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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Thompson Investment Management
Madison,
Wisconsin
| $662M | +$74.4M | +13% | 14.4% | 100% | 203 | 10.34% | 4.3 |
|
| 2327 |
2327
Bristlecone Advisors
Bellevue,
Washington
| $662M | +$33.3M | +5% | 5.06% | 103% | 210 | 10% | 2.5 |
|
| 2328 |
2328
Abner Herrman & Brock
Jersey City,
New Jersey
| $662M | +$19.6M | +3% | 5% | 156% | 120 | 21.67% | 4.2 |
|
| 2329 |
2329
Resources Management Corp
West Hartford,
Connecticut
| $661M | +$39.8M | +6% | 6.52% | 78.5% | 525 | 9.9% | 1.9 |
|
| 2330 |
2330
Vanguard Personalized Indexing Management
Oakland,
California
| $661M | +$201M | +44% | 6.86% | 147% | 745 | 28.05% | 0.5 |
|
| 2331 |
2331
Laurel Wealth Advisors (California)
Solana Beach,
California
| $661M | -$20.1M | -3% | 5.18% | 33% | 499 | 24.65% | 2.4 |
|
| 2332 |
2332
Cadence Bank
Tupelo,
Mississippi
| $659M | +$21.1M | +3% | 11.7% | 70.9% | 227 | 20.7% | 2.2 |
|
| 2333 |
2333
Engle Capital Management
Greenwich,
Connecticut
| $659M | -$36.9M | -5% | 16.2% | 398% | 31 | 54.84% | 0.6 |
|
| 2334 |
2334
Naples Global Advisors
Naples,
Florida
| $658M | +$66.6M | +11% | 7.03% | 111% | 376 | 7.45% | 3.7 |
|
| 2335 |
2335
Clearlake Capital Group
Santa Monica,
California
| $657M | +$86.5M | +15% | 11.1% | 47.3% | 8 | 50% | 0.1 |
|
| 2336 |
2336
Hartline Investment Corp
Winnetka,
Illinois
| $657M | -$40.2M | -6% | 1.27% | 222% | 126 | 12.7% | 3.5 |
|
| 2337 |
2337
Gagnon Securities
New York
| $657M | +$28.6M | +5% | 8.49% | 210% | 118 | 24.58% | 2.6 |
|
| 2338 |
IR
2338
IAT Reinsurance
New York
| $657M | +$168M | +34% | 35.4% | 60.2% | 110 | 29.09% | 2.9 |
|
| 2339 |
2339
Anchor Investment Management
Columbia,
South Carolina
| $656M | +$101M | +18% | 6.53% | 75.1% | 1,021 | 16.65% | 3.2 |
|
| 2340 |
2340
Graypoint LLC
Albany,
New York
| $656M | +$80.3M | +14% | 6.12% | 72.8% | 235 | 9.79% | 0.7 |
|
| 2341 |
2341
Whitegate Investment Counselors
Concord,
New Hampshire
| $656M | +$38.2M | +6% | 5.43% | 51% | 217 | 5.07% | 4.2 |
|
| 2342 |
2342
Heritage Trust
Oklahoma City,
Oklahoma
| $656M | +$38.5M | +6% | 7.13% | – | 238 | 8.4% | 2.5 |
|
| 2343 |
2343
Hazelview Securities
Toronto,
Ontario, Canada
| $656M | +$96.6M | +17% | 9.37% | – | 36 | 47.22% | 1.5 |
|
| 2344 |
2344
Perry Creek Capital
New York
| $655M | +$19.9M | +3% | 15.8% | 51.2% | 27 | 29.63% | 0.2 |
|
| 2345 |
2345
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $655M | +$60.5M | +10% | 4.84% | 47.5% | 328 | 17.38% | 1.8 |
|
| 2346 |
2346
Willis Johnson & Associates
Houston,
Texas
| $653M | +$54M | +9% | 6.01% | 55.9% | 98 | 23.47% | 0.2 |
|
| 2347 |
2347
Professional Advisory Services
Vero Beach,
Florida
| $653M | +$30.9M | +5% | 6.73% | 69.3% | 73 | 6.85% | 4.4 |
|
| 2348 |
2348
Aperture Investors
New York
| $652M | +$64.4M | +11% | 13% | 211% | 118 | 55.93% | 0.4 |
|
| 2349 |
2349
Inspire Investing
Meridian,
Idaho
| $652M | +$200M | +44% | 11.9% | 107% | 766 | 40.86% | 1.1 |
|
| 2350 |
2350
Blue Chip Partners
Farmington Hills,
Michigan
| $651M | +$12.4M | +2% | 7.82% | 81.2% | 168 | 19.05% | 3.3 |
|