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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
venBio Partners
San Francisco,
California
| $1.13B | +$475M | +72% | 97.6% | 564% | 8 | 12.5% | 1.1 |
|
| 1577 |
1577
Altium Wealth Management
Purchase,
New York
| $1.13B | +$169M | +18% | 13.6% | 24.9% | 368 | 12.23% | 1.7 |
|
| 1578 |
1578
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.13B | +$145M | +15% | 15.9% | 50.7% | 72 | 31.94% | 0.5 |
|
| 1579 |
1579
Atalan Capital Partners
New York
| $1.13B | -$15.7M | -1% | 18.2% | 319% | 15 | 26.67% | 1.3 |
|
| 1580 |
1580
Kepos Capital
New York
| $1.13B | +$188M | +20% | 16.5% | 25.1% | 413 | 53.03% | 0.4 |
|
| 1581 |
1581
Focus Financial Network
Minneapolis,
Minnesota
| $1.13B | +$56.8M | +5% | 13.6% | 106% | 486 | 22.43% | 1.2 |
|
| 1582 |
1582
RWA Wealth Partners
Newton,
Massachusetts
| $1.13B | +$177M | +19% | 10.6% | 58.4% | 241 | 17.01% | 2.3 |
|
| 1583 |
1583
Sphera Funds Management
Tel Aviv,
Israel
| $1.13B | +$109M | +11% | 26.7% | 245% | 140 | 52.86% | 0.6 |
|
| 1584 |
1584
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.13B | +$173M | +18% | 28.2% | 135% | 150 | 9.33% | 3.7 |
|
| 1585 |
1585
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.13B | +$79.2M | +8% | 12% | 93.3% | 365 | 24.38% | 2.4 |
|
| 1586 |
1586
Oakmont Corp
Los Angeles,
California
| $1.13B | +$162M | +17% | 20% | 96% | 30 | 13.33% | 1.8 |
|
| 1587 |
1587
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.13B | +$214M | +23% | 12.2% | 65.6% | 454 | 23.79% | 2.1 |
|
| 1588 |
1588
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.12B | +$166M | +17% | 11.8% | 70.2% | 91 | 14.29% | 3.5 |
|
| 1589 |
1589
Keel Point
Huntsville,
Alabama
| $1.12B | +$21.4M | +2% | 10% | 76.4% | 262 | 20.61% | 1.9 |
|
| 1590 |
SCI
1590
S&CO Inc
Boston,
Massachusetts
| $1.12B | +$117M | +12% | 13.3% | 80% | 183 | 5.46% | 4.9 |
|
| 1591 |
1591
Cowen and Company
New York
| $1.12B | +$507M | +83% | 18.2% | 120% | 669 | 77.13% | 0.2 |
|
| 1592 |
1592
3EDGE Asset Management
Naples,
Florida
| $1.12B | +$237M | +27% | 9.07% | 47.9% | 49 | 32.65% | 0.6 |
|
| 1593 |
1593
Cumberland Partners
Toronto,
Ontario, Canada
| $1.12B | +$159M | +17% | 14.4% | 101% | 180 | 25% | 2 |
|
| 1594 |
1594
Angelo Gordon & Co
New York
| $1.12B | +$226M | +25% | 12.1% | 90.1% | 132 | 62.12% | 0.5 |
|
| 1595 |
1595
Strategic Financial Services
Utica,
New York
| $1.12B | +$141M | +15% | 12.2% | 61.5% | 135 | 8.15% | 3.9 |
|
| 1596 |
1596
Belpointe Asset Management
Reno,
Nevada
| $1.11B | +$216M | +24% | 13.2% | 88.6% | 999 | 27.13% | 1.2 |
|
| 1597 |
1597
Bernzott Capital Advisors
Camarillo,
California
| $1.11B | +$60.1M | +6% | 26.8% | 46.2% | 45 | 11.11% | 4 |
|
| 1598 |
MRG
1598
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.11B | +$767M | +222% | 4.16% | 100% | 23 | 17.39% | 0.7 |
|
| 1599 |
1599
James Investment Research
Alpha,
Ohio
| $1.11B | +$28.9M | +3% | 13.1% | 110% | 564 | 26.42% | 3 |
|
| 1600 |
1600
Marcho Partners
London,
United Kingdom
| $1.11B | +$589M | +113% | 34.9% | 104% | 25 | 52% | 0.3 |
|