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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Harvey Investment Company
Louisville,
Kentucky
| $710M | +$69.7M | +11% | 11.9% | 56.4% | 92 | 5.43% | 5.2 |
|
| 2127 |
2127
American Assets Capital Advisers
San Diego,
California
| $709M | +$88.6M | +14% | 19.5% | 73.5% | 37 | 24.32% | 2.6 |
|
| 2128 |
CEI
2128
Clark Estates Inc
New York
| $709M | +$97.2M | +16% | 30.7% | 47.8% | 117 | 25.64% | 1.8 |
|
| 2129 |
2129
ShawSpring Partners
Boston,
Massachusetts
| $708M | +$216M | +44% | 38.5% | 23.4% | 5 | 0% | 1.2 |
|
| 2130 |
NAM
2130
North American Management
Boston,
Massachusetts
| $707M | +$64.7M | +10% | 13% | 61.7% | 111 | 9.01% | 5 |
|
| 2131 |
SC
2131
Sasco Capital
Fairfield,
Connecticut
| $707M | +$125M | +22% | 26.4% | 15.5% | 51 | 17.65% | 3.4 |
|
| 2132 |
2132
MPM Asset Management
Boston,
Massachusetts
| $707M | +$170M | +32% | 34.2% | 5.89% | 9 | 22.22% | 1.6 |
|
| 2133 |
2133
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $707M | +$133M | +23% | 22.6% | 133% | 803 | 54.79% | 0.4 |
|
| 2134 |
2134
Arete Wealth Advisors
Chicago,
Illinois
| $706M | +$42.4M | +6% | 13.1% | 94.6% | 458 | 29.04% | 2 |
|
| 2135 |
2135
Narwhal Capital Management
Marietta,
Georgia
| $705M | +$85.2M | +14% | 11.4% | 109% | 164 | 18.29% | 3.7 |
|
| 2136 |
2136
F3Logic
Burnsville,
Minnesota
| $705M | +$701M | +17,676% | 13.2% | 11.8% | 476 | 59.66% | 1.2 |
|
| 2137 |
2137
Jaffetilchin Investment Partners
Tampa,
Florida
| $705M | +$163M | +30% | 12.8% | 88.1% | 300 | 34.33% | 1.3 |
|
| 2138 |
2138
Optimal Asset Management
Los Altos,
California
| $705M | +$14.2M | +2% | 13.3% | – | 406 | 5.67% | 0.9 |
|
| 2139 |
2139
Cantor Fitzgerald Investment Advisors
New York
| $704M | +$92.5M | +15% | 9.82% | 73.4% | 71 | 22.54% | 2.2 |
|
| 2140 |
2140
Lenox Wealth Advisors
New York
| $703M | +$37.7M | +6% | 13.4% | 35.7% | 718 | 25.49% | 1.8 |
|
| 2141 |
2141
Blue Whale Capital
London,
United Kingdom
| $703M | +$185M | +36% | 9.86% | 387% | 18 | 11.11% | 0.9 |
|
| 2142 |
2142
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $702M | -$73.7M | -10% | 13.1% | 25.8% | 87 | 58.62% | 0.3 |
|
| 2143 |
2143
Cornercap Investment Counsel
Atlanta,
Georgia
| $701M | -$5.4M | -0.8% | 22.9% | 55.4% | 664 | 62.05% | 1.2 |
|
| 2144 |
2144
American Financial Advisors
Marietta,
Georgia
| $701M | +$85.3M | +14% | 13.7% | 52.7% | 125 | 15.2% | 1.4 |
|
| 2145 |
2145
HighTower Trust
Houston,
Texas
| $701M | +$65.6M | +10% | 13.5% | 90.4% | 110 | 12.73% | 3.5 |
|
| 2146 |
2146
SNS Financial Group
Minneapolis,
Minnesota
| $699M | +$61.7M | +10% | 10.6% | 60.1% | 233 | 20.6% | 2.9 |
|
| 2147 |
2147
Circle Wealth Management
Summit,
New Jersey
| $698M | +$92.7M | +15% | 14.9% | 97.6% | 230 | 15.65% | 1.6 |
|
| 2148 |
2148
Nalanda India Equity Fund
Mauritius
| $698M | +$49M | +8% | 7.61% | 13.6% | 2 | 0% | 1.4 |
|
| 2149 |
2149
Hartline Investment Corp
Winnetka,
Illinois
| $697M | +$105M | +18% | 24% | 222% | 123 | 20.33% | 3.5 |
|
| 2150 |
MIM
2150
Marco Investment Management
Atlanta,
Georgia
| $697M | +$86.6M | +14% | 14.3% | 131% | 194 | 11.86% | 4.8 |
|