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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Tensile Capital Management
Larkspur,
California
| $698M | -$73.6M | -10% | 2.03% | 47.7% | 30 | 36.67% | 3.2 |
|
| 2977 |
2977
Wilkins Investment Counsel
Boston,
Massachusetts
| $698M | +$12.3M | +2% | 4.94% | 71.3% | 123 | 5.69% | 6.3 |
|
| 2978 |
2978
Kelman-Lazarov Inc
Memphis,
Tennessee
| $698M | -$2.68M | -0.4% | 1.54% | 51.6% | 145 | 11.03% | 4.5 |
|
| 2979 |
2979
Allied Investment Advisors
Billings,
Montana
| $697M | +$50.6M | +8% | 5.76% | 68.4% | 105 | 7.62% | 4.1 |
|
| 2980 |
2980
Sio Capital Management
New York
| $697M | +$61.6M | +10% | 0.02% | 564% | 90 | 40% | 0.7 |
|
| 2981 |
2981
Abundance Wealth Counselors
State College,
Pennsylvania
| $697M | +$105M | +18% | 1.4% | 107% | 256 | 40.23% | 1.4 |
|
| 2982 |
GUB
2982
Golden Unicorn BVI
Road Town,
| $697M | -$50.7M | -7% | 6.78% | – | 4 | 0% | 1 |
|
| 2983 |
2983
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $697M | -$33.7M | -5% | 7.91% | 82.1% | 252 | 23.02% | 2 |
|
| 2984 |
2984
Cortland Associates
St Louis,
Missouri
| $697M | -$95.4M | -12% | 12% | 58.4% | 65 | 9.23% | 6.2 |
|
| 2985 |
2985
JLB & Associates
Plymouth,
Michigan
| $696M | -$44.8M | -6% | 0.6% | 69.9% | 76 | 14.47% | 7.8 |
|
| 2986 |
2986
Auxier Asset Management
Aurora,
Oregon
| $696M | -$14.8M | -2% | 3.75% | 71.7% | 184 | 8.15% | 8.5 |
|
| 2987 |
2987
Calton & Associates
Tampa,
Florida
| $696M | +$15M | +2% | 0.68% | 73.9% | 506 | 25.49% | 1.3 |
|
| 2988 |
2988
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $696M | +$13.5M | +2% | 1.72% | 68.2% | 787 | 15.76% | 3.6 |
|
| 2989 |
2989
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $695M | +$30.8M | +5% | 1.57% | 78.9% | 167 | 7.78% | 3.1 |
|
| 2990 |
2990
Manchester Capital Management
Manchester,
Vermont
| $694M | -$40.4M | -6% | 2.96% | 86.7% | 1,404 | 11.4% | 4 |
|
| 2991 |
2991
Ironwood Investment Counsel
Scottsdale,
Arizona
| $694M | -$21.9M | -3% | 2.2% | 64% | 275 | 7.64% | 5.3 |
|
| 2992 |
2992
Continental General Insurance Company
Austin,
Texas
| $693M | +$223M | +48% | 20.6% | 188% | 12 | 50% | 0.8 |
|
| 2993 |
2993
Hoey Investments
Coatesville,
Pennsylvania
| $693M | -$57.7M | -8% | 8.32% | 247% | 456 | 14.25% | 2.8 |
|
| 2994 |
2994
Nine Masts Capital
Central,
Hong Kong
| $693M | +$112M | +19% | 0.21% | 88.1% | 322 | 84.47% | 0.1 |
|
| 2995 |
2995
Harbor Group
Bedford,
New Hampshire
| $692M | +$24.3M | +4% | 0.97% | 43% | 120 | 7.5% | 2.7 |
|
| 2996 |
HA
2996
Harbor Advisors
West Palm Beach,
Florida
| $692M | +$26.4M | +4% | 9.38% | 125% | 202 | 6.93% | 5 |
|
| 2997 |
2997
MATAURO
New York
| $692M | +$27.8M | +4% | 1.88% | – | 167 | 23.35% | 0.8 |
|
| 2998 |
CL
2998
CIM LLC
Albany,
New York
| $692M | -$70.9M | -9% | 1% | 108% | 187 | 18.72% | 4 |
|
| 2999 |
2999
Capital Planning Advisors
Roseville,
California
| $692M | -$56.2M | -8% | 0.05% | 64.2% | 169 | 17.16% | 4.6 |
|
| 3000 |
3000
Pembroke Management
Montreal,
Quebec, Canada
| $691M | -$277M | -29% | 0.78% | 105% | 106 | 21.7% | 2.1 |
|