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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $560M | -$16.9M | -3% | 19.9% | 58% | 285 | 22.46% | 2.5 |
|
| 1802 |
1802
Sand Grove Capital Management
London,
United Kingdom
| $559M | +$237M | +73% | 14.3% | 410% | 21 | 76.19% | 0.1 |
|
| 1803 |
1803
Heritage Wealth Advisors
Richmond,
Virginia
| $558M | -$199M | -26% | 21% | 70.6% | 747 | 44.71% | 1.8 |
|
| 1804 |
1804
American Financial Advisors
Marietta,
Georgia
| $558M | -$12.4M | -2% | 17.6% | 52.7% | 108 | 22.22% | 1 |
|
| 1805 |
ALAM
1805
Asahi Life Asset Management
Tokyo,
Japan
| $557M | -$121M | -18% | 20% | 133% | 262 | 57.25% | 0.6 |
|
| 1806 |
1806
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $557M | -$85.7M | -13% | 21.1% | 98.1% | 64 | 82.81% | 0.3 |
|
| 1807 |
GPCM
1807
Greenbrier Partners Capital Management
Dallas,
Texas
| $556M | -$97.2M | -15% | 13.9% | 119% | 15 | 0% | 5.5 |
|
| 1808 |
1808
E-L Financial Corp
Toronto,
Ontario, Canada
| $556M | -$211M | -28% | 19.9% | 78.5% | 2 | 50% | 3.3 |
|
| 1809 |
1809
Leuthold Group
Minneapolis,
Minnesota
| $555M | -$213M | -28% | 14% | 138% | 185 | 30.81% | 1.4 |
|
| 1810 |
1810
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $555M | -$126M | -19% | 18% | 92.2% | 122 | 12.3% | 3 |
|
| 1811 |
1811
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $554M | -$120M | -18% | 24.1% | 81% | 45 | 28.89% | 2.6 |
|
| 1812 |
1812
Coastline Trust
Providence,
Rhode Island
| $554M | -$168M | -23% | 16.8% | 106% | 327 | 9.17% | 4.8 |
|
| 1813 |
1813
Hilton Capital Management
Garden City,
New York
| $553M | -$274M | -33% | 5.53% | 59.4% | 125 | 61.6% | 2.4 |
|
| 1814 |
NAM
1814
North American Management
Boston,
Massachusetts
| $552M | -$127M | -19% | 17.4% | 61.7% | 120 | 11.67% | 4.6 |
|
| 1815 |
1815
Bracebridge Capital LLC
Boston,
Massachusetts
| $552M | -$688M | -56% | 12.4% | 156% | 17 | 35.29% | 0.2 |
|
| 1816 |
1816
Baskin Financial Services
Toronto,
Ontario, Canada
| $551M | -$130M | -19% | 14.5% | 69.1% | 48 | 20.83% | 3.7 |
|
| 1817 |
1817
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $551M | -$109M | -16% | 24.6% | 50.4% | 13 | 15.38% | 5 |
|
| 1818 |
1818
Capital International Sarl
Los Angeles,
California
| $549M | -$95.2M | -15% | 17% | 162% | 241 | 31.95% | 1.9 |
|
| 1819 |
1819
Berkshire Partners
Boston,
Massachusetts
| $549M | -$15.8M | -3% | 34.1% | 77.1% | 2 | 0% | 4.8 |
|
| 1820 |
1820
Palisade Asset Management
Minneapolis,
Minnesota
| $549M | -$135M | -20% | 17.9% | 72.9% | 182 | 12.64% | 4.8 |
|
| 1821 |
1821
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $548M | -$1.35B | -71% | 17.1% | 31.5% | 13 | 53.85% | 1.7 |
|
| 1822 |
1822
Dynamic Advisor Solutions
Phoenix,
Arizona
| $548M | -$185M | -25% | 13.9% | 70.9% | 620 | 29.68% | 2.1 |
|
| 1823 |
1823
L. Roy Papp & Associates
Phoenix,
Arizona
| $548M | -$147M | -21% | 17.2% | 80.1% | 178 | 15.17% | 4.4 |
|
| 1824 |
1824
First Midwest Bank Trust Division
Joliet,
Illinois
| $548M | -$190M | -26% | 20% | 107% | 394 | 23.86% | 4.2 |
|
| 1825 |
1825
Redwood Capital Management
New York
| $547M | -$182M | -25% | 35.3% | 313% | 62 | 35.48% | 2.2 |
|