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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Ally Invest Advisors
Charlotte,
North Carolina
| $375M | +$52.3M | +16% | 4.25% | 41.1% | 17 | 0% | 1.3 |
|
| 2727 |
2727
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $375M | -$5.68M | -1% | 3.93% | 49% | 74 | 5.41% | 4.2 |
|
| 2728 |
GIM
2728
Greylin Investment Management
Orange,
Virginia
| $375M | +$20.9M | +6% | 10.9% | 52.1% | 88 | 31.82% | 3.3 |
|
| 2729 |
2729
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $375M | -$133K | -0% | 6.71% | 71.4% | 129 | 14.73% | 3 |
|
| 2730 |
2730
MayTech Global Investments
New York
| $374M | +$56M | +18% | 18.8% | 158% | 55 | 1.82% | 1.9 |
|
| 2731 |
2731
Endeavour Capital Advisors
Greenwich,
Connecticut
| $374M | +$74.6M | +25% | 7.34% | 76.7% | 59 | 23.73% | 1.8 |
|
| 2732 |
2732
Wexford Capital
West Palm Beach,
Florida
| $374M | -$24.4M | -6% | 11.3% | 128% | 294 | 79.59% | 0.3 |
|
| 2733 |
GC
2733
Gruss & Co
West Palm Beach,
Florida
| $373M | +$321M | +617% | 3.92% | 173% | 36 | 50% | 2.2 |
|
| 2734 |
2734
Gifford Fong Associates
Lafayette,
California
| $373M | +$43.1M | +13% | 15.7% | 180% | 132 | 2.27% | 2.2 |
|
| 2735 |
2735
Archford Capital Strategies
Swansea,
Illinois
| $373M | +$37.2M | +11% | 7.61% | 87.4% | 260 | 9.62% | 2.8 |
|
| 2736 |
2736
Anatole Investment Management
Central,
Hong Kong
| $373M | +$55M | +17% | 9.16% | 3,486% | 7 | 71.43% | 0.1 |
|
| 2737 |
FCP
2737
Fine Capital Partners
New York
| $373M | +$169M | +83% | 106% | 95.5% | 4 | 0% | 5.7 |
|
| 2738 |
2738
Avalon Global Asset Management
San Francisco,
California
| $372M | +$64.2M | +21% | 14% | 278% | 56 | 55.36% | 1.9 |
|
| 2739 |
2739
First Trust Capital Management
Chicago,
Illinois
| $372M | +$56.4M | +18% | 35.1% | 215% | 142 | 76.06% | 0.1 |
|
| 2740 |
2740
Affinity Wealth Management
Wilmington,
Delaware
| $371M | +$292M | +369% | 12.3% | 116% | 83 | 50.6% | 1.2 |
|
| 2741 |
2741
Intersect Capital
San Ramon,
California
| $371M | +$61.2M | +20% | 11.7% | 57.2% | 247 | 25.51% | 2.1 |
|
| 2742 |
CRB
2742
Chad R. Baker
| $371M | +$39M | +12% | 14.3% | 123% | 56 | 3.57% | 3.6 |
|
| 2743 |
2743
Divergent Wealth Advisors
South Jordan,
Utah
| $370M | +$30.4M | +9% | 5.09% | 14.7% | 42 | 23.81% | 2 |
|
| 2744 |
EVM
2744
Evelyn V. Moreno
| $370M | +$25.7M | +7% | 10.2% | 39.4% | 69 | 2.9% | 4.6 |
|
| 2745 |
2745
Omega Fund Management
Boston,
Massachusetts
| $370M | +$3.92M | +1% | 0.26% | 106% | 17 | 17.65% | 2.5 |
|
| 2746 |
2746
Ironwood Investment Counsel
Scottsdale,
Arizona
| $370M | +$42.1M | +13% | 8.85% | 64% | 199 | 9.05% | 3.7 |
|
| 2747 |
2747
Filament
Seattle,
Washington
| $369M | +$61.2M | +20% | 18.8% | 46.9% | 37 | 18.92% | 4.1 |
|
| 2748 |
2748
Aravt Global
New York
| $369M | -$47.4M | -11% | 13.5% | 83.7% | 14 | 21.43% | 2.7 |
|
| 2749 |
2749
Waddell & Associates
Memphis,
Tennessee
| $369M | +$33.1M | +10% | 7.41% | 194% | 35 | 37.14% | 0.7 |
|
| 2750 |
2750
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $369M | +$67.4M | +22% | 6.54% | 78.2% | 151 | 22.52% | 0.9 |
|