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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Blue Pool Management
Causeway Bay,
Hong Kong
| $446M | -$66.1M | -13% | 6.06% | 72.8% | 42 | 40.48% | 1.3 |
|
| 2927 |
KWMG
2927
King Wealth Management Group
Naples,
Florida
| $446M | +$19M | +4% | 3.53% | 103% | 167 | 11.98% | 3.5 |
|
| 2928 |
2928
Intelligence Driven Advisers
Carlsbad,
California
| $446M | -$432K | -0.1% | 1.4% | 65.6% | 94 | 26.6% | 1.2 |
|
| 2929 |
2929
Noesis Capital Mangement
Boca Raton,
Florida
| $445M | +$40.6M | +10% | 6.45% | 139% | 128 | 16.41% | 3.6 |
|
| 2930 |
2930
Arbor Investment Advisors
Winston Salem,
North Carolina
| $445M | +$8.7M | +2% | 6.75% | 48.5% | 102 | 9.8% | 3.2 |
|
| 2931 |
2931
Disciplina Capital Management
Nashville,
Tennessee
| $444M | +$251M | +130% | 3.49% | 33% | 59 | 32.2% | 0.8 |
|
| 2932 |
2932
Lindbrook Capital
Calabasas,
California
| $444M | +$34.9M | +9% | 7.33% | 35.8% | 1,987 | 12.38% | 1.5 |
|
| 2933 |
NFAM
2933
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $444M | -$538M | -55% | 13.5% | 104% | 180 | 88.89% | 0.1 |
|
| 2934 |
GECH
2934
Garnet Equity Capital Holdings
New York
| $444M | +$104M | +31% | 19.5% | 302% | 44 | 43.18% | 0.6 |
|
| 2935 |
2935
BlueSky Wealth Advisors
New Bern,
North Carolina
| $443M | +$29.2M | +7% | 2.68% | 45.9% | 61 | 22.95% | 2.6 |
|
| 2936 |
DC
2936
Derby & Company
Newton,
Massachusetts
| $443M | +$42.6M | +11% | 5.57% | 33.7% | 78 | 11.54% | 1.3 |
|
| 2937 |
2937
Cooper Financial Group
Irvine,
California
| $443M | -$47.5M | -10% | 4.15% | 87.2% | 328 | 36.89% | 1.1 |
|
| 2938 |
2938
Asset Dedication LLC
San Francisco,
California
| $443M | -$59M | -12% | 6.65% | 71.9% | 816 | 21.08% | 2.9 |
|
| 2939 |
2939
Compass Group
New York
| $442M | +$31.9M | +8% | 3.25% | 64.6% | 20 | 30% | 1.2 |
|
| 2940 |
2940
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $442M | +$55.5M | +14% | 11.5% | 40% | 13 | 7.69% | 3.8 |
|
| 2941 |
2941
Advisor OS
Chicago,
Illinois
| $441M | +$68.5M | +18% | 5.36% | 68.8% | 214 | 43.46% | 0.3 |
|
| 2942 |
2942
KLCM Advisors
Milwaukee,
Wisconsin
| $441M | +$38M | +9% | 13.2% | 122% | 112 | 13.39% | 3.8 |
|
| 2943 |
2943
Quattro Financial Advisors
The Woodlands,
Texas
| $441M | +$61.6M | +16% | 3.29% | 77.6% | 98 | 59.18% | 0.5 |
|
| 2944 |
2944
Gryphon Financial Partners
Columbus,
Ohio
| $440M | +$52M | +13% | 9.85% | 111% | 184 | 21.2% | 1.7 |
|
| 2945 |
2945
Sompo Asset Management
Tokyo,
Japan
| $440M | -$21.6M | -5% | 6.71% | 84.7% | 136 | 7.35% | 2 |
|
| 2946 |
2946
Means Investment Company
Bangor,
Maine
| $439M | +$835K | +0.2% | 4.46% | 106% | 198 | 12.12% | 1.5 |
|
| 2947 |
2947
Nations Financial Group
Cedar Rapids,
Iowa
| $439M | +$59.5M | +16% | 6.66% | 112% | 369 | 20.87% | 2.1 |
|
| 2948 |
2948
WMS Partners
Towson,
Maryland
| $439M | -$141M | -24% | 3.57% | 10.8% | 267 | 24.34% | 3.7 |
|
| 2949 |
2949
Astor Investment Management
Chicago,
Illinois
| $439M | -$15.2M | -3% | 4.94% | 23.3% | 67 | 32.84% | 1.2 |
|
| 2950 |
2950
11 Capital Partners
Darien,
Connecticut
| $439M | +$98.7M | +29% | 1.47% | 101% | 23 | 30.43% | 0.2 |
|