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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Act Two Investors
Santa Cruz,
California
| $396M | +$87.3M | +28% | 13% | 74.4% | 38 | 23.68% | 1.3 |
|
| 3002 |
3002
Alpha Capital Management
Austin,
Texas
| $396M | +$49.6M | +14% | 21% | 88% | 112 | 14.29% | 2.5 |
|
| 3003 |
3003
Basso Capital Management
Stamford,
Connecticut
| $396M | +$107M | +37% | 4.65% | 89% | 310 | 76.45% | 0.3 |
|
| 3004 |
WCA
3004
Windsor Creek Advisors
Bethel,
Vermont
| $396M | +$43.5M | +12% | 18.1% | 48.3% | 215 | 36.74% | 0.7 |
|
| 3005 |
3005
Battery Management Corp
Boston,
Massachusetts
| $395M | – | – | 0.24% | 45.1% | 6 | – | 0 |
|
| 3006 |
3006
World Investment Advisors
Santa Barbara,
California
| $395M | +$103M | +35% | 14.9% | 65.4% | 238 | 31.09% | 0.9 |
|
| 3007 |
3007
Altavista Wealth Management
Asheville,
North Carolina
| $395M | +$31M | +9% | 9.53% | 80.6% | 177 | 10.17% | 3.9 |
|
| 3008 |
3008
Pegasus Partners
Mequon,
Wisconsin
| $394M | +$64.7M | +20% | 14.2% | 32.6% | 150 | 12% | 2.3 |
|
| 3009 |
3009
Sky Investment Group
Hartford,
Connecticut
| $394M | +$30.3M | +8% | 8.72% | 81.4% | 120 | 6.67% | 4.1 |
|
| 3010 |
3010
Hendershot Investments
Centreville,
Virginia
| $394M | +$42.3M | +12% | 13.2% | 61.9% | 85 | 4.71% | 4.3 |
|
| 3011 |
3011
Opus Capital Group
Cincinnati,
Ohio
| $393M | +$51.2M | +15% | 12.2% | 53.7% | 132 | 13.64% | 3.3 |
|
| 3012 |
3012
Ackerman Capital Advisors
Dallas,
Texas
| $393M | +$34.1M | +9% | 9.58% | 46.4% | 151 | 38.41% | 0.8 |
|
| 3013 |
3013
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $393M | +$33.8M | +9% | 31.2% | 129% | 95 | 37.89% | 0.9 |
|
| 3014 |
WWM
3014
Windsor Wealth Management
Indianapolis,
Indiana
| $392M | +$48.5M | +14% | 13.1% | 37.3% | 195 | 7.18% | 2 |
|
| 3015 |
3015
Invenomic Capital Management
Boston,
Massachusetts
| $392M | +$211M | +116% | 36% | 6.61% | 189 | 50.26% | 0.4 |
|
| 3016 |
3016
Arkansas Financial Group
Little Rock,
Arkansas
| $392M | +$52M | +15% | 11.3% | 41.4% | 46 | 13.04% | 3 |
|
| 3017 |
3017
Marietta Investment Partners
Milwaukee,
Wisconsin
| $392M | +$61.5M | +19% | 16.7% | 181% | 161 | 18.63% | 3.2 |
|
| 3018 |
3018
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $392M | +$30.7M | +8% | 6.16% | 26.4% | 3 | 33.33% | 0.5 |
|
| 3019 |
3019
Founders Fund V Management
San Francisco,
California
| $392M | – | – | 28.3% | 860% | 5 | – | 0 |
|
| 3020 |
PWW
3020
Pettyjohn Wood & White
Lynchburg,
Virginia
| $392M | +$49.6M | +14% | 11.2% | 81.9% | 147 | 5.44% | 5 |
|
| 3021 |
3021
Martin & Co
Knoxville,
Tennessee
| $391M | +$49.7M | +15% | 18.2% | 72.3% | 117 | 1.71% | 5.8 |
|
| 3022 |
MCG
3022
McCollum Christoferson Group
Amherst,
New York
| $391M | +$42.6M | +12% | 12.8% | 59.4% | 77 | 14.29% | 2.2 |
|
| 3023 |
3023
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $391M | +$44.8M | +13% | 14.2% | 54.3% | 341 | 17.01% | 3.8 |
|
| 3024 |
3024
CVentures
Denver,
Colorado
| $391M | – | – | 3.19% | – | 1 | – | 7 |
|
| 3025 |
3025
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $390M | +$43.7M | +13% | 15.1% | 116% | 261 | 30.65% | 0.8 |
|