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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Greenwich Wealth Management
Greenwich,
Connecticut
| $559M | +$35.5M | +7% | 9.02% | 198% | 196 | 7.14% | 3.8 |
|
| 2177 |
2177
First American Trust
Santa Ana,
California
| $558M | +$48.1M | +9% | 8.76% | 84.6% | 148 | 21.62% | 2.9 |
|
| 2178 |
2178
Stonebridge Capital Advisors
St Paul,
Minnesota
| $557M | +$18M | +3% | 7.82% | 80.1% | 813 | 77.86% | 4.3 |
|
| 2179 |
2179
Arden Trust
Wilmington,
Delaware
| $557M | +$12.5M | +2% | 8.35% | 22.5% | 330 | 12.73% | 4.2 |
|
| 2180 |
2180
Ellevest Inc
New York
| $557M | +$89.4M | +19% | 6.57% | 73.8% | 1,406 | 26.46% | 0.8 |
|
| 2181 |
2181
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $557M | +$24.9M | +5% | 9.7% | 127% | 508 | 4.72% | 4.1 |
|
| 2182 |
2182
Northstar Investment Advisors
Denver,
Colorado
| $556M | +$84.2M | +18% | 10.8% | 85.8% | 135 | 7.41% | 3.5 |
|
| 2183 |
2183
Stewart & Patten Company
Lafayette,
California
| $556M | +$27.7M | +5% | 9.72% | 27.5% | 90 | 4.44% | 5.3 |
|
| 2184 |
2184
Beryl Capital Management
Redondo Beach,
California
| $556M | +$29.3M | +6% | 66.2% | 3,932% | 135 | 87.41% | 0.1 |
|
| 2185 |
2185
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $555M | +$20.9M | +4% | 5.83% | 36.9% | 200 | 2.5% | 3.4 |
|
| 2186 |
2186
Mizuho Securities
Tokyo,
Japan
| $555M | +$200M | +56% | 32.9% | – | 94 | 35.11% | 0.9 |
|
| 2187 |
2187
Gabelli & Co Investment Advisers
Rye,
New York
| $555M | +$116M | +26% | 21.9% | 248% | 283 | 50.88% | 1.1 |
|
| 2188 |
2188
Dorsey Wright & Associates
Pasadena,
California
| $555M | +$64.5M | +13% | 13.9% | 311% | 392 | 46.17% | 0.5 |
|
| 2189 |
2189
Resources Management Corp
West Hartford,
Connecticut
| $554M | +$31.1M | +6% | 8.84% | 78.5% | 497 | 11.67% | 1.7 |
|
| 2190 |
2190
III Capital Management
Boca Raton,
Florida
| $554M | +$149M | +37% | 2.2% | 28.7% | 89 | 38.2% | 0.3 |
|
| 2191 |
2191
Marks Group Wealth Management
Minnetonka,
Minnesota
| $554M | +$61.5M | +13% | 8.49% | 71.4% | 255 | 10.59% | 0.6 |
|
| 2192 |
2192
Evanson Asset Management
Carmel,
California
| $553M | +$48.5M | +10% | 10.8% | 66.6% | 252 | 8.73% | 4.1 |
|
| 2193 |
2193
HighPoint Advisor Group
Downers Grove,
Illinois
| $553M | +$85M | +18% | 13.2% | 110% | 413 | 19.37% | 2.6 |
|
| 2194 |
2194
Tang Capital Management
San Diego,
California
| $553M | -$476M | -46% | 28.2% | 493% | 22 | 13.64% | 1.4 |
|
| 2195 |
2195
Trigran Investments
Northbrook,
Illinois
| $553M | +$42M | +8% | 6.64% | 30.2% | 21 | 23.81% | 3.1 |
|
| 2196 |
2196
Olstein Capital Management
Purchase,
New York
| $551M | +$16.2M | +3% | 9.3% | 16.6% | 107 | 6.54% | 3.9 |
|
| 2197 |
MFP
2197
Michael F. Price
| $551M | +$4.03M | +0.7% | 3.18% | 42.6% | 121 | 14.88% | 2.8 |
|
| 2198 |
2198
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $551M | +$10.2M | +2% | 21.9% | 240% | 87 | 32.18% | 1.7 |
|
| 2199 |
2199
Vista Capital Partners
Portland,
Oregon
| $551M | +$37.7M | +7% | 7.28% | 69.3% | 66 | 13.64% | 4.2 |
|
| 2200 |
2200
De Burlo Group
Boston,
Massachusetts
| $550M | +$193M | +54% | 15.7% | 164% | 95 | 37.89% | 3 |
|