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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Bell Investment Advisors
Oakland,
California
| $427M | +$25.8M | +6% | 3.44% | 45% | 2,026 | 10.27% | 1.2 |
|
| 2977 |
2977
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $427M | +$96.9M | +29% | 5.58% | 70.3% | 868 | 50.23% | 0.7 |
|
| 2978 |
HA
2978
Harbor Advisors
West Palm Beach,
Florida
| $427M | +$26.8M | +7% | 10.2% | 125% | 167 | 12.57% | 4.4 |
|
| 2979 |
2979
Sentry LLC
Memphis,
Tennessee
| $427M | – | – | 21.4% | 52.6% | 116 | – | 0 |
|
| 2980 |
2980
Swiss Re
Zurich,
Switzerland
| $426M | -$120M | -22% | 3.43% | – | 9 | 11.11% | 1.3 |
|
| 2981 |
2981
Monograph Wealth Advisors
Manhattan Beach,
California
| $426M | +$48.5M | +13% | 7.58% | 68% | 97 | 14.43% | 1 |
|
| 2982 |
2982
Insight Advisors
Newtown,
Pennsylvania
| $426M | +$140M | +49% | 5.74% | 74% | 338 | 17.46% | 1.6 |
|
| 2983 |
2983
Affinity Wealth Management
Wilmington,
Delaware
| $426M | +$3.91M | +0.9% | 7.27% | 116% | 127 | 30.71% | 1.8 |
|
| 2984 |
2984
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $426M | +$35M | +9% | 6.73% | 78.2% | 237 | 15.61% | 0.2 |
|
| 2985 |
2985
Capital Insight Partners
Scottsdale,
Arizona
| $425M | +$39.8M | +10% | 5.15% | 51.7% | 172 | 13.95% | 2.9 |
|
| 2986 |
2986
Buckhead Capital Management
Atlanta,
Georgia
| $425M | +$10.5M | +3% | 2.26% | 76.1% | 126 | 5.56% | 4.7 |
|
| 2987 |
ECM
2987
EagleClaw Capital Management
Boston,
Massachusetts
| $424M | +$10.6M | +3% | 5.28% | 109% | 132 | 8.33% | 5.7 |
|
| 2988 |
2988
Hunter Perkins Capital Management
Lombard,
Illinois
| $424M | -$20M | -4% | 1.16% | 58% | 123 | 31.71% | 1.3 |
|
| 2989 |
2989
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $424M | +$21.3M | +5% | 3.52% | 24.5% | 32 | 0% | 4.6 |
|
| 2990 |
2990
MSD Capital
New York
| $423M | +$218M | +107% | 3.9% | 11.5% | 5 | 20% | 4.1 |
|
| 2991 |
2991
Marcho Partners
London,
United Kingdom
| $423M | -$2.36M | -0.6% | 27% | 115% | 12 | 8.33% | 1.8 |
|
| 2992 |
2992
Galibier Capital Management
Toronto,
Ontario, Canada
| $423M | -$70.5M | -14% | 2.74% | 66.8% | 43 | 9.3% | 2.3 |
|
| 2993 |
2993
Mirador Capital Partners
Pleasanton,
California
| $422M | -$796K | -0.2% | 6.64% | 120% | 214 | 22.9% | 3.1 |
|
| 2994 |
2994
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $422M | +$50.6M | +14% | 6.78% | 53.4% | 89 | 30.34% | 0.7 |
|
| 2995 |
JCP
2995
JB Capital Partners
Armonk,
New York
| $422M | +$40.9M | +11% | 9.75% | 142% | 79 | 7.59% | 1.8 |
|
| 2996 |
2996
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $422M | +$7.37M | +2% | 3.3% | 71.4% | 135 | 13.33% | 4.2 |
|
| 2997 |
2997
Symmetry Investments
St Helier,
Jersey
| $421M | +$49M | +13% | 4.81% | 148% | 166 | 77.71% | 0.3 |
|
| 2998 |
2998
OLP Capital Management
Causeway Bay,
Hong Kong
| $421M | -$49.5M | -11% | 9.41% | 146% | 4 | 25% | 1.7 |
|
| 2999 |
2999
Chandler Asset Management
San Diego,
California
| $421M | +$74.3M | +21% | 4.08% | 35.6% | 24 | 12.5% | 3.7 |
|
| 3000 |
3000
FourWorld Capital Management
New York
| $421M | +$348M | +479% | 13.2% | 132% | 27 | 44.44% | 0.5 |
|