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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
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.5B | +$13.3M | +0.9% | 6.93% | 70.7% | 244 | 8.61% | 3.7 |
|
| 1527 |
1527
JB Capital
Wethersfield,
Connecticut
| $1.5B | +$147M | +11% | 8.24% | 83.8% | 234 | 14.96% | 1.5 |
|
| 1528 |
1528
Spyglass Capital Management
San Francisco,
California
| $1.5B | +$111M | +8% | 17.2% | 131% | 27 | 14.81% | 2.2 |
|
| 1529 |
1529
Eversept Partners
New York
| $1.5B | +$361M | +32% | 29.9% | 321% | 74 | 28.38% | 1.4 |
|
| 1530 |
1530
American Express
New York
| $1.5B | -$7.51M | -0.5% | 1.16% | – | 5 | 0% | 0.3 |
|
| 1531 |
1531
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.5B | +$156M | +12% | 9.1% | 85% | 269 | 8.55% | 6.3 |
|
| 1532 |
1532
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.5B | +$130M | +9% | 6.76% | 63.2% | 314 | 8.6% | 4.2 |
|
| 1533 |
1533
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.5B | +$95.1M | +7% | 7.95% | 83.5% | 78 | 3.85% | 6.9 |
|
| 1534 |
1534
Commodore Capital
New York
| $1.5B | +$351M | +31% | 52.1% | 2,121% | 43 | 34.88% | 0.9 |
|
| 1535 |
1535
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $1.49B | +$175M | +13% | 7.79% | 61.7% | 9 | 0% | 2.5 |
|
| 1536 |
1536
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.49B | +$92M | +7% | 5.97% | 54.5% | 159 | 9.43% | 3.9 |
|
| 1537 |
1537
Pine Valley Investments
Marlton,
New Jersey
| $1.49B | +$98.6M | +7% | 8.5% | 103% | 535 | 11.59% | 0.7 |
|
| 1538 |
SC
1538
Shellback Capital
Boston,
Massachusetts
| $1.49B | +$347M | +30% | 15% | 198% | 149 | 52.35% | 0.9 |
|
| 1539 |
1539
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.49B | +$173M | +13% | 15.2% | 142% | 248 | 11.69% | 4.5 |
|
| 1540 |
1540
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.48B | +$79.9M | +6% | 9.11% | 71.2% | 108 | 8.33% | 7.2 |
|
| 1541 |
1541
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.48B | +$121M | +9% | 7.96% | 75.4% | 514 | 13.81% | 2.3 |
|
| 1542 |
1542
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.48B | +$189M | +15% | 10% | 87.3% | 264 | 4.17% | 6.7 |
|
| 1543 |
1543
Atlas Infrastructure Partners
London,
United Kingdom
| $1.48B | +$159M | +12% | 2.65% | 20.7% | 8 | 50% | 1 |
|
| 1544 |
1544
NAYA Capital Management (UK)
London,
United Kingdom
| $1.48B | -$24.5M | -2% | 15.6% | 121% | 8 | 25% | 1.2 |
|
| 1545 |
1545
Trajan Wealth
Scottsdale,
Arizona
| $1.48B | – | – | 8.89% | – | 183 | – | 0 |
|
| 1546 |
IFLIT
1546
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.48B | +$121M | +9% | 12.4% | 45.7% | 22 | 13.64% | 5.4 |
|
| 1547 |
PS
1547
Portfolio Strategies
Monsey,
New York
| $1.47B | +$870M | +144% | 9.91% | 137% | 148 | 75% | 0.9 |
|
| 1548 |
1548
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.47B | +$148M | +11% | 15.2% | 121% | 123 | 17.07% | 7.2 |
|
| 1549 |
1549
Main Street Research
Lakeville,
Connecticut
| $1.47B | +$226M | +18% | 15.9% | 232% | 120 | 22.5% | 4.3 |
|
| 1550 |
1550
Natixis Investment Managers International
Paris,
France
| $1.47B | +$56.4M | +4% | 15.3% | 34.7% | 238 | 13.87% | 2.5 |
|