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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
KMG Fiduciary Partners
Toledo,
Ohio
| $474M | +$72.3M | +18% | 13.3% | 114% | 156 | 10.26% | 1.2 |
|
| 2727 |
2727
Winslow Asset Management
Beachwood,
Ohio
| $474M | +$82.1M | +21% | 24.2% | 101% | 78 | 6.41% | 5.4 |
|
| 2728 |
2728
Affinity Wealth Management
Wilmington,
Delaware
| $474M | +$103M | +28% | 15.6% | 125% | 99 | 28.28% | 1.1 |
|
| 2729 |
2729
Quantitative Advantage
Minnetonka,
Minnesota
| $474M | +$64.1M | +16% | 11.4% | 45.9% | 63 | 11.11% | 2.3 |
|
| 2730 |
2730
Mass General Brigham
Somerville,
Massachusetts
| $473M | +$347M | +275% | 7.86% | – | 3 | 0% | 0.8 |
|
| 2731 |
EC
2731
Euclidean Capital
New York
| $472M | – | – | 65.8% | 79.7% | 10 | – | 0 |
|
| 2732 |
2732
Royal Fund Management
Lady Lake,
Florida
| $472M | +$81.2M | +21% | 13.6% | 103% | 189 | 17.99% | 2.4 |
|
| 2733 |
2733
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $472M | +$55.2M | +13% | 13.3% | 34.5% | 355 | 11.83% | 1.7 |
|
| 2734 |
2734
Meristem Family Wealth
Minnetonka,
Minnesota
| $472M | +$81.9M | +21% | 15.9% | 67.7% | 244 | 22.95% | 2.7 |
|
| 2735 |
2735
South Street Advisors
New York
| $472M | +$58.1M | +14% | 16.6% | 177% | 62 | 11.29% | 3.2 |
|
| 2736 |
GWI
2736
Grace & White Inc
Ny,
New York
| $472M | +$83.1M | +21% | 34.2% | 59.6% | 134 | 8.21% | 5.5 |
|
| 2737 |
2737
Strategic Wealth Partners Group
Deerfield,
Illinois
| $472M | +$58M | +14% | 14.5% | – | 59 | 8.47% | 2.1 |
|
| 2738 |
2738
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $472M | +$149M | +46% | 11.1% | 86.2% | 126 | 23.81% | 0.7 |
|
| 2739 |
2739
HeadInvest LLC
Portland,
Maine
| $471M | +$125M | +36% | 10.8% | 59.1% | 243 | 37.04% | 3.4 |
|
| 2740 |
2740
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $471M | +$281M | +147% | 14.9% | 36.7% | 5 | 20% | 2.2 |
|
| 2741 |
2741
Financial Enhancement Group
Anderson,
Indiana
| $470M | +$39.3M | +9% | 10.4% | 62.2% | 329 | 32.22% | 1.7 |
|
| 2742 |
2742
Pinpoint Asset Management
Hong Kong
| $470M | +$50.8M | +12% | 59.4% | 185% | 49 | 63.27% | 0.4 |
|
| 2743 |
2743
Globeflex Capital
San Diego,
California
| $469M | +$91M | +24% | 28.1% | 186% | 534 | 23.97% | 1.6 |
|
| 2744 |
2744
Creative Financial Designs
Kokomo,
Indiana
| $468M | +$63M | +16% | 11.1% | 58.8% | 1,345 | 11.67% | 1.2 |
|
| 2745 |
2745
Inherent Group
New York
| $468M | +$267M | +133% | 135% | 61.7% | 31 | 48.39% | 0.4 |
|
| 2746 |
VCM
2746
Vivaldi Capital Management
Chicago,
Illinois
| $468M | +$17.3M | +4% | 11.4% | 69.2% | 353 | 33.71% | 1.3 |
|
| 2747 |
2747
Wealthquest
Cincinnati,
Ohio
| $467M | +$63.6M | +16% | 12.3% | 58.5% | 137 | 20.44% | 2.4 |
|
| 2748 |
2748
Academy Capital Management
Waco,
Texas
| $467M | +$8.53M | +2% | 14.6% | 85% | 35 | 22.86% | 4 |
|
| 2749 |
2749
Systelligence LLC
Bloomington,
Minnesota
| $467M | +$137M | +42% | 14.6% | 58.3% | 65 | 46.15% | 0.5 |
|
| 2750 |
2750
M.D. Sass LLC
New York
| $467M | +$63.5M | +16% | 24.9% | 80.1% | 36 | 16.67% | 1.7 |
|