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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Toews Corporation
Northfield,
New Jersey
| $330M | -$57.9M | -15% | 2.6% | 30.7% | 117 | 94.02% | 0.2 |
|
| 2927 |
2927
Pegasus Partners
Mequon,
Wisconsin
| $330M | +$21.5M | +7% | 8.62% | 32.6% | 144 | 11.11% | 2.3 |
|
| 2928 |
NTCM
2928
Nut Tree Capital Management
New York
| $330M | +$12.5M | +4% | 6.23% | 101% | 15 | 26.67% | 1.1 |
|
| 2929 |
2929
Systelligence LLC
Bloomington,
Minnesota
| $330M | +$20.8M | +7% | 6.82% | 58.3% | 66 | 40.91% | 0.4 |
|
| 2930 |
2930
Pier 88 Investment Partners
San Francisco,
California
| $330M | -$22.2M | -6% | 7.09% | 40.3% | 123 | 13.82% | 1.1 |
|
| 2931 |
2931
Model Capital Management
Wellesley,
Massachusetts
| $330M | – | – | 4.06% | – | 10 | – | 0 |
|
| 2932 |
2932
Marotta Asset Management
Charlottesville,
Virginia
| $330M | +$17.7M | +6% | 4.25% | 51% | 83 | 8.43% | 0.7 |
|
| 2933 |
2933
Plancorp LLC
Saint Louis,
Missouri
| $329M | -$2.5M | -0.8% | 10.4% | 73.1% | 201 | 18.91% | 2.7 |
|
| 2934 |
2934
Turiya Advisors Asia
Hong Kong
| $329M | +$73.1M | +29% | 36% | 247% | 7 | 42.86% | 0.3 |
|
| 2935 |
GA
2935
GFS Advisors
Houston,
Texas
| $328M | +$4.23M | +1% | 11.9% | 109% | 130 | 16.15% | 4.2 |
|
| 2936 |
2936
Coastal Bridge Advisors
Westport,
Connecticut
| $328M | +$14.5M | +5% | 7.03% | 88.1% | 159 | 24.53% | 2.8 |
|
| 2937 |
2937
Legacy Financial Advisors
Covington,
Kentucky
| $328M | +$49.6M | +18% | 6.38% | 97.8% | 139 | 70.5% | 0.7 |
|
| 2938 |
2938
Foundation Resource Management
Little Rock,
Arkansas
| $328M | +$2.36M | +0.7% | 4.11% | 84.5% | 55 | 7.27% | 6 |
|
| 2939 |
2939
Optas LLC
Austin,
Texas
| $327M | +$80.5M | +33% | 13.8% | 132% | 169 | 26.04% | 0.5 |
|
| 2940 |
UAM
2940
UAS Asset Management
New York
| $327M | +$49.7M | +18% | 22.3% | 98% | 31 | 38.71% | 1.4 |
|
| 2941 |
2941
Columbus Macro
New Castle,
Pennsylvania
| $327M | -$39.5M | -11% | 4.06% | 48.7% | 151 | 17.88% | 1.6 |
|
| 2942 |
2942
Column Capital Advisors
Indianapolis,
Indiana
| $327M | +$30M | +10% | 6.24% | 20.4% | 924 | 27.06% | 0.7 |
|
| 2943 |
2943
Integral Health Asset Management
New York
| $327M | -$6.98M | -2% | 13.3% | 564% | 92 | 56.52% | 0.3 |
|
| 2944 |
2944
Strid Group
Newtown Square,
Pennsylvania
| $327M | +$27.5M | +9% | 7.56% | 55.2% | 34 | 11.76% | 1.9 |
|
| 2945 |
2945
Grove Bank & Trust
Miami,
Florida
| $326M | +$22.9M | +8% | 7.1% | 80.5% | 181 | 4.42% | 3.2 |
|
| 2946 |
2946
Winthrop Advisory Group
Boston,
Massachusetts
| $326M | +$43.3M | +15% | 8.9% | 78.3% | 118 | 23.73% | 1.6 |
|
| 2947 |
2947
Marcum Wealth
Cleveland,
Ohio
| $326M | +$1.17M | +0.4% | 8.91% | 20% | 132 | 18.94% | 0.6 |
|
| 2948 |
2948
Welch Capital Partners
Harrison,
New York
| $326M | +$21.8M | +7% | 8.67% | 79.2% | 24 | 4.17% | 2.5 |
|
| 2949 |
2949
Terril Brothers
St. Louis,
Missouri
| $326M | +$21.9M | +7% | 4.77% | 112% | 60 | 5% | 3.2 |
|
| 2950 |
2950
Charles Schwab Trust
Henderson,
Nevada
| $326M | +$24.9M | +8% | 4.64% | 52.7% | 160 | 15% | 0.8 |
|