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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Lee Financial
Dallas,
Texas
| $358M | -$2.34M | -0.6% | 6.21% | 75% | 585 | 15.56% | 2.3 |
|
| 2802 |
2802
Front Street Capital Management
Missoula,
Montana
| $358M | +$23.7M | +7% | 11.9% | 316% | 59 | 5.08% | 3.2 |
|
| 2803 |
GCM
2803
Gabalex Capital Management
New York
| $357M | +$39.7M | +13% | 10.9% | 24.9% | 24 | 8.33% | 3.2 |
|
| 2804 |
2804
Bain Capital Venture Investors
Boston,
Massachusetts
| $357M | -$53M | -13% | 24.6% | 34.2% | 3 | 33.33% | 2.5 |
|
| 2805 |
PW
2805
Price Wealth
Austin,
Texas
| $357M | +$19.4M | +6% | 8.97% | 17.5% | 470 | 20% | 0.8 |
|
| 2806 |
CAS
2806
Cascadia Advisory Services
Portland,
Oregon
| $357M | +$30.3M | +9% | 7.74% | – | 226 | 33.19% | 0.4 |
|
| 2807 |
2807
Vanguard Personalized Indexing Management
Oakland,
California
| $356M | +$136M | +62% | 12.1% | 147% | 478 | 28.66% | 0.3 |
|
| 2808 |
2808
Rosenblum Silverman Sutton
San Francisco,
California
| $356M | +$44.8M | +14% | 15.2% | 90.1% | 66 | 12.12% | 3.3 |
|
| 2809 |
2809
Security National Trust
Wheeling,
West Virginia
| $356M | +$22.3M | +7% | 8.84% | 58.3% | 431 | 9.51% | 5 |
|
| 2810 |
2810
Capital Insight Partners
Scottsdale,
Arizona
| $356M | +$38.7M | +12% | 6.62% | 51.7% | 143 | 4.9% | 1.7 |
|
| 2811 |
2811
Old Dominion Capital Management
Charlottesville,
Virginia
| $356M | +$32.6M | +10% | 8.2% | 45.9% | 153 | 13.07% | 2.2 |
|
| 2812 |
2812
Foresite Capital Management I
Larkspur,
California
| $355M | +$37.9M | +12% | 38.7% | 40.7% | 4 | 25% | 1.9 |
|
| 2813 |
2813
Well Done LLC
Holland,
Michigan
| $355M | -$8.78M | -2% | 8.09% | 80.4% | 154 | 16.23% | 2.6 |
|
| 2814 |
2814
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $354M | +$10.5M | +3% | 7.96% | 28% | 104 | 19.23% | 2.3 |
|
| 2815 |
2815
Lathrop Investment Management
Little Rock,
Arkansas
| $354M | +$19.3M | +6% | 8.68% | 72.2% | 71 | 5.63% | 4.2 |
|
| 2816 |
NEWAS
2816
N.E.W. Advisory Services
De Pere,
Wisconsin
| $354M | +$32.7M | +10% | 6.23% | 56% | 97 | 13.4% | 0.6 |
|
| 2817 |
2817
Probity Advisors
Dallas,
Texas
| $353M | +$30.7M | +10% | 5.25% | 61.7% | 182 | 8.24% | 2.8 |
|
| 2818 |
2818
Noesis Capital Mangement
Boca Raton,
Florida
| $353M | +$36.9M | +12% | 12.5% | 139% | 112 | 8.93% | 3.8 |
|
| 2819 |
2819
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $353M | +$9.14M | +3% | 9.56% | 117% | 215 | 9.77% | 3.1 |
|
| 2820 |
2820
RK Capital Management (Colorado)
Denver,
Colorado
| $353M | +$10.7M | +3% | 10.4% | 89% | 74 | 25.68% | 1.2 |
|
| 2821 |
2821
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $353M | -$12.8M | -3% | 4.22% | 149% | 128 | 4.69% | 4.1 |
|
| 2822 |
2822
tru Independence
Portland,
Oregon
| $353M | -$339M | -49% | 7.04% | 67.4% | 978 | 74.74% | 0.5 |
|
| 2823 |
MGM
2823
Miura Global Management
New York
| $353M | -$26.2M | -7% | 22.9% | 375% | 44 | 36.36% | 0.6 |
|
| 2824 |
2824
Paradigm Financial Advisors
Des Peres,
Missouri
| $352M | +$37.6M | +12% | 8.25% | 114% | 148 | 18.24% | 3.4 |
|
| 2825 |
2825
Berman Capital Advisors
Atlanta,
Georgia
| $352M | -$28.8M | -8% | 8.75% | 48.2% | 1,884 | 14.17% | 1.3 |
|