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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
Money Design
Tokyo,
Japan
| $874M | +$40.2M | +5% | 9.23% | 26.4% | 56 | 14.29% | 2 |
|
| 1852 |
1852
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $874M | +$105M | +14% | 12.4% | 101% | 141 | 17.02% | 4.5 |
|
| 1853 |
1853
Bainco International Investors
Boston,
Massachusetts
| $873M | +$85.8M | +11% | 10.3% | 69.4% | 222 | 64.41% | 1.4 |
|
| 1854 |
1854
Southernsun Asset Management
Memphis,
Tennessee
| $872M | +$109M | +14% | 31.3% | 54.6% | 41 | 9.76% | 4.2 |
|
| 1855 |
1855
Hilton Capital Management
Garden City,
New York
| $872M | +$39M | +5% | 11.2% | 59.4% | 135 | 48.15% | 1.3 |
|
| 1856 |
1856
YCG LLC
Austin,
Texas
| $870M | +$100M | +13% | 14.8% | 29.4% | 47 | 14.89% | 4.2 |
|
| 1857 |
1857
L. Roy Papp & Associates
Phoenix,
Arizona
| $868M | +$90M | +12% | 12.6% | 80.1% | 180 | 8.33% | 4.3 |
|
| 1858 |
1858
AIA Group
Hong Kong
| $868M | +$841M | +3,108% | 44.4% | 97.8% | 191 | 95.81% | 0.1 |
|
| 1859 |
1859
Monarch Alternative Capital
New York
| $867M | +$280M | +48% | 29.1% | 497% | 12 | 50% | 0.5 |
|
| 1860 |
1860
HoyleCohen
San Diego,
California
| $867M | +$187M | +27% | 15.9% | 46.1% | 232 | 15.52% | 2 |
|
| 1861 |
1861
Klingman & Associates
New York
| $866M | +$123M | +17% | 12.5% | 64.9% | 154 | 11.04% | 2.9 |
|
| 1862 |
1862
ProVise Management Group
Clearwater,
Florida
| $866M | +$119M | +16% | 12.8% | 74.6% | 351 | 21.37% | 3.8 |
|
| 1863 |
1863
Wellesley Asset Management
Portsmouth,
New Hampshire
| $864M | -$37.5M | -4% | 0% | 0% | 34 | 0% | 1.2 |
|
| 1864 |
1864
L & S Advisors
Los Angeles,
California
| $863M | +$136M | +19% | 18.3% | 231% | 374 | 31.28% | 1.6 |
|
| 1865 |
1865
No Street GP LP
San Francisco,
California
| $862M | +$15.7M | +2% | 40% | 246% | 55 | 61.82% | 0.3 |
|
| 1866 |
1866
Silver Point Capital
Greenwich,
Connecticut
| $862M | +$41.8M | +5% | 13.5% | 108% | 13 | 30.77% | 0.9 |
|
| 1867 |
1867
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $861M | +$111M | +15% | 14.5% | 98.1% | 498 | 15.46% | 3.2 |
|
| 1868 |
1868
New Mountain Vantage Advisers
New York
| $861M | -$1.06B | -55% | 24.8% | 2.05% | 26 | 65.38% | 2.4 |
|
| 1869 |
1869
Perigon Wealth Management
San Francisco,
California
| $861M | +$145M | +20% | 13.9% | 104% | 1,079 | 65.71% | 0.8 |
|
| 1870 |
1870
Stephens Group Asset Management
Little Rock,
Arkansas
| $857M | +$129M | +18% | 17.1% | 51.4% | 24 | 0% | 1.9 |
|
| 1871 |
1871
WealthSource Partners
San Luis Obispo,
California
| $857M | +$108M | +14% | 10.3% | 16.8% | 412 | 18.93% | 1.9 |
|
| 1872 |
1872
Bank of the West
Monterey Park,
California
| $857M | +$112M | +15% | 13.5% | 35.4% | 221 | 12.22% | 5 |
|
| 1873 |
1873
Nachman Norwood & Parrott
Greenville,
South Carolina
| $856M | +$113M | +15% | 12.7% | – | 1,195 | 77.57% | 1.6 |
|
| 1874 |
RCM
1874
Ratan Capital Management
Miami Beach,
Florida
| $856M | +$178M | +26% | 20% | 616% | 140 | 44.29% | 0.4 |
|
| 1875 |
1875
1900 Wealth Management
San Antonio,
Texas
| $856M | – | – | 9.95% | 61% | 139 | – | 0 |
|