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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $302M | +$29.3M | +11% | 1.21% | 43.7% | 4 | 0% | 2.4 |
|
| 3627 |
3627
O'Brien Wealth Partners
Waltham,
Massachusetts
| $302M | +$25.1M | +9% | 3.99% | 56.7% | 44 | 20.45% | 2 |
|
| 3628 |
3628
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $302M | +$1.93M | +0.6% | 6.1% | 12.8% | 133 | 4.51% | 3.1 |
|
| 3629 |
3629
Bridge City Capital
Lake Oswego,
Oregon
| $302M | +$38.2M | +14% | 15.6% | 120% | 97 | 7.22% | 2.8 |
|
| 3630 |
3630
Holloway Wealth Management
Gainesville,
Florida
| $301M | +$44.5M | +17% | 6.93% | 50.7% | 246 | 0% | 2 |
|
| 3631 |
3631
Bank of Stockton
Stockton,
California
| $301M | +$40.9M | +16% | 7.26% | 99.2% | 120 | 10.83% | 4.3 |
|
| 3632 |
3632
Meridian Wealth Advisors
Austin,
Texas
| $301M | +$27M | +10% | 7.14% | 79.9% | 193 | 12.44% | 1.5 |
|
| 3633 |
WAM
3633
Warberg Asset Management
Winnetka,
Illinois
| $301M | -$107M | -26% | 0.84% | 61.5% | 214 | 45.79% | 0.1 |
|
| 3634 |
GWM
3634
GSB Wealth Management
Guilford,
Connecticut
| $301M | +$278M | +1,248% | 4.92% | 69.8% | 208 | 77.4% | 0.6 |
|
| 3635 |
3635
BT Wealth Management
Atlanta,
Georgia
| $301M | +$31.6M | +12% | 6.56% | 34.8% | 74 | 32.43% | 1.3 |
|
| 3636 |
3636
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $301M | +$67.3M | +29% | 31.7% | 119% | 51 | 25.49% | 1.4 |
|
| 3637 |
3637
Rush Island Management
New York
| $300M | +$41.4M | +16% | 12.6% | 15.5% | 24 | 41.67% | 0.6 |
|
| 3638 |
3638
Perkins Coie Trust Company
Seattle,
Washington
| $300M | +$7.04M | +2% | 4.73% | 83.2% | 255 | 5.49% | 5.4 |
|
| 3639 |
3639
Corrigan Financial
Middletown,
Rhode Island
| $299M | +$71.1M | +31% | 4.11% | 9.54% | 82 | 18.29% | 2.5 |
|
| 3640 |
3640
Maytus Capital Management
New York
| $299M | +$65.4M | +28% | 5.91% | 442% | 59 | 72.88% | 0.3 |
|
| 3641 |
3641
Half Sky Capital (UK)
London,
United Kingdom
| $299M | +$19.9M | +7% | 11.6% | 13% | 11 | 36.36% | 0.8 |
|
| 3642 |
3642
Moon Capital Management
New York
| $299M | +$95.7M | +47% | 0.66% | 76.3% | 41 | 73.17% | 1 |
|
| 3643 |
EC
3643
Euclidean Capital
New York
| $299M | -$174M | -37% | 25% | 79.7% | 14 | 35.71% | 0.2 |
|
| 3644 |
3644
Chesapeake Wealth Management
Williamsburg,
Virginia
| $299M | +$5.17M | +2% | 4.27% | 74.9% | 229 | 14.85% | 2 |
|
| 3645 |
3645
Nalanda India Fund
Moka,
Mauritius
| $299M | +$1.61M | +0.5% | 0.54% | 15.3% | 1 | 0% | 2.3 |
|
| 3646 |
3646
Entrust Global Partners
New York
| $298M | +$41.8M | +16% | 19.4% | 82.3% | 5 | 20% | 0.3 |
|
| 3647 |
3647
West Financial Advisors
Des Moines,
Iowa
| $298M | +$16M | +6% | 3.19% | 49.1% | 163 | 12.88% | 0.2 |
|
| 3648 |
3648
Element Pointe Advisors
Miami,
Florida
| $298M | +$28.4M | +11% | 1.94% | 75.1% | 135 | 33.33% | 1 |
|
| 3649 |
3649
REDW Wealth
Albuquerque,
New Mexico
| $298M | +$27.6M | +10% | 3.5% | 59.1% | 110 | 10% | 2.4 |
|
| 3650 |
3650
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $297M | +$21.5M | +8% | 7.73% | 49.3% | 50 | 6% | 5.2 |
|