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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Evanson Asset Management
Carmel,
California
| $419M | -$89.4M | -18% | 13.4% | 66.6% | 249 | 17.27% | 4.2 |
|
| 2177 |
2177
Permian Investment Partners
Dallas,
Texas
| $419M | +$17M | +4% | 28% | 78.6% | 13 | 53.85% | 1 |
|
| 2178 |
TAM
2178
Telemark Asset Management
Boston,
Massachusetts
| $419M | -$271M | -39% | 11% | 406% | 69 | 63.77% | 0.8 |
|
| 2179 |
2179
Windham Capital Management
Boston,
Massachusetts
| $419M | -$43.4M | -9% | 1.6% | 8.3% | 73 | 20.55% | 1.9 |
|
| 2180 |
PS
2180
Presima Securities
Montreal,
Quebec, Canada
| $419M | -$182M | -30% | 25.6% | 10.3% | 42 | 16.67% | 2.6 |
|
| 2181 |
RPGK
2181
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $419M | -$83.6M | -17% | 15.2% | 54.7% | 74 | 24.32% | 4.2 |
|
| 2182 |
2182
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $419M | -$11.2M | -3% | 20.6% | 86% | 67 | 2.99% | 1.8 |
|
| 2183 |
2183
Cabot Wealth Management
Salem,
Massachusetts
| $419M | -$99.1M | -19% | 17.2% | 75.9% | 134 | 15.67% | 3.9 |
|
| 2184 |
2184
Connable Office Inc
Kalamazoo,
Michigan
| $418M | -$165M | -28% | 19.7% | 75.1% | 194 | 28.35% | 3.3 |
|
| 2185 |
2185
Basso Capital Management
Stamford,
Connecticut
| $418M | -$28.1M | -6% | 1.21% | 89% | 301 | 40.2% | 0.6 |
|
| 2186 |
2186
Main Management ETF Advisors
San Francisco,
California
| $418M | -$98M | -19% | 19.5% | 97.2% | 16 | 50% | 1.2 |
|
| 2187 |
2187
Kore Private Wealth
New York
| $418M | -$108M | -21% | 19.2% | 35.9% | 1,271 | 25.49% | 0.4 |
|
| 2188 |
2188
Heartwood Wealth Advisors
Richmond,
Virginia
| $417M | -$106M | -20% | 16.1% | 59.4% | 85 | 22.35% | 0.3 |
|
| 2189 |
2189
Adelphi Capital
London,
United Kingdom
| $417M | -$107M | -20% | 19.4% | – | 3 | 0% | 2.3 |
|
| 2190 |
2190
JNBA Financial Advisors
Bloomington,
Minnesota
| $416M | -$108M | -21% | 21.1% | 66.8% | 628 | 10.67% | 2.6 |
|
| 2191 |
HAM
2191
Hillcrest Asset Management
Plano,
Texas
| $416M | -$241M | -37% | 30.7% | 97.2% | 65 | 26.15% | 1.9 |
|
| 2192 |
SCM
2192
Soros Capital Management
New York
| $416M | +$50.9M | +14% | 12.5% | 673% | 59 | 86.44% | 0.1 |
|
| 2193 |
2193
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $415M | -$382M | -48% | 21.3% | 26.1% | 164 | 18.9% | 5 |
|
| 2194 |
CBT
2194
Central Bank & Trust
Lexington,
Kentucky
| $415M | -$90.8M | -18% | 15.1% | 118% | 264 | 7.2% | 4.6 |
|
| 2195 |
2195
Hilltop Holdings
Dallas,
Texas
| $415M | -$120M | -22% | 11% | 96.7% | 469 | 39.02% | 2.9 |
|
| 2196 |
2196
ARS Investment Partners
New York
| $414M | -$181M | -30% | 14.8% | 266% | 119 | 31.09% | 3.5 |
|
| 2197 |
2197
Hyperion Asset Management
Brisbane,
Australia
| $414M | -$21.1M | -5% | 7.29% | 151% | 21 | 38.1% | 1.2 |
|
| 2198 |
2198
Cutler Investment Counsel
Jacksonville,
Oregon
| $414M | -$86.2M | -17% | 16.2% | 61.8% | 96 | 21.88% | 4.3 |
|
| 2199 |
2199
Apriem Advisors
Irvine,
California
| $413M | -$109M | -21% | 14.6% | 74.3% | 144 | 26.39% | 4.1 |
|
| 2200 |
2200
Whitegate Investment Counselors
Concord,
New Hampshire
| $412M | -$139M | -25% | 17.9% | 51% | 209 | 16.75% | 4.1 |
|