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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
Callahan Advisors
Houston,
Texas
| $683M | +$71.8M | +12% | 13.2% | 95.4% | 141 | 8.51% | 4.5 |
|
| 2177 |
2177
Hikari Tsushin Inc
Tokyo,
Japan
| $682M | +$87.2M | +15% | 10.8% | 58.7% | 43 | 11.63% | 4.2 |
|
| 2178 |
2178
KPS Global Asset Management (UK)
London,
United Kingdom
| $682M | -$5.03M | -0.7% | 51.7% | 373% | 8 | 37.5% | 0.9 |
|
| 2179 |
2179
RVW Wealth
Los Angeles,
California
| $682M | +$89.8M | +15% | 13.3% | 65.8% | 103 | 14.56% | 1.1 |
|
| 2180 |
2180
Western Wealth Management
Golden,
Colorado
| $681M | +$69.2M | +11% | 12.8% | 92.1% | 511 | 21.72% | 1.3 |
|
| 2181 |
2181
Laurel Wealth Advisors (California)
Solana Beach,
California
| $681M | +$75.4M | +12% | 13.1% | 33% | 443 | 16.25% | 2.4 |
|
| 2182 |
2182
VR Adviser
New York
| $680M | +$169M | +33% | 33.9% | 1,698% | 31 | 48.39% | 0.3 |
|
| 2183 |
2183
J.M. Forbes & Co
Boston,
Massachusetts
| $680M | +$55.1M | +9% | 8.24% | 112% | 109 | 7.34% | 4.6 |
|
| 2184 |
2184
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $680M | +$68.8M | +11% | 12.9% | 80.2% | 182 | 10.44% | 4.5 |
|
| 2185 |
2185
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $679M | +$66.4M | +11% | 12.9% | 94.9% | 175 | 37.14% | 0.7 |
|
| 2186 |
RP
2186
RR Partners
New York
| $679M | +$101M | +17% | 45.6% | 73.3% | 21 | 19.05% | 2.9 |
|
| 2187 |
2187
BRR OpCo
Columbus,
Ohio
| $679M | +$81.6M | +14% | 13.5% | 23.6% | 198 | 20.2% | 3.1 |
|
| 2188 |
2188
Taikang Asset Management (HK)
Hong Kong
| $679M | +$32.4M | +5% | 40.2% | 166% | 85 | 22.35% | 2 |
|
| 2189 |
2189
Citizens Business Bank
Ontario,
California
| $679M | +$90.8M | +15% | 16.6% | 120% | 246 | 9.76% | 4.3 |
|
| 2190 |
2190
Independent Financial Group
San Diego,
California
| $678M | +$146M | +28% | 16.6% | 149% | 616 | 25.65% | 0.5 |
|
| 2191 |
PS
2191
Presima Securities
Montreal,
Quebec, Canada
| $678M | +$77M | +13% | 12.3% | 10.3% | 45 | 6.67% | 2.4 |
|
| 2192 |
2192
Dorsey Wright & Associates
Pasadena,
California
| $677M | +$123M | +22% | 19.6% | 311% | 420 | 57.62% | 0.5 |
|
| 2193 |
2193
Perpetual Investment Management
Sydney,
Australia
| $677M | – | – | 19.9% | – | 225 | – | 0 |
|
| 2194 |
2194
MUFG Bank
Tokyo 100-8388,,
Japan
| $676M | +$394M | +140% | 11.7% | 61.3% | 2 | 50% | 0.5 |
|
| 2195 |
2195
Arax Advisory Partners
Denver,
Colorado
| $676M | +$82.7M | +14% | 13.5% | 74.6% | 772 | 16.19% | 2 |
|
| 2196 |
2196
Randolph Company
Cincinnati,
Ohio
| $674M | +$91.9M | +16% | 13.9% | 127% | 43 | 16.28% | 1.8 |
|
| 2197 |
2197
Arcus Capital Partners
Atlanta,
Georgia
| $674M | +$15M | +2% | 88.7% | 75% | 108 | 59.26% | 1.4 |
|
| 2198 |
2198
Capital Investment Advisory Services
Raleigh,
North Carolina
| $674M | +$142M | +27% | 11.7% | 75.7% | 720 | 14.58% | 1.7 |
|
| 2199 |
HI
2199
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $673M | +$146M | +28% | 30.2% | 37.9% | 127 | 7.87% | 2.5 |
|
| 2200 |
2200
Wedgewood Partners
St Louis,
Missouri
| $672M | +$40M | +6% | 13.3% | 78.1% | 38 | 7.89% | 3.3 |
|