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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 |
3026
Tortoise Index Solutions
Overland Park,
Kansas
| $416M | +$61.9M | +17% | 15.1% | 52.2% | 111 | 23.42% | 3.5 |
|
| 3027 |
3027
MayTech Global Investments
New York
| $416M | -$4.85M | -1% | 0.07% | 158% | 60 | 6.67% | 2.1 |
|
| 3028 |
3028
Dow Chemical Company
Midland,
Michigan
| $416M | +$227M | +121% | 4.21% | 29.4% | 7 | 71.43% | 1.8 |
|
| 3029 |
3029
World Investment Advisors
Santa Barbara,
California
| $415M | +$20.5M | +5% | 4.9% | 65.4% | 252 | 19.84% | 1.1 |
|
| 3030 |
3030
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $415M | -$41.1M | -9% | 4.47% | 21% | 4 | 0% | 1.3 |
|
| 3031 |
SC
3031
Serenity Capital
Palo Alto,
California
| $415M | -$221M | -35% | 20.2% | – | 8 | 37.5% | 2 |
|
| 3032 |
ARMC
3032
American Research & Management Company
Marion,
Massachusetts
| $415M | +$30.2M | +8% | 6.8% | 35.1% | 416 | 17.79% | 4.1 |
|
| 3033 |
3033
Roble Belko & Company
Sewickley,
Pennsylvania
| $415M | +$30.9M | +8% | 4.79% | 58.4% | 358 | 13.69% | 3.3 |
|
| 3034 |
3034
Symmetry Investments
St Helier,
Jersey
| $414M | +$58.4M | +16% | 9.46% | 148% | 110 | 74.55% | 0.1 |
|
| 3035 |
3035
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $414M | +$23.2M | +6% | 4.66% | 54.3% | 431 | 28.54% | 3.3 |
|
| 3036 |
3036
Marquette Asset Management
Minneapolis,
Minnesota
| $414M | -$20M | -5% | 5.7% | 69.6% | 259 | 18.15% | 2.2 |
|
| 3037 |
3037
Peak Asset Management
Louisville,
Colorado
| $414M | +$31.4M | +8% | 5.68% | 70.1% | 158 | 9.49% | 3.5 |
|
| 3038 |
3038
Magnus Financial Group
New York
| $414M | -$593M | -59% | 7.42% | 78.2% | 380 | 45.79% | 1.3 |
|
| 3039 |
CIA
3039
Covington Investment Advisors
Ligonier,
Pennsylvania
| $414M | +$26.4M | +7% | 4.34% | 100% | 81 | 11.11% | 4.6 |
|
| 3040 |
3040
New England Investment & Retirement Group
North Andover,
Massachusetts
| $414M | -$15.3M | -4% | 5.24% | 72.5% | 95 | 25.26% | 1.3 |
|
| 3041 |
3041
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $414M | -$7.7M | -2% | 6.79% | 117% | 207 | 4.83% | 3.5 |
|
| 3042 |
3042
MidWestOne Financial Group
Iowa City,
Iowa
| $413M | +$48.4M | +13% | 14.3% | 62.7% | 230 | 14.78% | 1.1 |
|
| 3043 |
CPH
3043
C Partners Holding
Zurich,
Switzerland
| $413M | +$3.51M | +0.9% | 4.59% | 25.6% | 23 | 13.04% | 3.1 |
|
| 3044 |
RTS
3044
Round Table Services
Westfield,
New Jersey
| $413M | +$90.8M | +28% | 7.26% | 16.1% | 126 | 30.16% | 2.5 |
|
| 3045 |
3045
Stonnington Group
Pasadena,
California
| $413M | – | – | 6.34% | – | 250 | – | 0 |
|
| 3046 |
LWANC
3046
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $413M | +$27.9M | +7% | 5.48% | 71.1% | 684 | 18.71% | 1.5 |
|
| 3047 |
3047
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $412M | +$18.4M | +5% | 12.1% | 129% | 109 | 40.37% | 0.8 |
|
| 3048 |
3048
Ackerman Capital Advisors
Dallas,
Texas
| $412M | +$18.3M | +5% | 2.83% | 46.4% | 146 | 31.51% | 1 |
|
| 3049 |
3049
Paradigm Financial Advisors
Des Peres,
Missouri
| $412M | +$42.1M | +11% | 6.67% | 114% | 227 | 32.16% | 2.3 |
|
| 3050 |
3050
Capital Insight Partners
Scottsdale,
Arizona
| $412M | +$14.2M | +4% | 3.92% | 51.7% | 148 | 6.08% | 2 |
|