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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
RIA
2601
RPG Investment Advisory
Pleasanton,
California
| $409M | +$30.3M | +8% | 5.54% | 186% | 356 | 9.27% | 2 |
|
| 2602 |
NFAM
2602
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $408M | -$326M | -44% | 25% | 104% | 130 | 87.69% | 0.1 |
|
| 2603 |
2603
Meridian Wealth Management
Lexington,
Kentucky
| $408M | +$109M | +37% | 14.7% | 129% | 283 | 31.45% | 1.4 |
|
| 2604 |
2604
Precept Management
Dallas,
Texas
| $408M | -$115M | -22% | 21.2% | 110% | 106 | 53.77% | 0.8 |
|
| 2605 |
2605
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $407M | +$39.4M | +11% | 11.4% | 116% | 243 | 9.88% | 1.8 |
|
| 2606 |
2606
German American Bancorp
Jasper,
Indiana
| $407M | +$29.4M | +8% | 6.87% | 102% | 78 | 11.54% | 1.7 |
|
| 2607 |
2607
Towercrest Capital Management
Newtown,
Pennsylvania
| $407M | +$24.9M | +7% | 4.33% | 42.6% | 81 | 7.41% | 2.6 |
|
| 2608 |
2608
Essex Financial Services
Essex,
Connecticut
| $407M | +$82.9M | +26% | 10% | 87.7% | 292 | 19.86% | 3.7 |
|
| 2609 |
2609
Evermay Wealth Management
Arlington,
Virginia
| $407M | +$27.2M | +7% | 8.1% | 61.1% | 161 | 8.07% | 3.2 |
|
| 2610 |
2610
Robertson Stephens Wealth Management
San Francisco,
California
| $407M | +$60.4M | +17% | 7.86% | 109% | 251 | 30.68% | 0.6 |
|
| 2611 |
2611
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $406M | +$161M | +66% | 22.1% | 101% | 14 | 57.14% | 0.3 |
|
| 2612 |
2612
Virtue Capital Management
Brentwood,
Tennessee
| $406M | -$27.4M | -6% | 8.36% | 97.9% | 268 | 24.25% | 0.4 |
|
| 2613 |
MGAI
2613
MP Global Advisers III
New York
| $406M | -$200M | -33% | 0.68% | 16.5% | 1 | 0% | 7.3 |
|
| 2614 |
2614
Aperture Investors
New York
| $406M | +$10.9M | +3% | 17.2% | 211% | 91 | 41.76% | 0.4 |
|
| 2615 |
2615
Chatham Capital Group
Savannah,
Georgia
| $406M | +$19.2M | +5% | 5.36% | 97% | 158 | 9.49% | 4.3 |
|
| 2616 |
2616
McCutchen Group
Seattle,
Washington
| $405M | +$32.3M | +9% | 5.69% | 2.54% | 25 | 12% | 5.3 |
|
| 2617 |
IR
2617
IAT Reinsurance
New York
| $405M | +$40.4M | +11% | 3.29% | 60.2% | 100 | 26% | 3.2 |
|
| 2618 |
2618
Creative Financial Designs
Kokomo,
Indiana
| $405M | +$75M | +23% | 6.93% | 58.8% | 1,340 | 15.6% | 1 |
|
| 2619 |
2619
Keywise Capital Management (HK)
Hong Kong
| $405M | +$4.86M | +1% | 16.4% | 684% | 43 | 53.49% | 0.3 |
|
| 2620 |
2620
Winslow Evans & Crocker
Boston,
Massachusetts
| $404M | +$29.4M | +8% | 10.6% | 76.2% | 1,202 | 12.56% | 4.2 |
|
| 2621 |
2621
Wealthquest
Cincinnati,
Ohio
| $404M | +$10.7M | +3% | 6.84% | 52.1% | 118 | 15.25% | 2.6 |
|
| 2622 |
2622
Minot Capital
Broomfield,
Colorado
| $404M | +$77.1M | +24% | 8.48% | 19.6% | 14 | 7.14% | 1 |
|
| 2623 |
PJB
2623
Paul John Balson
Marina Del Rey,
California
| $404M | +$138M | +52% | 25.2% | – | 82 | 17.07% | 0.4 |
|
| 2624 |
2624
M.D. Sass LLC
New York
| $403M | +$26.4M | +7% | 5.09% | 80.1% | 38 | 26.32% | 1.5 |
|
| 2625 |
2625
Redwood Investment Management
Scottsdale,
Arizona
| $403M | +$53.3M | +15% | 5.35% | 62.5% | 310 | 52.9% | 0.5 |
|