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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Western Wealth Management
Golden,
Colorado
| $436M | -$224M | -34% | 15.2% | 92.1% | 433 | 21.94% | 1 |
|
| 2127 |
2127
Equitec Specialists
Chicago,
Illinois
| $436M | +$73.5M | +20% | 5.92% | 65.4% | 183 | 56.28% | 0.6 |
|
| 2128 |
2128
Hengistbury Investment Partners
London,
United Kingdom
| $436M | -$490M | -53% | 11.9% | 108% | 6 | 66.67% | 2.5 |
|
| 2129 |
2129
Snow Capital Management
Sewickley,
Pennsylvania
| $436M | -$286M | -40% | 31.5% | 58.5% | 170 | 28.24% | 2.2 |
|
| 2130 |
2130
Cowen and Company
New York
| $435M | -$716M | -62% | 16.3% | 120% | 647 | 68.93% | 0.2 |
|
| 2131 |
2131
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $435M | -$64.8M | -13% | 20.8% | 29.9% | 40 | 20% | 4.1 |
|
| 2132 |
2132
Laurel Wealth Advisors (California)
Solana Beach,
California
| $435M | -$161M | -27% | 16.4% | 33% | 464 | 28.88% | 2.5 |
|
| 2133 |
2133
Regis Management Company
Menlo Park,
California
| $435M | -$212M | -33% | 12.2% | 5.33% | 71 | 21.13% | 4.2 |
|
| 2134 |
2134
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $435M | -$248M | -36% | 19.4% | 283% | 59 | 86.44% | 0 |
|
| 2135 |
BC
2135
Bruce & Co
Chicago,
Illinois
| $434M | -$78.3M | -15% | 14.2% | 94.5% | 44 | 4.55% | 4 |
|
| 2136 |
2136
Mark Asset Management
New York
| $434M | -$165M | -27% | 0.99% | 325% | 84 | 42.86% | 1.7 |
|
| 2137 |
2137
Institutional & Family Asset Management
Fort Collins,
Colorado
| $434M | -$39.5M | -8% | 16.6% | 19% | 953 | 19.94% | 1.8 |
|
| 2138 |
2138
Arax Advisory Partners
Denver,
Colorado
| $434M | +$85.5M | +25% | 12.2% | 74.6% | 739 | 29.77% | 1.6 |
|
| 2139 |
2139
Tompkins Financial
Ithaca,
New York
| $433M | -$112M | -21% | 17.8% | 84.4% | 458 | 21.18% | 3.7 |
|
| 2140 |
2140
Cypress Capital Group
Palm Beach,
Florida
| $433M | -$128M | -23% | 13.6% | 111% | 245 | 19.59% | 4.4 |
|
| 2141 |
2141
Kovack Advisors
Ft. Lauderdale,
Florida
| $433M | -$126M | -23% | 15.7% | 131% | 578 | 34.95% | 1.9 |
|
| 2142 |
2142
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $433M | -$81.7M | -16% | 10.3% | 125% | 47 | 68.09% | 0.7 |
|
| 2143 |
2143
HSG Holding
Na,
Hong Kong
| $432M | +$15.3M | +4% | 34.2% | 6.36% | 13 | 30.77% | 2 |
|
| 2144 |
2144
Professional Advisory Services
Vero Beach,
Florida
| $431M | -$131M | -23% | 20% | 69.3% | 73 | 16.44% | 4.5 |
|
| 2145 |
2145
Planning Alternatives
Birmingham,
Michigan
| $431M | -$143M | -25% | 19.1% | 75% | 54 | 27.78% | 4.6 |
|
| 2146 |
2146
10-15 Associates
Goshen,
New York
| $429M | -$101M | -19% | 18.8% | 33% | 108 | 20.37% | 3.5 |
|
| 2147 |
2147
Clear Harbor Asset Management
Stamford,
Connecticut
| $429M | -$148M | -26% | 18.9% | 106% | 804 | 67.91% | 3.2 |
|
| 2148 |
2148
QVT Financial
New York
| $429M | -$85.5M | -17% | 8.68% | 267% | 56 | 19.64% | 1.9 |
|
| 2149 |
2149
Foresite Capital Management II
Larkspur,
California
| $428M | -$179M | -29% | 18.2% | 66.2% | 6 | 16.67% | 2.7 |
|
| 2150 |
2150
Strategic Investment Management
Arlington,
Virginia
| $428M | -$111M | -21% | 26.4% | 53.4% | 19 | 26.32% | 3.1 |
|