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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Beacon Financial Group
Dallas,
Texas
| $798M | +$211M | +36% | 4.21% | 66.6% | 189 | 4.23% | 3.5 |
|
| 1702 |
1702
Kingsview Wealth Management
Grants Pass,
Oregon
| $798M | +$161M | +25% | 6.75% | 71.5% | 538 | 26.77% | 1.4 |
|
| 1703 |
1703
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $798M | +$49.1M | +7% | 4.87% | 26.1% | 166 | 6.63% | 4.5 |
|
| 1704 |
1704
Intrinsic Edge Capital Management
Chicago,
Illinois
| $796M | -$98M | -11% | 8.14% | 283% | 202 | 62.87% | 0.4 |
|
| 1705 |
1705
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $796M | – | – | 4.81% | 50.7% | 31 | – | 0 |
|
| 1706 |
1706
CapWealth Advisors
Franklin,
Tennessee
| $795M | +$42.9M | +6% | 7.63% | 152% | 105 | 7.62% | 4.2 |
|
| 1707 |
1707
J.W. Cole Advisors
Tampa,
Florida
| $793M | – | – | 6.57% | 95.5% | 547 | – | 0 |
|
| 1708 |
1708
Formula Growth
Montreal,
Quebec, Canada
| $793M | +$125M | +19% | 6.19% | 118% | 162 | 23.46% | 2 |
|
| 1709 |
1709
Hartford Funds Management
Wayne,
Pennsylvania
| $791M | $0 | 0% | 1.22% | 26.8% | 4 | 0% | 1.4 |
|
| 1710 |
1710
Belpointe Asset Management
Reno,
Nevada
| $788M | +$170M | +27% | 6.93% | 80.1% | 827 | 24.43% | 0.9 |
|
| 1711 |
MGAI
1711
MP Global Advisers III
New York
| $788M | -$243M | -24% | 2.41% | 16.5% | 1 | 0% | 6.5 |
|
| 1712 |
1712
Connors Investor Services
Wyomissing,
Pennsylvania
| $787M | +$59.1M | +8% | 7% | 125% | 154 | 10.39% | 3.7 |
|
| 1713 |
1713
Corient Capital Partners
Newport Beach,
California
| $787M | +$80.8M | +11% | 8.38% | 39.2% | 498 | 14.06% | 1.6 |
|
| 1714 |
1714
Evoke Wealth
Los Angeles,
California
| $787M | -$26M | -3% | 7.94% | 65.2% | 1,563 | 30.01% | 0.2 |
|
| 1715 |
1715
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $787M | +$97.5M | +14% | 5.68% | 65.6% | 1,485 | 9.02% | 1.7 |
|
| 1716 |
1716
KLS Diversified Asset Management
New York
| $785M | +$122M | +18% | 6.05% | 156% | 14 | 28.57% | 0.8 |
|
| 1717 |
1717
Aristotle Atlantic Partners
Sarasota,
Florida
| $783M | +$436M | +126% | 9.5% | 144% | 102 | 12.75% | 1.2 |
|
| 1718 |
1718
Webster Bank
Waterbury,
Connecticut
| $783M | +$44.1M | +6% | 7.65% | 77.5% | 551 | 10.53% | 3.2 |
|
| 1719 |
1719
First Light Asset Management
Edina,
Minnesota
| $782M | +$121M | +18% | 24.3% | 364% | 77 | 18.18% | 2.4 |
|
| 1720 |
1720
L & S Advisors
Los Angeles,
California
| $782M | +$67.3M | +9% | 8.43% | 231% | 349 | 24.36% | 1.6 |
|
| 1721 |
1721
Tensile Capital Management
Larkspur,
California
| $781M | -$6.55M | -0.8% | 9.27% | 47.7% | 22 | 9.09% | 2.5 |
|
| 1722 |
1722
Atlantic Union Bankshares
Glen Allen,
Virginia
| $780M | +$32.8M | +4% | 6.68% | 78.9% | 256 | 8.59% | 2.3 |
|
| 1723 |
1723
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $779M | +$54.2M | +7% | 7.15% | – | 181 | 1.66% | 5 |
|
| 1724 |
1724
Davide Leone & Partners Investment Company
London,
United Kingdom
| $779M | +$222M | +40% | 23.9% | 64.1% | 19 | 63.16% | 1.1 |
|
| 1725 |
1725
Spyglass Capital Management
San Francisco,
California
| $779M | +$402M | +107% | 11.1% | 154% | 25 | 0% | 0.9 |
|