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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $205M | +$7.68M | +4% | 2.03% | 83.6% | 159 | 10.06% | 3.7 |
|
| 3452 |
3452
Stanley Capital Management
Houston,
Texas
| $205M | -$3.2M | -2% | 0.32% | 158% | 35 | 14.29% | 2.9 |
|
| 3453 |
3453
Pacific Center for Financial Services
San Ramon,
California
| $204M | +$9.2M | +5% | 1.53% | 60.1% | 353 | 8.22% | 2.2 |
|
| 3454 |
3454
Buckley Wealth Management
Las Vegas,
Nevada
| $204M | -$9.37M | -4% | 2.09% | 88% | 154 | 16.23% | 1.5 |
|
| 3455 |
3455
Confluence Wealth Management
Portland,
Oregon
| $204M | -$685K | -0.3% | 1.52% | 31.9% | 116 | 1.72% | 3.6 |
|
| 3456 |
RP
3456
RBS Partners
Bay Harbor Islands,
Florida
| $204M | -$29.2M | -13% | 13.5% | 210% | 4 | 0% | 5.4 |
|
| 3457 |
SC
3457
Schulhoff & Co
Cincinnati,
Ohio
| $204M | +$10.1M | +5% | 5.22% | 51.8% | 112 | 10.71% | 4.8 |
|
| 3458 |
3458
Hamilton Capital
Columbus,
Ohio
| $204M | -$85.9M | -30% | 2.96% | – | 55 | 47.27% | 1.2 |
|
| 3459 |
3459
Vectors Research Management
New York
| $204M | +$18.5M | +10% | 1.99% | 71.4% | 504 | 15.28% | 0.7 |
|
| 3460 |
3460
Quadrant Capital Management
Fairfield,
New Jersey
| $203M | +$12.8M | +7% | 2.89% | 50.3% | 86 | 4.65% | 3.1 |
|
| 3461 |
3461
Bogart Wealth LLC
Mclean,
Virginia
| $203M | +$37.8M | +23% | 0.74% | 67.6% | 389 | 15.42% | 1.6 |
|
| 3462 |
3462
Surevest
Los Angeles,
California
| $203M | +$10.7M | +6% | 0.94% | 24.6% | 138 | 6.52% | 0.6 |
|
| 3463 |
3463
Kelman-Lazarov Inc
Memphis,
Tennessee
| $203M | +$7.83M | +4% | 0.54% | 51.6% | 99 | 9.09% | 2.6 |
|
| 3464 |
3464
Ashburton (Jersey)
St Helier,
Jersey
| $203M | -$7.67M | -4% | 4.55% | – | 111 | 9.01% | 1.1 |
|
| 3465 |
3465
MayTech Global Investments
New York
| $203M | +$3.57M | +2% | 0.35% | 158% | 54 | 27.78% | 1.3 |
|
| 3466 |
3466
WESPAC Advisors SoCal
Pasadena,
California
| $202M | +$14.8M | +8% | 1.94% | 135% | 91 | 17.58% | 2.2 |
|
| 3467 |
3467
Punch Card Management
Winter Park,
Florida
| $202M | -$7.47M | -4% | 3.38% | 41% | 3 | 0% | 3.1 |
|
| 3468 |
3468
Trinity Legacy Partners
Houston,
Texas
| $202M | +$56.6M | +39% | 2.54% | 63.3% | 74 | 32.43% | 0.4 |
|
| 3469 |
3469
Center Lake Capital Management
West Palm Beach,
Florida
| $202M | -$107M | -35% | 4.95% | 98.3% | 11 | 45.45% | 0.6 |
|
| 3470 |
3470
General Industrial Partners
London,
United Kingdom
| $202M | -$51.2M | -20% | 3.61% | – | 7 | 57.14% | 0.4 |
|
| 3471 |
3471
Abacus Planning Group
Columbia,
South Carolina
| $202M | +$35.3M | +21% | 2.05% | 67.8% | 197 | 28.43% | 1 |
|
| 3472 |
3472
Alera Investment Advisors
Deerfield,
Illinois
| $202M | +$6.67M | +3% | 0.23% | 28.9% | 77 | 7.79% | 0.7 |
|
| 3473 |
MAS
3473
Managed Account Services
Coconut Grove,
Florida
| $202M | +$17.2M | +9% | 0.67% | 32.4% | 87 | 3.45% | 1.9 |
|
| 3474 |
3474
Fernwood Investment Management
Quincy,
Massachusetts
| $202M | +$19M | +10% | 1.37% | 83.4% | 189 | 24.34% | 2.5 |
|
| 3475 |
LFM
3475
Lumina Fund Management
New York
| $202M | +$3.05M | +2% | 1.43% | 28.1% | 49 | 34.69% | 1.3 |
|