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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
United Asset Strategies
Garden City,
New York
| $690M | +$53.4M | +8% | 7.35% | 111% | 237 | 26.16% | 2.2 |
|
| 2277 |
2277
Snow Capital Management
Sewickley,
Pennsylvania
| $689M | +$101M | +17% | 21.4% | 58.5% | 159 | 22.01% | 2.5 |
|
| 2278 |
2278
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $689M | -$156K | -0% | 47.4% | 602% | 34 | 55.88% | 1.2 |
|
| 2279 |
2279
JNBA Financial Advisors
Bloomington,
Minnesota
| $689M | +$80.7M | +13% | 8.76% | 66.8% | 683 | 10.98% | 3 |
|
| 2280 |
2280
Financial Synergies Wealth Advisors
Houston,
Texas
| $688M | +$45.5M | +7% | 4.92% | 79% | 64 | 15.63% | 1.1 |
|
| 2281 |
2281
KPCB DGF II Associates
Menlo Park,
California
| $688M | -$301M | -30% | 3.71% | 2.08% | 3 | 0% | 0.6 |
|
| 2282 |
2282
Connable Office Inc
Kalamazoo,
Michigan
| $688M | +$36.9M | +6% | 7.44% | 68.3% | 246 | 19.51% | 2.8 |
|
| 2283 |
2283
BTR Capital Management
Oakland,
California
| $687M | +$47.1M | +7% | 5.36% | 35% | 171 | 2.92% | 4.5 |
|
| 2284 |
2284
Meridian Wealth Management
Lexington,
Kentucky
| $687M | +$56.9M | +9% | 7.71% | 129% | 380 | 16.32% | 1.3 |
|
| 2285 |
2285
Lyell Wealth Management
Menlo Park,
California
| $686M | +$60.3M | +10% | 1.97% | 144% | 177 | 13.56% | 2 |
|
| 2286 |
2286
Northstar Investment Advisors
Denver,
Colorado
| $686M | +$44.1M | +7% | 4.45% | 85.8% | 156 | 10.26% | 3.4 |
|
| 2287 |
2287
Bluescape Energy Partners
Dallas,
Texas
| $685M | +$158M | +30% | 19.5% | 57.9% | 4 | 25% | 1.2 |
|
| 2288 |
2288
Barber Financial Group
Lenexa,
Kansas
| $685M | +$137M | +25% | 7.06% | 39% | 163 | 25.77% | 2.1 |
|
| 2289 |
2289
TwinBeech Capital
Purchase,
New York
| $684M | +$68.1M | +11% | 4.96% | 5.7% | 732 | 84.97% | 0.1 |
|
| 2290 |
2290
Hein Park Capital Management
New York
| $684M | +$471M | +221% | 58% | 122% | 8 | 25% | 0.2 |
|
| 2291 |
OIM
2291
Opus Investment Management
Worcester,
Massachusetts
| $683M | +$44.4M | +7% | 7.1% | 52.8% | 104 | 12.5% | 4 |
|
| 2292 |
2292
Estate Counselors
Thiensville,
Wisconsin
| $683M | +$17.9M | +3% | 6.05% | 60% | 177 | 31.64% | 1.5 |
|
| 2293 |
OM
2293
Opaleye Management
Boston,
Massachusetts
| $681M | -$84.8M | -11% | 2.04% | 748% | 74 | 41.89% | 1.1 |
|
| 2294 |
2294
Brevan Howard Capital Management
St. Helier,
Jersey
| $681M | +$182M | +36% | 9.12% | 148% | 61 | 67.21% | 0.2 |
|
| 2295 |
2295
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $680M | +$18.3M | +3% | 4.69% | 83.4% | 352 | 11.93% | 3.3 |
|
| 2296 |
2296
Suncoast Equity Management
Tampa,
Florida
| $679M | +$38.2M | +6% | 4% | 96.1% | 48 | 12.5% | 2.7 |
|
| 2297 |
2297
Montanaro Asset Management
London,
United Kingdom
| $679M | +$86.4M | +15% | 0.25% | 59.3% | 44 | 11.36% | 0.2 |
|
| 2298 |
2298
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $679M | +$22.8M | +3% | 3.52% | 62.2% | 292 | 14.38% | 1.5 |
|
| 2299 |
2299
Jacobi Capital Management
Pittston,
Pennsylvania
| $678M | +$44.1M | +7% | 7.07% | 83.4% | 1,494 | 17.94% | 2.6 |
|
| 2300 |
2300
Spearhead Capital Advisors
Wellington,
Florida
| $677M | +$47.9M | +8% | 5.22% | 25.2% | 223 | 41.7% | 1.2 |
|