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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Hartree Partners
New York
| $440M | +$274M | +164% | 94% | 133% | 70 | 81.43% | 0.1 |
|
| 2827 |
TAM
2827
THB Asset Management
Norwalk,
Connecticut
| $440M | +$79.8M | +22% | 40.2% | 104% | 167 | 17.37% | 2 |
|
| 2828 |
2828
Edge Wealth Management
New York
| $440M | +$5.81M | +1% | 13.2% | 75.3% | 493 | 32.45% | 2.9 |
|
| 2829 |
2829
Ironwood Investment Counsel
Scottsdale,
Arizona
| $440M | +$70.6M | +19% | 13.5% | 78.2% | 211 | 9.48% | 3.5 |
|
| 2830 |
2830
Fieldpoint Private Securities
Greenwich,
Connecticut
| $440M | +$101M | +30% | 14.3% | 47.2% | 1,581 | 82.92% | 0.4 |
|
| 2831 |
2831
JBJ Investment Partners
Charleston,
South Carolina
| $440M | +$57.4M | +15% | 9.75% | 46.2% | 62 | 25.81% | 0.9 |
|
| 2832 |
2832
Seven Eight Capital
New York
| $440M | -$23M | -5% | 34.2% | 13.6% | 714 | 71.99% | 0.2 |
|
| 2833 |
MRCM
2833
M&R Capital Management
Summit,
New Jersey
| $439M | +$36.8M | +9% | 14.7% | 52.6% | 480 | 9.38% | 4.4 |
|
| 2834 |
2834
Sanders Morris Harris
Houston,
Texas
| $439M | +$71.3M | +19% | 15.6% | 85.8% | 312 | 17.95% | 0.8 |
|
| 2835 |
2835
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $439M | +$70.1M | +19% | 12.2% | 78.2% | 148 | 11.49% | 1.2 |
|
| 2836 |
2836
Means Investment Company
Bangor,
Maine
| $439M | +$74.7M | +21% | 13.2% | 106% | 192 | 23.44% | 1.3 |
|
| 2837 |
2837
Tortoise Investment Management
White Plains,
New York
| $438M | +$28.5M | +7% | 10.7% | 43.8% | 571 | 9.98% | 4.2 |
|
| 2838 |
2838
Shepherd Financial Partners
Winchester,
Massachusetts
| $438M | +$13.3M | +3% | 13.2% | 88.4% | 140 | 15.71% | 2.1 |
|
| 2839 |
FPCM
2839
Financial Partners Capital Management
New York
| $438M | +$61.8M | +16% | 15.5% | 34.2% | 116 | 23.28% | 3.2 |
|
| 2840 |
2840
Gates Foundation
Seattle,
Washington
| $438M | – | – | 44% | 58.1% | 5 | – | 0 |
|
| 2841 |
2841
MA Private Wealth
San Carlos,
California
| $437M | +$13.5M | +3% | 9.66% | 63.4% | 86 | 26.74% | 1.4 |
|
| 2842 |
2842
Brasada Capital Management
Houston,
Texas
| $437M | +$42.6M | +11% | 16% | 76.5% | 163 | 29.45% | 1.4 |
|
| 2843 |
2843
Waddell & Associates
Memphis,
Tennessee
| $437M | +$68.3M | +19% | 17.1% | 194% | 36 | 47.22% | 1.1 |
|
| 2844 |
WM
2844
Wishbone Management
Chicago,
Illinois
| $437M | -$37M | -8% | 27.4% | 58.7% | 16 | 50% | 0.5 |
|
| 2845 |
2845
Rodgers Brothers
Harmony,
Pennsylvania
| $437M | +$50.1M | +13% | 16.9% | 108% | 188 | 6.91% | 4.7 |
|
| 2846 |
2846
Fort Point Capital Partners
San Francisco,
California
| $436M | +$40.1M | +10% | 17.9% | 66.6% | 164 | 23.78% | 2.4 |
|
| 2847 |
2847
Greenline Partners
New York
| $436M | +$43.3M | +11% | 12.4% | 69.6% | 126 | 20.63% | 1.2 |
|
| 2848 |
2848
Arbor Investment Advisors
Winston Salem,
North Carolina
| $436M | +$53.4M | +14% | 13.4% | 48.5% | 98 | 13.27% | 3.2 |
|
| 2849 |
2849
Meag Munich Ergo
Munich,
Germany
| $435M | -$103M | -19% | 14.1% | 82.8% | 215 | 13.95% | 3 |
|
| 2850 |
2850
Archford Capital Strategies
Swansea,
Illinois
| $435M | +$61.8M | +17% | 13% | 87.4% | 264 | 5.68% | 2.8 |
|