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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
ProVise Management Group
Clearwater,
Florida
| $1.05B | +$58.1M | +6% | 3.83% | 74.6% | 365 | 19.45% | 4.7 |
|
| 1702 |
1702
Sandhill Capital Partners
Buffalo,
New York
| $1.04B | +$107M | +11% | 9.23% | 77.4% | 92 | 14.13% | 4.3 |
|
| 1703 |
1703
Kanawha Capital Management
Richmond,
Virginia
| $1.04B | +$25.3M | +2% | 3.39% | 74.5% | 210 | 3.33% | 6.6 |
|
| 1704 |
1704
2Xideas
Kusnacht,
Switzerland
| $1.04B | +$94.3M | +10% | 12.2% | 68.3% | 66 | 10.61% | 1.9 |
|
| 1705 |
1705
Trigran Investments
Northbrook,
Illinois
| $1.04B | +$38.5M | +4% | 6.05% | 44.7% | 23 | 26.09% | 3.5 |
|
| 1706 |
1706
Phillips Financial Management
Fort Wayne,
Indiana
| $1.04B | +$53.1M | +5% | 4.25% | 45.6% | 242 | 9.5% | 2.8 |
|
| 1707 |
1707
Checchi Capital Advisers
Beverly Hills,
California
| $1.04B | +$72.7M | +8% | 6.63% | 75.4% | 581 | 8.43% | 4.7 |
|
| 1708 |
1708
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.03B | +$24.4M | +2% | 5.48% | 116% | 118 | 8.47% | 5.4 |
|
| 1709 |
1709
Avity Investment Management
Greenwich,
Connecticut
| $1.03B | +$49.4M | +5% | 7.26% | 119% | 96 | 19.79% | 5.1 |
|
| 1710 |
1710
Centerbridge Partners
New York
| $1.03B | +$22M | +2% | 9.75% | 15.9% | 19 | 21.05% | 1.7 |
|
| 1711 |
1711
Primavera Capital Management
George Town,
Cayman Islands
| $1.03B | +$144M | +16% | 16.5% | 1.25% | 4 | 0% | 3.8 |
|
| 1712 |
1712
Koshinski Asset Management
Decatur,
Illinois
| $1.02B | -$9.8M | -0.9% | 6.05% | 82.9% | 646 | 19.97% | 2.5 |
|
| 1713 |
IFLIT
1713
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.02B | +$116M | +13% | 16% | 45.7% | 20 | 10% | 4.7 |
|
| 1714 |
1714
YCG LLC
Austin,
Texas
| $1.02B | +$87.2M | +9% | 11.9% | 29.4% | 41 | 0% | 6 |
|
| 1715 |
1715
HighTower Trust
Houston,
Texas
| $1.02B | -$13.4M | -1% | 2.62% | 90.4% | 232 | 9.48% | 1.8 |
|
| 1716 |
1716
Glendon Capital Management
Santa Monica,
California
| $1.02B | -$145M | -12% | 6.99% | 118% | 21 | 9.52% | 2.4 |
|
| 1717 |
1717
Apexium Financial
Dallas,
Texas
| $1.02B | +$55.6M | +6% | 9.31% | 89.6% | 216 | 7.41% | 1.4 |
|
| 1718 |
1718
Cumberland Partners
Toronto,
Ontario, Canada
| $1.02B | +$70M | +7% | 7.95% | 101% | 200 | 37% | 2.3 |
|
| 1719 |
1719
OEP Capital Advisors
New York
| $1.02B | +$73.8M | +8% | 43.8% | 23.2% | 2 | 0% | 2.3 |
|
| 1720 |
CWM
1720
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.02B | – | – | 6.36% | 77.5% | 469 | – | 3.5 |
|
| 1721 |
1721
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.02B | +$51.2M | +5% | 9.41% | 149% | 381 | 14.96% | 1.8 |
|
| 1722 |
1722
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.01B | +$21.9M | +2% | 3.57% | 60.7% | 174 | 14.94% | 1.8 |
|
| 1723 |
1723
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.01B | +$27.2M | +3% | 3.74% | 64.8% | 127 | 22.05% | 2.1 |
|
| 1724 |
1724
Rebalance
Palo Alto,
California
| $1.01B | +$47.8M | +5% | 4.38% | 47.6% | 141 | 48.23% | 0.2 |
|
| 1725 |
1725
GSA Capital Partners
London,
United Kingdom
| $1.01B | +$205M | +25% | 5.65% | 94.7% | 2,085 | 64.36% | 0.4 |
|