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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Shay Capital
New York
| $458M | – | – | 34.6% | 166% | 279 | – | 0 |
|
| 2777 |
2777
Bell Asset Management
Melbourne,
Australia
| $457M | +$55M | +14% | 11.7% | 45.3% | 62 | 6.45% | 2.1 |
|
| 2778 |
2778
Pacific Global Investment Management
Glendale,
California
| $457M | +$71.5M | +19% | 15.9% | 48% | 211 | 20.38% | 4.2 |
|
| 2779 |
2779
Advantage Alpha Capital Partners
San Francisco,
California
| $457M | +$24.1M | +6% | 28.5% | 79.2% | 120 | 42.5% | 0.5 |
|
| 2780 |
2780
Front Street Capital Management
Missoula,
Montana
| $456M | +$98.3M | +27% | 32.6% | 316% | 64 | 14.06% | 3 |
|
| 2781 |
2781
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $456M | +$122M | +36% | 42.8% | 21% | 4 | 0% | 1 |
|
| 2782 |
2782
Montecito Bank & Trust
Santa Barbara,
California
| $456M | +$63.3M | +16% | 12.6% | – | 240 | 20% | 3.5 |
|
| 2783 |
2783
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $456M | +$57.4M | +14% | 12.9% | 55.8% | 86 | 8.14% | 4.2 |
|
| 2784 |
2784
Land & Buildings Investment Management
Stamford,
Connecticut
| $456M | -$121M | -21% | 11.7% | 53.9% | 27 | 40.74% | 1.2 |
|
| 2785 |
2785
StoneX Group
New York
| $455M | +$144M | +46% | 13.1% | 92.3% | 389 | 21.85% | 1.6 |
|
| 2786 |
2786
Astor Investment Management
Chicago,
Illinois
| $454M | -$610K | -0.1% | 10.8% | 23.3% | 63 | 20.63% | 1.2 |
|
| 2787 |
2787
Intersect Capital
San Ramon,
California
| $454M | +$82.7M | +22% | 13.3% | 57.2% | 303 | 24.09% | 2 |
|
| 2788 |
2788
Evermay Wealth Management
Arlington,
Virginia
| $454M | +$46.4M | +11% | 12.1% | 61.1% | 174 | 11.49% | 3.1 |
|
| 2789 |
2789
HoldCo Asset Management
Fort Lauderdale,
Florida
| $453M | – | – | 44% | – | 24 | – | 0 |
|
| 2790 |
2790
Sound Income Strategies
Ft Lauderdale,
Florida
| $453M | +$87.2M | +24% | 13.7% | 31.4% | 990 | 9.9% | 1.9 |
|
| 2791 |
2791
Capital Advisors Ltd
Shaker Heights,
Ohio
| $453M | +$52.1M | +13% | 13% | 61.1% | 465 | 4.3% | 4.2 |
|
| 2792 |
2792
Dymon Asia Capital (Singapore)
Singapore
| $453M | – | – | 19.8% | 291% | 110 | – | 0 |
|
| 2793 |
FCP
2793
Fine Capital Partners
New York
| $453M | +$80M | +21% | 20.8% | 95.5% | 4 | 0% | 5.9 |
|
| 2794 |
2794
RK Capital Management (Colorado)
Denver,
Colorado
| $452M | +$99.4M | +28% | 30.6% | 89% | 75 | 29.33% | 1.5 |
|
| 2795 |
2795
Inspire Investing
Meridian,
Idaho
| $452M | +$88.8M | +24% | 21.1% | 107% | 702 | 49.86% | 0.9 |
|
| 2796 |
2796
Meeder Asset Management
Dublin,
Ohio
| $452M | -$1.09B | -71% | 13% | 176% | 2,498 | 24.5% | 1.8 |
|
| 2797 |
2797
Moloney Securities Asset Management
Manchester,
Missouri
| $451M | +$71.9M | +19% | 14.2% | 86% | 402 | 20.65% | 1.9 |
|
| 2798 |
2798
Parkside Investments
Deerfield,
Illinois
| $451M | +$70.3M | +18% | 20.7% | 70.4% | 104 | 24.04% | 2 |
|
| 2799 |
2799
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $451M | +$36.4M | +9% | 9.62% | 64.8% | 121 | 4.13% | 6 |
|
| 2800 |
2800
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $450M | +$159M | +55% | 18.2% | 86.7% | 83 | 43.37% | 1.1 |
|