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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
LPC
2451
Lion Point Capital
New York
| $456M | +$43.6M | +11% | 27.4% | 319% | 25 | 8% | 1.5 |
|
| 2452 |
2452
Foundations Investment Advisors
Phoenix,
Arizona
| $456M | -$674M | -60% | 3.52% | 80.9% | 192 | 28.13% | 0.9 |
|
| 2453 |
2453
Domani Wealth
Lancaster,
Pennsylvania
| $455M | +$27.5M | +6% | 6.66% | 48.6% | 124 | 6.45% | 3.3 |
|
| 2454 |
2454
Astor Investment Management
Chicago,
Illinois
| $455M | -$49.8M | -10% | 5.11% | 23.3% | 61 | 37.7% | 1.1 |
|
| 2455 |
2455
Mandatum Life Insurance Company
Helsinki,
Finland
| $455M | +$38.1M | +9% | 6.98% | 108% | 102 | 15.69% | 3.3 |
|
| 2456 |
2456
Verity & Verity
Beaufort,
South Carolina
| $455M | +$35.1M | +8% | 5.9% | 90.4% | 87 | 10.34% | 4.3 |
|
| 2457 |
2457
North Growth Management
Vancouver,
British Columbia, Canada
| $455M | +$37M | +9% | 15.9% | 243% | 50 | 10% | 2 |
|
| 2458 |
2458
Parker Investment Management
Menlo Park,
California
| $454M | +$36.4M | +9% | 14.1% | 208% | 32 | 15.63% | 1.7 |
|
| 2459 |
2459
LVW Advisors
Pittsford,
New York
| $454M | +$39.4M | +10% | 7.74% | 79.1% | 233 | 30.04% | 1.9 |
|
| 2460 |
2460
Legato Capital Management
San Francisco,
California
| $454M | -$42.7M | -9% | 4.68% | 243% | 354 | 45.48% | 0.9 |
|
| 2461 |
2461
Alaska Wealth Advisors
Anchorage,
Alaska
| $454M | +$30M | +7% | 4.41% | 47.3% | 58 | 12.07% | 1.2 |
|
| 2462 |
2462
Financial Architects (New Jersey)
Marlton,
New Jersey
| $454M | +$18.8M | +4% | 7.24% | 31.3% | 859 | 68.45% | 4.7 |
|
| 2463 |
2463
TenCore Partners
New York
| $453M | +$50M | +12% | 17.5% | 78.4% | 13 | 7.69% | 0.6 |
|
| 2464 |
2464
Asset Dedication LLC
San Francisco,
California
| $453M | +$86.2M | +23% | 6.58% | 71.9% | 813 | 22.39% | 2.3 |
|
| 2465 |
2465
Stanley-Laman Group
Berwyn,
Pennsylvania
| $453M | +$37.4M | +9% | 8.13% | 114% | 270 | 28.89% | 1.5 |
|
| 2466 |
2466
Camden National Bank
Camden,
Maine
| $453M | +$49.6M | +12% | 7.64% | 58.2% | 134 | 6.72% | 2.3 |
|
| 2467 |
OCMI
2467
Oaktop Capital Management II
Chatham,
New Jersey
| $453M | +$27.2M | +6% | 8.77% | 451% | 20 | 5% | 4.5 |
|
| 2468 |
2468
Signet Financial Management
Parsippany,
New Jersey
| $452M | +$2.75M | +0.6% | 6.61% | 65.2% | 230 | 10.43% | 2.9 |
|
| 2469 |
2469
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $452M | +$25.3M | +6% | 5.67% | 47.7% | 173 | 7.51% | 1.4 |
|
| 2470 |
2470
Nadler Financial Group
Deerfield,
Illinois
| $451M | +$51.1M | +13% | 9.65% | 81.8% | 103 | 8.74% | 4.2 |
|
| 2471 |
2471
Zuckerman Investment Group
Chicago,
Illinois
| $451M | +$28.5M | +7% | 9.52% | 111% | 83 | 7.23% | 2.7 |
|
| 2472 |
2472
Bogart Wealth LLC
Mclean,
Virginia
| $451M | +$25.1M | +6% | 3.67% | 60.5% | 500 | 13.2% | 2 |
|
| 2473 |
VCM
2473
Vivaldi Capital Management
Chicago,
Illinois
| $450M | -$30.1M | -6% | 5.9% | 69.2% | 321 | 29.6% | 1.2 |
|
| 2474 |
2474
RBO & Co
Saint Helena,
California
| $450M | +$36.2M | +9% | 7.74% | 27.9% | 54 | 25.93% | 4 |
|
| 2475 |
2475
Eversept Partners
New York
| $450M | -$279M | -38% | 3.67% | 321% | 78 | 48.72% | 1 |
|