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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
ACG Wealth
Atlanta,
Georgia
| $537M | -$135M | -20% | 16.1% | 45.5% | 345 | 23.77% | 3.3 |
|
| 1852 |
1852
LBMC Investment Advisors
Brentwood,
Tennessee
| $537M | -$172M | -24% | 24.7% | 52.8% | 108 | 19.44% | 4.2 |
|
| 1853 |
1853
Provident Investment Management
Novi,
Michigan
| $536M | -$188M | -26% | 20% | 90.8% | 59 | 33.9% | 3.7 |
|
| 1854 |
1854
Fiduciary Trust International
Lincoln,
Massachusetts
| $536M | -$86.5M | -14% | 15% | 36.8% | 157 | 19.11% | 2.2 |
|
| 1855 |
1855
Lenox Wealth Advisors
New York
| $536M | -$107M | -17% | 21.3% | 35.7% | 1,004 | 35.96% | 1.2 |
|
| 1856 |
1856
Vicus Capital
State College,
Pennsylvania
| $536M | -$124M | -19% | 16.1% | 67% | 214 | 19.16% | 3.6 |
|
| 1857 |
1857
Gratus Capital
Atlanta,
Georgia
| $536M | -$122M | -19% | 16% | 51.4% | 216 | 33.33% | 2.9 |
|
| 1858 |
1858
Central Securities
New York
| $535M | -$165M | -24% | 20.6% | 101% | 33 | 9.09% | 4.8 |
|
| 1859 |
1859
Cortland Associates
St Louis,
Missouri
| $533M | -$174M | -25% | 11.9% | 58.4% | 61 | 24.59% | 4.3 |
|
| 1860 |
1860
Horan Capital Management
Hunt Valley,
Maryland
| $533M | -$76.5M | -13% | 15% | 69.2% | 54 | 27.78% | 2.5 |
|
| 1861 |
1861
Glynn Capital Management
Menlo Park,
California
| $533M | -$40M | -7% | 2.43% | 252% | 45 | 8.89% | 4 |
|
| 1862 |
1862
RFG Advisory
Birmingham,
Alabama
| $533M | -$55.1M | -9% | 15.3% | 57% | 417 | 28.06% | 1.5 |
|
| 1863 |
1863
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $532M | -$953M | -64% | 12% | 179% | 232 | 56.47% | 1.1 |
|
| 1864 |
1864
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $532M | -$69.3M | -12% | 11.3% | 146% | 36 | 5.56% | 4.5 |
|
| 1865 |
1865
Strategic Vision Investment
Hong Kong
| $532M | +$410M | +336% | 39.8% | 95.6% | 17 | 47.06% | 0.4 |
|
| 1866 |
1866
Visionary Wealth Advisors
O'fallon,
Illinois
| $531M | -$28.3M | -5% | 16% | 75.4% | 232 | 25.86% | 0.2 |
|
| 1867 |
1867
Bramshill Investments
Naples,
Florida
| $530M | +$51.3M | +11% | 20% | 3.6% | 171 | 53.22% | 0.8 |
|
| 1868 |
1868
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $530M | -$199M | -27% | 19.1% | 67% | 71 | 8.45% | 3 |
|
| 1869 |
1869
Clarius Group LLC
Seattle,
Washington
| $530M | -$101M | -16% | 16.7% | 92.1% | 312 | 23.08% | 1.5 |
|
| 1870 |
FVP
1870
Firefly Value Partners
Newtown,
Pennsylvania
| $530M | -$183M | -26% | 34.8% | 25.7% | 20 | 30% | 2.5 |
|
| 1871 |
1871
L & S Advisors
Los Angeles,
California
| $530M | -$252M | -32% | 9.79% | 231% | 326 | 29.45% | 1.8 |
|
| 1872 |
1872
Meiji Yasuda Asset Management
Tokyo,
Japan
| $530M | -$662M | -56% | 15.6% | 108% | 502 | 40.44% | 5 |
|
| 1873 |
1873
Wellington Shields Capital Management
New York
| $530M | -$121M | -19% | 14.6% | 157% | 275 | 19.64% | 4.2 |
|
| 1874 |
1874
Nexpoint Asset Management
Dallas,
Texas
| $530M | -$788M | -60% | 31% | 253% | 335 | 54.63% | 0.3 |
|
| 1875 |
1875
Dubuque Bank & Trust
Dubuque,
Iowa
| $530M | -$126M | -19% | 19.6% | 24% | 217 | 20.28% | 3.5 |
|