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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.05B | +$108M | +11% | 10.3% | 54.5% | 131 | 24.43% | 2.5 |
|
| 1652 |
1652
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.05B | – | – | 26.6% | 40.5% | 2 | – | 0 |
|
| 1653 |
BIC
1653
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.05B | +$203M | +24% | 15.2% | 36% | 157 | 14.01% | 4.4 |
|
| 1654 |
1654
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.05B | +$33.2M | +3% | 25.5% | 278% | 697 | 36.01% | 1.7 |
|
| 1655 |
1655
6 Meridian
Wichita,
Kansas
| $1.05B | +$94.9M | +10% | 9.64% | 45.7% | 327 | 23.85% | 1.2 |
|
| 1656 |
1656
YHB Investment Advisors
West Hartford,
Connecticut
| $1.05B | +$129M | +14% | 12.7% | 96.2% | 286 | 11.54% | 3.1 |
|
| 1657 |
1657
GHP Investment Advisors
Denver,
Colorado
| $1.05B | +$166M | +19% | 17.3% | 81.4% | 291 | 12.03% | 5.3 |
|
| 1658 |
1658
BOK Financial Private Wealth
Denver,
Colorado
| $1.05B | +$90.2M | +9% | 13.9% | 68.8% | 193 | 19.69% | 2.4 |
|
| 1659 |
1659
Avenir Corporation
Alexandria,
Virginia
| $1.05B | +$89.6M | +9% | 13.5% | 34.4% | 68 | 11.76% | 4.4 |
|
| 1660 |
1660
Avity Investment Management
Greenwich,
Connecticut
| $1.05B | +$87.8M | +9% | 11.8% | 119% | 85 | 18.82% | 4.2 |
|
| 1661 |
1661
World Asset Management
Detroit,
Michigan
| $1.05B | +$91.1M | +10% | 16.8% | 85% | 866 | 10.39% | 5.1 |
|
| 1662 |
1662
Ritholtz Wealth Management
New York
| $1.04B | +$154M | +17% | 11.6% | 99.3% | 433 | 29.1% | 1 |
|
| 1663 |
1663
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.04B | +$81.3M | +8% | 19.7% | 66.7% | 11 | 36.36% | 1.3 |
|
| 1664 |
1664
Next Financial Group
Houston,
Texas
| $1.04B | +$115M | +12% | 14% | 85.4% | 2,479 | 13.96% | 0.9 |
|
| 1665 |
1665
Vigilant Capital Management
Portland,
Maine
| $1.04B | +$130M | +14% | 12.2% | 48.8% | 401 | 31.17% | 3 |
|
| 1666 |
1666
Greenvale Capital
London,
United Kingdom
| $1.04B | +$398M | +62% | 34.9% | 101% | 21 | 52.38% | 0.5 |
|
| 1667 |
LCM
1667
Lomas Capital Management
New York
| $1.04B | +$430M | +70% | 14% | 66.3% | 30 | 36.67% | 0.9 |
|
| 1668 |
1668
CX Institutional
Auburn,
Indiana
| $1.04B | +$112M | +12% | 10.7% | 62.9% | 936 | 15.38% | 1.6 |
|
| 1669 |
1669
Rothschild Investment LLC
Chicago,
Illinois
| $1.04B | +$118M | +13% | 14.7% | 109% | 485 | 15.88% | 3.8 |
|
| 1670 |
1670
Hill Path Capital
New York
| $1.04B | +$430M | +71% | 64.7% | 5.23% | 6 | 50% | 1.2 |
|
| 1671 |
1671
Foster & Motley
Cincinnati,
Ohio
| $1.04B | +$186M | +22% | 12.1% | 76.5% | 290 | 9.66% | 3.3 |
|
| 1672 |
1672
Merit Financial Group
Alpharetta,
Georgia
| $1.03B | -$60M | -5% | 12.9% | 76.4% | 245 | 20.82% | 1.4 |
|
| 1673 |
1673
Ashford Capital Management
Wilmington,
Delaware
| $1.03B | +$192M | +23% | 36.4% | 150% | 117 | 23.93% | 3 |
|
| 1674 |
KC
1674
KCL Capital
New York
| $1.03B | -$24.8M | -2% | 25.3% | 106% | 158 | 64.56% | 0.2 |
|
| 1675 |
1675
Glynn Capital Management
Menlo Park,
California
| $1.03B | +$89.8M | +10% | 42.5% | 252% | 49 | 8.16% | 4.3 |
|