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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
HighPoint Advisor Group
Downers Grove,
Illinois
| $1.4B | – | – | 12.5% | 110% | 671 | – | 3.3 |
|
| 1527 |
1527
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.4B | +$129M | +10% | 10.4% | 54.5% | 161 | 15.53% | 3.8 |
|
| 1528 |
1528
Shenkman Capital Management
New York
| $1.4B | +$62.3M | +5% | 0.89% | 2.21% | 128 | 0% | 1.4 |
|
| 1529 |
1529
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.4B | +$92.9M | +7% | 10.4% | 104% | 155 | 14.84% | 2.6 |
|
| 1530 |
1530
Apexium Financial
Dallas,
Texas
| $1.39B | +$394M | +40% | 10.9% | 89.6% | 274 | 24.09% | 1.6 |
|
| 1531 |
1531
Spyglass Capital Management
San Francisco,
California
| $1.39B | +$114M | +9% | 25.4% | 154% | 28 | 21.43% | 2.1 |
|
| 1532 |
1532
Farther Finance Advisors
San Francisco,
California
| $1.39B | +$753M | +118% | 9.64% | 81.5% | 3,660 | 31.07% | 0.6 |
|
| 1533 |
1533
Pine Valley Investments
Marlton,
New Jersey
| $1.39B | +$290M | +26% | 10.7% | 103% | 516 | 11.05% | 0.6 |
|
| 1534 |
1534
Edgestream Partners
Princeton,
New Jersey
| $1.39B | +$134M | +11% | 11.1% | 44.5% | 1,119 | 57.37% | 0.4 |
|
| 1535 |
1535
CSM Advisors
Warrendale,
Pennsylvania
| $1.39B | +$240M | +21% | 11.3% | 105% | 151 | 16.56% | 2 |
|
| 1536 |
1536
Western Wealth Management
Golden,
Colorado
| $1.39B | +$204M | +17% | 10.9% | 92.1% | 720 | 12.92% | 2.7 |
|
| 1537 |
1537
McAdam LLC
Philadelphia,
Pennsylvania
| $1.39B | +$167M | +14% | 9.98% | 65.4% | 290 | 13.79% | 2.6 |
|
| 1538 |
1538
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.38B | -$154M | -10% | 3.55% | 38.7% | 251 | 37.85% | 1 |
|
| 1539 |
1539
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.38B | +$92.6M | +7% | 9.39% | 99.5% | 253 | 11.07% | 5.6 |
|
| 1540 |
1540
AIP LLC
New York
| $1.38B | -$39.2M | -3% | 1.53% | 54.9% | 2 | 0% | 3.6 |
|
| 1541 |
1541
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.38B | -$103M | -7% | 12.6% | 155% | 414 | 45.65% | 0.8 |
|
| 1542 |
GC
1542
Gobi Capital
San Francisco,
California
| $1.38B | +$28.3M | +2% | 15% | 93.7% | 11 | 9.09% | 3.2 |
|
| 1543 |
1543
Symmetry Investments
St Helier,
Jersey
| $1.38B | +$888M | +181% | 11.9% | 148% | 252 | 67.46% | 0.3 |
|
| 1544 |
1544
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.38B | +$173M | +14% | 9.34% | 75.7% | 679 | 17.53% | 4 |
|
| 1545 |
1545
Fund Evaluation Group
Cincinnati,
Ohio
| $1.37B | +$249M | +22% | 9.29% | 58.7% | 35 | 5.71% | 2.8 |
|
| 1546 |
1546
Winton Group
London,
United Kingdom
| $1.37B | +$160M | +13% | 13.6% | 128% | 896 | 34.26% | 1.2 |
|
| 1547 |
1547
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.37B | +$83.9M | +7% | 6.18% | 2.63% | 12 | 33.33% | 2.5 |
|
| 1548 |
1548
Lattice Capital Management
Kirkland,
Washington
| $1.37B | +$563M | +70% | 15.9% | 242% | 32 | 28.13% | 1.4 |
|
| 1549 |
1549
Aureus Asset Management
Boston,
Massachusetts
| $1.37B | +$122M | +10% | 14% | 93.9% | 212 | 16.51% | 4 |
|
| 1550 |
1550
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.37B | +$109M | +9% | 9.99% | 63.2% | 308 | 6.82% | 4.1 |
|