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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
Edgemoor Investment Advisors
Bethesda,
Maryland
| $998M | +$105M | +12% | 11.9% | 117% | 135 | 4.44% | 4.3 |
|
| 1802 |
1802
Morningstar Investment Management
Chicago,
Illinois
| $997M | +$107M | +12% | 5.8% | 57.4% | 28 | 0% | 1.5 |
|
| 1803 |
1803
Wealthcare Capital Management
Richmond,
Virginia
| $996M | +$36M | +4% | 1.61% | 46.2% | 769 | 91.94% | 0.4 |
|
| 1804 |
1804
Meag Munich Ergo
Munich,
Germany
| $995M | +$560M | +129% | 7.73% | 82.8% | 328 | 43.9% | 1.9 |
|
| 1805 |
1805
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $995M | -$88.1M | -8% | 4.07% | 86% | 81 | 28.4% | 1.7 |
|
| 1806 |
1806
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $994M | +$41.8M | +4% | 5.23% | 60.7% | 194 | 8.76% | 0.2 |
|
| 1807 |
1807
Mangrove Partners
Greenwich,
Connecticut
| $991M | +$260M | +36% | 5.96% | 185% | 398 | 97.24% | 0 |
|
| 1808 |
1808
Courier Capital
Buffalo,
New York
| $990M | +$68.5M | +7% | 6.87% | 70.8% | 319 | 8.46% | 4.5 |
|
| 1809 |
1809
Alexandria Capital
Arlington,
Virginia
| $990M | +$45.4M | +5% | 4.95% | 66.8% | 265 | 8.3% | 4.1 |
|
| 1810 |
1810
Delta Asset Management
Memphis,
Tennessee
| $987M | +$82.9M | +9% | 8.09% | 53.8% | 627 | 11.48% | 4.7 |
|
| 1811 |
1811
HoyleCohen
San Diego,
California
| $984M | +$117M | +14% | 5.88% | 46.1% | 268 | 17.16% | 1.9 |
|
| 1812 |
1812
Almanack Investment Partners
Wayne,
Pennsylvania
| $983M | +$109M | +12% | 3.57% | 82.2% | 487 | 28.54% | 0.9 |
|
| 1813 |
1813
Shay Capital
New York
| $982M | +$524M | +114% | 23.8% | 166% | 605 | 75.54% | 0.1 |
|
| 1814 |
1814
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $982M | +$64.5M | +7% | 5.05% | 80.6% | 129 | 11.63% | 3.3 |
|
| 1815 |
1815
Perigon Wealth Management
San Francisco,
California
| $980M | +$120M | +14% | 4.68% | 104% | 1,110 | 60% | 1.9 |
|
| 1816 |
GPCM
1816
Greenbrier Partners Capital Management
Dallas,
Texas
| $980M | +$33.8M | +4% | 4.78% | 119% | 16 | 6.25% | 6.1 |
|
| 1817 |
1817
Atlantic Union Bankshares
Glen Allen,
Virginia
| $979M | +$16.3M | +2% | 5.87% | 78.9% | 288 | 15.63% | 2.8 |
|
| 1818 |
1818
Kora Management
Brooklyn,
New York
| $979M | -$11.1M | -1% | 7.93% | 307% | 3 | 0% | 3.7 |
|
| 1819 |
KCM
1819
Kingdon Capital Management
New York
| $979M | +$54.4M | +6% | 7.48% | 217% | 82 | 56.1% | 0.8 |
|
| 1820 |
1820
Chai Trust Company
Chicago,
Illinois
| $979M | +$54.2M | +6% | 3.84% | 12.7% | 34 | 32.35% | 2.4 |
|
| 1821 |
1821
Acropolis Investment Management
St. Louis,
Missouri
| $979M | +$69.6M | +8% | 5.68% | 51% | 221 | 5.43% | 4 |
|
| 1822 |
1822
Blueshift Asset Management
Red Bank,
New Jersey
| $978M | +$134M | +16% | 10.3% | 38.8% | 1,168 | 72.69% | 0.2 |
|
| 1823 |
1823
Rehmann Capital Advisory Group
Lansing,
Michigan
| $978M | +$92.2M | +10% | 4.61% | 64.6% | 535 | 14.77% | 2.2 |
|
| 1824 |
1824
Origin Asset Management
London,
United Kingdom
| $978M | -$78.6M | -7% | 4.72% | 59.3% | 117 | 20.51% | 1.4 |
|
| 1825 |
1825
Tokio Marine Asset Management
Tokyo,
Japan
| $977M | +$60M | +7% | 4.72% | 142% | 411 | 23.11% | 2.4 |
|