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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
TAP Consulting
Kirkwood,
Missouri
| $409M | +$26.9M | +7% | 2.73% | 3.08% | 148 | 27.7% | 1.8 |
|
| 3052 |
3052
Manitou Investment Management
Toronto,
Ontario, Canada
| $408M | -$157M | -28% | 6.27% | 69.3% | 82 | 68.29% | 1.9 |
|
| 3053 |
3053
Hudock Inc
Williamsport,
Pennsylvania
| $407M | +$115M | +39% | 4.66% | 69.7% | 163 | 19.02% | 6.8 |
|
| 3054 |
3054
Beck Bode LLC
Dedham,
Massachusetts
| $407M | -$37.7M | -8% | 5.95% | 155% | 245 | 60.82% | 0.6 |
|
| 3055 |
3055
Sugarloaf Wealth Management
Duluth,
Georgia
| $407M | +$8.71M | +2% | 3.49% | 10.2% | 800 | 14.75% | 2.5 |
|
| 3056 |
3056
Luminus Management
Houston,
Texas
| $407M | +$5.22M | +1% | 2.04% | 8.7% | 30 | 43.33% | 1.2 |
|
| 3057 |
MAA
3057
Mraz Amerine & Associates
Modesto,
California
| $406M | -$17.9M | -4% | 1.07% | 63.2% | 182 | 9.34% | 4.7 |
|
| 3058 |
3058
Marathon Capital Management
Hunt Valley,
Maryland
| $406M | +$43.6M | +12% | 2.55% | 74% | 176 | 24.43% | 2.3 |
|
| 3059 |
3059
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $406M | -$18.3M | -4% | 3.29% | 149% | 133 | 7.52% | 5.1 |
|
| 3060 |
3060
SOA Wealth Advisors
New York
| $406M | +$34.3M | +9% | 10.9% | 79.1% | 987 | 3.14% | 1.9 |
|
| 3061 |
3061
Iron Gate Global Advisors
Nsl,
Utah
| $406M | +$40M | +11% | 14% | 106% | 103 | 19.42% | 2.7 |
|
| 3062 |
TAA
3062
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $406M | +$127M | +46% | 22.9% | 312% | 48 | 33.33% | 1 |
|
| 3063 |
KI
3063
Kula Investments
Chicago,
Illinois
| $405M | +$65.9M | +19% | 1.66% | – | 928 | 77.37% | 0.1 |
|
| 3064 |
3064
Bardin Hill Management Partners
New York
| $405M | -$52.9M | -12% | 20.4% | 214% | 110 | 67.27% | 0.6 |
|
| 3065 |
3065
Deltec Asset Management
New York
| $405M | +$55.6M | +16% | 10.1% | 127% | 207 | 38.16% | 2.8 |
|
| 3066 |
3066
Disciplina Capital Management
Nashville,
Tennessee
| $405M | +$28.3M | +8% | 4.12% | 33% | 58 | 10.34% | 2.2 |
|
| 3067 |
3067
Sands Capital Ventures
Arlington,
Virginia
| $405M | +$39.5M | +11% | 19.4% | 167% | 24 | 4.17% | 1 |
|
| 3068 |
3068
Huber Capital Management
El Segundo,
California
| $404M | +$7.65M | +2% | 0.27% | 70.4% | 90 | 8.89% | 4.9 |
|
| 3069 |
3069
Horst & Graben Wealth Management
Portland,
Oregon
| $403M | +$20.9M | +5% | 6.16% | 62.2% | 141 | 17.73% | 2.1 |
|
| 3070 |
3070
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $403M | +$48.1M | +14% | 7.87% | 149% | 334 | 4.49% | 0.2 |
|
| 3071 |
3071
Mitchell Capital Management
Leawood,
Kansas
| $403M | +$41.6M | +11% | 13.4% | 234% | 129 | 11.63% | 3.4 |
|
| 3072 |
3072
Stevens Capital Management
Radnor,
Pennsylvania
| $403M | +$245M | +155% | 20.2% | 108% | 242 | 69.01% | 0.3 |
|
| 3073 |
3073
Matthew Goff Investment Advisor
Houston,
Texas
| $403M | +$19.3M | +5% | 5.36% | 89.6% | 91 | 6.59% | 3.4 |
|
| 3074 |
3074
Park Presidio Capital
San Francisco,
California
| $403M | -$27.8M | -6% | 18.2% | 94.1% | 11 | 9.09% | 3.9 |
|
| 3075 |
III
3075
Independent Investors Inc
Nesconset,
New York
| $403M | +$43.5M | +12% | 14.9% | 94.5% | 69 | 4.35% | 7.4 |
|