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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Governors Lane
New York
| $1.11B | +$168M | +18% | 13.7% | 133% | 124 | 63.71% | 0.3 |
|
| 1427 |
1427
Eagle Global Advisors
Houston,
Texas
| $1.11B | +$4.74M | +0.4% | 5.16% | 106% | 217 | 12.9% | 3.7 |
|
| 1428 |
1428
Great Point Partners
Greenwich,
Connecticut
| $1.11B | -$139M | -11% | 5.69% | 710% | 44 | 40.91% | 0.6 |
|
| 1429 |
1429
Grandfield & Dodd
New York
| $1.11B | +$76.7M | +7% | 8.29% | 80.6% | 181 | 4.42% | 5.2 |
|
| 1430 |
1430
55I LLC
Boston,
Massachusetts
| $1.11B | +$444M | +67% | 5.65% | 10.2% | 276 | 26.45% | 0.6 |
|
| 1431 |
1431
Northeast Financial Consultants
Westport,
Connecticut
| $1.11B | +$65.5M | +6% | 8.31% | 63.8% | 315 | 13.02% | 2 |
|
| 1432 |
1432
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.11B | +$377M | +52% | 0.61% | 4.8% | 275 | 69.82% | 0.3 |
|
| 1433 |
1433
Twin Capital Management
Mcmurray,
Pennsylvania
| $1.1B | +$65.9M | +6% | 9.52% | 132% | 301 | 20.6% | 3.1 |
|
| 1434 |
1434
AdvicePeriod
Los Angeles,
California
| $1.1B | +$187M | +20% | 5.44% | 31.5% | 81 | 6.17% | 2 |
|
| 1435 |
1435
New York Life Investment Management
New York
| $1.1B | +$157M | +17% | 5.35% | 111% | 26 | 0% | 1.4 |
|
| 1436 |
1436
Ashfield Capital Partners
San Francisco,
California
| $1.1B | +$90.1M | +9% | 11.1% | 48.8% | 229 | 9.61% | 4.6 |
|
| 1437 |
BFO
1437
Boston Family Office
Boston,
Massachusetts
| $1.1B | +$73.5M | +7% | 9.91% | 53.4% | 248 | 6.05% | 5.5 |
|
| 1438 |
1438
Keel Point
Huntsville,
Alabama
| $1.1B | +$135M | +14% | 8.05% | 76.4% | 245 | 33.06% | 1.9 |
|
| 1439 |
WMC
1439
Westwood Management Corporation
Chicago,
Illinois
| $1.1B | +$130M | +13% | 18.3% | 44.3% | 75 | 18.67% | 3.9 |
|
| 1440 |
1440
SigFig Wealth Management
San Francisco,
California
| $1.1B | +$163M | +17% | 5.74% | 49.3% | 70 | 10% | 1.9 |
|
| 1441 |
1441
Merit Financial Group
Alpharetta,
Georgia
| $1.09B | +$89.8M | +9% | 8.6% | 76.4% | 242 | 16.94% | 1.2 |
|
| 1442 |
1442
ARGA Investment Management
Stamford,
Connecticut
| $1.09B | +$189M | +21% | 3.52% | 93.6% | 83 | 20.48% | 1.3 |
|
| 1443 |
1443
Trust Company of Vermont
Brattleboro,
Vermont
| $1.09B | +$79M | +8% | 9.75% | 92.5% | 812 | 9.48% | 4.6 |
|
| 1444 |
DAM
1444
Davis Asset Management
Sausalito,
California
| $1.09B | +$82.6M | +8% | 4.5% | 97.3% | 32 | 3.13% | 3.6 |
|
| 1445 |
FWM
1445
Frontier Wealth Management
Kansas City,
Missouri
| $1.09B | +$2.1M | +0.2% | 4.45% | 42.8% | 377 | 12.73% | 2.8 |
|
| 1446 |
1446
Giverny Capital
Montreal,
Quebec, Canada
| $1.09B | +$84.9M | +8% | 11.7% | 69.2% | 57 | 19.3% | 2.2 |
|
| 1447 |
1447
TFG Asset Management
Grand Cayman,
Cayman Islands
| $1.09B | +$338M | +45% | 0.67% | 72.1% | 54 | 29.63% | 1 |
|
| 1448 |
1448
GenTrust
Miami,
Florida
| $1.09B | +$277M | +34% | 11.2% | 58.9% | 116 | 30.17% | 1.9 |
|
| 1449 |
1449
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.09B | +$75M | +7% | 12.7% | 61.9% | 500 | 16.4% | 2.9 |
|
| 1450 |
WBG
1450
Wharton Business Group
Malvern,
Pennsylvania
| $1.08B | +$45.9M | +4% | 7.79% | 75.8% | 118 | 11.02% | 4.1 |
|