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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
Front Street Capital Management
Missoula,
Montana
| $528M | +$72.3M | +16% | 21.3% | 316% | 65 | 6.15% | 3.2 |
|
| 2652 |
2652
tru Independence
Portland,
Oregon
| $528M | +$473M | +859% | 9.41% | 67.4% | 856 | 74.65% | 0.5 |
|
| 2653 |
2653
Cornerstone Advisory
Hunt Valley,
Maryland
| $528M | +$34.3M | +7% | 5.36% | 60.6% | 216 | 11.11% | 2.7 |
|
| 2654 |
2654
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $528M | +$119M | +29% | 29.1% | 149% | 128 | 8.59% | 4.5 |
|
| 2655 |
2655
Redwood Investment Management
Scottsdale,
Arizona
| $527M | -$74.7M | -12% | 10.1% | 62.5% | 328 | 51.52% | 0.6 |
|
| 2656 |
2656
Institute for Wealth Management
Denver,
Colorado
| $526M | +$22.9M | +5% | 7.55% | 149% | 488 | 11.89% | 1.8 |
|
| 2657 |
2657
Dividend Assets Capital
Ridgeland,
South Carolina
| $526M | +$11.1M | +2% | 4.47% | 67.4% | 616 | 18.83% | 1.5 |
|
| 2658 |
2658
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $525M | +$53.2M | +11% | 7.21% | 34.5% | 373 | 12.87% | 1.8 |
|
| 2659 |
2659
City Holding Co
Charleston,
West Virginia
| $525M | +$47.5M | +10% | 7.86% | 89.2% | 573 | 19.02% | 4.4 |
|
| 2660 |
2660
Oak Hill Advisors
New York
| $525M | +$100M | +24% | 17.1% | 42.4% | 16 | 6.25% | 1.3 |
|
| 2661 |
2661
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $525M | -$9.6M | -2% | 7.23% | 60% | 64 | 7.81% | 3 |
|
| 2662 |
2662
Duncker Streett & Co
St. Louis,
Missouri
| $524M | +$7.55M | +1% | 5% | 102% | 562 | 12.46% | 3.9 |
|
| 2663 |
2663
Manitou Investment Management
Toronto,
Ontario, Canada
| $524M | +$59.3M | +13% | 13% | 69.3% | 49 | 14.29% | 2.9 |
|
| 2664 |
2664
KWB Wealth
Redlands,
California
| $523M | +$42.8M | +9% | 5.79% | 54.8% | 89 | 16.85% | 0.2 |
|
| 2665 |
GWI
2665
Grace & White Inc
Ny,
New York
| $523M | +$51.6M | +11% | 17.2% | 59.6% | 135 | 7.41% | 5.5 |
|
| 2666 |
CI
2666
CPMG Inc
Dallas,
Texas
| $523M | -$126M | -19% | 10.7% | 878% | 18 | 83.33% | 2.4 |
|
| 2667 |
2667
Penn Davis McFarland
Dallas,
Texas
| $522M | +$56M | +12% | 10.4% | 100% | 50 | 12% | 3.2 |
|
| 2668 |
2668
Empowered Funds
Havertown,
Pennsylvania
| $522M | $0 | 0% | 6.8% | 127% | 162 | 0% | 0.4 |
|
| 2669 |
2669
Ally Bridge Group
New York
| $522M | -$61.9M | -11% | 5.43% | 844% | 38 | 36.84% | 0.2 |
|
| 2670 |
2670
Hardy Reed
Tupelo,
Mississippi
| $521M | +$42.8M | +9% | 5.6% | 77.5% | 111 | 17.12% | 1.4 |
|
| 2671 |
2671
Minot Capital
Broomfield,
Colorado
| $521M | +$5.34M | +1% | 10% | 19.6% | 17 | 17.65% | 1.2 |
|
| 2672 |
2672
LVW Advisors
Pittsford,
New York
| $521M | +$22.1M | +4% | 5.06% | 79.1% | 226 | 16.81% | 2.1 |
|
| 2673 |
2673
Unison Advisors
Washington,
District of Columbia
| $520M | +$77.2M | +17% | 19.4% | 57.8% | 186 | 3.76% | 1.7 |
|
| 2674 |
2674
Luminus Management
Houston,
Texas
| $520M | +$91M | +21% | 13.4% | 8.7% | 72 | 79.17% | 0.8 |
|
| 2675 |
2675
Academy Capital Management
Waco,
Texas
| $520M | +$52.5M | +11% | 6.51% | 85% | 34 | 17.65% | 3.5 |
|