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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
Brookside Equity Partners
Stamford,
Connecticut
| $572M | +$66M | +13% | 40.2% | 87.4% | 7 | 14.29% | 0.2 |
|
| 2527 |
2527
Alpha Omega Wealth Management
Richmond,
Virginia
| $572M | -$18.9M | -3% | 10.5% | 65.9% | 222 | 5.41% | 3.3 |
|
| 2528 |
2528
Berkshire Money Management
Dalton,
Massachusetts
| $572M | +$29.8M | +6% | 4.12% | 61.8% | 34 | 26.47% | 2.4 |
|
| 2529 |
2529
Whitney & Co
Rochester,
New York
| $570M | -$49.9M | -8% | 6.98% | 110% | 126 | 7.14% | 3.7 |
|
| 2530 |
2530
Ropes Wealth Advisors
Boston,
Massachusetts
| $570M | -$74.6M | -12% | 8.12% | 71% | 885 | 72.66% | 4.5 |
|
| 2531 |
JCI
2531
Jet Capital Investors
New York
| $570M | +$172M | +43% | 9.86% | 147% | 49 | 73.47% | 0.5 |
|
| 2532 |
2532
Empirical Finance
Havertown,
Pennsylvania
| $569M | $0 | 0% | 7.98% | 124% | 325 | 0% | 1.3 |
|
| 2533 |
2533
Avalon Global Asset Management
San Francisco,
California
| $568M | +$210M | +59% | 3.82% | 278% | 64 | 57.81% | 1.6 |
|
| 2534 |
2534
M.D. Sass LLC
New York
| $568M | +$101M | +22% | 12.4% | 80.1% | 39 | 25.64% | 1.7 |
|
| 2535 |
2535
IQ EQ Fund Management
Dublin 2,
Ireland
| $568M | +$136M | +31% | 11.7% | 109% | 255 | 16.86% | 2 |
|
| 2536 |
2536
Arch Capital Group
Pembroke,
Bermuda
| $568M | -$64.7M | -10% | 6.48% | 2.89% | 22 | 59.09% | 0.1 |
|
| 2537 |
NAH
2537
Neumann Advisory (HK)
Central,
Hong Kong
| $568M | +$39.1M | +7% | 4.95% | 77.3% | 11 | 9.09% | 2 |
|
| 2538 |
2538
Facet Wealth Inc
Baltimore,
Maryland
| $567M | +$139M | +32% | 5.11% | 52.9% | 50 | 18% | 0.2 |
|
| 2539 |
2539
Parkwood LLC
Cleveland,
Ohio
| $566M | -$260M | -31% | 6.4% | 120% | 139 | 41.01% | 1.1 |
|
| 2540 |
2540
North Growth Management
Vancouver,
British Columbia, Canada
| $564M | +$75.9M | +16% | 14.1% | 243% | 51 | 9.8% | 2.3 |
|
| 2541 |
2541
Sentinel Trust
Houston,
Texas
| $564M | -$8.73M | -2% | 5.49% | 93.3% | 78 | 21.79% | 2.1 |
|
| 2542 |
2542
Private Ocean
San Rafael,
California
| $563M | +$67.3M | +14% | 1.3% | 2.82% | 638 | 22.26% | 2.3 |
|
| 2543 |
2543
Focused Wealth Management
Newburgh,
New York
| $563M | +$49.3M | +10% | 4.49% | 80.9% | 1,046 | 25.33% | 3.2 |
|
| 2544 |
2544
Vision Capital Management
Portland,
Oregon
| $562M | +$24M | +4% | 5.32% | 78.4% | 107 | 2.8% | 3.6 |
|
| 2545 |
2545
Oasis Management Company
Grand Cayman,
Cayman Islands
| $562M | +$30.2M | +6% | 3.99% | 368% | 73 | 60.27% | 0.3 |
|
| 2546 |
2546
Six Columns Capital
Dallas,
Texas
| $562M | -$261M | -32% | 27% | – | 76 | 75% | 0.2 |
|
| 2547 |
2547
Greenwood Gearhart
Fayetteville,
Arkansas
| $562M | +$48.1M | +9% | 6.19% | 79% | 83 | 9.64% | 3.6 |
|
| 2548 |
2548
Howard Capital Management
Roswell,
Georgia
| $562M | +$59.8M | +12% | 3.1% | 144% | 54 | 7.41% | 0.9 |
|
| 2549 |
2549
Main Street Financial Solutions
Newtown,
Pennsylvania
| $562M | +$72.5M | +15% | 3.4% | 75.4% | 429 | 14.92% | 0.2 |
|
| 2550 |
2550
Liberty One Investment Management
Libertyville,
Illinois
| $561M | +$29.3M | +5% | 4.89% | 40.3% | 146 | 9.59% | 1 |
|