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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Bright Rock Capital Management
Hanover,
Massachusetts
| $337M | +$17.2M | +5% | 6.02% | 53.1% | 77 | 6.49% | 4 |
|
| 2902 |
2902
Hutchinson Capital Management
San Rafael,
California
| $336M | +$14.6M | +5% | 6.72% | 60.9% | 68 | 4.41% | 3.7 |
|
| 2903 |
2903
McGuire Investment Group
Wakefield,
Rhode Island
| $336M | +$47.7M | +17% | 11.7% | 202% | 95 | 9.47% | 1.5 |
|
| 2904 |
2904
Kelly Lawrence W & Associates
Pasadens,
California
| $336M | -$147M | -30% | 12.8% | 123% | 128 | 3.91% | 4.4 |
|
| 2905 |
2905
ACME LLC
San Francisco,
California
| $336M | +$109M | +48% | 73.3% | 199% | 3 | 0% | 0.4 |
|
| 2906 |
2906
Cliffwater
Marina Del Rey,
California
| $335M | +$41.6M | +14% | 4.96% | 29.4% | 24 | 4.17% | 2.2 |
|
| 2907 |
2907
Wilkins Investment Counsel
Boston,
Massachusetts
| $335M | +$19.5M | +6% | 5.23% | 71.3% | 74 | 5.41% | 6 |
|
| 2908 |
2908
Peak Asset Management
Louisville,
Colorado
| $335M | +$21.4M | +7% | 6.71% | 70.1% | 144 | 13.19% | 3.3 |
|
| 2909 |
2909
Hanson & Doremus Investment Management
Burlington,
Vermont
| $335M | +$19.2M | +6% | 7.22% | 86.3% | 446 | 10.09% | 4.8 |
|
| 2910 |
2910
Sicart Associates
New York
| $335M | +$22.2M | +7% | 7.08% | 113% | 125 | 20.8% | 1.6 |
|
| 2911 |
LWANC
2911
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $335M | +$30.6M | +10% | 8.71% | 71.1% | 568 | 8.63% | 1.5 |
|
| 2912 |
2912
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $334M | +$92.1M | +38% | 26.4% | 21% | 5 | 20% | 0.8 |
|
| 2913 |
2913
IQ EQ Fund Management
Dublin 2,
Ireland
| $334M | +$36.7M | +12% | 10.7% | 109% | 200 | 9% | 2.2 |
|
| 2914 |
2914
AGF Investments America
Toronto,
Ontario, Canada
| $334M | +$41.2M | +14% | 14.9% | 72.1% | 78 | 10.26% | 3.2 |
|
| 2915 |
LA
2915
Lynch & Associates
Newburgh,
Indiana
| $334M | +$24.8M | +8% | 10.5% | 73.5% | 105 | 7.62% | 5.6 |
|
| 2916 |
2916
Institutional Venture Management XVI
Menlo Park,
California
| $334M | -$37.3M | -10% | 24.4% | 523% | 2 | 0% | 0.8 |
|
| 2917 |
MWM
2917
Madison Wealth Management
Cincinnati,
Ohio
| $334M | +$29.6M | +10% | 10.6% | 35.1% | 137 | 14.6% | 0.6 |
|
| 2918 |
2918
Summit Wealth Partners
Orlando,
Florida
| $333M | +$22.9M | +7% | 5.03% | 44.9% | 156 | 13.46% | 0.6 |
|
| 2919 |
2919
Compass Group
New York
| $332M | +$8.83M | +3% | 4.59% | 64.6% | 19 | 36.84% | 1.2 |
|
| 2920 |
2920
Brio Consultants
San Francisco,
California
| $331M | +$31.7M | +11% | 6.05% | 42.7% | 75 | 13.33% | 1.2 |
|
| 2921 |
2921
Prestige Wealth Management Group
Flemington,
New Jersey
| $331M | +$47.5M | +17% | 6.05% | 55.8% | 950 | 8.42% | 1 |
|
| 2922 |
2922
GeoWealth Management
Chicago,
Illinois
| $331M | +$88.9M | +37% | 4.24% | 58% | 191 | 39.27% | 0.4 |
|
| 2923 |
2923
Marietta Investment Partners
Milwaukee,
Wisconsin
| $330M | +$29.7M | +10% | 15.2% | 160% | 148 | 16.22% | 3.4 |
|
| 2924 |
2924
Scion Asset Management
Saratoga,
California
| $330M | +$15M | +5% | 13.3% | 1.91% | 42 | 52.38% | 0.2 |
|
| 2925 |
2925
Bourgeon Capital Management
Darien,
Connecticut
| $330M | +$48.9M | +17% | 7.82% | 121% | 327 | 27.22% | 1.3 |
|