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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
IDG-Accel China Capital GP II Associates
Hong Kong
| $234M | – | – | 42.6% | – | 3 | – | 0 |
|
| 3977 |
3977
Perennial Investment Advisors
Los Angeles,
California
| $234M | +$34.1M | +17% | 14.1% | 93.6% | 187 | 24.06% | 0.6 |
|
| 3978 |
3978
LSP Investment Advisors
New York
| $233M | -$144M | -38% | 10.1% | 79.5% | 15 | 46.67% | 1.5 |
|
| 3979 |
3979
E Fund Management
Guangzhou,
China
| $233M | – | – | 20.8% | – | 1 | – | 0 |
|
| 3980 |
3980
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $233M | – | – | 13% | 70.4% | 90 | – | 0 |
|
| 3981 |
3981
Patriot Financial Partners
Radnor,
Pennsylvania
| $233M | +$53.4M | +30% | 47.9% | 16.6% | 22 | 36.36% | 2 |
|
| 3982 |
3982
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $233M | +$80.2M | +52% | 47.2% | 107% | 48 | 22.92% | 1.4 |
|
| 3983 |
3983
Oak Harvest Investment Services
Houston,
Texas
| $233M | – | – | 12.4% | 120% | 68 | – | 0 |
|
| 3984 |
3984
Great Point Wealth Advisors
Boston,
Massachusetts
| $233M | +$39.2M | +20% | 10.8% | – | 53 | 24.53% | 1.4 |
|
| 3985 |
3985
Enterprise Bank & Trust
Lowell,
Massachusetts
| $233M | +$20.3M | +10% | 8.6% | 65.9% | 94 | 9.57% | 1.4 |
|
| 3986 |
GCMG
3986
Gyroscope Capital Management Group
Naples,
Florida
| $233M | +$12.3M | +6% | 13.8% | 24.8% | 122 | 14.75% | 1.9 |
|
| 3987 |
3987
KPCB XV Associates
Menlo Park,
California
| $233M | – | – | 27% | – | 4 | – | 0 |
|
| 3988 |
3988
Lapides Asset Management
Greenwich,
Connecticut
| $233M | +$50.4M | +28% | 36.6% | 63% | 75 | 25.33% | 2.9 |
|
| 3989 |
3989
NWK Group
San Francisco,
California
| $233M | +$29.9M | +15% | 20.2% | 289% | 215 | 24.65% | 0.6 |
|
| 3990 |
JCM
3990
JD Capital Management
Darien,
Connecticut
| $232M | -$19.2M | -8% | 11.7% | 47.8% | 28 | 46.43% | 0.5 |
|
| 3991 |
3991
Soapstone Management
Bethesda,
Maryland
| $232M | +$28.7M | +14% | 32.2% | 30.3% | 23 | 26.09% | 1.4 |
|
| 3992 |
3992
Ativo Capital Management
Chicago,
Illinois
| $232M | +$24.2M | +12% | 11.5% | 63.2% | 130 | 18.46% | 2.3 |
|
| 3993 |
HCM
3993
Horrell Capital Management
Little Rock,
Arkansas
| $232M | +$16.2M | +8% | 13.1% | 55.6% | 196 | 12.24% | 4.5 |
|
| 3994 |
HCIA
3994
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $232M | +$29.1M | +14% | 11.9% | 42.7% | 126 | 15.87% | 2.8 |
|
| 3995 |
3995
Engine No 1 LLC
San Francisco,
California
| $232M | – | – | 23.4% | 536% | 12 | – | 0 |
|
| 3996 |
3996
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $232M | +$45.2M | +24% | 9.86% | 62.6% | 144 | 22.92% | 0.5 |
|
| 3997 |
3997
Platte River Wealth Advisors
Louisville,
Colorado
| $232M | +$37.8M | +19% | 11.2% | 28.6% | 91 | 13.19% | 0.9 |
|
| 3998 |
3998
Financial Consulate
Hunt Valley,
Maryland
| $232M | +$21.2M | +10% | 11.7% | 61.4% | 116 | 16.38% | 2.7 |
|
| 3999 |
3999
Xcel Wealth Management
Holly Hill,
Florida
| $232M | +$37.2M | +19% | 17.5% | 98.8% | 120 | 11.67% | 1.2 |
|
| 4000 |
FVCM
4000
F&V Capital Management
Boca Raton,
Florida
| $232M | +$26.1M | +13% | 15.3% | 123% | 65 | 10.77% | 4.2 |
|