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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
DDD Partners
Bellevue,
Washington
| $586M | +$79.2M | +16% | 6.13% | 85.9% | 63 | 19.05% | 1.2 |
|
| 2502 |
CBT
2502
Central Bank & Trust
Lexington,
Kentucky
| $586M | +$7.2M | +1% | 5.31% | 118% | 299 | 13.38% | 4.7 |
|
| 2503 |
2503
AH Equity Partners III
Menlo Park,
California
| $586M | +$403M | +221% | 4.65% | 42.6% | 5 | 40% | 0.5 |
|
| 2504 |
2504
Silvant Capital Management
Atlanta,
Georgia
| $585M | +$104K | +0% | 3.91% | 189% | 347 | 7.78% | 2.4 |
|
| 2505 |
2505
Tufton Capital Management
Hunt Valley,
Maryland
| $585M | +$43M | +8% | 8.59% | 96.1% | 130 | 6.15% | 4.8 |
|
| 2506 |
2506
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $584M | +$47.2M | +9% | 6.62% | 47.7% | 756 | 7.67% | 0.6 |
|
| 2507 |
2507
MGO One Seven
Beachwood,
Ohio
| $582M | +$97.1M | +20% | 8.29% | 98.8% | 579 | 19.69% | 1.7 |
|
| 2508 |
2508
Carlson Capital Management
Northfield,
Minnesota
| $582M | +$39.3M | +7% | 6.63% | 9.85% | 149 | 12.08% | 3.4 |
|
| 2509 |
2509
Baxter Bros Inc
Riverside,
Connecticut
| $582M | +$54.1M | +10% | 7.19% | 84.1% | 127 | 9.45% | 4.9 |
|
| 2510 |
2510
Auxier Asset Management
Aurora,
Oregon
| $582M | +$42.7M | +8% | 9.29% | 71.7% | 164 | 5.49% | 5.4 |
|
| 2511 |
2511
Mechanics Bank - Trust Department
Walnut Creek,
California
| $581M | +$24.6M | +4% | 5.39% | 76.8% | 175 | 5.14% | 4.6 |
|
| 2512 |
2512
Dudley & Shanley
Palm Beach,
Florida
| $579M | +$36.1M | +7% | 1.15% | 67.9% | 34 | 26.47% | 2.3 |
|
| 2513 |
2513
Hartree Partners
New York
| $579M | +$139M | +32% | 2.55% | 138% | 211 | 87.2% | 0.1 |
|
| 2514 |
2514
Indus Capital Partners
New York
| $579M | -$65.9M | -10% | 6.06% | 117% | 52 | 36.54% | 1.2 |
|
| 2515 |
2515
CKW Financial Group
Honolulu,
Hawaii
| $579M | +$37.6M | +7% | 6.02% | 70.3% | 199 | 12.56% | 4.4 |
|
| 2516 |
2516
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $579M | +$123M | +27% | 2.7% | 55.8% | 102 | 21.57% | 4 |
|
| 2517 |
2517
INVST
Indianapolis,
Indiana
| $578M | +$27.5M | +5% | 5.62% | 78.5% | 218 | 33.03% | 1 |
|
| 2518 |
2518
Tradition Wealth Management
Edina,
Minnesota
| $578M | +$62.1M | +12% | 6.03% | 69.6% | 1,196 | 38.38% | 0.2 |
|
| 2519 |
2519
German American Bancorp
Jasper,
Indiana
| $577M | +$69.6M | +14% | 5.47% | 92.3% | 96 | 11.46% | 1.9 |
|
| 2520 |
2520
Cutler Investment Counsel
Jacksonville,
Oregon
| $575M | +$29.7M | +5% | 8.12% | 61.8% | 93 | 7.53% | 4.4 |
|
| 2521 |
2521
West Coast Financial
Santa Barbara,
California
| $575M | +$55.6M | +11% | 10.4% | 22.2% | 131 | 14.5% | 3.8 |
|
| 2522 |
2522
Herald Investment Management
London,
United Kingdom
| $575M | +$14.4M | +3% | 7.38% | 493% | 101 | 7.92% | 3.7 |
|
| 2523 |
HCM
2523
Harspring Capital Management
New York
| $573M | +$85.2M | +17% | 11.1% | 70.6% | 39 | 25.64% | 0.6 |
|
| 2524 |
2524
Darwin Wealth Management
Tampa,
Florida
| $573M | +$40.4M | +8% | 0.62% | 61.4% | 187 | 25.13% | 2 |
|
| 2525 |
2525
Tree Line Advisors
Central,
Hong Kong
| $573M | -$18.9M | -3% | 8.86% | 670% | 10 | 30% | 1.1 |
|