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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
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $728M | +$109M | +18% | 4.11% | 10.7% | 17 | 17.65% | 1.1 |
|
| 1852 |
1852
L & S Advisors
Los Angeles,
California
| $727M | +$56.7M | +8% | 15% | 231% | 349 | 30.95% | 1.7 |
|
| 1853 |
1853
American Financial Group
Cincinnati,
Ohio
| $726M | -$19.8M | -3% | 2.71% | 32.5% | 124 | 10.48% | 3.6 |
|
| 1854 |
1854
SFMG Wealth Advisors
Plano,
Texas
| $725M | +$23.2M | +3% | 5.58% | 76.1% | 192 | 16.67% | 2.5 |
|
| 1855 |
1855
Elite Wealth Management
Kirkland,
Washington
| $724M | +$384M | +113% | 11.4% | 182% | 50 | 32% | 2.3 |
|
| 1856 |
CAM
1856
Coltrane Asset Management
New York
| $724M | +$583M | +412% | 6.87% | 50.3% | 7 | 85.71% | 0.1 |
|
| 1857 |
1857
Executive Wealth Management
Brighton,
Michigan
| $723M | +$57.4M | +9% | 7.52% | 18.4% | 156 | 17.95% | 1.1 |
|
| 1858 |
1858
Centaurus Financial
Anaheim,
California
| $722M | +$45.8M | +7% | 7.34% | 83.5% | 718 | 24.51% | 1.4 |
|
| 1859 |
1859
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $722M | +$54M | +8% | 9.62% | 70% | 58 | 5.17% | 4.8 |
|
| 1860 |
1860
Krilogy Financial
St. Louis,
Missouri
| $721M | +$68.4M | +10% | 6.61% | 79% | 244 | 13.52% | 2.4 |
|
| 1861 |
1861
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $721M | +$101M | +16% | 10.1% | 115% | 453 | 6.18% | 5.1 |
|
| 1862 |
KAS
1862
Kemnay Advisory Services
New York
| $721M | +$45M | +7% | 12.1% | 167% | 106 | 46.23% | 2.4 |
|
| 1863 |
1863
LBMC Investment Advisors
Brentwood,
Tennessee
| $721M | +$86.1M | +14% | 6.05% | 52.8% | 121 | 17.36% | 3.5 |
|
| 1864 |
1864
St. James Investment Company
Southlake,
Texas
| $720M | +$66.7M | +10% | 6.59% | 43.8% | 34 | 8.82% | 1.6 |
|
| 1865 |
1865
CreativeOne Wealth
Overland Park,
Kansas
| $720M | +$76.8M | +12% | 4.68% | 67.6% | 284 | 21.13% | 1 |
|
| 1866 |
1866
Portfolio Solutions
Royal Oak,
Michigan
| $720M | +$19.5M | +3% | 6.18% | 11.6% | 53 | 9.43% | 2.5 |
|
| 1867 |
1867
Third Avenue Management
New York
| $719M | +$5.84M | +0.8% | 9.15% | 113% | 67 | 7.46% | 3.3 |
|
| 1868 |
1868
Regents of the University of California
Oakland,
California
| $719M | +$6.6M | +0.9% | 1.1% | 76.6% | 35 | 28.57% | 3.7 |
|
| 1869 |
1869
Antara Capital
New York
| $719M | -$180M | -20% | 7.57% | 39.8% | 99 | 68.69% | 0.3 |
|
| 1870 |
1870
BTC Capital Management
Des Moines,
Iowa
| $717M | +$62.8M | +10% | 8.68% | – | 203 | 14.29% | 2.6 |
|
| 1871 |
1871
Bramshill Investments
Naples,
Florida
| $715M | +$82.3M | +13% | 3.73% | 3.6% | 144 | 31.94% | 1.1 |
|
| 1872 |
1872
Perigon Wealth Management
San Francisco,
California
| $715M | +$84.6M | +13% | 12% | 104% | 401 | 14.21% | 2 |
|
| 1873 |
1873
Eagle Ridge Investment Management
Stamford,
Connecticut
| $715M | +$54.7M | +8% | 6.15% | 28.2% | 146 | 18.49% | 3.4 |
|
| 1874 |
MAM
1874
Mastrapasqua Asset Management
Nashville,
Tennessee
| $715M | +$65.1M | +10% | 11.7% | 54.9% | 150 | 12.67% | 3.1 |
|
| 1875 |
1875
Connors Investor Services
Wyomissing,
Pennsylvania
| $714M | +$40.6M | +6% | 9.34% | 125% | 148 | 11.49% | 4 |
|