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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
Investment Advisory Group
Hanover,
Massachusetts
| $389M | +$21M | +6% | 2.27% | 68.8% | 199 | 7.54% | 2.6 |
|
| 4252 |
4252
Teramo Advisors
Naples,
Florida
| $388M | +$20.9M | +6% | 2.4% | 72.1% | 15 | 33.33% | 1.7 |
|
| 4253 |
4253
NovaPoint Capital
Atlanta,
Georgia
| $388M | -$20.3M | -5% | 2.24% | 94% | 147 | 47.62% | 3.9 |
|
| 4254 |
4254
HighVista Strategies
Boston,
Massachusetts
| $388M | -$19.7M | -5% | 50.9% | 561% | 181 | 38.12% | 1.1 |
|
| 4255 |
4255
West Branch Capital
Amherst,
Massachusetts
| $388M | +$6.97M | +2% | 5% | 156% | 469 | 15.14% | 3.6 |
|
| 4256 |
4256
James T. Borello
East Dundee,
Illinois
| $388M | +$18.5M | +5% | 1.79% | 71.2% | 1,209 | 27.3% | 0.5 |
|
| 4257 |
4257
Hilltop Partners
Mishawaka,
Indiana
| $388M | +$53.3M | +16% | 2.09% | 64.9% | 129 | 8.53% | 1.9 |
|
| 4258 |
4258
Gradient Capital Advisors
San Diego,
California
| $388M | +$14.9M | +4% | 3.03% | 78.5% | 177 | 7.34% | 4.6 |
|
| 4259 |
4259
Range Advisory
Mclean,
Virginia
| $388M | – | – | 3.33% | – | 196 | – | 0 |
|
| 4260 |
4260
Peak Financial Management
Wellesley,
Massachusetts
| $388M | +$9.49M | +3% | 2.66% | 58.2% | 103 | 6.8% | 4.5 |
|
| 4261 |
4261
ETF Portfolio Partners
Leawood,
Kansas
| $388M | +$11.8M | +3% | 1.53% | 50.2% | 69 | 4.35% | 4.4 |
|
| 4262 |
QCI
4262
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $388M | +$16.1M | +4% | 6.01% | 107% | 23 | 13.04% | 2.5 |
|
| 4263 |
4263
Princeton Capital Management
Red Bank,
New Jersey
| $388M | +$14.9M | +4% | 5.96% | 206% | 150 | 13.33% | 3.8 |
|
| 4264 |
4264
Searle & Co
Greenwich,
Connecticut
| $388M | +$10.1M | +3% | 4.4% | 108% | 191 | 5.24% | 5.2 |
|
| 4265 |
4265
St. Clair Advisors
Mayfield Hts,
Ohio
| $388M | +$10.8M | +3% | 1.77% | 77.5% | 83 | 7.23% | 3.3 |
|
| 4266 |
4266
GSG Advisors
Mount Laurel,
New Jersey
| $387M | +$9.6M | +3% | 1.89% | 99.3% | 140 | 14.29% | 1.6 |
|
| 4267 |
4267
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $387M | +$2.63M | +0.7% | 0.14% | 66.3% | 89 | 22.47% | 2.5 |
|
| 4268 |
WIM
4268
WIM Investment Management
Hong Kong
| $387M | -$6.13M | -2% | 3.42% | – | 26 | 46.15% | 0.5 |
|
| 4269 |
4269
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $387M | +$6.91M | +2% | 7.31% | 166% | 213 | 3.76% | 7.8 |
|
| 4270 |
4270
One Charles Private Wealth Services
Hingham,
Massachusetts
| $387M | +$6.16M | +2% | 0.61% | 99.7% | 178 | 9.55% | 2.8 |
|
| 4271 |
4271
Hollow Brook Wealth Management
Katonah,
New York
| $387M | -$36.1M | -9% | 5.3% | 97.8% | 106 | 27.36% | 4.7 |
|
| 4272 |
4272
United Wealth Management
Charlottesville,
Virginia
| $387M | +$19.1M | +5% | 1.86% | – | 24 | 4.17% | 0.9 |
|
| 4273 |
4273
TriaGen Wealth Management
Calabasas,
California
| $387M | +$3.23M | +0.8% | 3.38% | 132% | 201 | 21.39% | 2.5 |
|
| 4274 |
4274
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $386M | – | – | 1.89% | – | 177 | – | 0 |
|
| 4275 |
TA
4275
TrueWealth Advisors
Birmingham,
Alabama
| $386M | +$16.5M | +4% | 0.96% | 60.9% | 250 | 14.8% | 2.5 |
|