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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
FWM
1501
Frontier Wealth Management
Kansas City,
Missouri
| $1.22B | +$131M | +12% | 12% | 42.8% | 397 | 14.86% | 2.9 |
|
| 1502 |
WBG
1502
Wharton Business Group
Malvern,
Pennsylvania
| $1.22B | +$136M | +13% | 14.9% | 75.8% | 120 | 11.67% | 3.9 |
|
| 1503 |
1503
Coliseum Capital Management
Rowayton,
Connecticut
| $1.22B | +$283M | +30% | 32.4% | 41.1% | 13 | 30.77% | 2.1 |
|
| 1504 |
1504
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.22B | +$351M | +40% | 20% | 41% | 325 | 34.46% | 1.5 |
|
| 1505 |
1505
Engaged Capital
Newport Beach,
California
| $1.21B | +$245M | +25% | 27.9% | 26.2% | 12 | 41.67% | 1.9 |
|
| 1506 |
1506
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $1.21B | +$131M | +12% | 18.2% | 89.9% | 9 | 22.22% | 2.1 |
|
| 1507 |
1507
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.21B | +$149M | +14% | 14.2% | 16% | 320 | 12.81% | 1.7 |
|
| 1508 |
1508
CreativeOne Wealth
Overland Park,
Kansas
| $1.21B | +$487M | +68% | 11.1% | 75.6% | 520 | 51.73% | 0.7 |
|
| 1509 |
1509
Northeast Financial Consultants
Westport,
Connecticut
| $1.21B | +$100M | +9% | 13.7% | 63.8% | 330 | 13.03% | 2.1 |
|
| 1510 |
1510
BBR Partners
New York
| $1.21B | +$39.4M | +3% | 11% | 63.4% | 205 | 18.05% | 1.7 |
|
| 1511 |
1511
Sonora Investment Management
Tucson,
Arizona
| $1.21B | +$126M | +12% | 6.94% | 32.8% | 1,962 | 16% | 2.2 |
|
| 1512 |
1512
Balasa Dinverno & Foltz
| $1.21B | +$151M | +14% | 14.2% | 23.2% | 302 | 18.21% | 2.8 |
|
| 1513 |
TP
1513
Thunderbird Partners
London,
United Kingdom
| $1.2B | +$373M | +45% | 31.6% | 38% | 18 | 50% | 0.6 |
|
| 1514 |
1514
AlphaCrest Capital Management
New York
| $1.2B | +$284M | +31% | 15.7% | 8.44% | 1,340 | 37.76% | 0.8 |
|
| 1515 |
1515
Standard General
New York
| $1.2B | +$430M | +56% | 67.4% | 259% | 10 | 10% | 1.6 |
|
| 1516 |
1516
IHT Wealth Management
Chicago,
Illinois
| $1.2B | +$207M | +21% | 15.4% | 74.8% | 782 | 20.46% | 1.8 |
|
| 1517 |
MCI
1517
McDonald Capital Investors
Orinda,
California
| $1.2B | +$80.5M | +7% | 10.5% | 60.1% | 21 | 4.76% | 4.2 |
|
| 1518 |
1518
Black-and-white Capital
Los Angeles,
California
| $1.2B | +$266M | +28% | 35% | 265% | 56 | 73.21% | 0.3 |
|
| 1519 |
1519
Pillar Pacific Capital Management
Pacifica,
California
| $1.2B | +$154M | +15% | 16.9% | 85% | 325 | 11.08% | 4.6 |
|
| 1520 |
1520
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.2B | +$120M | +11% | 11.6% | 99.5% | 233 | 12.88% | 4.1 |
|
| 1521 |
1521
Cannell & Spears
New York
| $1.2B | +$147M | +14% | 14.4% | 122% | 254 | 16.93% | 3 |
|
| 1522 |
1522
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.19B | +$109M | +10% | 16.1% | 61.9% | 522 | 19.16% | 2.9 |
|
| 1523 |
1523
Shufro Rose & Co
New York
| $1.19B | +$154M | +15% | 12.5% | 73.1% | 318 | 20.75% | 3.8 |
|
| 1524 |
1524
Pembroke Management
Montreal,
Quebec, Canada
| $1.19B | +$274M | +30% | 37.7% | 105% | 66 | 18.18% | 2.3 |
|
| 1525 |
1525
HSG Holding
Na,
Hong Kong
| $1.19B | +$505M | +74% | 99.1% | 6.36% | 15 | 20% | 2.3 |
|