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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.18B | +$344M | +41% | 0% | 0% | 57 | 0% | 0.3 |
|
| 1702 |
1702
Bramshill Investments
Naples,
Florida
| $1.18B | -$130M | -10% | 1.41% | 3.6% | 145 | 25.52% | 1.5 |
|
| 1703 |
1703
Reilly Financial Advisors
La Mesa,
California
| $1.18B | -$60.9M | -5% | 1.01% | 99% | 1,110 | 24.41% | 3.8 |
|
| 1704 |
1704
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.18B | +$339M | +41% | 0.63% | 151% | 40 | 37.5% | 1 |
|
| 1705 |
RIM
1705
Redpoint Investment Management
Sydney, NSW,
Australia
| $1.17B | -$52.7M | -4% | 0.28% | 35.9% | 682 | 7.18% | 2.5 |
|
| 1706 |
1706
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.17B | +$40.3M | +4% | 0.99% | 65.7% | 584 | 24.66% | 1.2 |
|
| 1707 |
1707
Waverly Advisors
Birmingham,
Alabama
| $1.17B | +$86.2M | +8% | 0.9% | 67.6% | 212 | 8.96% | 3.3 |
|
| 1708 |
1708
First Long Island Investors
Jericho,
New York
| $1.17B | +$68K | +0% | 0.44% | 85.5% | 68 | 14.71% | 4.6 |
|
| 1709 |
1709
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.17B | -$252K | -0% | 0.49% | 76% | 187 | 11.23% | 2.8 |
|
| 1710 |
1710
FJ Capital Management
Mclean,
Virginia
| $1.17B | -$27.5M | -2% | 4.63% | 97.9% | 118 | 36.44% | 1.8 |
|
| 1711 |
1711
Summit Financial
Parsippany,
New Jersey
| $1.17B | +$156M | +15% | 0.65% | 81.8% | 224 | 26.79% | 0.5 |
|
| 1712 |
GJL
1712
Gendell Jeffrey L
| $1.17B | +$36.7M | +3% | 0.11% | 748% | 65 | 18.46% | 2.9 |
|
| 1713 |
1713
Country Club Trust
Kansas City,
Missouri
| $1.16B | +$18M | +2% | 1.06% | 74.1% | 275 | 6.18% | 3.9 |
|
| 1714 |
1714
Norris Perne & French
Grand Rapids,
Michigan
| $1.16B | +$3.85M | +0.3% | 1.56% | 91.1% | 147 | 5.44% | 3.8 |
|
| 1715 |
1715
YHB Investment Advisors
West Hartford,
Connecticut
| $1.16B | -$13.9M | -1% | 1.29% | 96.2% | 311 | 4.82% | 3.5 |
|
| 1716 |
1716
Hamilton Capital
Columbus,
Ohio
| $1.16B | +$123M | +12% | 2.78% | – | 99 | 49.49% | 1 |
|
| 1717 |
1717
Inherent Group
New York
| $1.16B | +$70M | +6% | 3.19% | 61.7% | 70 | 48.57% | 0.5 |
|
| 1718 |
BPIM
1718
Brant Point Investment Management
New York
| $1.16B | +$79.5M | +7% | 3.11% | 169% | 162 | 43.21% | 1.9 |
|
| 1719 |
1719
Blackhill Capital
Morristown,
New Jersey
| $1.16B | +$57.7M | +5% | 6.28% | 212% | 56 | 0% | 6.7 |
|
| 1720 |
1720
Next Century Growth Investors
Plymouth,
Minnesota
| $1.15B | -$127M | -10% | 7.52% | 447% | 137 | 13.14% | 2.5 |
|
| 1721 |
1721
Perigon Wealth Management
San Francisco,
California
| $1.15B | +$27.8M | +2% | 0.71% | 104% | 567 | 15.34% | 2.2 |
|
| 1722 |
1722
CenterStar Asset Management
Chicago,
Illinois
| $1.15B | +$336M | +41% | 0.95% | 104% | 799 | 0% | 0.7 |
|
| 1723 |
1723
Koshinski Asset Management
Decatur,
Illinois
| $1.15B | +$355M | +45% | 0.95% | 82.9% | 2,172 | 75.18% | 0.5 |
|
| 1724 |
1724
Corda Investment Management
Houston,
Texas
| $1.15B | -$15.7M | -1% | 1.36% | 85% | 67 | 4.48% | 4.6 |
|
| 1725 |
1725
Kora Management
Brooklyn,
New York
| $1.15B | +$136M | +13% | 13.9% | 307% | 3 | 66.67% | 1.8 |
|