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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
PL Capital Advisors
Naples,
Florida
| $411M | +$99M | +32% | 26.2% | 86.4% | 41 | 2.44% | 3.4 |
|
| 3052 |
3052
First Round Capital Management III
Philadelphia,
Pennsylvania
| $411M | +$265M | +181% | 200% | – | 2 | 0% | 0.3 |
|
| 3053 |
3053
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $411M | +$39.3M | +11% | 7.43% | 24.6% | 1,026 | 16.47% | 0.6 |
|
| 3054 |
3054
Perseverance Asset Management International
George Town,
Cayman Islands
| $411M | -$13.1M | -3% | 1.1% | 101% | 24 | 41.67% | 0.6 |
|
| 3055 |
BCP
3055
Berylson Capital Partners
Boston,
Massachusetts
| $411M | -$174M | -30% | 3.58% | 57.7% | 92 | 69.57% | 0.2 |
|
| 3056 |
3056
Vanderbilt University
Nashville,
Tennessee
| $411M | +$125M | +44% | 18.1% | 76.4% | 16 | 62.5% | 0.7 |
|
| 3057 |
3057
Sage Advisory Services
Austin,
Texas
| $411M | +$31.8M | +8% | 5.45% | 37.8% | 58 | 27.59% | 1.6 |
|
| 3058 |
3058
Hohimer Wealth Management
Seattle,
Washington
| $410M | +$33M | +9% | 7.39% | 111% | 215 | 15.81% | 0.9 |
|
| 3059 |
3059
XML Financial
Bethesda,
Maryland
| $410M | +$24.4M | +6% | 6.32% | 77.9% | 229 | 13.54% | 1 |
|
| 3060 |
3060
Altavista Wealth Management
Asheville,
North Carolina
| $410M | +$15.2M | +4% | 5.05% | 80.6% | 179 | 6.15% | 4.1 |
|
| 3061 |
3061
Mitchell Capital Management
Leawood,
Kansas
| $410M | +$11.4M | +3% | 4.73% | 234% | 157 | 14.01% | 2.2 |
|
| 3062 |
3062
Cyrus Capital Partners
New York
| $410M | -$11.3M | -3% | 31% | 163% | 15 | 26.67% | 2 |
|
| 3063 |
3063
Ten Capital Wealth Advisors
Spokane,
Washington
| $410M | +$51.2M | +14% | 4.88% | 25% | 425 | 21.18% | 0.3 |
|
| 3064 |
3064
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $410M | +$28.4M | +7% | 11.6% | – | 22 | 45.45% | 0.7 |
|
| 3065 |
3065
Cahill Financial Advisors
Edina,
Minnesota
| $410M | +$13.2M | +3% | 6.08% | 55.9% | 212 | 14.62% | 3.2 |
|
| 3066 |
3066
Cutter & Co Brokerage
Ballwin,
Missouri
| $410M | +$28.9M | +8% | 7.32% | 40.4% | 318 | 16.35% | 2.3 |
|
| 3067 |
3067
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $409M | +$50M | +14% | 5.52% | 61.5% | 136 | 32.35% | 1.5 |
|
| 3068 |
MWM
3068
Madison Wealth Management
Cincinnati,
Ohio
| $409M | +$29.5M | +8% | 7.27% | 35.1% | 147 | 10.2% | 1 |
|
| 3069 |
3069
IMA Advisory Services
Denver,
Colorado
| $408M | +$51.5M | +14% | 5.11% | 74.5% | 328 | 19.51% | 2.5 |
|
| 3070 |
3070
PGIM Custom Harvest
Newark,
New Jersey
| $408M | +$104M | +34% | 7.29% | 78.2% | 216 | 18.06% | 0.2 |
|
| 3071 |
3071
Live Oak Private Wealth
Wilmington,
North Carolina
| $407M | +$50.7M | +14% | 9.45% | 74.6% | 160 | 12.5% | 0.8 |
|
| 3072 |
3072
Strid Group
Newtown Square,
Pennsylvania
| $407M | +$35.7M | +10% | 7.07% | 55.2% | 38 | 10.53% | 2 |
|
| 3073 |
3073
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $407M | +$72.2M | +22% | 21.6% | 184% | 1 | 0% | 4.3 |
|
| 3074 |
3074
Cary Street Partners Asset Management
Richmond,
Virginia
| $406M | +$67.5M | +20% | 8.19% | 25.3% | 182 | 12.09% | 0.2 |
|
| 3075 |
3075
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $406M | +$15.6M | +4% | 5.72% | 116% | 266 | 30.08% | 0.9 |
|