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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $367M | -$8.07M | -2% | 10.6% | 71.4% | 119 | 15.13% | 3.6 |
|
| 3127 |
3127
FNY Investment Advisers
New York
| $367M | +$129M | +54% | 26.4% | 386% | 1,057 | 75.31% | 0.2 |
|
| 3128 |
3128
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $367M | -$209M | -36% | 152% | 61.2% | 2 | 0% | 1.3 |
|
| 3129 |
3129
Maso Capital Partners
Hong Kong
| $367M | +$188M | +105% | 9.44% | 8.67% | 50 | 64% | 0.4 |
|
| 3130 |
WC
3130
Walthausen & Co
Malta,
New York
| $367M | -$115M | -24% | 32.2% | 63.3% | 151 | 21.85% | 2.1 |
|
| 3131 |
CM
3131
Capital Management
Glen Allen,
Virginia
| $366M | +$48.3M | +15% | 18.9% | 63.6% | 77 | 12.99% | 3.1 |
|
| 3132 |
IBT
3132
International Biotechnology Trust
London,
United Kingdom
| $366M | +$56.4M | +18% | 14.9% | 11.1% | 57 | 15.79% | 2 |
|
| 3133 |
3133
Biltmore Capital Advisors
Princeton,
New Jersey
| $366M | +$23M | +7% | 8.1% | 80.4% | 117 | 37.61% | 0.7 |
|
| 3134 |
AAA
3134
Adams Asset Advisors
Dallas,
Texas
| $366M | +$50.9M | +16% | 24.5% | 66.8% | 75 | 5.33% | 3.2 |
|
| 3135 |
3135
Tectonic Advisors
Frisco,
Texas
| $366M | – | – | 12.4% | 44.9% | 186 | – | 0 |
|
| 3136 |
3136
Drexel Morgan & Co
Radnor,
Pennsylvania
| $366M | +$81.3M | +29% | 12.2% | 62.4% | 106 | 6.6% | 4.5 |
|
| 3137 |
3137
Amarillo National Bank
Amarillo,
Texas
| $365M | +$103M | +39% | 9.24% | 63.5% | 95 | 12.63% | 4.4 |
|
| 3138 |
3138
Siguler Guff Advisers
New York
| $365M | – | – | 18.5% | 37.7% | 5 | – | 1.4 |
|
| 3139 |
3139
Prestige Wealth Management Group
Flemington,
New Jersey
| $365M | +$33.8M | +10% | 8.48% | 55.8% | 1,079 | 20.95% | 1.1 |
|
| 3140 |
3140
MidWestOne Financial Group
Iowa City,
Iowa
| $365M | +$63.3M | +21% | 22.3% | 62.7% | 220 | 11.82% | 0.9 |
|
| 3141 |
3141
Harber Asset Management
Asheville,
North Carolina
| $365M | +$3.37M | +0.9% | 18.9% | 82% | 39 | 28.21% | 1.4 |
|
| 3142 |
TF
3142
TimeScale Financial
Danvers,
Massachusetts
| $365M | +$22.7M | +7% | 14% | 31.3% | 501 | 11.58% | 1.4 |
|
| 3143 |
3143
Mirador Capital Partners
Pleasanton,
California
| $364M | +$43.6M | +14% | 12.8% | 120% | 182 | 17.03% | 2.1 |
|
| 3144 |
3144
OLP Capital Management
Causeway Bay,
Hong Kong
| $364M | – | – | 19.7% | 115% | 5 | – | 0 |
|
| 3145 |
3145
Marietta Wealth Management
Marietta,
Georgia
| $364M | +$42.9M | +13% | 12.1% | 93% | 110 | 11.82% | 2.7 |
|
| 3146 |
3146
Brickley Wealth Management
San Mateo,
California
| $364M | +$4.22M | +1% | 11.2% | 75.9% | 38 | 5.26% | 2 |
|
| 3147 |
3147
Cartica Management
Washington,
District of Columbia
| $363M | +$55.9M | +18% | 36.4% | 92.9% | 10 | 40% | 0.6 |
|
| 3148 |
AC
3148
Athos Capital
Hong Kong
| $363M | +$155M | +75% | 11.6% | 101% | 91 | 76.92% | 0.3 |
|
| 3149 |
3149
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $362M | +$40M | +12% | 20% | 215% | 62 | 38.71% | 0.4 |
|
| 3150 |
3150
ArchPoint Investors
Coral Gables,
Florida
| $361M | +$48.3M | +15% | 16.8% | 106% | 126 | 15.87% | 2.8 |
|