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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
IBT
3026
International Biotechnology Trust
London,
United Kingdom
| $310M | +$8.93M | +3% | 2.7% | 11.1% | 58 | 17.24% | 1.8 |
|
| 3027 |
FAG
3027
Financial Advisory Group
Houston,
Texas
| $310M | +$18.6M | +6% | 7.35% | 20.6% | 76 | 11.84% | 3.6 |
|
| 3028 |
3028
Natural Investments
Windsor,
California
| $310M | -$12.9M | -4% | 3.71% | – | 3 | 66.67% | 0.3 |
|
| 3029 |
3029
Ferris Capital
Marlborough,
Massachusetts
| $309M | +$26.2M | +9% | 8.53% | 67% | 178 | 12.36% | 2.2 |
|
| 3030 |
3030
Act Two Investors
Santa Cruz,
California
| $309M | +$41.5M | +16% | 9.5% | 74.4% | 35 | 25.71% | 1.4 |
|
| 3031 |
3031
Hudson Way Capital Management
Dallas,
Texas
| $309M | +$22.7M | +8% | 6.79% | 51.3% | 21 | 33.33% | 1.6 |
|
| 3032 |
3032
Soundwatch Capital
Rowayton,
Connecticut
| $309M | +$142M | +85% | 9.71% | 79.6% | 26 | 19.23% | 0.3 |
|
| 3033 |
3033
Martel Wealth Advisors
Vancouver,
Washington
| $308M | +$19.7M | +7% | 5.07% | 43.4% | 42 | 7.14% | 1.8 |
|
| 3034 |
3034
Northside Capital Management
Hood River,
Oregon
| $308M | +$18.4M | +6% | 5.94% | 99.6% | 103 | 21.36% | 3.2 |
|
| 3035 |
3035
Cartica Management
Washington,
District of Columbia
| $308M | +$55.7M | +22% | 13.3% | 92.9% | 7 | 14.29% | 0.7 |
|
| 3036 |
3036
DAFNA Capital Management
Los Angeles,
California
| $308M | -$38.9M | -11% | 6.5% | 313% | 98 | 28.57% | 2.1 |
|
| 3037 |
CAM
3037
Centre Asset Management
New York
| $307M | +$63.2M | +26% | 6.99% | 45.3% | 65 | 21.54% | 1.6 |
|
| 3038 |
3038
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $307M | +$46M | +18% | 7.3% | 97.3% | 1,938 | 10.68% | 1.6 |
|
| 3039 |
FCT
3039
Family Capital Trust
Peabody,
Massachusetts
| $307M | +$26.3M | +9% | 10.5% | 39.1% | 53 | 1.89% | 5.1 |
|
| 3040 |
PCR
3040
Potrero Capital Research
San Francisco,
California
| $306M | +$92.1M | +43% | 20.7% | 226% | 67 | 49.25% | 0.7 |
|
| 3041 |
3041
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $305M | +$63.3M | +26% | 5.16% | 40% | 12 | 0% | 3.6 |
|
| 3042 |
3042
Rinet Company
Boston,
Massachusetts
| $305M | +$19.1M | +7% | 7.44% | 33.1% | 28 | 3.57% | 3.6 |
|
| 3043 |
3043
Human Investing
Lake Oswego,
Oregon
| $305M | +$21.6M | +8% | 6.34% | 56.9% | 341 | 16.72% | 1.3 |
|
| 3044 |
3044
Bruderman Asset Management
Locust Valley,
New York
| $305M | +$2.59M | +0.9% | 6.53% | 31.7% | 95 | 7.37% | 2.5 |
|
| 3045 |
3045
Old Second National Bank of Aurora
Aurora,
Illinois
| $304M | +$9.7M | +3% | 9.57% | 93.7% | 371 | 18.06% | 4.2 |
|
| 3046 |
3046
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $304M | +$59.3M | +24% | 9.49% | 70.9% | 22 | 4.55% | 4.7 |
|
| 3047 |
3047
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $304M | +$34.7M | +13% | 6.13% | 44.9% | 46 | 10.87% | 1.1 |
|
| 3048 |
3048
Cornerstone Management
Duluth,
Georgia
| $304M | +$21.9M | +8% | 4.07% | 43.6% | 47 | 8.51% | 2.7 |
|
| 3049 |
3049
Sage Advisory Services
Austin,
Texas
| $304M | -$14.2M | -4% | 6.69% | 37.8% | 56 | 17.86% | 1.4 |
|
| 3050 |
3050
Capital Advantage
Walnut Creek,
California
| $304M | +$22.2M | +8% | 6.46% | 49.2% | 101 | 17.82% | 3.2 |
|