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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $780M | +$52.6M | +7% | 8.27% | 116% | 119 | 5.04% | 4.2 |
|
| 1777 |
1777
Clarius Group LLC
Seattle,
Washington
| $778M | +$64.9M | +9% | 10.7% | 92.1% | 321 | 17.76% | 1.6 |
|
| 1778 |
1778
L. Roy Papp & Associates
Phoenix,
Arizona
| $778M | +$72.8M | +10% | 8.67% | 80.1% | 172 | 9.3% | 4.3 |
|
| 1779 |
1779
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $776M | +$248M | +47% | 21.9% | 25.8% | 65 | 49.23% | 0.3 |
|
| 1780 |
1780
Heritage Wealth Advisors
Richmond,
Virginia
| $775M | +$59.8M | +8% | 8.01% | 70.6% | 486 | 12.55% | 2.1 |
|
| 1781 |
1781
Standard General
New York
| $774M | +$142M | +23% | 10.5% | 259% | 11 | 18.18% | 1.2 |
|
| 1782 |
1782
Nottingham Advisors
Amherst,
New York
| $774M | -$872M | -53% | 5.06% | 47.6% | 138 | 22.46% | 2.8 |
|
| 1783 |
1783
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $772M | +$46.2M | +6% | 11.6% | 80.6% | 143 | 28.67% | 3.2 |
|
| 1784 |
1784
Sahana Capital Management
Greenwich,
Connecticut
| $771M | +$67.1M | +10% | 11.2% | 0.48% | 10 | 20% | 0.4 |
|
| 1785 |
1785
Banc Funds Company
Chicago,
Illinois
| $770M | -$69.8M | -8% | 6.42% | 69% | 203 | 10.84% | 4 |
|
| 1786 |
1786
YCG LLC
Austin,
Texas
| $770M | +$68.2M | +10% | 9.93% | 27% | 43 | 6.98% | 4.5 |
|
| 1787 |
1787
Pacific Heights Asset Management
San Francisco,
California
| $769M | +$98.5M | +15% | 7.23% | 186% | 80 | 2.5% | 5.5 |
|
| 1788 |
1788
Joel Isaacson & Co
New York
| $769M | +$67.1M | +10% | 7.77% | 79.2% | 233 | 11.16% | 4.2 |
|
| 1789 |
1789
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $769M | +$50M | +7% | 7.7% | 87.2% | 132 | 6.06% | 4.4 |
|
| 1790 |
1790
Zazove Associates
Incline Village,
Nevada
| $769M | +$49.8M | +7% | 0.56% | 11% | 115 | 10.43% | 1.4 |
|
| 1791 |
AH
1791
Aviva Holdings
New Providence,
Bahamas
| $767M | +$125M | +19% | 27.6% | 36.5% | 5 | 40% | 2.3 |
|
| 1792 |
1792
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $765M | +$39.6M | +5% | 11.8% | 88.9% | 190 | 81.05% | 0.2 |
|
| 1793 |
1793
Levin Capital Strategies
New York
| $764M | +$36.4M | +5% | 7.43% | 91.9% | 296 | 44.59% | 2.5 |
|
| 1794 |
1794
Southernsun Asset Management
Memphis,
Tennessee
| $764M | +$22.8M | +3% | 9.03% | 54.7% | 39 | 5.13% | 4.2 |
|
| 1795 |
1795
Webster Bank
Waterbury,
Connecticut
| $762M | +$56.5M | +8% | 8.47% | 77.5% | 536 | 5.41% | 3.8 |
|
| 1796 |
1796
Cipher Capital
New York
| $760M | +$128M | +20% | 8.25% | – | 699 | 69.96% | 0.3 |
|
| 1797 |
1797
Oracle Investment Management
Greenwich,
Connecticut
| $759M | -$29.3M | -4% | 1.13% | 865% | 21 | 14.29% | 3.6 |
|
| 1798 |
1798
Tree Line Advisors
Central,
Hong Kong
| $758M | +$189M | +33% | 29.7% | 670% | 7 | 14.29% | 1.2 |
|
| 1799 |
1799
MCF Advisors
Covington,
Kentucky
| $757M | +$40.1M | +6% | 6.15% | 55.2% | 524 | 16.6% | 3.8 |
|
| 1800 |
1800
Regal Partners
Sydney, NSW,
Australia
| $757M | -$94.7M | -11% | 20.8% | 146% | 11 | 54.55% | 2.8 |
|