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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 |
MRG
1701
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.64B | -$406M | -20% | 13.4% | 100% | 11 | 27.27% | 4 |
|
| 1702 |
1702
Troluce Capital Advisors
Dorado,
Puerto Rico
| $1.63B | +$1.47B | +935% | 0.08% | 61.1% | 74 | 90.54% | 0 |
|
| 1703 |
1703
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $1.63B | +$101M | +7% | 0.62% | 65.8% | 307 | 22.15% | 1.1 |
|
| 1704 |
1704
Monarch Alternative Capital
New York
| $1.63B | +$863M | +112% | 1.73% | 497% | 9 | 44.44% | 0.5 |
|
| 1705 |
1705
Philosophy Capital Management
Alamo,
California
| $1.63B | -$566M | -26% | 3.65% | 77.5% | 51 | 33.33% | 1 |
|
| 1706 |
1706
AE Industrial Partners
Boca Raton,
Florida
| $1.63B | +$23.1M | +1% | 12.2% | – | 4 | 25% | 0.8 |
|
| 1707 |
1707
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.63B | -$123M | -7% | 4.44% | 130% | 183 | 11.48% | 6.3 |
|
| 1708 |
1708
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.63B | -$442M | -21% | 2% | 73.7% | 694 | 17.87% | 3.3 |
|
| 1709 |
SC
1709
SRB Corp
Boston,
Massachusetts
| $1.63B | -$194M | -11% | 2.95% | 101% | 23 | 0% | 4.5 |
|
| 1710 |
SFG
1710
Sather Financial Group
Victoria,
Texas
| $1.63B | -$234M | -13% | 9.62% | 82.3% | 120 | 17.5% | 3.6 |
|
| 1711 |
1711
Granite Investment Partners
El Segundo,
California
| $1.63B | -$60.9M | -4% | 1.89% | 138% | 284 | 21.48% | 4.7 |
|
| 1712 |
1712
Legacy Private Trust
Neenah,
Wisconsin
| $1.63B | -$78.1M | -5% | 2.56% | 71.1% | 272 | 9.19% | 6 |
|
| 1713 |
1713
Covalis Capital
London,
United Kingdom
| $1.63B | +$202M | +14% | 5.93% | 41.4% | 148 | 65.54% | 0.2 |
|
| 1714 |
1714
Pine Ridge Advisers
New York
| $1.62B | -$52.2M | -3% | 4.07% | 90.1% | 41 | 7.32% | 3.3 |
|
| 1715 |
1715
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.62B | +$139M | +9% | 0.33% | 68.3% | 664 | 20.33% | 1.9 |
|
| 1716 |
1716
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.62B | +$26.9M | +2% | 0.13% | 75.3% | 274 | 8.76% | 6.3 |
|
| 1717 |
1717
Invictus Private Wealth
Denver,
Colorado
| $1.62B | -$30.3M | -2% | 3.81% | 84.2% | 91 | 19.78% | 2.4 |
|
| 1718 |
KCM
1718
Kynam Capital Management
Princeton,
New Jersey
| $1.62B | +$55.7M | +4% | 6.98% | 320% | 44 | 27.27% | 1.7 |
|
| 1719 |
1719
HSG Holding
Na,
Hong Kong
| $1.62B | -$272M | -14% | 11.6% | 6.36% | 21 | 14.29% | 3.8 |
|
| 1720 |
1720
True Link Financial Advisors
San Francisco,
California
| $1.62B | -$27M | -2% | 0.87% | 27.3% | 425 | 74.82% | 0.4 |
|
| 1721 |
1721
Browning West
Los Angeles,
California
| $1.62B | +$38.8M | +2% | 13.1% | 96.8% | 5 | 0% | 2.6 |
|
| 1722 |
1722
Morningstar Investment Management
Chicago,
Illinois
| $1.62B | -$78.6M | -5% | 0.35% | 57.4% | 374 | 28.34% | 0.9 |
|
| 1723 |
1723
Parcion Private Wealth
Bellevue,
Washington
| $1.61B | -$30.1M | -2% | 1.84% | 114% | 488 | 24.59% | 2.1 |
|
| 1724 |
SCI
1724
S&CO Inc
Boston,
Massachusetts
| $1.61B | +$1.96M | +0.1% | 2.14% | 80% | 222 | 3.6% | 7 |
|
| 1725 |
1725
Aristotle Capital Boston
Boston,
Massachusetts
| $1.61B | -$211M | -12% | 3.94% | 72.2% | 126 | 3.97% | 6.3 |
|