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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
WAM
2476
WT Asset Management
Hong Kong
| $595M | -$14.7M | -2% | 5.06% | 2,732% | 21 | 76.19% | 0.3 |
|
| 2477 |
2477
Arden Trust
Wilmington,
Delaware
| $594M | -$8.59M | -1% | 6.35% | 22.5% | 331 | 13.9% | 4.4 |
|
| 2478 |
JWBC
2478
J.W. Burns & Co
Dewitt,
New York
| $594M | +$31.9M | +6% | 4.93% | 95.4% | 181 | 7.73% | 5 |
|
| 2479 |
SCM
2479
SIR Capital Management
New York
| $594M | +$82M | +16% | 33.4% | 71.1% | 91 | 60.44% | 0.4 |
|
| 2480 |
2480
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $594M | +$25.9M | +5% | 4.4% | 26.3% | 127 | 11.02% | 4.6 |
|
| 2481 |
2481
Verdence Capital Advisors
Hunt Valley,
Maryland
| $593M | +$65.9M | +12% | 10.8% | 104% | 455 | 14.73% | 1.7 |
|
| 2482 |
2482
Ausdal Financial Partners
Davenport,
Iowa
| $593M | +$79M | +15% | 6.7% | 63.2% | 465 | 14.19% | 2.1 |
|
| 2483 |
2483
Bleichroeder LP
New York
| $592M | +$78.5M | +15% | 27.6% | 202% | 88 | 26.14% | 0.8 |
|
| 2484 |
2484
Canandaigua National Corp
Canandaigua,
New York
| $592M | +$22.4M | +4% | 7.81% | – | 276 | 9.06% | 0.7 |
|
| 2485 |
2485
Crescent Park Management
East Palo Alto,
California
| $591M | -$93.9M | -14% | 1.51% | 87% | 34 | 29.41% | 1.1 |
|
| 2486 |
2486
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $591M | +$67.1M | +13% | 5.99% | 85.9% | 332 | 20.48% | 1.1 |
|
| 2487 |
2487
Tompkins Financial
Ithaca,
New York
| $591M | +$34.7M | +6% | 5.7% | 84.4% | 579 | 29.02% | 4.3 |
|
| 2488 |
2488
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $591M | -$58.6M | -9% | 1.48% | 42.7% | 3 | 33.33% | 0.8 |
|
| 2489 |
2489
Spark Growth Management Partners
Boston,
Massachusetts
| $591M | – | – | 27.3% | – | 1 | – | 0 |
|
| 2490 |
2490
Sound Income Strategies
Ft Lauderdale,
Florida
| $590M | +$137M | +30% | 7.43% | 31.4% | 1,087 | 23.83% | 1.9 |
|
| 2491 |
2491
Salomon & Ludwin
Richmond,
Virginia
| $589M | +$50M | +9% | 8.13% | 58.7% | 78 | 12.82% | 1.6 |
|
| 2492 |
2492
Think Investments
San Francisco,
California
| $589M | -$68.2M | -10% | 33.7% | 285% | 31 | 38.71% | 1.2 |
|
| 2493 |
2493
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $589M | -$382M | -39% | 7.24% | 98.1% | 179 | 82.68% | 0.2 |
|
| 2494 |
2494
Brown Advisory Securities
Baltimore,
Maryland
| $589M | +$3.87M | +0.7% | 4.73% | 51% | 268 | 13.81% | 4.4 |
|
| 2495 |
2495
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $588M | +$33.5M | +6% | 6.04% | 90.5% | 5 | 0% | 2.6 |
|
| 2496 |
2496
Woodmont Investment Counsel
Nashville,
Tennessee
| $588M | +$51.5M | +10% | 6.1% | 75.3% | 199 | 11.56% | 4.4 |
|
| 2497 |
2497
Private Capital Management (Florida)
Naples,
Florida
| $588M | +$49.7M | +9% | 15.5% | 118% | 81 | 58.02% | 1.9 |
|
| 2498 |
2498
Rodgers & Associates
Lancaster,
Pennsylvania
| $587M | +$40.7M | +7% | 7.76% | 56.3% | 92 | 7.61% | 0.2 |
|
| 2499 |
2499
Koss-Olinger Consulting
Gainesville,
Florida
| $587M | – | – | 5.8% | 57.9% | 233 | – | 0 |
|
| 2500 |
KSCM
2500
Key Square Capital Management
Stamford,
Connecticut
| $587M | +$170M | +41% | 18.6% | 50.2% | 39 | 82.05% | 0.2 |
|