 88.3% | 60 | 51.67% | 0.7 |
|
| 1683 |
1683
Albion Financial Group
Salt Lake City,
Utah
| $1.02B | +$97M | +11% | 14.4% | 79.6% | 586 | 73.04% | 1.3 |
|
| 1684 |
1684
Cacti Asset Management
Atlanta,
Georgia
| $1.02B | +$151M | +17% | 18.7% | 171% | 80 | 10% | 5.5 |
|
| 1685 |
AA
1685
Ancient Art
Austin,
Texas
| $1.02B | +$288M | +40% | 44.9% | 168% | 23 | 17.39% | 1.5 |
|
| 1686 |
1686
York Capital Management Global Advisors
New York
| $1.02B | -$776M | -43% | 7.17% | 74.1% | 87 | 60.92% | 0.6 |
|
| 1687 |
1687
SouthState Corp
Winter Haven,
Florida
| $1.02B | +$58.1M | +6% | 10.4% | 90.3% | 357 | 10.64% | 3.6 |
|
| 1688 |
1688
Appleton Partners
Boston,
Massachusetts
| $1.02B | +$110M | +12% | 11.8% | 110% | 280 | 8.57% | 4 |
|
| 1689 |
1689
Ensemble Capital Management
San Francisco,
California
| $1.02B | +$165M | +19% | 17.1% | 36.2% | 34 | 8.82% | 3.7 |
|
| 1690 |
1690
First Horizon Corporation
Memphis,
Tennessee
| $1.01B | +$76.5M | +8% | 11.2% | – | 1,317 | 12.45% | 2.1 |
|
| 1691 |
1691
NorthRock Partners
Minneapolis,
Minnesota
| $1.01B | +$113M | +13% | 15% | 62.8% | 257 | 22.96% | 1.5 |
|
| 1692 |
1692
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.01B | +$83.3M | +9% | 10.5% | 121% | 108 | 3.7% | 6.2 |
|
| 1693 |
1693
Maven Securities
St Helier,
Jersey
| $1.01B | -$202M | -17% | 28.6% | 135% | 972 | 83.64% | 0.2 |
|
| 1694 |
1694
Meiji Yasuda Asset Management
Tokyo,
Japan
| $1.01B | +$101M | +11% | 11.7% | 108% | 424 | 16.27% | 4.1 |
|
| 1695 |
1695
General American Investors
New York
| $1.01B | +$145M | +17% | 17.3% | 137% | 78 | 28.21% | 3.9 |
|
| 1696 |
1696
Pacific Heights Asset Management
San Francisco,
California
| $1.01B | +$242M | +31% | 28.8% | 186% | 81 | 3.7% | 5.7 |
|
| 1697 |
1697
Brightworth
Atlanta,
Georgia
| $1.01B | +$109M | +12% | 12.5% | 21.7% | 99 | 13.13% | 2.4 |
|
| 1698 |
NM
1698
NWI Management
New York
| $1.01B | -$143M | -12% | 20.7% | 230% | 47 | 27.66% | 2 |
|
| 1699 |
1699
Magnus Financial Group
New York
| $1.01B | +$148M | +17% | 14.5% | 78.2% | 397 | 30.48% | 1.1 |
|
| 1700 |
1700
Petrus Trust Company
Dallas,
Texas
| $1.01B | +$47.7M | +5% | 14.9% | 36.9% | 281 | 78.65% | 2.6 |
|