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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
ProVise Management Group
Clearwater,
Florida
| $596M | -$216M | -27% | 18.7% | 74.6% | 317 | 20.82% | 4.4 |
|
| 1727 |
1727
YCG LLC
Austin,
Texas
| $595M | -$167M | -22% | 19.5% | 29.4% | 46 | 17.39% | 4.2 |
|
| 1728 |
1728
Pure Financial Advisors
San Diego,
California
| $595M | +$9.45M | +2% | 19.9% | 47.2% | 146 | 19.18% | 1.3 |
|
| 1729 |
1729
Pacific Heights Asset Management
San Francisco,
California
| $595M | -$204M | -26% | 26.6% | 186% | 79 | 7.59% | 5.1 |
|
| 1730 |
1730
Oxbow Advisors
Austin,
Texas
| $595M | -$271M | -31% | 20.9% | 75.5% | 325 | 22.77% | 2.9 |
|
| 1731 |
1731
Hawk Ridge Capital Management
Los Angeles,
California
| $595M | -$20.2M | -3% | 32.3% | 84.9% | 60 | 60% | 0.8 |
|
| 1732 |
1732
TRG Investments
Richmond,
Virginia
| $594M | +$34.6M | +6% | 7.38% | 70.5% | 2 | 0% | 4.3 |
|
| 1733 |
1733
Fund Evaluation Group
Cincinnati,
Ohio
| $593M | -$18.9M | -3% | 14.8% | 58.7% | 44 | 25% | 1.4 |
|
| 1734 |
1734
Private Wealth Partners
Mill Valley,
California
| $593M | -$141M | -19% | 13.2% | 132% | 140 | 23.57% | 3.1 |
|
| 1735 |
1735
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $593M | -$156M | -21% | 18.4% | 98.1% | 470 | 20.64% | 3.3 |
|
| 1736 |
1736
Waverly Advisors
Birmingham,
Alabama
| $592M | -$169M | -22% | 21.6% | 67.6% | 154 | 14.94% | 3.4 |
|
| 1737 |
SRFM
1737
Shannon River Fund Management
New York
| $592M | -$158M | -21% | 14.1% | 477% | 39 | 64.1% | 1 |
|
| 1738 |
1738
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $591M | -$104M | -15% | 14.6% | 101% | 135 | 14.07% | 4.5 |
|
| 1739 |
1739
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $591M | -$79.2M | -12% | 15.9% | 507% | 11 | 9.09% | 1 |
|
| 1740 |
WDA
1740
Wendell David Associates
Portsmouth,
New Hampshire
| $591M | -$135M | -19% | 15.9% | 58.7% | 150 | 8% | 5.6 |
|
| 1741 |
1741
Indus Capital Partners
New York
| $591M | +$81M | +16% | 5.76% | 107% | 50 | 46% | 1.1 |
|
| 1742 |
1742
Gillson Capital
Chicago,
Illinois
| $591M | -$572M | -49% | 35.7% | 84.9% | 87 | 49.43% | 0.7 |
|
| 1743 |
CCM
1743
Cadence Capital Management
Boston,
Massachusetts
| $590M | -$337M | -36% | 32.3% | 0.72% | 492 | 28.86% | 2.7 |
|
| 1744 |
1744
Mason Investment Advisory Services
Reston,
Virginia
| $590M | -$89.8M | -13% | 27.4% | 79.2% | 97 | 24.74% | 0.9 |
|
| 1745 |
1745
One Capital Management
Westlake Village,
California
| $590M | -$61.2M | -9% | 15.5% | 56.5% | 198 | 22.73% | 3.5 |
|
| 1746 |
1746
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $589M | -$278M | -32% | 24.8% | 138% | 31 | 19.35% | 2.9 |
|
| 1747 |
1747
Cederberg Capital
London,
United Kingdom
| $586M | -$126M | -18% | 13.6% | 273% | 8 | 12.5% | 0.9 |
|
| 1748 |
1748
Howard Capital Management (New York)
New York
| $586M | -$213M | -27% | 14.2% | 76.8% | 102 | 12.75% | 5.1 |
|
| 1749 |
1749
First Light Asset Management
Edina,
Minnesota
| $586M | -$197M | -25% | 12.7% | 364% | 80 | 33.75% | 2.6 |
|
| 1750 |
1750
Venturi Wealth Management
Austin,
Texas
| $585M | -$239M | -29% | 13.6% | 101% | 280 | 42.5% | 1.7 |
|