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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
Edgemoor Investment Advisors
Bethesda,
Maryland
| $892M | +$83.5M | +10% | 11.2% | 117% | 139 | 15.11% | 4.2 |
|
| 1827 |
1827
James Hambro & Partners
London,
United Kingdom
| $892M | +$183M | +26% | 12% | 97% | 100 | 48% | 1 |
|
| 1828 |
1828
Visionary Wealth Advisors
O'fallon,
Illinois
| $892M | +$182M | +26% | 12.4% | 75.4% | 305 | 22.62% | 0.6 |
|
| 1829 |
1829
Howard Capital Management (New York)
New York
| $891M | +$100M | +13% | 13% | 76.8% | 97 | 9.28% | 4.6 |
|
| 1830 |
1830
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $891M | +$147M | +20% | 14.5% | 74.8% | 614 | 16.12% | 0.9 |
|
| 1831 |
1831
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $890M | – | – | 12.3% | 88.1% | 161 | – | 0 |
|
| 1832 |
1832
Broad Bay Capital Management
New York
| $890M | +$203M | +30% | 23.7% | 338% | 18 | 27.78% | 1.3 |
|
| 1833 |
1833
Morningstar Investment Management
Chicago,
Illinois
| $890M | +$86.4M | +11% | 13.3% | 57.4% | 28 | 0% | 1.3 |
|
| 1834 |
1834
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $887M | -$64.2M | -7% | 18.5% | 135% | 374 | 71.12% | 1.9 |
|
| 1835 |
1835
Rehmann Capital Advisory Group
Lansing,
Michigan
| $886M | +$97.3M | +12% | 11.8% | 71.8% | 502 | 19.32% | 2.2 |
|
| 1836 |
1836
Abrams Bison Investments
Bethesda,
Maryland
| $886M | +$85.7M | +11% | 21.7% | 170% | 11 | 9.09% | 1.8 |
|
| 1837 |
1837
Regal Investment Advisors
Kentwood,
Michigan
| $885M | +$800M | +945% | 12.2% | 64.7% | 468 | 94.02% | 0.4 |
|
| 1838 |
1838
CCMP Capital
New York
| $884M | +$248M | +39% | 39% | 12.3% | 1 | 0% | 3.3 |
|
| 1839 |
1839
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $883M | +$99.2M | +13% | 11.2% | – | 183 | 9.29% | 5.1 |
|
| 1840 |
1840
First Mercantile Trust
Cordova,
Tennessee
| $882M | +$52.7M | +6% | 15.7% | 51.2% | 903 | 12.29% | 2.5 |
|
| 1841 |
1841
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $882M | +$160M | +22% | 14% | 115% | 482 | 7.68% | 5 |
|
| 1842 |
1842
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $881M | +$101M | +13% | 11.9% | 116% | 123 | 8.13% | 4.1 |
|
| 1843 |
1843
Raine Capital
New York
| $880M | -$481M | -35% | 16.9% | 119% | 13 | 15.38% | 2 |
|
| 1844 |
1844
FAS Wealth Partners
Leawood,
Kansas
| $879M | +$147M | +20% | 14.6% | 72.3% | 351 | 11.97% | 2.8 |
|
| 1845 |
1845
Baystate Wealth Management
Boston,
Massachusetts
| $878M | +$40.7M | +5% | 11.3% | 14.6% | 805 | 18.88% | 2.8 |
|
| 1846 |
1846
Caprock Group
Boise,
Idaho
| $877M | +$146M | +20% | 14.9% | – | 498 | 20.28% | 2.1 |
|
| 1847 |
1847
NWAM LLC
Mercer Island,
Washington
| $876M | +$270M | +45% | 13% | 126% | 467 | 49.89% | 2.1 |
|
| 1848 |
1848
Ledyard National Bank
| $876M | +$84.7M | +11% | 11.9% | 80.7% | 231 | 5.63% | 5.2 |
|
| 1849 |
1849
Ion Asset Management
Herzliya,
Israel
| $875M | +$204M | +30% | 23.4% | 125% | 40 | 50% | 0.8 |
|
| 1850 |
1850
Almanack Investment Partners
Wayne,
Pennsylvania
| $875M | +$62M | +8% | 9.7% | 82.2% | 478 | 40.38% | 0.8 |
|