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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.25B | +$105M | +9% | 15.1% | 198% | 212 | 13.21% | 3.9 |
|
| 1552 |
1552
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.25B | +$167M | +15% | 6.86% | 84.1% | 783 | 25.03% | 0.2 |
|
| 1553 |
1553
IDG China Venture Capital Fund IV Associates
Hong Kong
| $1.25B | -$417M | -25% | 24.9% | 59.2% | 5 | 0% | 0.9 |
|
| 1554 |
1554
Empirical Wealth Management
Seattle,
Washington
| $1.25B | -$63.4M | -5% | 3.97% | 87.1% | 441 | 24.72% | 2.5 |
|
| 1555 |
1555
Point Break Capital Management
Miami,
Florida
| $1.25B | +$525M | +73% | 19.3% | – | 44 | 40.91% | 0.5 |
|
| 1556 |
1556
Balasa Dinverno & Foltz
| $1.25B | +$41.9M | +3% | 4.69% | 23.2% | 314 | 10.19% | 2.9 |
|
| 1557 |
1557
Altium Wealth Management
Purchase,
New York
| $1.25B | +$116M | +10% | 5.92% | 24.9% | 393 | 13.99% | 1.8 |
|
| 1558 |
1558
Frazier Management
Seattle,
Washington
| $1.25B | -$51.8M | -4% | 4.39% | 408% | 39 | 20.51% | 1.4 |
|
| 1559 |
1559
Berkshire Partners
Boston,
Massachusetts
| $1.24B | -$9.26M | -0.7% | 9.84% | 79% | 2 | 0% | 5.8 |
|
| 1560 |
1560
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $1.24B | -$99.1M | -7% | 4.61% | 108% | 188 | 22.34% | 3.8 |
|
| 1561 |
1561
RWA Wealth Partners
Newton,
Massachusetts
| $1.24B | +$112M | +10% | 3.62% | 58.4% | 249 | 12.05% | 2.4 |
|
| 1562 |
1562
Sigma Investment Counselors
Northville,
Michigan
| $1.23B | +$70.3M | +6% | 5.32% | 59.4% | 184 | 7.07% | 3.7 |
|
| 1563 |
SGCIA
1563
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.23B | +$145M | +13% | 24.7% | 56.9% | 146 | 6.85% | 5.2 |
|
| 1564 |
1564
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.23B | +$21.5M | +2% | 5.27% | 16% | 343 | 13.12% | 1.9 |
|
| 1565 |
1565
Leavell Investment Management
Mobile,
Alabama
| $1.23B | +$69.7M | +6% | 5.91% | 92% | 399 | 8.02% | 5.1 |
|
| 1566 |
1566
Patten & Patten
Chattanooga,
Tennessee
| $1.22B | +$75M | +7% | 6.82% | 85.7% | 273 | 5.86% | 4.6 |
|
| 1567 |
1567
Prana Capital Management
Greenwich,
Connecticut
| $1.22B | +$456M | +60% | 12.5% | 36.6% | 86 | 46.51% | 0.4 |
|
| 1568 |
1568
Parsons Capital Management
Providence,
Rhode Island
| $1.22B | +$61.1M | +5% | 5.23% | 97.4% | 417 | 12.23% | 4.3 |
|
| 1569 |
1569
Bloom Tree Partners
New York
| $1.22B | -$217M | -15% | 2.57% | 20.4% | 168 | 87.5% | 0.1 |
|
| 1570 |
1570
Toews Corporation
Northfield,
New Jersey
| $1.22B | +$562M | +86% | 0% | 30.7% | 122 | 86.07% | 0.2 |
|
| 1571 |
1571
BBR Partners
New York
| $1.22B | +$10.7M | +0.9% | 0.61% | 63.4% | 221 | 20.36% | 1.7 |
|
| 1572 |
1572
E Fund Management
Guangzhou,
China
| $1.22B | +$983M | +421% | 0.28% | – | 251 | 99.6% | 0 |
|
| 1573 |
1573
Belvedere Trading
Chicago,
Illinois
| $1.22B | -$1.36B | -53% | 16.1% | 548% | 383 | 84.33% | 0.1 |
|
| 1574 |
1574
Cumberland Partners
Toronto,
Ontario, Canada
| $1.21B | +$98.5M | +9% | 7.93% | 101% | 198 | 27.78% | 1.9 |
|
| 1575 |
1575
Calamos Wealth Management
Naperville,
Illinois
| $1.21B | +$118M | +11% | 3.73% | 119% | 307 | 14.98% | 2.4 |
|