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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
Rebalance
Palo Alto,
California
| $1.36B | +$20M | +1% | 0.27% | 47.6% | 105 | 19.05% | 1.6 |
|
| 1702 |
1702
Commodore Capital
New York
| $1.36B | -$7.47M | -0.5% | 12.9% | 2,121% | 35 | 22.86% | 1.4 |
|
| 1703 |
1703
Sage Mountain Advisors
Atlanta,
Georgia
| $1.36B | -$12.1M | -0.9% | 1.67% | 67% | 520 | 14.42% | 2 |
|
| 1704 |
1704
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.36B | +$16.9M | +1% | 0.09% | 83.4% | 586 | 7.51% | 4.9 |
|
| 1705 |
1705
Callan Capital
La Jolla,
California
| $1.35B | -$15.1M | -1% | 0.37% | 20.1% | 392 | 17.35% | 2.4 |
|
| 1706 |
1706
First American Bank
Dundee,
Illinois
| $1.35B | -$67.6M | -5% | 3.4% | 114% | 174 | 8.05% | 6.1 |
|
| 1707 |
1707
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.35B | -$37.9M | -3% | 0.42% | 103% | 280 | 9.64% | 7.6 |
|
| 1708 |
1708
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.35B | +$4.01M | +0.3% | 0% | 62.9% | 311 | 15.43% | 5.5 |
|
| 1709 |
1709
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.35B | -$20.6M | -2% | 1.15% | 85.4% | 38 | 5.26% | 6.4 |
|
| 1710 |
1710
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.35B | +$36.5M | +3% | 2.23% | 73.7% | 283 | 15.9% | 3.8 |
|
| 1711 |
1711
Advisornet Financial
Minnetonka,
Minnesota
| $1.35B | +$152M | +13% | 0.77% | 71.2% | 2,267 | 17.42% | 3.4 |
|
| 1712 |
1712
Diversify Wealth Management
Sandy,
Utah
| $1.35B | +$63.4M | +5% | 1.43% | – | 559 | 16.82% | 0.6 |
|
| 1713 |
1713
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.35B | -$76.6M | -5% | 2.82% | 82.7% | 141 | 4.26% | 7.5 |
|
| 1714 |
1714
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.35B | +$37.8M | +3% | 4.8% | 114% | 110 | 4.55% | 4.7 |
|
| 1715 |
1715
Burkehill Global Management
New York
| $1.34B | +$293M | +28% | 3.98% | – | 66 | 42.42% | 0.1 |
|
| 1716 |
1716
Hill City Capital
Boston,
Massachusetts
| $1.34B | -$218M | -14% | 10.8% | 151% | 21 | 28.57% | 2.4 |
|
| 1717 |
1717
True Link Financial Advisors
San Francisco,
California
| $1.34B | +$148M | +12% | 0.83% | 27.3% | 113 | 52.21% | 1.1 |
|
| 1718 |
1718
Cryder Capital Partners
London,
United Kingdom
| $1.34B | -$38.9M | -3% | 1.4% | 67.8% | 9 | 0% | 8.3 |
|
| 1719 |
1719
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.34B | -$8.81M | -0.7% | 1.42% | 84.1% | 447 | 16.55% | 2.7 |
|
| 1720 |
1720
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.33B | -$198M | -13% | 3.37% | 155% | 505 | 40.99% | 1 |
|
| 1721 |
1721
Smith Group Asset Management
Dallas,
Texas
| $1.33B | -$22.9M | -2% | 2.22% | 222% | 204 | 20.59% | 2 |
|
| 1722 |
1722
Callan Family Office
Radnor,
Pennsylvania
| $1.33B | -$239M | -15% | 1.19% | 107% | 657 | 21.92% | 0.6 |
|
| 1723 |
1723
Oak Associates
Akron,
Ohio
| $1.33B | -$117M | -8% | 3.31% | 152% | 138 | 13.77% | 6.3 |
|
| 1724 |
1724
GAMMA Investing
Foster City,
California
| $1.33B | +$160M | +14% | 1.38% | 139% | 3,930 | 7.4% | 1.1 |
|
| 1725 |
PIMG
1725
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.33B | -$5.62M | -0.4% | 0.97% | 52.9% | 237 | 5.91% | 4.6 |
|