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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Abundance Wealth Counselors
State College,
Pennsylvania
| $347M | +$18.2M | +6% | 7.31% | 107% | 84 | 11.9% | 0.7 |
|
| 2852 |
2852
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $347M | +$60.4M | +21% | 9.6% | 116% | 240 | 36.67% | 0.7 |
|
| 2853 |
2853
Bain Capital Credit
Boston,
Massachusetts
| $347M | +$55.7M | +19% | 5.35% | 14.4% | 22 | 27.27% | 0.7 |
|
| 2854 |
2854
InterWest Venture Management
San Francisco,
California
| $347M | +$226M | +187% | 2.58% | 57.6% | 12 | 8.33% | 2.8 |
|
| 2855 |
2855
Cooper Financial Group
Irvine,
California
| $346M | +$37.5M | +12% | 8.61% | 87.2% | 220 | 20% | 0.9 |
|
| 2856 |
2856
Alpha Capital Management
Austin,
Texas
| $346M | +$54M | +18% | 14.7% | 88% | 112 | 22.32% | 2.5 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $346M | +$14.3M | +4% | 5.61% | 54.3% | 292 | 3.08% | 4.2 |
|
| 2858 |
TIM
2858
Total Investment Management
Scottsdale,
Arizona
| $346M | +$59.5M | +21% | 4.74% | 44.4% | 53 | 32.08% | 1.9 |
|
| 2859 |
2859
HeadInvest LLC
Portland,
Maine
| $346M | +$28.6M | +9% | 8.36% | 59.1% | 189 | 8.47% | 3.9 |
|
| 2860 |
2860
Unison Advisors
Washington,
District of Columbia
| $346M | +$47.3M | +16% | 5.69% | 57.8% | 165 | 12.12% | 1.7 |
|
| 2861 |
GTC
2861
Ghost Tree Capital
New York
| $346M | -$33M | -9% | 10.4% | 265% | 59 | 49.15% | 0.7 |
|
| 2862 |
2862
Exane Derivatives
Paris,
France
| $345M | -$28.9M | -8% | 5.28% | 42.7% | 780 | 15.64% | 2.1 |
|
| 2863 |
2863
BIT Capital
Berlin,
Germany
| $345M | +$129M | +60% | 32.7% | 1,162% | 62 | 54.84% | 0.1 |
|
| 2864 |
MRG
2864
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $345M | +$271M | +370% | 15.8% | 100% | 19 | 36.84% | 0.6 |
|
| 2865 |
2865
Portland Global Advisors
Portland,
Maine
| $345M | +$35.1M | +11% | 8.19% | 43.4% | 121 | 12.4% | 4.4 |
|
| 2866 |
2866
Mitchell Capital Management
Leawood,
Kansas
| $345M | +$33.9M | +11% | 14.4% | 234% | 149 | 13.42% | 2 |
|
| 2867 |
2867
IBEX Wealth Advisors
Bedminster,
New Jersey
| $345M | +$33.4M | +11% | 11.7% | 234% | 110 | 24.55% | 1.4 |
|
| 2868 |
WWM
2868
Windsor Wealth Management
Indianapolis,
Indiana
| $344M | +$29.5M | +9% | 6.27% | 37.3% | 203 | 16.75% | 1.8 |
|
| 2869 |
2869
Donor Advised Charitable Giving
San Francisco,
California
| $344M | +$83.7M | +32% | 39.1% | 418% | 73 | 30.14% | 1 |
|
| 2870 |
III
2870
Independent Investors Inc
Nesconset,
New York
| $344M | +$46.9M | +16% | 17.7% | 94.5% | 73 | 10.96% | 5.5 |
|
| 2871 |
2871
KLCM Advisors
Milwaukee,
Wisconsin
| $343M | -$8.12M | -2% | 3.6% | 122% | 107 | 12.15% | 3.5 |
|
| 2872 |
2872
Sycomore Asset Management
Paris,
France
| $343M | +$119M | +53% | 13.4% | 163% | 63 | 47.62% | 0.6 |
|
| 2873 |
2873
Biltmore Capital Advisors
Princeton,
New Jersey
| $343M | -$19M | -5% | 19.5% | 80.4% | 109 | 47.71% | 0.7 |
|
| 2874 |
2874
Formidable Asset Management
Cincinnati,
Ohio
| $343M | +$3.97M | +1% | 12.8% | 62.2% | 299 | 19.73% | 0.7 |
|
| 2875 |
2875
True North Advisors
Dallas,
Texas
| $343M | -$73.1M | -18% | 10.5% | 82.9% | 206 | 18.45% | 0.5 |
|