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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
MA Private Wealth
San Carlos,
California
| $424M | +$23.9M | +6% | 6.24% | 57.5% | 83 | 1.2% | 1.2 |
|
| 2552 |
2552
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $423M | +$45.3M | +12% | 11.6% | 59.5% | 98 | 6.12% | 3.8 |
|
| 2553 |
2553
Kettle Hill Capital Management
New York
| $422M | +$34.3M | +9% | 11.2% | 37.4% | 64 | 70.31% | 0.2 |
|
| 2554 |
2554
Atlas Capital Advisors
Jackson,
Wyoming
| $422M | -$4.03M | -0.9% | 8.81% | – | 678 | 56.64% | 1.8 |
|
| 2555 |
2555
Rockbridge Investment Management
Syracuse,
New York
| $422M | +$36.5M | +9% | 4.64% | 38.6% | 695 | 11.8% | 0.2 |
|
| 2556 |
2556
EAM Investors
Solana Beach,
California
| $422M | -$30.6M | -7% | 64.2% | 6,012% | 395 | 69.11% | 0.2 |
|
| 2557 |
2557
Gilbert & Cook
West Des Moines,
Iowa
| $422M | +$22.6M | +6% | 5.98% | 63.2% | 166 | 16.87% | 1.8 |
|
| 2558 |
2558
NTV Asset Management
Charleston,
West Virginia
| $421M | +$34.7M | +9% | 7.55% | 110% | 197 | 8.63% | 4.6 |
|
| 2559 |
2559
Dividend Assets Capital
Ridgeland,
South Carolina
| $421M | -$56.3M | -12% | 5.88% | 67.4% | 195 | 6.67% | 3.6 |
|
| 2560 |
2560
MGO One Seven
Beachwood,
Ohio
| $421M | +$36.1M | +9% | 10.1% | 98.8% | 504 | 17.26% | 1.6 |
|
| 2561 |
2561
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $421M | +$34.7M | +9% | 5.89% | 60% | 612 | 14.38% | 3.5 |
|
| 2562 |
SCM
2562
SIR Capital Management
New York
| $421M | +$12.3M | +3% | 11.2% | 71.1% | 63 | 52.38% | 0.4 |
|
| 2563 |
2563
Pinpoint Asset Management
Hong Kong
| $420M | +$73.6M | +21% | 19.2% | 185% | 54 | 51.85% | 0.3 |
|
| 2564 |
2564
Chemung Canal Trust
Elmira,
New York
| $419M | +$36M | +9% | 9.21% | 93.4% | 118 | 7.63% | 4.7 |
|
| 2565 |
2565
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $419M | +$25.5M | +6% | 7.37% | 85.6% | 308 | 34.09% | 1 |
|
| 2566 |
CFMC
2566
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $418M | +$32.1M | +8% | 6.07% | 69.6% | 171 | 5.85% | 4.4 |
|
| 2567 |
2567
Legion Partners Asset Management
Los Angeles,
California
| $418M | +$60.5M | +17% | 9.15% | 206% | 19 | 42.11% | 1.3 |
|
| 2568 |
2568
Dean Investment Associates
Beavercreek,
Ohio
| $417M | -$937K | -0.2% | 3.35% | 63.5% | 235 | 17.87% | 2.5 |
|
| 2569 |
2569
Tradewinds Capital Management
Bellingham,
Washington
| $417M | +$29.1M | +7% | 7.35% | 96.9% | 732 | 11.07% | 3.7 |
|
| 2570 |
2570
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $417M | +$42.4M | +11% | 7.56% | 34.5% | 340 | 13.24% | 1.5 |
|
| 2571 |
2571
Absher Wealth Management
Chapel Hill,
North Carolina
| $416M | +$24.5M | +6% | 12.4% | 65.3% | 71 | 5.63% | 0.7 |
|
| 2572 |
2572
Sompo Asset Management
Tokyo,
Japan
| $415M | +$21.2M | +5% | 6.11% | 84.7% | 136 | 10.29% | 1.7 |
|
| 2573 |
2573
Quattro Financial Advisors
The Woodlands,
Texas
| $415M | +$34.6M | +9% | 4.44% | 77.6% | 46 | 17.39% | 0.9 |
|
| 2574 |
2574
MPM BioImpact
Boston,
Massachusetts
| $415M | +$38.9M | +10% | 5.64% | 550% | 12 | 8.33% | 0.5 |
|
| 2575 |
IP
2575
Isomer Partners
New York
| $415M | +$40.5M | +11% | 25.1% | 57.2% | 21 | 23.81% | 0.6 |
|