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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 |
SM
2726
Sciencast Management
Princeton,
New Jersey
| $502M | +$21.5M | +4% | 6.45% | 72.5% | 738 | 77.51% | 0.1 |
|
| 2727 |
2727
Camden National Corporation
Camden,
Maine
| $502M | – | – | 4.06% | – | 141 | – | 0 |
|
| 2728 |
2728
Camden National Bank
Camden,
Maine
| $502M | +$21.2M | +4% | 4.06% | 58.2% | 147 | 10.2% | 2.5 |
|
| 2729 |
CFMC
2729
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $501M | +$22.3M | +5% | 4.92% | 69.6% | 189 | 7.41% | 4.4 |
|
| 2730 |
2730
Teza Capital Management
Chicago,
Illinois
| $501M | +$325M | +184% | 10.1% | 133% | 575 | 73.57% | 0.2 |
|
| 2731 |
2731
Advocacy Wealth Management Services
Atlanta,
Georgia
| $500M | -$168M | -25% | 3.76% | 48.3% | 155 | 16.13% | 2.4 |
|
| 2732 |
2732
Evermay Wealth Management
Arlington,
Virginia
| $500M | +$46.7M | +10% | 5.8% | 61.1% | 178 | 6.18% | 3.3 |
|
| 2733 |
2733
CHI Advisors
New York
| $500M | +$145M | +41% | 13.2% | 88.2% | 26 | 30.77% | 0.9 |
|
| 2734 |
2734
Arcadia Investment Management
Kalamazoo,
Michigan
| $499M | +$15.2M | +3% | 4.34% | 83.5% | 289 | 15.92% | 3.8 |
|
| 2735 |
2735
Legion Partners Asset Management
Los Angeles,
California
| $499M | +$115M | +30% | 27.2% | 206% | 14 | 28.57% | 1.7 |
|
| 2736 |
2736
Chemung Canal Trust
Elmira,
New York
| $499M | +$23M | +5% | 7.74% | 93.4% | 117 | 2.56% | 5 |
|
| 2737 |
2737
Transform Wealth
Greenwood Village,
Colorado
| $499M | +$20.3M | +4% | 8.76% | 48.4% | 206 | 9.71% | 2.2 |
|
| 2738 |
2738
Vantage Consulting Group
Virginia Beach,
Virginia
| $498M | -$730M | -59% | 10.9% | 261% | 1,887 | 94.81% | 0.2 |
|
| 2739 |
2739
McCutchen Group
Seattle,
Washington
| $498M | +$34.7M | +7% | 5.12% | 2.54% | 24 | 4.17% | 5.6 |
|
| 2740 |
2740
Strategic Wealth Partners Group
Deerfield,
Illinois
| $498M | +$26.3M | +6% | 6.19% | – | 61 | 9.84% | 2.2 |
|
| 2741 |
2741
Yakira Capital Management
Westport,
Connecticut
| $497M | +$76.8M | +18% | 6.53% | 74.1% | 466 | 69.53% | 0.3 |
|
| 2742 |
2742
Meristem Family Wealth
Minnetonka,
Minnesota
| $496M | +$24.3M | +5% | 7.39% | 67.7% | 255 | 12.55% | 2.7 |
|
| 2743 |
IMOV
2743
Investment Management of Virginia
Richmond,
Virginia
| $496M | +$36.2M | +8% | 10.1% | 93.4% | 158 | 8.23% | 4.6 |
|
| 2744 |
2744
Nicholas Hoffman & Company
Atlanta,
Georgia
| $496M | +$62.6M | +14% | 7.35% | 71.9% | 247 | 13.36% | 2.7 |
|
| 2745 |
2745
Founders Fund II Management
San Francisco,
California
| $496M | +$495M | +50,943% | 1.1% | – | 1 | 0% | 0.3 |
|
| 2746 |
2746
Boyu Capital Investment Management Company
Hong Kong
| $496M | -$48.2M | -9% | 16.7% | – | 12 | 58.33% | 0.2 |
|
| 2747 |
2747
Force Hill Capital Management
New York
| $495M | +$8.87M | +2% | 7.33% | 46.3% | 60 | 71.67% | 0.1 |
|
| 2748 |
2748
Hunter Perkins Capital Management
Lombard,
Illinois
| $495M | -$69.8M | -12% | 13.1% | 58% | 178 | 55.06% | 0.5 |
|
| 2749 |
2749
Ophir Asset Management
Sydney,
Australia
| $495M | +$187M | +61% | 26.7% | 282% | 46 | 63.04% | 0.1 |
|
| 2750 |
2750
Incline Global Management
New York
| $495M | -$49.6M | -9% | 2.21% | 40.1% | 25 | 52% | 1 |
|