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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Forward Management
San Francisco,
California
| $494M | -$60.6M | -11% | 3.82% | 36.9% | 33 | 48.48% | 3.3 |
|
| 2752 |
FPCM
2752
Financial Partners Capital Management
New York
| $494M | +$56.2M | +13% | 7.22% | 34.2% | 112 | 11.61% | 3.1 |
|
| 2753 |
2753
Intersect Capital
San Ramon,
California
| $494M | +$40.1M | +9% | 5.43% | 57.2% | 341 | 16.13% | 1.9 |
|
| 2754 |
2754
Good Life Advisors
Reading,
Pennsylvania
| $494M | +$67M | +16% | 4.84% | 60% | 325 | 17.23% | 2.2 |
|
| 2755 |
CF
2755
Clarity Financial
Houston,
Texas
| $494M | +$75.3M | +18% | 3.48% | 56.8% | 135 | 45.19% | 0.1 |
|
| 2756 |
2756
Winslow Asset Management
Beachwood,
Ohio
| $494M | +$19.7M | +4% | 11.2% | 89.9% | 81 | 7.41% | 5.4 |
|
| 2757 |
2757
Sio Capital Management
New York
| $493M | +$4.13M | +0.8% | 16.9% | 564% | 111 | 39.64% | 0.7 |
|
| 2758 |
2758
Cornerstone Wealth Group
Huntersville,
North Carolina
| $492M | +$85.4M | +21% | 8.31% | 108% | 185 | 34.05% | 0.9 |
|
| 2759 |
AO
2759
Allen Operations
New York
| $492M | +$33.5M | +7% | 5.68% | 248% | 30 | 20% | 3 |
|
| 2760 |
2760
Night Owl Capital Management
Greenwich,
Connecticut
| $491M | -$28.1M | -5% | 0.43% | 162% | 32 | 21.88% | 3.4 |
|
| 2761 |
LCM
2761
Lonestar Capital Management
San Francisco,
California
| $491M | -$92.7M | -16% | 53.4% | 260% | 30 | 60% | 0.4 |
|
| 2762 |
2762
FRG Family Wealth Advisors
Bellevue,
Washington
| $491M | +$31.8M | +7% | 7.08% | 76.4% | 136 | 8.09% | 3.9 |
|
| 2763 |
2763
Schafer Cullen Capital Management
New York
| $491M | -$6.25B | -93% | 10.3% | 28.4% | 260 | 78.46% | 5.6 |
|
| 2764 |
2764
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $490M | +$13.9M | +3% | 6.05% | 60% | 648 | 16.98% | 3.7 |
|
| 2765 |
2765
Financial Enhancement Group
Anderson,
Indiana
| $490M | +$19.6M | +4% | 3.64% | 62.2% | 333 | 28.83% | 1.8 |
|
| 2766 |
2766
HeadInvest LLC
Portland,
Maine
| $490M | +$18.8M | +4% | 5.26% | 59.1% | 228 | 13.16% | 3.4 |
|
| 2767 |
2767
Affinity Wealth Management
Wilmington,
Delaware
| $489M | +$15.5M | +3% | 6.77% | 116% | 110 | 23.64% | 1.2 |
|
| 2768 |
2768
Covenant Multifamily Offices
San Antonio,
Texas
| $489M | -$70.2M | -13% | 8.2% | 38.3% | 193 | 34.2% | 1.1 |
|
| 2769 |
TEC
2769
Tiger Eye Capital
Nashville,
Tennessee
| $489M | -$79.2M | -14% | 8.62% | 116% | 74 | 48.65% | 1.6 |
|
| 2770 |
2770
EFG Asset Management (Americas)
Miami,
Florida
| $489M | +$62K | +0% | 3.58% | 112% | 153 | 20.92% | 2.2 |
|
| 2771 |
2771
Ashmore Group
London,
United Kingdom
| $489M | -$1.98B | -80% | 1% | 103% | 26 | 7.69% | 1.7 |
|
| 2772 |
2772
Oberweis Asset Management
Lisle,
Illinois
| $489M | +$109M | +29% | 17.8% | 485% | 193 | 40.41% | 1.2 |
|
| 2773 |
2773
Rinet Company
Boston,
Massachusetts
| $488M | +$136M | +38% | 6.51% | 33.1% | 76 | 60.53% | 1.5 |
|
| 2774 |
2774
Baker Tilly Wealth Management
Madison,
Wisconsin
| $488M | +$164M | +51% | 5.43% | 96.9% | 481 | 34.1% | 0.2 |
|
| 2775 |
TA
2775
Tamarack Advisers
Carlsbad,
California
| $488M | +$7.56M | +2% | 12.9% | 46.5% | 83 | 60.24% | 0.7 |
|