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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Criteria Caixa
Barcelona,
Spain
| $630M | +$87.8M | +16% | 12.3% | 35.5% | 45 | 37.78% | 0.8 |
|
| 2402 |
2402
Dundas Partners
Edinburgh,
United Kingdom
| $630M | -$54.1M | -8% | 6.95% | 87.6% | 37 | 8.11% | 2.4 |
|
| 2403 |
2403
SKBA Capital Management
San Francisco,
California
| $630M | +$32.6M | +5% | 11.1% | 55.7% | 84 | 15.48% | 2.6 |
|
| 2404 |
2404
G2 Investment Partners Management
New York
| $630M | +$85.2M | +16% | 16.6% | 1,145% | 109 | 43.12% | 0.9 |
|
| 2405 |
2405
First Heartland Consultants
Lake St. Louis,
Missouri
| $629M | +$27.8M | +5% | 5.17% | 59.2% | 426 | 29.34% | 2.4 |
|
| 2406 |
2406
KWMG LLC
Overland Park,
Kansas
| $627M | +$67.8M | +12% | 7.3% | 76.2% | 143 | 6.99% | 3.5 |
|
| 2407 |
2407
Circle Wealth Management
Summit,
New Jersey
| $627M | -$71.3M | -10% | 6.34% | 71.8% | 235 | 36.6% | 1.9 |
|
| 2408 |
2408
Summit Partners
Boston,
Massachusetts
| $627M | +$138M | +28% | 32.9% | 23.2% | 5 | 20% | 4.6 |
|
| 2409 |
2409
Toth Financial Advisory
Leesburg,
Virginia
| $627M | +$43.2M | +7% | 6.61% | 90.4% | 738 | 26.96% | 2 |
|
| 2410 |
2410
GFI Investment Counsel
Toronto,
Ontario, Canada
| $626M | +$89.6M | +17% | 0.41% | 41.8% | 21 | 23.81% | 2 |
|
| 2411 |
2411
Van Hulzen Asset Management
El Dorado Hills,
California
| $626M | -$33.8M | -5% | 4.07% | 86.3% | 322 | 27.64% | 2.2 |
|
| 2412 |
2412
PrairieView Partners
St. Paul,
Minnesota
| $625M | +$57.6M | +10% | 6.16% | 34% | 384 | 20.05% | 1.1 |
|
| 2413 |
2413
Robertson Stephens Wealth Management
San Francisco,
California
| $625M | +$147M | +31% | 5.61% | 109% | 302 | 25.5% | 0.9 |
|
| 2414 |
2414
Twele Capital Management
Minnetonka,
Minnesota
| $625M | +$67M | +12% | 2.94% | 37.1% | 46 | 15.22% | 6.3 |
|
| 2415 |
2415
Adams Street Partners
Chicago,
Illinois
| $624M | +$143M | +30% | 23.8% | 399% | 30 | 73.33% | 1.1 |
|
| 2416 |
2416
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $623M | +$36.4M | +6% | 5.47% | 145% | 94 | 10.64% | 3 |
|
| 2417 |
2417
Heartwood Wealth Advisors
Richmond,
Virginia
| $623M | +$3.14M | +0.5% | 4.59% | 59.4% | 92 | 18.48% | 0.9 |
|
| 2418 |
2418
Managed Asset Portfolios
Rochester,
Michigan
| $622M | +$53M | +9% | 10.6% | 99.2% | 37 | 5.41% | 3.2 |
|
| 2419 |
2419
Parthenon LLC
Louisville,
Kentucky
| $622M | +$42M | +7% | 8.24% | 93.3% | 120 | 5.83% | 5.5 |
|
| 2420 |
2420
Merewether Investment Management
Dallas,
Texas
| $621M | +$233M | +60% | 38.7% | 262% | 39 | 48.72% | 0.2 |
|
| 2421 |
2421
Mizuho Bank
Tokyo,
Japan
| $621M | -$304M | -33% | 2.68% | 99.8% | 11 | 72.73% | 2.3 |
|
| 2422 |
2422
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $621M | +$41.1M | +7% | 1.17% | 130% | 52 | 75% | 0.2 |
|
| 2423 |
SCM
2423
Soros Capital Management
New York
| $620M | +$238M | +62% | 11.1% | 732% | 77 | 50.65% | 0.5 |
|
| 2424 |
2424
Beaconlight Capital
New York
| $620M | +$291M | +88% | 18.4% | 282% | 55 | 58.18% | 0.6 |
|
| 2425 |
2425
Bouchey Financial Group
Troy,
New York
| $620M | +$36.9M | +6% | 4.24% | 66.7% | 86 | 19.77% | 3 |
|