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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Equitec Specialists
Chicago,
Illinois
| $519M | -$1.14B | -69% | 2.86% | 65.4% | 316 | 53.16% | 0.3 |
|
| 2677 |
2677
Domani Wealth
Lancaster,
Pennsylvania
| $519M | +$26.9M | +5% | 4.63% | 48.6% | 132 | 6.82% | 3.4 |
|
| 2678 |
2678
Aviance Capital Partners
Naples,
Florida
| $518M | +$23.7M | +5% | 7.12% | 109% | 284 | 19.01% | 3.5 |
|
| 2679 |
2679
MPM Asset Management
Boston,
Massachusetts
| $518M | -$189M | -27% | 13.2% | 5.89% | 8 | 0% | 1.8 |
|
| 2680 |
2680
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $517M | +$148M | +40% | 4.56% | 96.7% | 383 | 60.84% | 0.4 |
|
| 2681 |
2681
Caledonia Investments plc (UK)
London England,
United Kingdom
| $517M | +$21.6M | +4% | 5.72% | 61.9% | 11 | 0% | 4.3 |
|
| 2682 |
2682
Institutional & Family Asset Management
Fort Collins,
Colorado
| $517M | +$40.3M | +8% | 7.01% | 19% | 1,024 | 22.95% | 2.1 |
|
| 2683 |
2683
Sycomore Asset Management
Paris,
France
| $516M | +$38.3M | +8% | 1.61% | 163% | 108 | 49.07% | 0.6 |
|
| 2684 |
2684
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $516M | +$10.3M | +2% | 3.76% | 83.8% | 157 | 4.46% | 4.6 |
|
| 2685 |
2685
Quantitative Advantage
Minnetonka,
Minnesota
| $516M | +$42.3M | +9% | 5.16% | 45.9% | 69 | 26.09% | 2.1 |
|
| 2686 |
2686
Founders Fund III Management
San Francisco,
California
| $515M | – | – | 1.1% | – | 1 | – | 0 |
|
| 2687 |
2687
Donoghue Forlines
Boston,
Massachusetts
| $515M | -$2.51M | -0.5% | 4.91% | 229% | 329 | 62.01% | 0.2 |
|
| 2688 |
2688
Atlas Capital Advisors
Jackson,
Wyoming
| $514M | +$38.8M | +8% | 5.42% | – | 844 | 30.09% | 0.9 |
|
| 2689 |
SM
2689
Sabby Management
Miami Beach,
Florida
| $514M | -$7.79M | -1% | 57.5% | 95.5% | 206 | 70.39% | 0.3 |
|
| 2690 |
2690
LaFleur & Godfrey
Grand Rapids,
Michigan
| $514M | +$25.4M | +5% | 3.44% | 98.2% | 98 | 13.27% | 3.9 |
|
| 2691 |
2691
Calton & Associates
Tampa,
Florida
| $514M | -$46.6M | -8% | 4.7% | 73.9% | 439 | 22.55% | 1.6 |
|
| 2692 |
2692
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $513M | +$32.4M | +7% | 5.54% | 116% | 293 | 13.99% | 1.8 |
|
| 2693 |
2693
Versant Venture Management
San Francisco,
California
| $513M | -$450M | -47% | 4.53% | 409% | 13 | 23.08% | 2 |
|
| 2694 |
2694
KMG Fiduciary Partners
Toledo,
Ohio
| $513M | +$38.3M | +8% | 5.13% | 114% | 178 | 16.29% | 1.3 |
|
| 2695 |
2695
RGT Wealth Advisors
Dallas,
Texas
| $512M | +$35.8M | +8% | 4.55% | 9.35% | 73 | 23.29% | 1.1 |
|
| 2696 |
IIA
2696
IPG Investment Advisors
San Diego,
California
| $512M | +$81.3M | +19% | 15.8% | 126% | 221 | 36.65% | 1.7 |
|
| 2697 |
2697
Valley National Advisers
Bethlehem,
Pennsylvania
| $512M | +$35.1M | +7% | 4.75% | 87.2% | 936 | 13.35% | 3.4 |
|
| 2698 |
2698
Greatmark Investment Partners
Columbus,
Georgia
| $512M | +$49.7M | +11% | 12.3% | 72.5% | 138 | 10.87% | 4.4 |
|
| 2699 |
2699
Creative Financial Designs
Kokomo,
Indiana
| $512M | +$43.5M | +9% | 3.9% | 58.8% | 1,392 | 14.44% | 1.3 |
|
| 2700 |
2700
First Trust Capital Management
Chicago,
Illinois
| $511M | +$156M | +44% | 8.74% | 215% | 301 | 83.72% | 0.1 |
|