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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Harvey Investment Company
Louisville,
Kentucky
| $702M | -$7.3M | -1% | 4.42% | 56.4% | 94 | 3.19% | 5.4 |
|
| 2252 |
2252
Advisors Preferred
Rockville,
Maryland
| $701M | +$163M | +30% | 8.85% | 102% | 222 | 51.35% | 0.6 |
|
| 2253 |
2253
F3Logic
Burnsville,
Minnesota
| $701M | -$4.5M | -0.6% | 5.27% | 11.8% | 261 | 24.14% | 1.2 |
|
| 2254 |
2254
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $701M | +$21.2M | +3% | 6.41% | 94.9% | 141 | 18.44% | 0.9 |
|
| 2255 |
2255
Sloy Dahl & Holst
Vancouver,
Washington
| $699M | +$490M | +235% | 4.15% | 132% | 73 | 45.21% | 0.6 |
|
| 2256 |
2256
Biglari Capital Corp
San Antonio,
Texas
| $699M | +$136M | +24% | 24.3% | 72.7% | 11 | 9.09% | 4 |
|
| 2257 |
2257
Cove Street Capital
El Segundo,
California
| $698M | +$132M | +23% | 18% | 84.2% | 97 | 28.87% | 2.3 |
|
| 2258 |
2258
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $697M | +$44.2M | +7% | 2.95% | 72.3% | 265 | 20% | 1.1 |
|
| 2259 |
2259
L. Roy Papp & Associates
Phoenix,
Arizona
| $697M | -$172M | -20% | 5.06% | 80.1% | 188 | 16.49% | 4.7 |
|
| 2260 |
2260
Telos Capital Management
San Diego,
California
| $696M | +$39.9M | +6% | 4.32% | 82.3% | 177 | 3.95% | 4.3 |
|
| 2261 |
2261
Archon Capital Management
Seattle,
Washington
| $696M | +$116M | +20% | 12.6% | 222% | 41 | 39.02% | 1.1 |
|
| 2262 |
2262
NBT Bank
Norwich,
New York
| $696M | +$38.1M | +6% | 7.75% | 77% | 243 | 8.23% | 4.9 |
|
| 2263 |
2263
Formula Growth
Montreal,
Quebec, Canada
| $695M | +$96.2M | +16% | 13.2% | 118% | 183 | 34.97% | 1.9 |
|
| 2264 |
2264
York Capital Management Global Advisors
New York
| $695M | -$322M | -32% | 9.56% | 74.1% | 77 | 71.43% | 0.4 |
|
| 2265 |
2265
Intrust Bank
Wichita,
Kansas
| $695M | +$35.3M | +5% | 7.44% | 102% | 391 | 10.23% | 3.7 |
|
| 2266 |
2266
Cadinha & Co
Honolulu,
Hawaii
| $695M | -$27.1M | -4% | 7.64% | 132% | 129 | 24.03% | 3.8 |
|
| 2267 |
2267
Bell Bank
Fargo,
North Dakota
| $695M | +$46.7M | +7% | 5.5% | 71% | 171 | 8.19% | 3.6 |
|
| 2268 |
2268
DT Investment Partners
Chadds Ford,
Pennsylvania
| $694M | +$65.5M | +10% | 5.61% | 64.3% | 124 | 10.48% | 2 |
|
| 2269 |
2269
Moody Aldrich Partners
Marblehead,
Massachusetts
| $693M | +$73.7M | +12% | 13.4% | 312% | 208 | 30.29% | 0.9 |
|
| 2270 |
2270
Girard Partners
King Of Prussia,
Pennsylvania
| $693M | +$44M | +7% | 4.67% | 25.7% | 223 | 10.31% | 3.9 |
|
| 2271 |
2271
AIA Group
Hong Kong
| $693M | -$176M | -20% | 0.62% | 97.8% | 227 | 40.53% | 0.3 |
|
| 2272 |
2272
FourThought Financial
Venice,
Florida
| $691M | +$65.1M | +10% | 7.23% | – | 1,585 | 10.47% | 0.2 |
|
| 2273 |
2273
North Point Portfolio Managers
Orange Village,
Ohio
| $690M | +$26.6M | +4% | 4.77% | 72.8% | 83 | 10.84% | 4 |
|
| 2274 |
2274
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $690M | -$223M | -24% | 13.7% | 78.7% | 27 | 22.22% | 0.2 |
|
| 2275 |
2275
True Link Financial Advisors
San Francisco,
California
| $690M | +$51.5M | +8% | 1.25% | 27.3% | 741 | 13.09% | 0.2 |
|