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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
Blue Edge Capital
Richmond,
Virginia
| $414M | +$46.7M | +13% | 13.3% | 73.2% | 104 | 11.54% | 3.6 |
|
| 2927 |
2927
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $412M | +$17.5M | +4% | 3.6% | 172% | 60 | 21.67% | 0.7 |
|
| 2928 |
2928
Mengis Capital Management
Portland,
Oregon
| $412M | +$47.2M | +13% | 13.7% | 104% | 166 | 4.82% | 3.5 |
|
| 2929 |
AMG
2929
Asset Management Group
Stamford,
Connecticut
| $411M | +$69.1M | +20% | 15.4% | 57% | 124 | 8.06% | 5.2 |
|
| 2930 |
2930
Heck Capital Advisors
Rhinelander,
Wisconsin
| $411M | +$52.3M | +15% | 12.2% | 67% | 113 | 22.12% | 2.5 |
|
| 2931 |
2931
Edenbrook Capital
Mt. Kisco,
New York
| $410M | +$119M | +41% | 100% | 436% | 19 | 15.79% | 0.8 |
|
| 2932 |
CRB
2932
Chad R. Baker
| $410M | +$38.8M | +10% | 15.9% | 123% | 56 | 7.14% | 3.7 |
|
| 2933 |
2933
Canaan Partners IX
Menlo Park,
California
| $410M | +$316M | +335% | 224% | – | 2 | 50% | 0.5 |
|
| 2934 |
2934
Overbrook Management Corp
New York
| $410M | -$23.5M | -5% | 20.6% | 157% | 121 | 33.88% | 3.2 |
|
| 2935 |
2935
Compass Group
New York
| $410M | +$77.7M | +23% | 34.3% | 64.6% | 16 | 6.25% | 1.3 |
|
| 2936 |
2936
DigitalBridge Group
Boca Raton,
Florida
| $410M | +$275M | +205% | 3.05% | 161% | 51 | 58.82% | 0.3 |
|
| 2937 |
2937
Portland Global Advisors
Portland,
Maine
| $410M | +$65M | +19% | 13.2% | 48.8% | 140 | 17.14% | 4 |
|
| 2938 |
2938
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $410M | +$56.8M | +16% | 33.2% | 151% | 128 | 4.69% | 4.4 |
|
| 2939 |
CPH
2939
C Partners Holding
Zurich,
Switzerland
| $410M | -$21.8M | -5% | 28.4% | 25.6% | 25 | 12% | 2.8 |
|
| 2940 |
2940
Farmers Trust Company
Youngstown,
Ohio
| $409M | +$44.4M | +12% | 14.9% | 73.5% | 163 | 9.2% | 4.4 |
|
| 2941 |
2941
Sound View Wealth Advisors Group
Savannah,
Georgia
| $409M | +$29.6M | +8% | 8.83% | 80.8% | 265 | 10.57% | 1.2 |
|
| 2942 |
2942
Lindbrook Capital
Calabasas,
California
| $409M | +$46M | +13% | 15% | 35.8% | 1,946 | 14.39% | 1.3 |
|
| 2943 |
MCM
2943
Matarin Capital Management
New York
| $409M | -$67.8M | -14% | 29% | 73.2% | 223 | 30.94% | 1.7 |
|
| 2944 |
2944
First Command Bank
Fort Worth,
Texas
| $409M | +$57.1M | +16% | 10.9% | 34.1% | 401 | 23.69% | 2.6 |
|
| 2945 |
2945
First Command Financial Services
Fort Worth,
Texas
| $409M | +$57.1M | +16% | 10.9% | 34.4% | 401 | 23.69% | 2.6 |
|
| 2946 |
2946
L.J. Altfest & Co
New York
| $408M | +$31.9M | +8% | 10.8% | 95.6% | 287 | 28.22% | 2 |
|
| 2947 |
FC
2947
Fore Capital
New York
| $408M | +$194M | +90% | 4.37% | 24.3% | 78 | 70.51% | 0.3 |
|
| 2948 |
2948
Peavine Capital
Reno,
Nevada
| $408M | +$112M | +38% | 4.78% | 30.8% | 11 | 0% | 3.4 |
|
| 2949 |
2949
Virtue Capital Management
Brentwood,
Tennessee
| $408M | +$1.5M | +0.4% | 12.9% | 97.9% | 275 | 21.09% | 0.6 |
|
| 2950 |
WAM
2950
Warberg Asset Management
Winnetka,
Illinois
| $408M | – | – | 3.84% | 61.5% | 157 | – | 0 |
|