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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Cota Capital Management
San Francisco,
California
| $343M | +$113M | +49% | 16.6% | 46% | 16 | 31.25% | 0.5 |
|
| 2877 |
ARMC
2877
American Research & Management Company
Marion,
Massachusetts
| $342M | +$13M | +4% | 6.82% | 35.1% | 394 | 19.54% | 4 |
|
| 2878 |
2878
Opus Capital Group
Cincinnati,
Ohio
| $342M | +$15.6M | +5% | 5.56% | 53.7% | 124 | 12.9% | 3.3 |
|
| 2879 |
AMG
2879
Asset Management Group
Stamford,
Connecticut
| $342M | +$25.7M | +8% | 6.74% | 57% | 118 | 6.78% | 5.1 |
|
| 2880 |
PWW
2880
Pettyjohn Wood & White
Lynchburg,
Virginia
| $342M | +$29.1M | +9% | 8.22% | 70.9% | 143 | 2.8% | 4.9 |
|
| 2881 |
TF
2881
TimeScale Financial
Danvers,
Massachusetts
| $342M | +$18.5M | +6% | 6.71% | 31.3% | 539 | 21.71% | 1.1 |
|
| 2882 |
2882
Martin & Co
Knoxville,
Tennessee
| $342M | +$19.2M | +6% | 8.47% | 67.8% | 117 | 0.85% | 5.5 |
|
| 2883 |
2883
Intercontinental Wealth Advisors
San Antonio,
Texas
| $342M | +$34M | +11% | 9.08% | 46.7% | 212 | 17.92% | 1.8 |
|
| 2884 |
2884
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $341M | +$105M | +44% | 10% | – | 23 | 26.09% | 0.6 |
|
| 2885 |
2885
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $341M | -$260M | -43% | 7.91% | 181% | 370 | 58.38% | 0.4 |
|
| 2886 |
2886
Roble Belko & Company
Sewickley,
Pennsylvania
| $341M | +$7.46M | +2% | 6.65% | 58.4% | 359 | 17.83% | 3.2 |
|
| 2887 |
2887
Longfellow Investment Management
Boston,
Massachusetts
| $341M | +$14.2M | +4% | 3.84% | 45.9% | 160 | 50% | 0.6 |
|
| 2888 |
2888
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $341M | +$81.7M | +32% | 15.6% | 174% | 189 | 13.76% | 3.9 |
|
| 2889 |
MTC
2889
Matrix Trust Company
Denver,
Colorado
| $341M | -$51.8M | -13% | 4.68% | 51.4% | 32 | 28.13% | 1 |
|
| 2890 |
2890
Arkansas Financial Group
Little Rock,
Arkansas
| $340M | +$23M | +7% | 4.45% | 41.4% | 41 | 9.76% | 3.2 |
|
| 2891 |
2891
Cambridge Advisors
Omaha,
Nebraska
| $340M | +$20.2M | +6% | 6.28% | 58.6% | 153 | 9.8% | 3.9 |
|
| 2892 |
2892
Fieldpoint Private Securities
Greenwich,
Connecticut
| $339M | +$42.9M | +14% | 8.88% | 47.2% | 288 | 17.71% | 1.9 |
|
| 2893 |
2893
Gryphon Financial Partners
Columbus,
Ohio
| $338M | +$15.8M | +5% | 9.5% | 111% | 158 | 20.25% | 1.7 |
|
| 2894 |
2894
Oak Hill Advisors
New York
| $338M | +$117M | +53% | 6.74% | 42.4% | 15 | 0% | 0.9 |
|
| 2895 |
2895
Yakira Capital Management
Westport,
Connecticut
| $338M | +$115M | +52% | 17.6% | 74.1% | 282 | 60.64% | 0.6 |
|
| 2896 |
ECM
2896
Endurant Capital Management
San Mateo,
California
| $338M | -$1.49B | -81% | 4.37% | 18.4% | 82 | 58.54% | 0.5 |
|
| 2897 |
2897
Cable Hill Partners
Portland,
Oregon
| $338M | +$33.5M | +11% | 5.94% | 20.3% | 105 | 25.71% | 3.3 |
|
| 2898 |
2898
Cutter & Co Brokerage
Ballwin,
Missouri
| $337M | +$30.4M | +10% | 6.41% | 40.4% | 287 | 18.47% | 2.2 |
|
| 2899 |
2899
Capital Impact Advisors
Boston,
Massachusetts
| $337M | +$38M | +13% | 21.2% | – | 136 | 36.03% | 2.2 |
|
| 2900 |
2900
Hartford Financial Management
Hartford,
Connecticut
| $337M | +$24.2M | +8% | 7.99% | 87.9% | 352 | 11.93% | 4.1 |
|