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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Strategic Point Investment Advisors
Providence,
Rhode Island
| $378M | +$16.9M | +5% | 4.21% | 58.2% | 26 | 7.69% | 2.8 |
|
| 3202 |
III
3202
Independent Investors Inc
Nesconset,
New York
| $377M | -$1.25M | -0.3% | 0.94% | 94.5% | 74 | 6.76% | 5.6 |
|
| 3203 |
3203
Inspirion Wealth Advisors
Libertyville,
Illinois
| $377M | +$22M | +6% | 6.43% | 52.5% | 88 | 9.09% | 3.9 |
|
| 3204 |
3204
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $377M | +$20.9M | +6% | 3.8% | 81.8% | 70 | 10% | 5.7 |
|
| 3205 |
3205
Archford Capital Strategies
Swansea,
Illinois
| $376M | -$58.5M | -13% | 3.8% | 87.4% | 285 | 14.39% | 2.9 |
|
| 3206 |
3206
Rikoon Group
Santa Fe,
New Mexico
| $376M | +$17.7M | +5% | 5.23% | 63.3% | 240 | 9.58% | 2.8 |
|
| 3207 |
3207
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $376M | +$9.08M | +2% | 20.3% | 61.2% | 3 | 66.67% | 1.3 |
|
| 3208 |
3208
HBW Advisory Services
Simi Valley,
California
| $376M | +$46.7M | +14% | 3.44% | 68.6% | 275 | 30.91% | 0.6 |
|
| 3209 |
3209
NFC Investments
Memphis,
Tennessee
| $376M | +$31.4M | +9% | 20.9% | – | 47 | 21.28% | 3.3 |
|
| 3210 |
3210
First Trust Direct Indexing
Boston,
Massachusetts
| $375M | +$4.16M | +1% | 7.41% | 69% | 1,129 | 65.63% | 0.2 |
|
| 3211 |
3211
Nightview Capital
Austin,
Texas
| $375M | -$46.3M | -11% | 3.21% | 170% | 16 | 43.75% | 1.4 |
|
| 3212 |
3212
Source Financial Advisors
New York
| $375M | +$4.74M | +1% | 0.51% | 18.5% | 118 | 16.1% | 0.2 |
|
| 3213 |
3213
Ramius Advisors
New York
| $374M | +$104M | +39% | 3.26% | 187% | 424 | 89.39% | 0 |
|
| 3214 |
3214
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $374M | +$51.5M | +16% | 6.09% | 174% | 206 | 19.9% | 4 |
|
| 3215 |
SCM
3215
Stamina Capital Management
New York
| $374M | -$29.4M | -7% | 9.62% | 292% | 35 | 42.86% | 0.6 |
|
| 3216 |
3216
Financial Management Professionals
Austin,
Texas
| $374M | +$17.1M | +5% | 7.23% | 67.3% | 746 | 20.38% | 2.1 |
|
| 3217 |
3217
Tarsadia Capital
New York
| $374M | -$110M | -23% | 11.5% | – | 27 | 48.15% | 0.5 |
|
| 3218 |
3218
Brickley Wealth Management
San Mateo,
California
| $374M | +$10M | +3% | 2.37% | 75.9% | 40 | 5% | 2.1 |
|
| 3219 |
3219
Cartica Management
Washington,
District of Columbia
| $374M | +$10M | +3% | 2.28% | 92.9% | 11 | 18.18% | 0.7 |
|
| 3220 |
3220
Y-Intercept (HK)
Hong Kong
| $373M | +$136M | +57% | 6.82% | 41.6% | 903 | 79.73% | 0.1 |
|
| 3221 |
3221
Paradigm Asset Management
New York
| $373M | +$14.1M | +4% | 8.37% | 79.2% | 421 | 47.74% | 1.2 |
|
| 3222 |
3222
Zhang Financial
Portage,
Michigan
| $373M | +$48.2M | +15% | 5.92% | 67.9% | 129 | 15.5% | 3.6 |
|
| 3223 |
3223
Holowesko Partners
Nassau,
Bahamas
| $373M | +$1.37M | +0.4% | 12.2% | 51.1% | 35 | 37.14% | 2.5 |
|
| 3224 |
3224
Certuity
North Palm Beach,
Florida
| $373M | +$61.8M | +20% | 5.23% | 197% | 336 | 31.25% | 0.6 |
|
| 3225 |
3225
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $372M | +$51M | +16% | 4.44% | 47% | 106 | 7.55% | 2.9 |
|