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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Deer VII & Co
Larchmont,
New York
| $432M | +$173M | +67% | 87.6% | 241% | 2 | 0% | 1 |
|
| 2527 |
2527
Wallington Asset Management
Indianapolis,
Indiana
| $432M | +$28.1M | +7% | 7.38% | 120% | 64 | 14.06% | 4.2 |
|
| 2528 |
2528
Greenwood Gearhart
Fayetteville,
Arkansas
| $432M | +$51.7M | +14% | 8.06% | 79% | 68 | 13.24% | 4.1 |
|
| 2529 |
CPH
2529
C Partners Holding
Zurich,
Switzerland
| $431M | +$67.4M | +19% | 9.08% | 25.6% | 26 | 15.38% | 2.6 |
|
| 2530 |
2530
Financial Enhancement Group
Anderson,
Indiana
| $431M | +$33.8M | +8% | 6.55% | 62.2% | 288 | 21.18% | 1.8 |
|
| 2531 |
2531
Private Capital Advisors
Darien,
Connecticut
| $431M | +$44.8M | +12% | 7.63% | 132% | 105 | 29.52% | 3.8 |
|
| 2532 |
2532
Institutional & Family Asset Management
Fort Collins,
Colorado
| $430M | -$53.1M | -11% | 4.43% | 19% | 930 | 15.38% | 2 |
|
| 2533 |
2533
INVST
Indianapolis,
Indiana
| $429M | +$92.4M | +27% | 8.08% | 78.5% | 162 | 14.81% | 0.9 |
|
| 2534 |
2534
Cornerstone Advisory
Hunt Valley,
Maryland
| $429M | +$45.4M | +12% | 7.2% | 60.6% | 197 | 21.32% | 2.5 |
|
| 2535 |
2535
Cyrus Capital Partners
New York
| $428M | +$137M | +47% | 1.58% | 163% | 17 | 35.29% | 1.6 |
|
| 2536 |
2536
Isthmus Partners
Madison,
Wisconsin
| $428M | +$22.4M | +6% | 7.99% | 73.7% | 144 | 5.56% | 2.3 |
|
| 2537 |
2537
Spectrum Management Group
Indianapolis,
Indiana
| $427M | +$32.8M | +8% | 9.89% | 44% | 275 | 11.27% | 1.8 |
|
| 2538 |
2538
Private Ocean
San Rafael,
California
| $427M | +$19.2M | +5% | 3.44% | 2.82% | 578 | 16.78% | 2.2 |
|
| 2539 |
2539
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $427M | +$108M | +34% | 14.2% | 74.8% | 204 | 26.47% | 3.1 |
|
| 2540 |
2540
Intelligence Driven Advisers
Carlsbad,
California
| $426M | +$144M | +51% | 5.5% | 65.6% | 107 | 46.73% | 1 |
|
| 2541 |
2541
Lucia Wealth Services
San Diego,
California
| $426M | +$47.8M | +13% | 7.38% | 45.6% | 185 | 9.19% | 1.6 |
|
| 2542 |
2542
Soltis Investment Advisors
St. George,
Utah
| $426M | +$40.1M | +10% | 4.29% | 95.1% | 207 | 16.43% | 0.5 |
|
| 2543 |
HA
2543
Harbor Advisors
West Palm Beach,
Florida
| $426M | +$35.3M | +9% | 9.41% | 125% | 160 | 10% | 2.7 |
|
| 2544 |
2544
Rossmore Private Capital
Glastonbury,
Connecticut
| $426M | +$63.4M | +18% | 6.23% | 87.1% | 197 | 16.75% | 1.5 |
|
| 2545 |
2545
FCG Advisors
Chatham,
New Jersey
| $425M | +$42M | +11% | 6.15% | 19.7% | 202 | 23.27% | 3 |
|
| 2546 |
2546
Stieven Capital Advisors
St. Louis,
Missouri
| $425M | -$8.08M | -2% | 2.47% | 117% | 50 | 16% | 2.8 |
|
| 2547 |
2547
Galibier Capital Management
Toronto,
Ontario, Canada
| $425M | +$113M | +36% | 8.29% | 66.8% | 40 | 12.5% | 1.1 |
|
| 2548 |
2548
Shepherd Financial Partners
Winchester,
Massachusetts
| $425M | +$56.5M | +15% | 8.2% | 88.4% | 136 | 15.44% | 2.1 |
|
| 2549 |
2549
Gateway Advisory
Westfield,
New Jersey
| $425M | +$83.9M | +25% | 5.75% | 26% | 70 | 20% | 2 |
|
| 2550 |
WAM
2550
WT Asset Management
Hong Kong
| $424M | +$8.48M | +2% | 33.4% | 2,732% | 19 | 63.16% | 0.5 |
|