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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Capital Impact Advisors
Boston,
Massachusetts
| $407M | +$69.8M | +21% | 46.5% | – | 129 | 36.43% | 1.9 |
|
| 2952 |
2952
Cornerstone Wealth Group
Huntersville,
North Carolina
| $407M | +$41.1M | +11% | 15.2% | 108% | 180 | 42.22% | 0.8 |
|
| 2953 |
2953
Capital Planning Advisors
Roseville,
California
| $407M | +$42M | +12% | 15% | 64.2% | 132 | 12.12% | 2.6 |
|
| 2954 |
TCM
2954
Tao Capital Management
San Francisco,
California
| $407M | +$96.5M | +31% | 60.1% | 286% | 8 | 37.5% | 0.7 |
|
| 2955 |
2955
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $407M | +$46.7M | +13% | 14.8% | 81.7% | 213 | 16.43% | 3.9 |
|
| 2956 |
2956
East Coast Asset Management
Essex,
Massachusetts
| $406M | +$56.2M | +16% | 17.2% | 167% | 63 | 1.59% | 6.1 |
|
| 2957 |
2957
Plancorp LLC
Saint Louis,
Missouri
| $406M | +$76.4M | +23% | 13.3% | 73.1% | 209 | 15.79% | 2.7 |
|
| 2958 |
2958
Ellington Management Group
Old Greenwich,
Connecticut
| $406M | +$119M | +42% | 16.6% | 16.1% | 64 | 54.69% | 0.6 |
|
| 2959 |
GF
2959
Greenfield FTC
Reno,
Nevada
| $405M | – | – | 12.8% | 75.4% | 4 | – | 0 |
|
| 2960 |
2960
Lathrop Investment Management
Little Rock,
Arkansas
| $405M | +$51.1M | +14% | 17.1% | 80.8% | 73 | 5.48% | 4.4 |
|
| 2961 |
2961
Bourgeon Capital Management
Darien,
Connecticut
| $405M | +$75M | +23% | 18.1% | 121% | 340 | 30% | 1.5 |
|
| 2962 |
2962
Sicart Associates
New York
| $405M | +$70.1M | +21% | 17.9% | 113% | 130 | 18.46% | 1.7 |
|
| 2963 |
SP
2963
Solel Partners
Boston,
Massachusetts
| $405M | +$93M | +30% | 29.9% | 25.9% | 19 | 47.37% | 0.5 |
|
| 2964 |
BCM
2964
BlueMar Capital Management
Miami,
Florida
| $405M | +$11.7M | +3% | 17.5% | 27.4% | 74 | 41.89% | 0.7 |
|
| 2965 |
2965
Noesis Capital Mangement
Boca Raton,
Florida
| $405M | +$51.6M | +15% | 17.4% | 139% | 114 | 8.77% | 3.8 |
|
| 2966 |
2966
Model Capital Management
Wellesley,
Massachusetts
| $404M | +$74.5M | +23% | 1.27% | – | 12 | 66.67% | 0.2 |
|
| 2967 |
2967
Personal CFO Solutions
Chester,
New Jersey
| $404M | +$104M | +35% | 18.9% | 98.9% | 416 | 30.77% | 0.7 |
|
| 2968 |
2968
Well Done LLC
Holland,
Michigan
| $404M | +$49.2M | +14% | 12.6% | 80.4% | 163 | 20.86% | 2.4 |
|
| 2969 |
2969
McGuire Investment Group
Wakefield,
Rhode Island
| $404M | +$67.7M | +20% | 21.6% | 202% | 101 | 10.89% | 1.7 |
|
| 2970 |
SCM
2970
Stamina Capital Management
New York
| $403M | +$51.2M | +15% | 46.3% | 292% | 39 | 48.72% | 0.4 |
|
| 2971 |
2971
KLCM Advisors
Milwaukee,
Wisconsin
| $403M | +$59.4M | +17% | 22.9% | 143% | 109 | 10.09% | 3.7 |
|
| 2972 |
EVM
2972
Evelyn V. Moreno
| $403M | +$32.9M | +9% | 12.8% | 39.4% | 71 | 16.9% | 4.8 |
|
| 2973 |
2973
Hanson & Doremus Investment Management
Burlington,
Vermont
| $402M | +$67.5M | +20% | 14% | 86.3% | 450 | 11.11% | 4.7 |
|
| 2974 |
2974
Security National Trust
Wheeling,
West Virginia
| $402M | +$46.4M | +13% | 13% | 58.3% | 429 | 7.69% | 5.2 |
|
| 2975 |
BFM
2975
Blacksheep Fund Management
Co. Dublin,
Ireland
| $402M | +$90.3M | +29% | 13.6% | 78.7% | 7 | 14.29% | 0.8 |
|