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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
MCF Advisors
Covington,
Kentucky
| $1.29B | +$67.2M | +5% | 6.1% | 55.2% | 1,041 | 17.2% | 1.5 |
|
| 1702 |
1702
Procyon Advisors
Shelton,
Connecticut
| $1.29B | +$114M | +10% | 9.34% | 92.3% | 538 | 11.52% | 2.1 |
|
| 1703 |
1703
Glendon Capital Management
Santa Monica,
California
| $1.29B | -$33.1M | -3% | 7.45% | 118% | 22 | 0% | 3 |
|
| 1704 |
1704
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.29B | +$108M | +9% | 9.2% | 91.1% | 793 | 14.63% | 2.2 |
|
| 1705 |
1705
Bank Pictet & Cie (Asia)
Singapore
| $1.29B | +$894M | +226% | 9.98% | 30.4% | 112 | 23.21% | 3.7 |
|
| 1706 |
1706
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.29B | -$259M | -17% | 12% | 121% | 257 | 19.46% | 4.9 |
|
| 1707 |
1707
Appleton Partners
Boston,
Massachusetts
| $1.29B | +$48.4M | +4% | 7.79% | 110% | 292 | 8.9% | 5.9 |
|
| 1708 |
1708
Western Wealth Management
Golden,
Colorado
| $1.29B | -$101M | -7% | 9.6% | 92.1% | 736 | 18.07% | 3 |
|
| 1709 |
1709
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.28B | +$76.9M | +6% | 5.21% | 46.2% | 44 | 11.36% | 3.8 |
|
| 1710 |
1710
SouthState Corp
Winter Haven,
Florida
| $1.28B | +$111M | +9% | 8.43% | 90.3% | 754 | 32.63% | 3.7 |
|
| 1711 |
1711
3EDGE Asset Management
Naples,
Florida
| $1.28B | -$4.42M | -0.3% | 4.72% | 47.9% | 78 | 47.44% | 0.8 |
|
| 1712 |
1712
Checchi Capital Advisers
Beverly Hills,
California
| $1.28B | +$48.7M | +4% | 6.41% | 75.4% | 595 | 9.24% | 5.2 |
|
| 1713 |
1713
Principle Wealth Partners
Madison,
Connecticut
| $1.28B | +$119M | +10% | 8.88% | 90.7% | 350 | 6% | 3.1 |
|
| 1714 |
1714
Sonora Investment Management Group
Tucson,
Arizona
| $1.28B | +$48.5M | +4% | 7.79% | 78.3% | 303 | 14.85% | 1.6 |
|
| 1715 |
1715
Symmetry Partners
Glastonbury,
Connecticut
| $1.28B | -$574M | -31% | 10.5% | 61.4% | 564 | 16.67% | 2.9 |
|
| 1716 |
1716
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.28B | +$277M | +28% | 8.34% | 267% | 202 | 70.3% | 0.4 |
|
| 1717 |
1717
GYL Financial Synergies
West Hartford,
Connecticut
| $1.28B | +$66.5M | +5% | 9.89% | 36% | 384 | 9.9% | 2.3 |
|
| 1718 |
1718
RWC Asset Advisors
Miami,
Florida
| $1.27B | +$10.8M | +0.9% | 2.56% | 267% | 24 | 29.17% | 1.6 |
|
| 1719 |
1719
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.27B | -$73M | -5% | 0.93% | 76.7% | 130 | 15.38% | 2.9 |
|
| 1720 |
1720
Trust Point Inc
La Crosse,
Wisconsin
| $1.27B | +$63.4M | +5% | 9.15% | 82.6% | 549 | 14.39% | 0.2 |
|
| 1721 |
1721
Vivo Capital
Palo Alto,
California
| $1.27B | +$51.2M | +4% | 21.8% | 4,748% | 50 | 22% | 2 |
|
| 1722 |
1722
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.27B | +$180M | +17% | 8.58% | 98.1% | 3,043 | 18.01% | 1.3 |
|
| 1723 |
1723
Dundas Partners
Edinburgh,
United Kingdom
| $1.27B | +$123M | +11% | 11.2% | 102% | 49 | 10.2% | 3.9 |
|
| 1724 |
1724
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.27B | +$65M | +5% | 9.61% | 103% | 294 | 11.22% | 7.1 |
|
| 1725 |
1725
Moody National Bank Trust Division
Galveston,
Texas
| $1.27B | -$14.3M | -1% | 6.81% | 115% | 510 | 14.9% | 4.5 |
|