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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
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $722M | +$253M | +54% | 22.9% | 102% | 192 | 40.1% | 1.5 |
|
| 2102 |
2102
Colonial Trust Advisors
Spartanburg,
South Carolina
| $721M | +$84.3M | +13% | 12.1% | 90.7% | 169 | 11.83% | 4.2 |
|
| 2103 |
2103
Chiron Investment Management
New York
| $720M | +$182M | +34% | 29.3% | 104% | 121 | 58.68% | 0.3 |
|
| 2104 |
2104
Sapience Investments
Newport Beach,
California
| $719M | +$156M | +28% | 42.9% | 54.9% | 92 | 7.61% | 2.1 |
|
| 2105 |
2105
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $719M | +$132M | +23% | 11.3% | 74.5% | 118 | 1.69% | 0.2 |
|
| 2106 |
2106
RKL Wealth Management
Lancaster,
Pennsylvania
| $717M | +$89M | +14% | 13.5% | 76.8% | 127 | 10.24% | 3.7 |
|
| 2107 |
2107
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $717M | -$48M | -6% | 22.9% | 88.9% | 169 | 75.74% | 0.4 |
|
| 2108 |
2108
MUFG Securities (Canada)
New York
| $716M | – | – | 14.4% | 112% | 44 | – | 0 |
|
| 2109 |
2109
Ionic Capital Management
New York
| $716M | -$480M | -40% | 91.9% | 163% | 347 | 72.91% | 0.3 |
|
| 2110 |
2110
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $716M | +$37.7M | +6% | 10.5% | 146% | 36 | 0% | 4.8 |
|
| 2111 |
2111
Cevian Capital II
St. Helier,
Jersey
| $715M | +$167M | +30% | 30.8% | 105% | 2 | 0% | 2.5 |
|
| 2112 |
2112
Hilltop Holdings
Dallas,
Texas
| $715M | +$125M | +21% | 13.4% | 96.7% | 526 | 27.57% | 2.4 |
|
| 2113 |
2113
NewSquare Capital
Newtown Square,
Pennsylvania
| $714M | +$91.7M | +15% | 11.4% | 82.5% | 403 | 28.04% | 2.5 |
|
| 2114 |
2114
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $713M | +$235M | +49% | 16.7% | 65.1% | 49 | 18.37% | 2 |
|
| 2115 |
2115
Nicolet Advisory Services
Green Bay,
Wisconsin
| $713M | +$69.7M | +11% | 10.4% | 62.7% | 194 | 15.98% | 1.4 |
|
| 2116 |
2116
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $713M | +$104M | +17% | 10.7% | 34% | 100 | 15% | 4.5 |
|
| 2117 |
2117
Third Avenue Management
New York
| $713M | -$6.73M | -0.9% | 21.6% | 106% | 67 | 8.96% | 3.5 |
|
| 2118 |
2118
Mount Yale Investment Advisors
Denver,
Colorado
| $713M | +$10.5M | +2% | 16.4% | 92.1% | 431 | 26.91% | 1.3 |
|
| 2119 |
2119
Teton Advisors
Rye,
New York
| $712M | +$130M | +22% | 33.3% | 136% | 400 | 6.75% | 4.7 |
|
| 2120 |
2120
Summit Financial
Parsippany,
New Jersey
| $711M | +$107M | +18% | 14.8% | 91.9% | 53 | 37.74% | 0.9 |
|
| 2121 |
2121
SeaCrest Wealth Management
Purchase,
New York
| $711M | +$87.2M | +14% | 14.8% | 153% | 666 | 19.52% | 1.9 |
|
| 2122 |
2122
BDO Wealth Advisors
Jacksonville,
Florida
| $711M | +$96.8M | +16% | 14.5% | 38.3% | 1,030 | 17.67% | 1.5 |
|
| 2123 |
2123
SPC Financial Inc
Rockville,
Maryland
| $711M | +$131M | +23% | 15% | 65.1% | 163 | 16.56% | 3 |
|
| 2124 |
2124
BerganKDV Wealth Management
Bloomington,
Minnesota
| $711M | +$78.8M | +12% | 11.2% | 27.9% | 1,039 | 16.07% | 1.8 |
|
| 2125 |
2125
J.L. Bainbridge & Co
Sarasota,
Florida
| $710M | +$79.3M | +13% | 17.2% | 118% | 90 | 20% | 1.5 |
|