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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Thomas White International
Chicago,
Illinois
| $449M | -$149M | -25% | 13.9% | 34.9% | 307 | 26.06% | 2.2 |
|
| 2102 |
2102
Segment Wealth Management
Houston,
Texas
| $449M | -$143M | -24% | 18.9% | 108% | 238 | 25.21% | 3.4 |
|
| 2103 |
2103
Resources Management Corp
West Hartford,
Connecticut
| $448M | -$129M | -22% | 19% | 93.2% | 525 | 12.57% | 1.2 |
|
| 2104 |
2104
J.M. Forbes & Co
Boston,
Massachusetts
| $448M | -$163M | -27% | 13% | 112% | 112 | 23.21% | 4.8 |
|
| 2105 |
2105
IFG Advisory
Atlanta,
Georgia
| $448M | -$100M | -18% | 17.4% | 76.3% | 426 | 20.66% | 1.5 |
|
| 2106 |
2106
Fort LP
Chevy Chase,
Maryland
| $446M | -$120M | -21% | 17.1% | 56.8% | 475 | 29.89% | 1.3 |
|
| 2107 |
2107
Tygh Capital Management
Portland,
Oregon
| $446M | -$159M | -26% | 18.8% | 251% | 90 | 35.56% | 1.3 |
|
| 2108 |
2108
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $445M | -$167M | -27% | 21.3% | 36.9% | 204 | 4.9% | 3 |
|
| 2109 |
2109
Pekin Hardy Strauss
Chicago,
Illinois
| $445M | -$164M | -27% | 20.3% | 105% | 240 | 25.83% | 3.8 |
|
| 2110 |
2110
TrustCore Financial Services
Brentwood,
Tennessee
| $444M | -$84.7M | -16% | 20.1% | 28.3% | 1,010 | 18.32% | 1.3 |
|
| 2111 |
2111
Mount Yale Investment Advisors
Denver,
Colorado
| $444M | -$132M | -23% | 19.8% | 92.1% | 343 | 22.16% | 1.5 |
|
| 2112 |
2112
Donoghue Forlines
Boston,
Massachusetts
| $444M | -$201M | -31% | 3.7% | 229% | 157 | 66.24% | 0.6 |
|
| 2113 |
VCM
2113
Vivaldi Capital Management
Chicago,
Illinois
| $443M | +$29.7M | +7% | 12.7% | 69.2% | 255 | 34.9% | 1.4 |
|
| 2114 |
OH
2114
Overlook Holdings
Tortola,
British Virgin Islands
| $443M | +$12.3M | +3% | 0.13% | – | 3 | 33.33% | 3.8 |
|
| 2115 |
2115
Taikang Asset Management (HK)
Hong Kong
| $443M | +$43.6M | +11% | 7.52% | 166% | 84 | 16.67% | 1.4 |
|
| 2116 |
2116
Kora Management
Brooklyn,
New York
| $442M | -$26M | -6% | 0.64% | 307% | 9 | 33.33% | 1.8 |
|
| 2117 |
2117
Abner Herrman & Brock
Jersey City,
New Jersey
| $442M | -$230M | -34% | 17.1% | 156% | 134 | 21.64% | 3.8 |
|
| 2118 |
2118
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $440M | -$154M | -26% | 15.3% | 73.7% | 146 | 29.45% | 2.6 |
|
| 2119 |
2119
Kemper
Chicago,
Illinois
| $440M | -$176M | -29% | 21.2% | 28.6% | 54 | 14.81% | 2.1 |
|
| 2120 |
2120
SKBA Capital Management
San Francisco,
California
| $440M | -$193M | -31% | 27.9% | 55.7% | 80 | 23.75% | 3 |
|
| 2121 |
2121
Matrix Asset Advisors
White Plains,
New York
| $439M | -$173M | -28% | 20.5% | 84.9% | 79 | 15.19% | 4.3 |
|
| 2122 |
AH
2122
Aviva Holdings
New Providence,
Bahamas
| $439M | -$174M | -28% | 29.9% | 36.5% | 5 | 0% | 2 |
|
| 2123 |
2123
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $437M | -$152M | -26% | 17% | 127% | 541 | 11.28% | 3.8 |
|
| 2124 |
2124
Ion Asset Management
Herzliya,
Israel
| $437M | -$100M | -19% | 17.1% | 125% | 29 | 51.72% | 0.8 |
|
| 2125 |
2125
KG Funds Management
New York
| $436M | -$270M | -38% | 21.8% | 45.8% | 11 | 36.36% | 2 |
|