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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
FFT Wealth Management
Philadelphia,
Pennsylvania
| $291M | +$57.9M | +25% | 17.5% | 65.6% | 31 | 38.71% | 2.7 |
|
| 3552 |
3552
Paragon Wealth Strategies
Jacksonville,
Florida
| $290M | +$65.4M | +29% | 21% | 59.8% | 37 | 35.14% | 0.7 |
|
| 3553 |
3553
Emerald Advisors
Bellevue,
Washington
| $290M | +$29.1M | +11% | 6.65% | 71.8% | 92 | 31.52% | 0.7 |
|
| 3554 |
3554
Burt Wealth Advisors
North Bethesda,
Maryland
| $290M | +$22.9M | +9% | 8.55% | 57.3% | 430 | 12.79% | 3.4 |
|
| 3555 |
3555
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $290M | +$45.9M | +19% | 13.2% | 68.2% | 167 | 9.58% | 4.2 |
|
| 3556 |
3556
Capco Asset Management
Tampa,
Florida
| $290M | +$38.3M | +15% | 21.5% | 47.9% | 25 | 8% | 2.9 |
|
| 3557 |
3557
Horst & Graben Wealth Management
Portland,
Oregon
| $290M | +$32.5M | +13% | 8.83% | 62.2% | 118 | 12.71% | 0.6 |
|
| 3558 |
3558
E Fund Management (HK)
Central,
Hong Kong
| $290M | +$28.7M | +11% | 20.3% | 137% | 50 | 32% | 0.5 |
|
| 3559 |
3559
Strategic Vision Investment
Hong Kong
| $290M | +$109M | +60% | 43.1% | 95.6% | 24 | 58.33% | 0.5 |
|
| 3560 |
3560
Private Wealth Advisors (California)
Fresno,
California
| $289M | +$96.4M | +50% | 10.4% | 63.6% | 86 | 30.23% | 1.1 |
|
| 3561 |
3561
Alpha Paradigm Partners
Chicago,
Illinois
| $289M | – | – | 53.8% | – | 407 | – | 0 |
|
| 3562 |
3562
Octagon Capital Advisors
New York
| $288M | – | – | 73.6% | 2,969% | 31 | – | 0 |
|
| 3563 |
3563
Marks Wealth
Annapolis,
Maryland
| $288M | – | – | 11.8% | 165% | 36 | – | 0 |
|
| 3564 |
3564
Steel Partners Holdings
New York
| $288M | +$93.3M | +48% | 41.3% | – | 4 | 0% | 6.2 |
|
| 3565 |
3565
Boston Research & Management
Manchester,
Massachusetts
| $287M | +$31.7M | +12% | 11.3% | 63.6% | 105 | 4.76% | 5.7 |
|
| 3566 |
3566
Permit Capital
West Conshohocken,
Pennsylvania
| $287M | -$4.41M | -2% | 6.45% | 140% | 25 | 24% | 4.8 |
|
| 3567 |
3567
Goodman Financial
Houston,
Texas
| $287M | +$72.6M | +34% | 23.4% | 51.2% | 50 | 22% | 2 |
|
| 3568 |
3568
Fruth Investment Management
Houston,
Texas
| $287M | +$37.1M | +15% | 17.2% | 79.4% | 215 | 10.7% | 5.1 |
|
| 3569 |
3569
Glenview State Bank Trust Department
Glenview,
Illinois
| $287M | +$23.7M | +9% | 12.2% | 76.6% | 124 | 14.52% | 4.3 |
|
| 3570 |
3570
Henry James International Management
New York
| $287M | +$41.9M | +17% | 20.9% | 125% | 127 | 11.81% | 2 |
|
| 3571 |
3571
Kathryn A. Hall
| $287M | +$76.2M | +36% | 21.2% | 95.2% | 62 | 35.48% | 1.2 |
|
| 3572 |
3572
Summit Rock Advisors
New York
| $287M | +$70.6M | +33% | 12.1% | – | 12 | 75% | 0.1 |
|
| 3573 |
3573
Brandywine Trust
Hockessin,
Delaware
| $287M | +$20.9M | +8% | 4.72% | 32.7% | 32 | 6.25% | 4.8 |
|
| 3574 |
3574
Wellspring Financial Advisors
Cleveland,
Ohio
| $287M | +$31.3M | +12% | 13.5% | 77.2% | 102 | 21.57% | 0.6 |
|
| 3575 |
3575
AlphaSimPlex Group
Boston,
Massachusetts
| $286M | +$66.4M | +30% | 17.8% | 35.5% | 342 | 33.63% | 0.6 |
|