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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
VR Adviser
New York
| $511M | +$93.5M | +22% | 33.3% | 1,698% | 29 | 68.97% | 0.1 |
|
| 2302 |
2302
Hills Bank & Trust
North Liberty,
Iowa
| $511M | +$37.6M | +8% | 8.73% | 52.8% | 235 | 8.09% | 3.1 |
|
| 2303 |
2303
PSquared Asset Management
Zurich,
Switzerland
| $511M | +$192M | +60% | 14% | 178% | 9 | 66.67% | 0.1 |
|
| 2304 |
2304
Highland Private Wealth Management
Bellevue,
Washington
| $509M | +$44.4M | +10% | 7.4% | 19% | 140 | 10.71% | 1.9 |
|
| 2305 |
2305
Icon Advisers
Greenwood Village,
Colorado
| $509M | -$2M | -0.4% | 11.1% | 114% | 251 | 37.05% | 2.4 |
|
| 2306 |
2306
Covenant Multifamily Offices
San Antonio,
Texas
| $509M | +$1.62M | +0.3% | 6.2% | 38.3% | 162 | 23.46% | 1.3 |
|
| 2307 |
2307
Permian Investment Partners
Dallas,
Texas
| $508M | -$48.3M | -9% | 9.19% | 78.6% | 13 | 46.15% | 0.8 |
|
| 2308 |
2308
Cadence Bank
Tupelo,
Mississippi
| $508M | +$23.8M | +5% | 7.24% | 70.9% | 190 | 8.95% | 2 |
|
| 2309 |
2309
Decatur Capital Management
Decatur,
Georgia
| $507M | +$129M | +34% | 12.8% | 155% | 58 | 17.24% | 2.1 |
|
| 2310 |
2310
Cahaba Wealth Management
Atlanta,
Georgia
| $507M | +$22.1M | +5% | 4.61% | 48.7% | 84 | 13.1% | 2.1 |
|
| 2311 |
2311
Sio Capital Management
New York
| $505M | +$162M | +47% | 1.53% | 564% | 110 | 48.18% | 0.5 |
|
| 2312 |
2312
Mechanics Bank - Trust Department
Walnut Creek,
California
| $504M | +$26.8M | +6% | 7.65% | 76.8% | 166 | 7.83% | 4.4 |
|
| 2313 |
2313
Denali Advisors
San Diego,
California
| $504M | -$12.3M | -2% | 4.54% | 106% | 417 | 27.58% | 1.6 |
|
| 2314 |
2314
Sage Rock Capital Management
New York
| $503M | +$170M | +51% | 2.47% | 13% | 156 | 60.26% | 0.3 |
|
| 2315 |
2315
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $503M | +$44.7M | +10% | 8.44% | 26.3% | 122 | 12.3% | 4.7 |
|
| 2316 |
2316
Managed Asset Portfolios
Rochester,
Michigan
| $503M | +$41.8M | +9% | 4.77% | 99.2% | 38 | 23.68% | 2.8 |
|
| 2317 |
2317
Spring Creek Capital
Wichita,
Kansas
| $503M | -$28.2M | -5% | 23.7% | 312% | 42 | 88.1% | 0.1 |
|
| 2318 |
2318
Snow Capital Management
Sewickley,
Pennsylvania
| $502M | +$21.8M | +5% | 7.94% | 58.5% | 157 | 15.92% | 2.4 |
|
| 2319 |
2319
Advisors Preferred
Rockville,
Maryland
| $502M | +$144M | +40% | 4.09% | 102% | 171 | 40.94% | 0.6 |
|
| 2320 |
2320
Stairway Partners
Chicago,
Illinois
| $502M | +$42.4M | +9% | 7.31% | 48.1% | 10 | 0% | 6.5 |
|
| 2321 |
2321
J.V. Bruni & Co
Colorado Springs,
Colorado
| $502M | +$34.8M | +7% | 6.58% | 113% | 28 | 17.86% | 3.7 |
|
| 2322 |
2322
Emery Howard Portfolio Management
Burlingame,
California
| $502M | +$35.1M | +8% | 7.36% | 66.5% | 33 | 6.06% | 5.6 |
|
| 2323 |
2323
Crescent Grove Advisors
Lake Forest,
Illinois
| $502M | +$28.6M | +6% | 10.1% | 64.1% | 176 | 17.61% | 1.9 |
|
| 2324 |
2324
Michael & Susan Dell Foundation
New York
| $501M | +$42M | +9% | 9.64% | 238% | 4 | 0% | 0.6 |
|
| 2325 |
2325
SKBA Capital Management
San Francisco,
California
| $501M | -$13.9M | -3% | 5.16% | 55.7% | 79 | 21.52% | 2.7 |
|