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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Nepsis Inc
Minneapolis,
Minnesota
| $275M | +$66.7M | +32% | 34.5% | 131% | 41 | 31.71% | 2.6 |
|
| 3652 |
3652
Motive Capital Fund I GP
New York
| $275M | $0 | 0% | 2.96% | – | 1 | 0% | 0.3 |
|
| 3653 |
3653
Madison Avenue Partners
New York
| $275M | -$3.95M | -1% | 24.6% | 284% | 17 | 41.18% | 0.6 |
|
| 3654 |
3654
Outlook Wealth Advisors
Shenandoah,
Texas
| $275M | +$23M | +9% | 10.2% | 76% | 194 | 19.59% | 1 |
|
| 3655 |
3655
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $274M | +$31.5M | +13% | 15.2% | 101% | 128 | 6.25% | 4.5 |
|
| 3656 |
3656
KPCB XVI Associates
Menlo Park,
California
| $274M | – | – | 59.3% | – | 1 | – | 0 |
|
| 3657 |
3657
Meridian Wealth Advisors
Austin,
Texas
| $274M | +$41.4M | +18% | 11.7% | 91.2% | 187 | 17.65% | 1.3 |
|
| 3658 |
3658
Summit Asset Management
Memphis,
Tennessee
| $274M | +$32.6M | +14% | 14.2% | 53.4% | 138 | 10.87% | 4.1 |
|
| 3659 |
3659
Oak Management Corp
Wilton,
Connecticut
| $274M | +$84.2M | +44% | 50% | 96.4% | 3 | 33.33% | 2.8 |
|
| 3660 |
3660
Stewardship Financial Advisors
Stockbridge,
Georgia
| $274M | +$32M | +13% | 11.3% | 39.1% | 95 | 17.89% | 2.3 |
|
| 3661 |
3661
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $273M | +$14.6M | +6% | 7.66% | 52.1% | 87 | 17.24% | 0.8 |
|
| 3662 |
3662
Frisch Financial Group
Melville,
New York
| $273M | +$43.4M | +19% | 11.2% | 72.9% | 144 | 31.25% | 1.1 |
|
| 3663 |
3663
Aaron Wealth Advisors
Chicago,
Illinois
| $273M | – | – | 10.3% | 108% | 135 | – | 0 |
|
| 3664 |
3664
CMH Wealth Management
Portsmouth,
New Hampshire
| $273M | +$39.4M | +17% | 14.4% | 88% | 51 | 3.92% | 2.2 |
|
| 3665 |
3665
Cumberland Advisors
Sarasota,
Florida
| $273M | – | – | 18.8% | 80.7% | 58 | – | 2.2 |
|
| 3666 |
3666
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $273M | -$130M | -32% | 5.4% | 48.4% | 4 | 0% | 2.1 |
|
| 3667 |
3667
Income Research & Management
Boston,
Massachusetts
| $273M | -$8.46M | -3% | 0% | 1.19% | 21 | 19.05% | 2.5 |
|
| 3668 |
3668
Solus Alternative Asset Management
Summit,
New Jersey
| $272M | +$94M | +53% | 34.6% | 79.3% | 9 | 55.56% | 1.5 |
|
| 3669 |
3669
Venrock Management VI
Palo Alto,
California
| $272M | -$684M | -72% | 13.6% | – | 2 | 0% | 0.4 |
|
| 3670 |
3670
ESL Trust Services
Rochester,
New York
| $272M | +$35.9M | +15% | 15% | 58.1% | 22 | 4.55% | 0.8 |
|
| 3671 |
3671
Harfst & Associates
Sheridan,
Wyoming
| $272M | +$35.8M | +15% | 17.8% | 88.1% | 112 | 6.25% | 2.8 |
|
| 3672 |
3672
ACME LLC
San Francisco,
California
| $272M | -$63.5M | -19% | 18.9% | 199% | 4 | 50% | 0.3 |
|
| 3673 |
3673
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $272M | -$198M | -42% | 13.2% | 221% | 81 | 4.94% | 3.8 |
|
| 3674 |
3674
Atalaya Capital Management
New York
| $272M | – | – | 85.6% | 7.46% | 80 | – | 0 |
|
| 3675 |
3675
Bulldog Investors
Saddle Brook,
New Jersey
| $272M | -$38.7M | -12% | 9.89% | 22.5% | 221 | 62.44% | 0.8 |
|