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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Mission Creek Capital Partners
San Francisco,
California
| $326M | +$72.5M | +29% | 10.8% | 148% | 221 | 15.38% | 0.8 |
|
| 3327 |
3327
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $326M | +$46.6M | +17% | 14.4% | 72.5% | 83 | 16.87% | 1.8 |
|
| 3328 |
3328
Algebris (UK)
London,
United Kingdom
| $326M | +$140M | +75% | 30.1% | 17% | 40 | 62.5% | 0.5 |
|
| 3329 |
3329
Stockman Wealth Management
Billings,
Montana
| $326M | +$51.8M | +19% | 14% | 77.5% | 201 | 19.4% | 2.8 |
|
| 3330 |
3330
RP Management
New York
| $326M | -$341M | -51% | 16.1% | 208% | 6 | 16.67% | 1.6 |
|
| 3331 |
NG
3331
Northstar Group
New York
| $326M | +$35.7M | +12% | 11.8% | 68.4% | 139 | 10.79% | 4 |
|
| 3332 |
3332
Epstein & White Financial
San Diego,
California
| $326M | +$45.6M | +16% | 10.9% | 51% | 89 | 20.22% | 1.6 |
|
| 3333 |
3333
Columbus Macro
New Castle,
Pennsylvania
| $326M | -$1.47M | -0.4% | 10.4% | 48.7% | 162 | 16.67% | 1.7 |
|
| 3334 |
3334
Vectors Research Management
New York
| $325M | +$52.5M | +19% | 9.61% | 71.4% | 496 | 19.96% | 1.5 |
|
| 3335 |
3335
Riggs Asset Management
Dallas,
Pennsylvania
| $325M | +$88.1M | +37% | 14.8% | 219% | 306 | 52.61% | 2 |
|
| 3336 |
3336
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $325M | +$984K | +0.3% | 0.33% | 19.8% | 3 | 0% | 6 |
|
| 3337 |
3337
BSW Wealth Partners
Boulder,
Colorado
| $325M | +$58.9M | +22% | 15.5% | 75.4% | 191 | 23.04% | 2.3 |
|
| 3338 |
3338
TBH Global Asset Management
Brentwood,
Tennessee
| $325M | +$36.5M | +13% | 12.5% | 83.3% | 190 | 19.47% | 0.7 |
|
| 3339 |
3339
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $325M | – | – | 11.5% | 98.9% | 142 | – | 0 |
|
| 3340 |
AIS
3340
AM Investment Strategies
Chattanooga,
Tennessee
| $325M | +$40.2M | +14% | 21.4% | 135% | 95 | 16.84% | 0.2 |
|
| 3341 |
3341
Zhang Financial
Portage,
Michigan
| $325M | +$47.1M | +17% | 14.8% | 75.8% | 111 | 13.51% | 3.9 |
|
| 3342 |
3342
Nicolet Bankshares
Green Bay,
Wisconsin
| $324M | +$36.1M | +13% | 13.4% | 75.5% | 191 | 7.85% | 3.3 |
|
| 3343 |
3343
Baker Tilly Wealth Management
Madison,
Wisconsin
| $324M | – | – | 12.7% | 96.9% | 337 | – | 0 |
|
| 3344 |
3344
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $324M | +$47.6M | +17% | 14.2% | 72.3% | 82 | 21.95% | 4.4 |
|
| 3345 |
3345
Abacus Planning Group
Columbia,
South Carolina
| $324M | +$49.8M | +18% | 26.1% | 67.8% | 198 | 17.17% | 1.7 |
|
| 3346 |
3346
Plante Moran Financial Advisors
Southfield,
Michigan
| $324M | +$39.2M | +14% | 12.9% | 69.2% | 1,049 | 30.7% | 3 |
|
| 3347 |
EGA
3347
E&G Advisors
Houston,
Texas
| $324M | +$33.3M | +11% | 10.7% | 97.7% | 196 | 10.2% | 3.2 |
|
| 3348 |
3348
Enstar Group
Hamilton,
Bermuda
| $324M | +$114M | +55% | 19.2% | 16.4% | 13 | 15.38% | 0.8 |
|
| 3349 |
3349
Chandler Asset Management
San Diego,
California
| $324M | +$44.8M | +16% | 14.3% | 35.6% | 20 | 10% | 2.5 |
|
| 3350 |
FCT
3350
Family Capital Trust
Peabody,
Massachusetts
| $323M | +$16.7M | +5% | 7.85% | 39.1% | 55 | 5.45% | 5.3 |
|