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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Bardin Hill Management Partners
New York
| $479M | +$102M | +27% | 18.8% | 214% | 58 | 67.24% | 0.4 |
|
| 2702 |
CFMC
2702
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $479M | +$60.8M | +15% | 11% | 69.6% | 181 | 8.29% | 4.4 |
|
| 2703 |
2703
Robertson Stephens Wealth Management
San Francisco,
California
| $478M | +$71.4M | +18% | 14% | 109% | 267 | 19.48% | 0.8 |
|
| 2704 |
2704
Hardy Reed
Tupelo,
Mississippi
| $478M | +$79.3M | +20% | 13.5% | 77.5% | 103 | 17.48% | 1.2 |
|
| 2705 |
2705
Tarbox Family Office
Newport Beach,
California
| $478M | +$67.6M | +16% | 16% | 66.4% | 1,224 | 9.4% | 3.2 |
|
| 2706 |
2706
Transform Wealth
Greenwood Village,
Colorado
| $478M | -$142M | -23% | 13.5% | 48.4% | 234 | 24.36% | 2 |
|
| 2707 |
2707
Sycomore Asset Management
Paris,
France
| $478M | +$135M | +39% | 18.8% | 163% | 83 | 40.96% | 0.6 |
|
| 2708 |
2708
Spectrum Management Group
Indianapolis,
Indiana
| $478M | +$50.9M | +12% | 10.7% | 44% | 295 | 35.93% | 2 |
|
| 2709 |
2709
City Holding Co
Charleston,
West Virginia
| $478M | +$38.9M | +9% | 13% | 89.2% | 551 | 13.61% | 4.7 |
|
| 2710 |
2710
HCR Wealth Advisors
Los Angeles,
California
| $478M | +$40.4M | +9% | 13.4% | 107% | 278 | 17.63% | 1.7 |
|
| 2711 |
2711
Absher Wealth Management
Chapel Hill,
North Carolina
| $478M | +$61.7M | +15% | 13.7% | 65.3% | 72 | 6.94% | 0.9 |
|
| 2712 |
2712
Valley National Advisers
Bethlehem,
Pennsylvania
| $477M | +$39.8M | +9% | 11.6% | 87.2% | 894 | 10.07% | 3.4 |
|
| 2713 |
2713
Arkadios Wealth Advisors
Atlanta,
Georgia
| $477M | +$277M | +139% | 13.3% | 91.1% | 1,706 | 49.47% | 0.5 |
|
| 2714 |
2714
RGT Wealth Advisors
Dallas,
Texas
| $477M | +$82M | +21% | 10.3% | 9.35% | 76 | 55.26% | 0.7 |
|
| 2715 |
2715
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $476M | +$55.7M | +13% | 13% | 60% | 650 | 20.92% | 3.6 |
|
| 2716 |
2716
Institutional & Family Asset Management
Fort Collins,
Colorado
| $476M | +$46.6M | +11% | 13.4% | 19% | 957 | 18.5% | 2.1 |
|
| 2717 |
2717
Chemung Canal Trust
Elmira,
New York
| $476M | +$57M | +14% | 13.6% | 93.4% | 115 | 1.74% | 4.9 |
|
| 2718 |
2718
Atlas Capital Advisors
Jackson,
Wyoming
| $476M | +$53.4M | +13% | 12.7% | – | 660 | 55.91% | 0.9 |
|
| 2719 |
2719
Tanglewood Wealth Management
Houston,
Texas
| $476M | +$37M | +8% | 12.8% | 64.6% | 21 | 19.05% | 2.7 |
|
| 2720 |
NEWAS
2720
N.E.W. Advisory Services
De Pere,
Wisconsin
| $476M | +$122M | +34% | 11.3% | 56% | 137 | 32.12% | 0.6 |
|
| 2721 |
2721
Mount Lucas Management
Newtown,
Pennsylvania
| $475M | -$4.41M | -0.9% | 18.6% | 110% | 134 | 57.46% | 0.4 |
|
| 2722 |
2722
Permanens Capital
New York
| $475M | +$186M | +64% | 13.8% | 76.9% | 133 | 14.29% | 1.2 |
|
| 2723 |
2723
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $475M | +$216M | +83% | 66.5% | 55.2% | 33 | 45.45% | 0.4 |
|
| 2724 |
2724
Laidlaw Wealth Management
New York City,
New York
| $475M | +$250M | +111% | 11.4% | 150% | 361 | 45.43% | 0.4 |
|
| 2725 |
DGHMC
2725
Dalton, Greiner, Hartman, Maher & Co
New York
| $475M | -$137M | -22% | 26.6% | 63% | 175 | 10.86% | 2.6 |
|