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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Sarissa Capital Management
Greenwich,
Connecticut
| $323M | -$79.5M | -20% | 1.47% | 80% | 10 | 20% | 3.6 |
|
| 4252 |
4252
Snider Financial Group
Bellevue,
Washington
| $323M | +$49.6M | +18% | 1.23% | 87% | 115 | 50.43% | 1.1 |
|
| 4253 |
4253
Regents of the University of California
Oakland,
California
| $323M | +$167M | +107% | 13.5% | 76.6% | 6 | 83.33% | 0.5 |
|
| 4254 |
4254
Nixon Capital
Austin,
Texas
| $323M | +$37.9M | +13% | 8.21% | 101% | 44 | 56.82% | 1 |
|
| 4255 |
4255
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $322M | +$68M | +27% | 1.18% | 61.9% | 295 | 33.56% | 0.8 |
|
| 4256 |
4256
Keystone Financial Planning
Cleveland,
Ohio
| $322M | -$8.04M | -2% | 3.19% | 46% | 47 | 2.13% | 6 |
|
| 4257 |
4257
Carr Financial Group
Worcester,
Massachusetts
| $322M | -$18.8M | -6% | 0.03% | 71.6% | 207 | 16.43% | 1.5 |
|
| 4258 |
4258
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $322M | -$10M | -3% | 4.96% | 34.2% | 45 | 2.22% | 5.4 |
|
| 4259 |
4259
High Ground Investment Management
London,
United Kingdom
| $322M | +$105M | +48% | 20.7% | 11.1% | 9 | 11.11% | 1.3 |
|
| 4260 |
MWM
4260
MGB Wealth Management
Addison,
Texas
| $322M | +$46.3M | +17% | 38% | – | 306 | 15.69% | 0.8 |
|
| 4261 |
HCM
4261
Hudson Capital Management
Ramsey,
New Jersey
| $322M | +$8.07M | +3% | 0.09% | 66.8% | 68 | 5.88% | 3.9 |
|
| 4262 |
4262
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $322M | +$10.1M | +3% | 1.1% | 73.9% | 546 | 6.23% | 2.9 |
|
| 4263 |
4263
Cypress Point Wealth Management
Dallas,
Texas
| $321M | +$66.6M | +26% | 37% | 255% | 78 | 15.38% | 1.6 |
|
| 4264 |
4264
Fielder Capital Group
Nashville,
Tennessee
| $321M | +$18.2M | +6% | 7.19% | 161% | 235 | 18.3% | 0.7 |
|
| 4265 |
4265
Empire Financial Management Company
New York
| $321M | -$4.46M | -1% | 0.84% | 78.3% | 215 | 14.42% | 1.4 |
|
| 4266 |
4266
Vista Investment Partners
Oklahoma City,
Oklahoma
| $320M | +$8.09M | +3% | 1.29% | 112% | 168 | 20.24% | 0.8 |
|
| 4267 |
4267
Keating Investment Counselors
Delray Beach,
Florida
| $320M | -$14.7M | -4% | 4.63% | 50% | 72 | 11.11% | 6.2 |
|
| 4268 |
4268
FCA Corp
Houston,
Texas
| $320M | -$5.82M | -2% | 1.52% | 61.5% | 195 | 12.31% | 4.6 |
|
| 4269 |
4269
Hurlow Wealth Management Group
Bloomington,
Indiana
| $320M | -$407K | -0.1% | 1.51% | 60.7% | 123 | 5.69% | 4.1 |
|
| 4270 |
ACM
4270
AIGH Capital Management
Baltimore,
Maryland
| $320M | -$34.7M | -10% | 30.6% | 3,026% | 47 | 34.04% | 1.1 |
|
| 4271 |
RIM
4271
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $320M | – | – | 6.01% | – | 18 | – | 0 |
|
| 4272 |
4272
Fairhaven Wealth Management
Oak Brook,
Illinois
| $320M | -$6.83M | -2% | 0.16% | – | 132 | 15.15% | 3.5 |
|
| 4273 |
4273
Centurion Wealth Management
Mclean,
Virginia
| $320M | +$6.34M | +2% | 0.91% | – | 230 | 12.17% | 1.3 |
|
| 4274 |
4274
Global Wealth Strategies & Associates
Denver,
Colorado
| $320M | +$15.2M | +5% | 0.19% | 68.7% | 431 | 20.42% | 1.4 |
|
| 4275 |
4275
Fosun International
Hong Kong,
China
| $320M | +$15.8M | +5% | 19.2% | 37.8% | 58 | 29.31% | 2.1 |
|