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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Sandbar Asset Management
London,
United Kingdom
| $754M | +$129M | +21% | 14.4% | 128% | 70 | 57.14% | 0.4 |
|
| 2152 |
2152
Segment Wealth Management
Houston,
Texas
| $754M | +$61.3M | +9% | 6.17% | 108% | 238 | 16.81% | 3.2 |
|
| 2153 |
2153
ACG Wealth
Atlanta,
Georgia
| $754M | +$29.8M | +4% | 6.36% | 45.5% | 354 | 18.64% | 3.3 |
|
| 2154 |
2154
Arrow Financial
Glens Falls,
New York
| $754M | +$239M | +47% | 5.7% | 71.1% | 328 | 8.84% | 5.5 |
|
| 2155 |
2155
First Business Financial Services
Madison,
Wisconsin
| $753M | +$65.1M | +9% | 5.88% | 80.9% | 135 | 8.15% | 2.7 |
|
| 2156 |
2156
Richard C. Young & Co
Newport,
Rhode Island
| $753M | +$96M | +15% | 6.46% | 152% | 73 | 5.48% | 3.4 |
|
| 2157 |
2157
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $753M | +$14.5M | +2% | 5.79% | 22.7% | 36 | 8.33% | 4.5 |
|
| 2158 |
2158
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $753M | +$56.4M | +8% | 10.7% | 102% | 95 | 2.11% | 1.8 |
|
| 2159 |
AH
2159
Aviva Holdings
New Providence,
Bahamas
| $752M | -$269M | -26% | 24.9% | 36.5% | 3 | 0% | 2.8 |
|
| 2160 |
2160
Trust Asset Management
Houston,
Texas
| $752M | +$93.8M | +14% | 7.24% | 104% | 182 | 14.84% | 0.8 |
|
| 2161 |
2161
SNS Financial Group
Minneapolis,
Minnesota
| $750M | +$51.6M | +7% | 4.49% | 54.2% | 227 | 16.3% | 3 |
|
| 2162 |
2162
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $749M | -$4.34M | -0.6% | 7.21% | 50.4% | 15 | 13.33% | 4.5 |
|
| 2163 |
2163
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $749M | +$193M | +35% | 7.71% | 36.9% | 225 | 24% | 3.4 |
|
| 2164 |
2164
Fernbridge Capital Management
Los Angeles,
California
| $748M | +$146M | +24% | 0.71% | 12.4% | 19 | 42.11% | 0.2 |
|
| 2165 |
2165
Vesa Equity Investment
Luxembourg
| $748M | +$211M | +39% | 39.2% | 2.97% | 2 | 0% | 0.3 |
|
| 2166 |
2166
HighTower Trust
Houston,
Texas
| $747M | +$46.9M | +7% | 12.1% | 90.4% | 105 | 12.38% | 3.7 |
|
| 2167 |
2167
RP Investment Advisors
Toronto,
Ontario, Canada
| $747M | +$377M | +102% | 2.01% | 17.4% | 110 | 92.73% | 0 |
|
| 2168 |
2168
Accredited Investors
Edina,
Minnesota
| $747M | +$150M | +25% | 7.99% | 81.5% | 171 | 15.2% | 3.6 |
|
| 2169 |
2169
Lannebo Fonder
Stockholm,
Sweden
| $747M | -$6.1M | -0.8% | 1.75% | 49.8% | 39 | 5.13% | 2.9 |
|
| 2170 |
2170
RKL Wealth Management
Lancaster,
Pennsylvania
| $746M | +$29.2M | +4% | 5.59% | 76.8% | 133 | 9.02% | 3.8 |
|
| 2171 |
2171
Insight Wealth Strategies
San Ramon,
California
| $746M | +$157M | +27% | 3.53% | 83.5% | 239 | 15.9% | 1.3 |
|
| 2172 |
2172
Discovery Capital Management
South Norwalk,
Connecticut
| $746M | -$64.9M | -8% | 21.4% | 871% | 90 | 67.78% | 0.3 |
|
| 2173 |
2173
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $746M | +$149M | +25% | 6.38% | 104% | 102 | 17.65% | 3.5 |
|
| 2174 |
RA
2174
Resolute Advisors
San Francisco,
California
| $746M | +$567M | +318% | 25.9% | 36.7% | 460 | 74.78% | 0.1 |
|
| 2175 |
2175
Harbourvest Partners
Boston,
Massachusetts
| $746M | +$490M | +191% | 27.1% | 8.96% | 50 | 60% | 1 |
|