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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Blue Zone Wealth Advisors
Los Angeles,
California
| $321M | +$31.7M | +11% | 6.52% | 91.1% | 102 | 17.65% | 2.5 |
|
| 4177 |
LHC
4177
Lodge Hill Capital
New York
| $321M | -$50.2M | -14% | 2.2% | 17.9% | 28 | 21.43% | 1.1 |
|
| 4178 |
4178
O'Brien Greene & Co
Media,
Pennsylvania
| $321M | +$5.37M | +2% | 8.5% | 90.9% | 145 | 10.34% | 3.7 |
|
| 4179 |
4179
US Financial Advisors
Braintree,
Massachusetts
| $321M | +$22.9M | +8% | 5.74% | 12.6% | 88 | 4.55% | 2.9 |
|
| 4180 |
4180
Ayalon Insurance Company
Ramat Gan,
Israel
| $321M | +$17.4M | +6% | 4.88% | 99.6% | 66 | 4.55% | 4.6 |
|
| 4181 |
4181
Thames Capital Management
Roseland,
New Jersey
| $321M | +$65.6M | +26% | 11.2% | 1,177% | 42 | 50% | 1.5 |
|
| 4182 |
4182
Georgetown University
Washington,
District of Columbia
| $321M | +$18.2M | +6% | 3.99% | 79.9% | 20 | 15% | 2.8 |
|
| 4183 |
4183
Heirloom Wealth Management
Greenwood Village,
Colorado
| $321M | +$12.1M | +4% | 2.9% | 81.8% | 48 | 4.17% | 1.8 |
|
| 4184 |
4184
Hurlow Wealth Management Group
Bloomington,
Indiana
| $321M | +$29.3M | +10% | 6.7% | 60.7% | 123 | 9.76% | 3.9 |
|
| 4185 |
4185
Pensionfund Sabic
Sittard,
Netherlands
| $320M | -$19.4M | -6% | 10.6% | 63.6% | 198 | 5.05% | 4.7 |
|
| 4186 |
4186
Freshford Capital Management
Rye Brook,
New York
| $320M | -$248M | -44% | 7.47% | 97.3% | 17 | 52.94% | 1.2 |
|
| 4187 |
4187
Jones Road Capital Management
New York
| $320M | +$108M | +51% | 14.2% | 88.5% | 44 | 45.45% | 1 |
|
| 4188 |
4188
Guidance Capital
Lousville,
Kentucky
| $320M | +$14.4M | +5% | 5.66% | 63.7% | 176 | 5.68% | 0.9 |
|
| 4189 |
4189
Glenorchy Capital
Boorolite,
Australia
| $319M | -$3.1M | -1% | 0.05% | – | 73 | 12.33% | 0.7 |
|
| 4190 |
4190
Opal Wealth Advisors
Jericho,
New York
| $319M | +$7.86M | +3% | 5.64% | 62.3% | 1,241 | 84.77% | 1.7 |
|
| 4191 |
CPH
4191
C Partners Holding
Zurich,
Switzerland
| $319M | -$30.8M | -9% | 10.6% | 25.6% | 14 | 7.14% | 4.6 |
|
| 4192 |
4192
Redmond Asset Management
Henrico,
Virginia
| $319M | +$15.1M | +5% | 9.12% | 68.2% | 163 | 11.04% | 4.9 |
|
| 4193 |
4193
Endeavour Capital Advisors
Greenwich,
Connecticut
| $319M | +$31.2M | +11% | 18.7% | 76.7% | 36 | 25% | 3.7 |
|
| 4194 |
4194
Triune Financial Partners
Overland Park,
Kansas
| $319M | +$26.6M | +9% | 6.41% | 66.6% | 33 | 0% | 2.4 |
|
| 4195 |
AWA
4195
Aquire Wealth Advisors
South Jordan,
Utah
| $319M | +$20.8M | +7% | 5.73% | 60.2% | 47 | 10.64% | 2.2 |
|
| 4196 |
4196
SailingStone Capital Partners
Houston,
Texas
| $318M | +$35.8M | +13% | 1% | 152% | 14 | 0% | 3.1 |
|
| 4197 |
4197
Platform Technology Partners
New York
| $318M | +$27.5M | +9% | 7.7% | – | 246 | 16.67% | 2.9 |
|
| 4198 |
4198
Mint Tower Capital Management
Amsterdam,
Netherlands
| $318M | +$3.97M | +1% | 2.13% | 40% | 185 | 36.76% | 0.9 |
|
| 4199 |
4199
Roanoke Asset Management
Jersey City,
New Jersey
| $318M | +$14.8M | +5% | 4.17% | 50.3% | 107 | 5.61% | 6.7 |
|
| 4200 |
TPWM
4200
Twelve Points Wealth Management
Concord,
Massachusetts
| $318M | +$33.5M | +12% | 5.11% | 56.8% | 188 | 8.51% | 2.1 |
|