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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Insight Wealth Strategies
San Ramon,
California
| $539M | +$89.6M | +20% | 5.89% | 83.5% | 203 | 19.21% | 1 |
|
| 2227 |
2227
Meag Munich Ergo
Munich,
Germany
| $539M | +$5.9M | +1% | 7.51% | 82.8% | 233 | 19.31% | 2.8 |
|
| 2228 |
2228
Chiron Investment Management
New York
| $538M | +$71.5M | +15% | 21% | 104% | 95 | 43.16% | 0.4 |
|
| 2229 |
2229
Gemmer Asset Management
Walnut Creek,
California
| $538M | +$62.3M | +13% | 7.75% | 96.8% | 1,429 | 9.1% | 4 |
|
| 2230 |
2230
Brouwer & Janachowski
Mill Valley,
California
| $538M | +$765K | +0.1% | 5.95% | 41.8% | 48 | 2.08% | 4 |
|
| 2231 |
2231
BFSG LLC
Irvine,
California
| $537M | +$72.9M | +16% | 8.44% | 90.7% | 198 | 24.75% | 1.5 |
|
| 2232 |
2232
Heritage Trust
Oklahoma City,
Oklahoma
| $537M | +$26.2M | +5% | 8.79% | – | 212 | 8.96% | 2.3 |
|
| 2233 |
2233
MPM Asset Management
Boston,
Massachusetts
| $536M | +$200M | +60% | 6.13% | 5.89% | 8 | 25% | 1.9 |
|
| 2234 |
2234
Technology Crossover Management IX
Menlo Park,
California
| $536M | +$211M | +65% | 68.8% | 6.24% | 4 | 0% | 1.8 |
|
| 2235 |
2235
Van Cleef Asset Management
Beachwood,
Ohio
| $535M | +$43.6M | +9% | 10.8% | 104% | 110 | 2.73% | 5.3 |
|
| 2236 |
2236
Hazelview Securities
Toronto,
Ontario, Canada
| $535M | +$53.7M | +11% | 0.27% | – | 35 | 14.29% | 1.7 |
|
| 2237 |
2237
Connable Office Inc
Kalamazoo,
Michigan
| $535M | +$26.4M | +5% | 8.38% | 68.3% | 209 | 18.66% | 2.7 |
|
| 2238 |
2238
Formula Growth
Montreal,
Quebec, Canada
| $535M | -$56.6M | -10% | 8.6% | 118% | 175 | 34.29% | 1.9 |
|
| 2239 |
2239
Silvant Capital Management
Atlanta,
Georgia
| $534M | -$21.9M | -4% | 11.8% | 189% | 341 | 5.28% | 2.1 |
|
| 2240 |
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| $534M | +$27.8M | +5% | 10.3% | 118% | 309 | 18.77% | 4.1 |
|
| 2241 |
2241
Lyell Wealth Management
Menlo Park,
California
| $534M | +$77.9M | +17% | 14.5% | 144% | 138 | 13.77% | 2.2 |
|
| 2242 |
2242
Whitney & Co
Rochester,
New York
| $533M | +$44.6M | +9% | 7.42% | 110% | 115 | 11.3% | 3.6 |
|
| 2243 |
2243
Thompson Investment Management
Madison,
Wisconsin
| $533M | +$15.9M | +3% | 5.58% | 100% | 190 | 5.79% | 4.2 |
|
| 2244 |
2244
Planning Alternatives
Birmingham,
Michigan
| $533M | +$39.1M | +8% | 6.83% | 69.6% | 48 | 14.58% | 4.6 |
|
| 2245 |
2245
Tekne Capital Management
New York
| $532M | +$52.8M | +11% | 22.2% | 516% | 11 | 27.27% | 1.5 |
|
| 2246 |
2246
Independent Financial Group
San Diego,
California
| $532M | +$77.3M | +17% | 12.6% | 149% | 551 | 21.42% | 0.4 |
|
| 2247 |
2247
Strategic Global Advisors
Newport Beach,
California
| $532M | +$63.9M | +14% | 6.4% | 137% | 172 | 33.14% | 1.8 |
|
| 2248 |
2248
Capital Investment Advisory Services
Raleigh,
North Carolina
| $531M | +$37.6M | +8% | 7.24% | 75.7% | 667 | 18.44% | 1.6 |
|
| 2249 |
2249
Cozad Asset Management
Champaign,
Illinois
| $530M | +$38.2M | +8% | 11.9% | 132% | 343 | 12.54% | 1.2 |
|
| 2250 |
2250
Penobscot Investment Management
Boston,
Massachusetts
| $530M | +$43.1M | +9% | 9.51% | 114% | 203 | 8.37% | 4.8 |
|