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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
ArchPoint Investors
Coral Gables,
Florida
| $353M | -$8.33M | -2% | 8.85% | 111% | 132 | 14.39% | 2.8 |
|
| 3327 |
3327
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $353M | +$47.6M | +16% | 1.91% | 95.1% | 69 | 68.12% | 0.4 |
|
| 3328 |
3328
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $353M | +$193M | +121% | 121% | 96.7% | 1 | 0% | 1.3 |
|
| 3329 |
3329
Leo Brokerage
Hurst,
Texas
| $353M | +$42.3M | +14% | 4.85% | – | 199 | 23.62% | 0.4 |
|
| 3330 |
3330
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $353M | +$18.4M | +5% | 3.29% | 76.7% | 144 | 15.28% | 1.3 |
|
| 3331 |
TA
3331
Trivest Advisors
Hong Kong
| $352M | -$643M | -65% | 1.85% | 2,977% | 31 | 70.97% | 0.3 |
|
| 3332 |
3332
Chandler Asset Management
San Diego,
California
| $352M | +$28.7M | +9% | 5.55% | 35.6% | 22 | 18.18% | 2.7 |
|
| 3333 |
3333
Infrastructure Capital Advisors
New York
| $352M | +$51.1M | +17% | 18.2% | 52% | 77 | 57.14% | 1 |
|
| 3334 |
3334
Core Alternative Capital
Peachtree Corners,
Georgia
| $352M | +$18M | +5% | 8.31% | 74.5% | 76 | 22.37% | 1 |
|
| 3335 |
NAMP
3335
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $351M | -$430K | -0.1% | 2.17% | 90.2% | 143 | 8.39% | 4.2 |
|
| 3336 |
3336
Elk River Wealth Management
Denver,
Colorado
| $351M | +$48.6M | +16% | 6.23% | 81.8% | 127 | 9.45% | 0.2 |
|
| 3337 |
3337
Browning West
Los Angeles,
California
| $351M | +$158M | +82% | 25.8% | 96.8% | 2 | 0% | 0.3 |
|
| 3338 |
NIC
3338
Northwest Investment Counselors
Lake Oswego,
Oregon
| $351M | +$27.8M | +9% | 7.68% | 32.4% | 490 | 71.84% | 1.6 |
|
| 3339 |
3339
Fairfield, Bush & Co
Darien,
Connecticut
| $350M | +$7.41M | +2% | 6.23% | 112% | 166 | 12.05% | 4.3 |
|
| 3340 |
3340
Centric Wealth Management
Chicago,
Illinois
| $350M | +$29.5M | +9% | 7.67% | 44.4% | 239 | 22.18% | 0.8 |
|
| 3341 |
3341
Integral Health Asset Management
New York
| $350M | +$13.8M | +4% | 4.18% | 564% | 88 | 56.82% | 0.4 |
|
| 3342 |
3342
Wilsey Asset Management
San Diego,
California
| $350M | +$22.4M | +7% | 18.5% | 66.9% | 36 | 38.89% | 1.8 |
|
| 3343 |
PTB
3343
Pioneer Trust Bank
Salem,
Oregon
| $350M | +$21.2M | +6% | 8.14% | 75.7% | 76 | 7.89% | 5.4 |
|
| 3344 |
3344
Cornerstone Management
Duluth,
Georgia
| $350M | +$33.6M | +11% | 3.48% | 43.6% | 52 | 15.38% | 2.7 |
|
| 3345 |
3345
Exane Derivatives
Paris,
France
| $350M | +$9.8M | +3% | 6.44% | 42.7% | 984 | 27.03% | 1.9 |
|
| 3346 |
3346
Harber Asset Management
Asheville,
North Carolina
| $350M | -$15M | -4% | 15% | 63.6% | 39 | 35.9% | 1.3 |
|
| 3347 |
3347
Twin Focus Capital Partners
Boston,
Massachusetts
| $350M | +$23.2M | +7% | 5.14% | 92.5% | 178 | 17.98% | 2.8 |
|
| 3348 |
3348
Inlet Private Wealth
Jupiter,
Florida
| $349M | +$43.6M | +14% | 12.2% | 111% | 131 | 9.92% | 1.8 |
|
| 3349 |
3349
Private Advisory Group
Redmond,
Washington
| $349M | +$46.1M | +15% | 6.37% | 187% | 159 | 50.31% | 0.9 |
|
| 3350 |
3350
Fulcrum Capital
Seattle,
Washington
| $349M | +$14.4M | +4% | 3.51% | 102% | 95 | 26.32% | 1.6 |
|