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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $643M | +$141M | +28% | 5.14% | 85.6% | 450 | 42.22% | 0.9 |
|
| 2377 |
2377
Stokes Family Office
New Orleans,
Louisiana
| $643M | +$136M | +27% | 5.64% | 68.1% | 201 | 17.41% | 0.8 |
|
| 2378 |
2378
GeoWealth Management
Chicago,
Illinois
| $641M | +$17.7M | +3% | 4.01% | 58% | 244 | 31.15% | 0.6 |
|
| 2379 |
2379
Gemmer Asset Management
Walnut Creek,
California
| $640M | +$33.2M | +5% | 4.58% | 96.8% | 1,560 | 11.35% | 4.1 |
|
| 2380 |
TFM
2380
TPI Fund Managers
London,
United Kingdom
| $640M | +$54.9M | +9% | 7.03% | 49.6% | 42 | 21.43% | 1.2 |
|
| 2381 |
2381
Essex Woodlands Management
The Woodlands,
Texas
| $640M | +$254M | +66% | 4.89% | 119% | 9 | 11.11% | 3.5 |
|
| 2382 |
2382
Mass General Brigham
Somerville,
Massachusetts
| $639M | +$167M | +35% | 2.32% | – | 3 | 0% | 1.1 |
|
| 2383 |
2383
Torray Investment Partners
Bethesda,
Maryland
| $639M | +$32.7M | +5% | 8.02% | 97.2% | 108 | 12.04% | 3.7 |
|
| 2384 |
2384
Van Cleef Asset Management
Beachwood,
Ohio
| $639M | +$27.4M | +4% | 5.01% | 104% | 121 | 4.96% | 5.1 |
|
| 2385 |
2385
Artemis Wealth Advisors
New York
| $639M | +$11.1M | +2% | 0.53% | 180% | 85 | 25.88% | 1.4 |
|
| 2386 |
2386
Beacon Financial Group
Dallas,
Texas
| $639M | $0 | 0% | 7.01% | 66.6% | 202 | 2.48% | 3.9 |
|
| 2387 |
2387
Financial Architects (New Jersey)
Marlton,
New Jersey
| $638M | +$97.5M | +18% | 3.85% | 31.3% | 349 | 20.34% | 4 |
|
| 2388 |
2388
Landscape Capital Management
Englewood,
New Jersey
| $638M | +$8.86M | +1% | 11.1% | 92.5% | 599 | 68.78% | 0.3 |
|
| 2389 |
2389
Icon Advisers
Greenwood Village,
Colorado
| $638M | +$86.8M | +16% | 14.7% | 114% | 197 | 28.43% | 2.2 |
|
| 2390 |
2390
WBI Investments
Red Bank,
New Jersey
| $637M | -$24M | -4% | 8.96% | 105% | 238 | 57.56% | 0.6 |
|
| 2391 |
2391
Greenwood Capital Associates
Greenwood,
South Carolina
| $636M | +$41M | +7% | 9.03% | 87.7% | 241 | 27.39% | 1.6 |
|
| 2392 |
2392
Pekin Hardy Strauss
Chicago,
Illinois
| $634M | +$58.1M | +10% | 8.84% | 105% | 320 | 20.63% | 2.9 |
|
| 2393 |
2393
Raub Brock Capital Management
Larkspur,
California
| $634M | +$17.3M | +3% | 5.45% | 54.7% | 72 | 23.61% | 2 |
|
| 2394 |
2394
First American Trust
Santa Ana,
California
| $633M | +$33.3M | +6% | 8.5% | 84.6% | 163 | 15.95% | 3 |
|
| 2395 |
AC
2395
AMS Capital
Sao Paulo,
Brazil
| $633M | +$125M | +25% | 3.22% | 63.1% | 39 | 51.28% | 0.6 |
|
| 2396 |
KFS
2396
Kurt F. Somerville
| $632M | +$17.7M | +3% | 3.84% | 92.9% | 114 | 7.02% | 4.9 |
|
| 2397 |
2397
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $632M | +$25.5M | +4% | 3.67% | 89.9% | 36 | 5.56% | 2.3 |
|
| 2398 |
2398
Verus Financial Partners
Richmond,
Virginia
| $631M | +$47.4M | +8% | 6.15% | 45.7% | 87 | 6.9% | 2.2 |
|
| 2399 |
2399
Makena Capital Management
Menlo Park,
California
| $631M | +$451M | +250% | 6.57% | 85.5% | 60 | 48.33% | 0.6 |
|
| 2400 |
2400
Penobscot Investment Management
Boston,
Massachusetts
| $630M | +$33.8M | +6% | 3.88% | 114% | 226 | 10.18% | 4.7 |
|