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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SCM
2826
Stamina Capital Management
New York
| $352M | -$124M | -26% | 17.5% | 292% | 37 | 54.05% | 0.4 |
|
| 2827 |
WCA
2827
Windsor Creek Advisors
Bethel,
Vermont
| $352M | +$48.8M | +16% | 7.94% | 48.3% | 209 | 42.11% | 0.7 |
|
| 2828 |
2828
First Command Bank
Fort Worth,
Texas
| $352M | +$39M | +12% | 6.75% | 34.1% | 344 | 9.01% | 2.7 |
|
| 2829 |
2829
First Command Financial Services
Fort Worth,
Texas
| $352M | +$39M | +12% | 6.75% | 34.4% | 344 | 9.01% | 2.7 |
|
| 2830 |
2830
Hendershot Investments
Centreville,
Virginia
| $351M | +$33.2M | +10% | 6.76% | 61.9% | 83 | 9.64% | 4.3 |
|
| 2831 |
TM
2831
Tiger Management
New York
| $351M | -$11.3M | -3% | 4.37% | – | 52 | 44.23% | 1.5 |
|
| 2832 |
2832
Simon Quick Advisors
Morristown,
New Jersey
| $351M | +$87.2M | +33% | 10.1% | 77.8% | 528 | 30.3% | 1.4 |
|
| 2833 |
2833
Resonant Capital Advisors
Madison,
Wisconsin
| $351M | +$6.5M | +2% | 6.26% | 56.5% | 182 | 16.48% | 0.7 |
|
| 2834 |
2834
Hohimer Wealth Management
Seattle,
Washington
| $351M | +$60.9M | +21% | 7.34% | 111% | 197 | 18.27% | 0.6 |
|
| 2835 |
2835
Geller Advisors
New York
| $351M | +$20.5M | +6% | 8.96% | 20.4% | 91 | 18.68% | 1.2 |
|
| 2836 |
2836
Summit Partners
Boston,
Massachusetts
| $351M | +$142M | +68% | 4.09% | 23.2% | 6 | 16.67% | 4.1 |
|
| 2837 |
2837
Buckhead Capital Management
Atlanta,
Georgia
| $350M | +$23M | +7% | 6.06% | 76.1% | 131 | 19.85% | 3.3 |
|
| 2838 |
2838
American National Bank & Trust
Wichita Falls,
Texas
| $350M | +$39.4M | +13% | 10.3% | 102% | 226 | 9.29% | 2.9 |
|
| 2839 |
2839
East Coast Asset Management
Essex,
Massachusetts
| $350M | +$1.16M | +0.3% | 11.7% | 167% | 63 | 1.59% | 6 |
|
| 2840 |
IIA
2840
IPG Investment Advisors
San Diego,
California
| $350M | +$54.8M | +19% | 8.87% | 126% | 173 | 34.68% | 1.9 |
|
| 2841 |
2841
Bayberry Capital Partners
New York
| $350M | -$167M | -32% | 23.5% | 99.7% | 25 | 48% | 0.3 |
|
| 2842 |
OCM
2842
Ogborne Capital Management
San Francisco,
California
| $349M | +$138M | +65% | 49.1% | 251% | 17 | 41.18% | 0.5 |
|
| 2843 |
2843
Fagan Associates
Troy,
New York
| $349M | +$35.9M | +11% | 14.6% | 127% | 111 | 16.22% | 3.2 |
|
| 2844 |
CIA
2844
Covington Investment Advisors
Ligonier,
Pennsylvania
| $349M | +$23.2M | +7% | 9.97% | 100% | 86 | 12.79% | 4.5 |
|
| 2845 |
2845
Bpifrance
Maisons Alfort, Cedex,
France
| $349M | -$56.7M | -14% | 2.16% | 69.4% | 8 | 37.5% | 1.5 |
|
| 2846 |
MCG
2846
McCollum Christoferson Group
Amherst,
New York
| $348M | +$40.3M | +13% | 11.2% | 59.4% | 79 | 24.05% | 1.8 |
|
| 2847 |
LHC
2847
Lodge Hill Capital
New York
| $348M | +$26.8M | +8% | 6.01% | 17.9% | 31 | 22.58% | 1 |
|
| 2848 |
DC
2848
Derby & Company
Newton,
Massachusetts
| $348M | +$37.4M | +12% | 6.6% | 33.7% | 70 | 17.14% | 1.1 |
|
| 2849 |
2849
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $348M | +$31.2M | +10% | 9.63% | 195% | 68 | 4.41% | 4.9 |
|
| 2850 |
2850
SG Capital Management
Chicago,
Illinois
| $347M | -$190M | -35% | 57.1% | 175% | 115 | 76.52% | 0.2 |
|