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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Klingman & Associates
New York
| $743M | +$89.2M | +14% | 6.17% | 64.9% | 146 | 18.49% | 2.9 |
|
| 1827 |
1827
TCV Trust & Wealth Management
Richmond,
Virginia
| $743M | +$37.8M | +5% | 5.8% | 75.3% | 179 | 4.47% | 5 |
|
| 1828 |
1828
Nachman Norwood & Parrott
Greenville,
South Carolina
| $743M | +$139M | +23% | 6.4% | – | 1,195 | 80.08% | 0.3 |
|
| 1829 |
SCM
1829
Somerset Capital Management
London,
United Kingdom
| $742M | +$10.4M | +1% | 24% | 7.5% | 17 | 5.88% | 3.7 |
|
| 1830 |
1830
ATP Life Science Ventures
New York
| $742M | +$215M | +41% | 36.4% | – | 2 | 0% | 0.8 |
|
| 1831 |
1831
Flagship Harbor Advisors
Boston,
Massachusetts
| $741M | +$59.4M | +9% | 10.4% | 75.7% | 2,270 | 16.04% | 2 |
|
| 1832 |
1832
Blackhill Capital
Morristown,
New Jersey
| $740M | +$60.1M | +9% | 9.95% | 212% | 57 | 1.75% | 5.9 |
|
| 1833 |
1833
Evensky & Katz
Coral Gables,
Florida
| $738M | +$45M | +6% | 6.95% | 61.1% | 89 | 11.24% | 3.6 |
|
| 1834 |
1834
Odey Asset Management Group
London,
United Kingdom
| $738M | +$156M | +27% | 8.24% | 259% | 113 | 44.25% | 1.5 |
|
| 1835 |
1835
Blueshift Asset Management
Red Bank,
New Jersey
| $735M | +$119M | +19% | 9.2% | 38.8% | 835 | 70.42% | 0.1 |
|
| 1836 |
1836
Provident Investment Management
Novi,
Michigan
| $734M | +$47.9M | +7% | 9.03% | 90.8% | 51 | 19.61% | 3.7 |
|
| 1837 |
1837
One Capital Management
Westlake Village,
California
| $734M | +$36.8M | +5% | 5.68% | 50.5% | 181 | 16.57% | 4.3 |
|
| 1838 |
1838
Front Barnett Associates
Chicago,
Illinois
| $734M | +$87M | +13% | 14.9% | 40.5% | 112 | 5.36% | 5.9 |
|
| 1839 |
1839
Kayak Investment Partners
San Francisco,
California
| $732M | +$493M | +207% | 19.5% | 27% | 31 | 38.71% | 0.8 |
|
| 1840 |
1840
FAS Wealth Partners
Leawood,
Kansas
| $732M | +$53.4M | +8% | 6.35% | 72.3% | 333 | 9.61% | 2.7 |
|
| 1841 |
1841
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $732M | -$88.6M | -11% | 3.64% | 380% | 2 | 0% | 3.6 |
|
| 1842 |
1842
Baldwin Wealth Partners
Marion,
Massachusetts
| $731M | +$49.4M | +7% | 9.31% | 94.5% | 563 | 7.99% | 3.4 |
|
| 1843 |
1843
Caprock Group
Boise,
Idaho
| $731M | +$65.1M | +10% | 10.2% | – | 468 | 22.44% | 2.3 |
|
| 1844 |
1844
Csenge Advisory Group
Clearwater,
Florida
| $730M | +$33.2M | +5% | 7.4% | 72.3% | 446 | 28.92% | 1 |
|
| 1845 |
1845
Leuthold Group
Minneapolis,
Minnesota
| $729M | +$57.9M | +9% | 10.2% | 138% | 186 | 28.49% | 1.4 |
|
| 1846 |
AA
1846
Ancient Art
Austin,
Texas
| $729M | +$184M | +34% | 28.3% | 168% | 23 | 30.43% | 1.5 |
|
| 1847 |
1847
Mirabella Financial Services
London,
United Kingdom
| $729M | +$313M | +75% | 7.19% | 86.2% | 447 | 84.79% | 0.1 |
|
| 1848 |
1848
Stephens Group Asset Management
Little Rock,
Arkansas
| $728M | +$68.6M | +10% | 6.39% | 51.4% | 24 | 0% | 1.7 |
|
| 1849 |
1849
First Financial Bank - Trust Division
Hamilton,
Ohio
| $728M | +$46.6M | +7% | 7.87% | 68.6% | 182 | 7.14% | 5.1 |
|
| 1850 |
1850
Wintrust Investments
Chicago,
Illinois
| $728M | +$12.7M | +2% | 6.89% | 27.5% | 377 | 15.12% | 2.3 |
|