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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Callan Capital
La Jolla,
California
| $492M | +$46M | +10% | 14.3% | 20.1% | 83 | 3.61% | 3 |
|
| 2652 |
2652
Alaska Wealth Advisors
Anchorage,
Alaska
| $490M | +$36.7M | +8% | 9.8% | 47.3% | 58 | 20.69% | 1.4 |
|
| 2653 |
2653
Cooper Financial Group
Irvine,
California
| $490M | +$144M | +42% | 11.8% | 87.2% | 307 | 36.81% | 0.8 |
|
| 2654 |
2654
Kettle Hill Capital Management
New York
| $490M | +$67.7M | +16% | 30.9% | 37.4% | 66 | 69.7% | 0.3 |
|
| 2655 |
2655
Natural Investments
Windsor,
California
| $490M | +$180M | +58% | 22.1% | – | 4 | 75% | 0.3 |
|
| 2656 |
2656
Advisory Alpha
Holland,
Michigan
| $489M | +$23.9M | +5% | 14.9% | 55.1% | 733 | 87.31% | 1.4 |
|
| 2657 |
IR
2657
IAT Reinsurance
New York
| $489M | +$84M | +21% | 28.7% | 60.2% | 94 | 18.09% | 3.7 |
|
| 2658 |
2658
Main Street Financial Solutions
Newtown,
Pennsylvania
| $489M | – | – | 12.9% | 75.4% | 377 | – | 0 |
|
| 2659 |
2659
EFG Asset Management (Americas)
Miami,
Florida
| $489M | +$44M | +10% | 13.7% | 112% | 145 | 8.97% | 2.1 |
|
| 2660 |
2660
Rockbridge Investment Management
Syracuse,
New York
| $489M | +$66.9M | +16% | 11% | 43% | 725 | 12.28% | 0.4 |
|
| 2661 |
2661
Vitruvian Partners
London,
United Kingdom
| $489M | -$10.6M | -2% | 151% | 122% | 2 | 0% | 2 |
|
| 2662 |
2662
Sio Capital Management
New York
| $489M | -$16.5M | -3% | 66.4% | 564% | 114 | 43.86% | 0.6 |
|
| 2663 |
2663
Summit Partners
Boston,
Massachusetts
| $488M | +$138M | +39% | 34% | 23.2% | 6 | 16.67% | 4.4 |
|
| 2664 |
2664
LaFleur & Godfrey
Grand Rapids,
Michigan
| $488M | +$45.3M | +10% | 14.7% | 98.2% | 99 | 13.13% | 3.6 |
|
| 2665 |
2665
North Growth Management
Vancouver,
British Columbia, Canada
| $488M | +$33.9M | +7% | 22.6% | 243% | 48 | 4.17% | 2.2 |
|
| 2666 |
2666
Myriad Asset Management
North Point,
Hong Kong
| $488M | +$28.1M | +6% | 44.1% | 149% | 113 | 73.45% | 0.2 |
|
| 2667 |
HCM
2667
Harspring Capital Management
New York
| $488M | +$128M | +36% | 35.3% | 80.2% | 36 | 30.56% | 0.4 |
|
| 2668 |
RI
2668
RPTC Inc
Jackson,
Wyoming
| $488M | +$121M | +33% | 34.4% | 66.4% | 7 | 42.86% | 2.7 |
|
| 2669 |
2669
Hahn Capital Management
Walnut Creek,
California
| $488M | +$96.9M | +25% | 28.9% | 71.7% | 34 | 5.88% | 5.2 |
|
| 2670 |
2670
Proffitt & Goodson
Knoxville,
Tennessee
| $488M | +$16.9M | +4% | 10.2% | 54% | 286 | 14.34% | 2.1 |
|
| 2671 |
2671
Orgel Wealth Management
Altoona,
Wisconsin
| $487M | +$129M | +36% | 11.2% | 39.6% | 55 | 14.55% | 2.1 |
|
| 2672 |
2672
Vida Ventures Advisors
Boston,
Massachusetts
| $487M | +$328M | +205% | 31.5% | 154% | 8 | 37.5% | 0.2 |
|
| 2673 |
PAM
2673
Premier Asset Management
Chicago,
Illinois
| $487M | +$94.9M | +24% | 16.3% | 104% | 195 | 31.79% | 1.5 |
|
| 2674 |
2674
Force Hill Capital Management
New York
| $486M | – | – | 29.9% | 46.3% | 36 | – | 0 |
|
| 2675 |
KCM
2675
Karp Capital Management
Sausalito,
California
| $486M | +$77M | +19% | 10.9% | 21.3% | 123 | 32.52% | 1.6 |
|