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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
TCOT
2576
Trust Company of Toledo
Holland,
Ohio
| $554M | +$39.2M | +8% | 5.09% | 109% | 188 | 2.66% | 5.6 |
|
| 2577 |
2577
Crosslink Capital
Menlo Park,
California
| $554M | -$100M | -15% | 1.12% | 135% | 23 | 4.35% | 2.4 |
|
| 2578 |
ACM
2578
Aquilo Capital Management
San Francisco,
California
| $553M | +$72.2M | +15% | 0.77% | 6.84% | 19 | 21.05% | 1.2 |
|
| 2579 |
FBP
2579
Flippin Bruce & Porter
Lynchburg,
Virginia
| $553M | +$48.4M | +10% | 15.6% | 44.4% | 80 | 5% | 5.4 |
|
| 2580 |
VC
2580
Vision Capital
Toronto,
Ontario, Canada
| $553M | +$139M | +33% | 5.9% | 19.8% | 19 | 47.37% | 0.5 |
|
| 2581 |
2581
Tiger Pacific Capital
New York
| $553M | +$11.6M | +2% | 3.69% | 84.5% | 18 | 38.89% | 1.1 |
|
| 2582 |
KCM
2582
Karp Capital Management
Sausalito,
California
| $553M | +$67M | +14% | 2.02% | 21.3% | 145 | 27.59% | 1.6 |
|
| 2583 |
2583
Wallington Asset Management
Indianapolis,
Indiana
| $552M | +$39.4M | +8% | 6.1% | 120% | 73 | 16.44% | 4.1 |
|
| 2584 |
2584
Stillwater Capital Advisors
Devon,
Pennsylvania
| $551M | +$29.3M | +6% | 4.18% | 121% | 70 | 8.57% | 4 |
|
| 2585 |
2585
Columbia Asset Management
Ann Arbor,
Michigan
| $551M | +$54.9M | +11% | 5.39% | 94.1% | 187 | 11.23% | 4.5 |
|
| 2586 |
PA
2586
Paracle Advisors
Mercer Island,
Washington
| $551M | +$27.1M | +5% | 5.18% | 30.9% | 91 | 9.89% | 2.9 |
|
| 2587 |
2587
Silver Rock Financial
Los Angeles,
California
| $550M | +$255M | +87% | 1.73% | 2.58% | 182 | 92.31% | 0.1 |
|
| 2588 |
2588
Callan Capital
La Jolla,
California
| $550M | +$58.3M | +12% | 6.35% | 20.1% | 88 | 7.95% | 3.2 |
|
| 2589 |
LPC
2589
Lion Point Capital
New York
| $550M | +$30.4M | +6% | 3.95% | 319% | 33 | 36.36% | 1 |
|
| 2590 |
2590
Globeflex Capital
San Diego,
California
| $549M | +$79.9M | +17% | 21.5% | 186% | 508 | 19.09% | 1.7 |
|
| 2591 |
PCM
2591
Prime Capital Management
Hong Kong
| $548M | +$39M | +8% | 0.06% | 569% | 5 | 20% | 1.2 |
|
| 2592 |
2592
Soltis Investment Advisors
St. George,
Utah
| $548M | +$8.62M | +2% | 7.97% | 95.1% | 239 | 17.99% | 0.9 |
|
| 2593 |
2593
D.L. Carlson Investment Group
Concord,
New Hampshire
| $548M | -$3.19M | -0.6% | 9.42% | 113% | 165 | 29.7% | 2.9 |
|
| 2594 |
2594
Kemper
Chicago,
Illinois
| $548M | +$22.4M | +4% | 4.99% | 28.6% | 44 | 4.55% | 2.9 |
|
| 2595 |
2595
Allegiant Private Advisors
Sarasota,
Florida
| $548M | +$65.6M | +14% | 5.24% | – | 155 | 11.61% | 0.2 |
|
| 2596 |
2596
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $548M | +$41.8M | +8% | 9.19% | 74.8% | 256 | 13.67% | 3 |
|
| 2597 |
2597
MV Capital Management
Bethesda,
Maryland
| $548M | +$20.2M | +4% | 3.06% | 73.3% | 475 | 40.21% | 2.6 |
|
| 2598 |
2598
RBO & Co
Saint Helena,
California
| $548M | +$50.5M | +10% | 6.57% | 27.9% | 63 | 15.87% | 3.7 |
|
| 2599 |
2599
PM Capital
Sydney,
Australia
| $547M | +$35.7M | +7% | 15.5% | 105% | 18 | 16.67% | 4.1 |
|
| 2600 |
2600
Royal Fund Management
Lady Lake,
Florida
| $547M | +$74.5M | +16% | 6.1% | 103% | 195 | 15.9% | 2.5 |
|