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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
Adell Harriman & Carpenter
Houston,
Texas
| $1.44B | +$62.4M | +5% | 7.72% | 191% | 170 | 8.82% | 6.1 |
|
| 1702 |
1702
North Star Investment Management
Chicago,
Illinois
| $1.44B | -$10.6M | -0.7% | 1.38% | 89.8% | 1,283 | 12.47% | 4.9 |
|
| 1703 |
1703
NBT Bank
Norwich,
New York
| $1.44B | -$48.2M | -3% | 1.05% | 77% | 872 | 12.16% | 2.9 |
|
| 1704 |
1704
Redmile Group
San Francisco,
California
| $1.43B | -$263M | -15% | 49% | 777% | 66 | 10.61% | 3.4 |
|
| 1705 |
1705
Cumberland Partners
Toronto,
Ontario, Canada
| $1.43B | -$6.55M | -0.5% | 2.19% | 101% | 197 | 26.4% | 2.5 |
|
| 1706 |
1706
BBR Partners
New York
| $1.43B | +$121M | +9% | 1.9% | 63.4% | 270 | 17.78% | 2.6 |
|
| 1707 |
1707
Roundview Capital
Princeton,
New Jersey
| $1.43B | +$51.9M | +4% | 1.54% | 86.4% | 348 | 7.47% | 5.1 |
|
| 1708 |
1708
Keystone Investors
Singapore
| $1.43B | +$64M | +5% | 12.5% | – | 104 | 61.54% | 0.4 |
|
| 1709 |
1709
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.43B | -$32.1M | -2% | 1.76% | 91.8% | 180 | 13.33% | 0.9 |
|
| 1710 |
1710
Generate Investment Management
Auckland,
New Zealand
| $1.43B | -$66.6M | -4% | 4.29% | 153% | 90 | 36.67% | 0.6 |
|
| 1711 |
1711
TIG Advisors LLC
New York
| $1.43B | -$117M | -8% | 13.5% | 379% | 96 | 81.25% | 0.2 |
|
| 1712 |
1712
Infrastructure Capital Advisors
New York
| $1.43B | +$686M | +93% | 3.61% | 52% | 160 | 40.63% | 1.2 |
|
| 1713 |
1713
Dundas Partners
Edinburgh,
United Kingdom
| $1.43B | +$36.1M | +3% | 0.61% | 87.6% | 52 | 5.77% | 4 |
|
| 1714 |
1714
MCF Advisors
Covington,
Kentucky
| $1.42B | -$1.01M | -0.1% | 0.73% | 55.2% | 1,059 | 11.43% | 2.1 |
|
| 1715 |
1715
Principle Wealth Partners
Madison,
Connecticut
| $1.42B | +$13M | +0.9% | 1.83% | 90.7% | 349 | 7.16% | 3.7 |
|
| 1716 |
1716
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.42B | -$43.1M | -3% | 1.25% | 82.7% | 142 | 4.23% | 7.6 |
|
| 1717 |
1717
First American Bank
Dundee,
Illinois
| $1.42B | +$27.7M | +2% | 3.41% | 114% | 174 | 7.47% | 5.9 |
|
| 1718 |
1718
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.42B | -$48.2M | -3% | 5.19% | 7.58% | 55 | 9.09% | 2.4 |
|
| 1719 |
1719
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.42B | -$51.7M | -4% | 13.3% | 214% | 266 | 11.28% | 5.1 |
|
| 1720 |
1720
Essex Financial Services
Essex,
Connecticut
| $1.42B | +$24.5M | +2% | 2.5% | 87.7% | 667 | 11.99% | 4 |
|
| 1721 |
1721
Bracebridge Capital LLC
Boston,
Massachusetts
| $1.41B | +$801M | +131% | 16.6% | 156% | 52 | 46.15% | 1.1 |
|
| 1722 |
1722
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.41B | -$121M | -8% | 5.04% | 85.3% | 343 | 8.45% | 2.7 |
|
| 1723 |
1723
First Beijing Investment Ltd
Hong Kong
| $1.41B | +$46.7M | +3% | 0.73% | 81.8% | 15 | 33.33% | 0.7 |
|
| 1724 |
1724
Sourcerock Group
Denver,
Colorado
| $1.41B | +$172M | +14% | 7.44% | 59.1% | 46 | 50% | 0.8 |
|
| 1725 |
1725
Avalon Trust
Santa Fe,
New Mexico
| $1.41B | +$53.8M | +4% | 4.46% | 118% | 437 | 29.98% | 1.1 |
|