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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Icon Wealth Partners
Houston,
Texas
| $518M | +$105M | +25% | 6.19% | – | 329 | 46.5% | 1.3 |
|
| 2277 |
2277
Blue Whale Capital
London,
United Kingdom
| $518M | +$148M | +40% | 10.2% | 409% | 17 | 5.88% | 0.7 |
|
| 2278 |
2278
Kore Private Wealth
New York
| $518M | +$27.9M | +6% | 10.1% | 35.9% | 1,246 | 78.89% | 1.3 |
|
| 2279 |
2279
Summit Trail Advisors
New York
| $517M | -$19M | -4% | 9.93% | 74.8% | 252 | 48.81% | 0.5 |
|
| 2280 |
2280
Bouchey Financial Group
Troy,
New York
| $516M | +$41.8M | +9% | 6.84% | 66.7% | 73 | 12.33% | 2.9 |
|
| 2281 |
2281
Ropes Wealth Advisors
Boston,
Massachusetts
| $516M | +$26.2M | +5% | 9.57% | 71% | 681 | 24.23% | 2.8 |
|
| 2282 |
2282
Cutler Investment Counsel
Jacksonville,
Oregon
| $516M | +$45.5M | +10% | 6.78% | 61.8% | 89 | 4.49% | 4.1 |
|
| 2283 |
2283
LVM Capital Management
Portage,
Michigan
| $516M | +$28.1M | +6% | 6.26% | 121% | 112 | 7.14% | 4.7 |
|
| 2284 |
2284
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $516M | +$75.4M | +17% | 9.46% | 145% | 80 | 6.25% | 3.1 |
|
| 2285 |
2285
Fortis Group Advisors
Westwood,
New Jersey
| $516M | – | – | 5.91% | 102% | 493 | – | 0 |
|
| 2286 |
2286
10-15 Associates
Goshen,
New York
| $516M | +$19.8M | +4% | 6.55% | 33% | 102 | 13.73% | 3.7 |
|
| 2287 |
2287
Parthenon LLC
Louisville,
Kentucky
| $516M | +$33.9M | +7% | 8.55% | 93.3% | 107 | 2.8% | 5.5 |
|
| 2288 |
2288
Hodges Capital Management
Dallas,
Texas
| $515M | +$25.7M | +5% | 16.3% | 200% | 232 | 30.17% | 2.8 |
|
| 2289 |
2289
Twele Capital Management
Minnetonka,
Minnesota
| $515M | +$15M | +3% | 3.58% | 37.1% | 42 | 0% | 6.1 |
|
| 2290 |
2290
WMS Partners
Towson,
Maryland
| $515M | +$32.4M | +7% | 8.91% | 10.8% | 245 | 17.14% | 3.4 |
|
| 2291 |
2291
Adelphi Capital
London,
United Kingdom
| $515M | +$58.9M | +13% | 9.39% | – | 3 | 0% | 2.8 |
|
| 2292 |
2292
Greenwood Capital Associates
Greenwood,
South Carolina
| $515M | +$76.5M | +17% | 10.2% | 87.7% | 215 | 29.77% | 1.5 |
|
| 2293 |
2293
Matrix Asset Advisors
White Plains,
New York
| $514M | -$7.73M | -1% | 5.95% | 84.9% | 81 | 8.64% | 4 |
|
| 2294 |
2294
Sigma Investment Counselors
Northville,
Michigan
| $514M | -$428M | -45% | 7.27% | 59.4% | 161 | 26.09% | 4.8 |
|
| 2295 |
2295
Six Columns Capital
Dallas,
Texas
| $514M | +$87.8M | +21% | 26.4% | – | 76 | 77.63% | 0.2 |
|
| 2296 |
RG
2296
Riverstone Group
Richmond,
Virginia
| $513M | +$110M | +27% | 31% | 305% | 5 | 0% | 1.5 |
|
| 2297 |
2297
Naples Global Advisors
Naples,
Florida
| $513M | +$48.9M | +11% | 8.08% | 111% | 353 | 7.37% | 3.6 |
|
| 2298 |
2298
FinTrust Capital Advisors
Greenville,
South Carolina
| $512M | +$260M | +103% | 5% | 23.6% | 1,228 | 19.38% | 1.3 |
|
| 2299 |
2299
Granite Investment Advisors
Concord,
New Hampshire
| $512M | +$49.6M | +11% | 11.7% | 55.6% | 170 | 11.18% | 3.5 |
|
| 2300 |
OM
2300
Opaleye Management
Boston,
Massachusetts
| $511M | +$16.2M | +3% | 21.8% | 748% | 68 | 48.53% | 1 |
|