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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
TRUE Private Wealth Advisors
Salem,
Oregon
| $619M | +$22M | +4% | 5.62% | 89.2% | 773 | 71.54% | 2.6 |
|
| 2427 |
2427
Emery Howard Portfolio Management
Burlingame,
California
| $619M | +$37.6M | +6% | 5.96% | 66.5% | 44 | 15.91% | 4.5 |
|
| 2428 |
2428
Smith, Moore & Co
Clayton,
Missouri
| $618M | +$82.2M | +15% | 6.77% | 67% | 407 | 18.92% | 3 |
|
| 2429 |
2429
Verity & Verity
Beaufort,
South Carolina
| $618M | +$88.8M | +17% | 9.7% | 90.4% | 103 | 10.68% | 3.8 |
|
| 2430 |
2430
WBH Advisory
Baltimore,
Maryland
| $618M | +$36.7M | +6% | 5.6% | 64.5% | 262 | 4.2% | 4.7 |
|
| 2431 |
2431
BFSG LLC
Irvine,
California
| $617M | +$14.1M | +2% | 4.26% | 90.7% | 220 | 15.91% | 1.7 |
|
| 2432 |
2432
BlueDrive Global Investors
London,
United Kingdom
| $617M | +$154M | +33% | 3.11% | 25.6% | 15 | 53.33% | 0.6 |
|
| 2433 |
2433
LVM Capital Management
Portage,
Michigan
| $616M | +$22.9M | +4% | 4.15% | 121% | 135 | 10.37% | 4.4 |
|
| 2434 |
2434
Quadrant Capital Group
Cincinnati,
Ohio
| $616M | +$77.7M | +14% | 6.78% | 118% | 2,527 | 9.02% | 3.2 |
|
| 2435 |
2435
Hills Bank & Trust
North Liberty,
Iowa
| $616M | +$43.8M | +8% | 6.64% | 52.8% | 263 | 14.07% | 3.1 |
|
| 2436 |
2436
Toyota Motor Corp
Japan
| $616M | +$39.7M | +7% | 6.9% | 78.9% | 2 | 0% | 0.3 |
|
| 2437 |
AH
2437
Allen Holding
New York
| $616M | +$30.6M | +5% | 4.81% | 185% | 11 | 9.09% | 4.5 |
|
| 2438 |
2438
Private Trust Company
Cleveland,
Ohio
| $616M | +$22M | +4% | 5.67% | 87.7% | 405 | 13.58% | 4.2 |
|
| 2439 |
2439
Stewart & Patten Company
Lafayette,
California
| $616M | +$21M | +4% | 7.59% | 27.5% | 94 | 8.51% | 5.4 |
|
| 2440 |
2440
Burleson & Co
Petaluma,
California
| $615M | +$38.3M | +7% | 4.21% | 49.1% | 389 | 66.84% | 0.7 |
|
| 2441 |
2441
Cozad Asset Management
Champaign,
Illinois
| $615M | +$55.1M | +10% | 7.44% | 132% | 365 | 13.97% | 1.5 |
|
| 2442 |
2442
S&T Bank
Indiana,
Pennsylvania
| $614M | +$58M | +10% | 15.6% | 193% | 139 | 10.07% | 3 |
|
| 2443 |
2443
McGowan Group Asset Management
Dallas,
Texas
| $613M | +$27.6M | +5% | 5.32% | 69.8% | 113 | 17.7% | 2.8 |
|
| 2444 |
2444
Freemont Management
Vaud,
Switzerland
| $612M | +$75.2M | +14% | 7.27% | 102% | 75 | 14.67% | 0.2 |
|
| 2445 |
2445
Gates Foundation
Seattle,
Washington
| $611M | +$173M | +40% | 34.9% | 58.1% | 7 | 28.57% | 0.2 |
|
| 2446 |
2446
Sunflower Bank
Dallas,
Texas
| $611M | +$28.5M | +5% | 4.08% | 42.7% | 216 | 15.74% | 0.4 |
|
| 2447 |
2447
Zuckerman Investment Group
Chicago,
Illinois
| $609M | +$66.4M | +12% | 13% | 111% | 110 | 21.82% | 2.1 |
|
| 2448 |
2448
HoldCo Asset Management
Fort Lauderdale,
Florida
| $609M | +$156M | +34% | 25.6% | – | 25 | 20% | 0.2 |
|
| 2449 |
2449
JLB & Associates
Plymouth,
Michigan
| $608M | +$5.22M | +0.9% | 2.6% | 69.9% | 71 | 1.41% | 5.4 |
|
| 2450 |
2450
Highland Private Wealth Management
Bellevue,
Washington
| $608M | +$28.7M | +5% | 2.99% | 19% | 158 | 12.03% | 2 |
|