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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Rip Road Capital Partners
Boston,
Massachusetts
| $295M | +$85.9M | +41% | 38.3% | 121% | 19 | 15.79% | 0.6 |
|
| 3102 |
3102
CFO4Life Group
Coppell,
Texas
| $295M | +$35.1M | +13% | 17.5% | 56.7% | 141 | 19.15% | 1.8 |
|
| 3103 |
3103
Shine Investment Advisory Services
Lone Tree,
Colorado
| $295M | +$21.4M | +8% | 7.31% | 29% | 795 | 12.45% | 2.3 |
|
| 3104 |
3104
BCWM LLC
Overland Park,
Kansas
| $294M | +$15.3M | +5% | 5.04% | – | 67 | 5.97% | 3.2 |
|
| 3105 |
3105
Core Alternative Capital
Peachtree Corners,
Georgia
| $294M | -$26.3M | -8% | 4.97% | 74.5% | 61 | 0% | 0.7 |
|
| 3106 |
3106
Moon Capital Management
New York
| $294M | +$152M | +107% | 9.13% | 76.3% | 37 | 59.46% | 1.1 |
|
| 3107 |
VHMC
3107
Value Holdings Management Company
Hampton Bays,
New York
| $294M | +$13.4M | +5% | 4.55% | 125% | 68 | 7.35% | 2.4 |
|
| 3108 |
3108
Contravisory Investment Management
Norwell,
Massachusetts
| $293M | +$21.4M | +8% | 9.49% | 135% | 291 | 28.87% | 1.4 |
|
| 3109 |
3109
Parus Finance (UK)
London,
United Kingdom
| $293M | +$62.6M | +27% | 15% | 199% | 24 | 0% | 2.6 |
|
| 3110 |
3110
Dendur Capital
New York
| $293M | +$29.1M | +11% | 17.9% | 99.6% | 21 | 61.9% | 0.3 |
|
| 3111 |
3111
Stelac Advisory Services
New York
| $293M | +$35.1M | +14% | 6.86% | 84.9% | 185 | 26.49% | 1.5 |
|
| 3112 |
WIP
3112
Wellesley Investment Partners
Wellesley,
Massachusetts
| $293M | +$9.7M | +3% | 4.68% | 22.7% | 109 | 11.93% | 3 |
|
| 3113 |
3113
Stansberry Asset Management
Westlake,
Texas
| $293M | +$60.1M | +26% | 19.1% | 79.6% | 42 | 23.81% | 0.9 |
|
| 3114 |
3114
World Investment Advisors
Santa Barbara,
California
| $292M | +$6.19M | +2% | 6.03% | 65.4% | 178 | 8.99% | 1 |
|
| 3115 |
3115
Intel Corp
Santa Clara,
California
| $292M | -$45.6M | -14% | 14.2% | 9.79% | 4 | 25% | 1.7 |
|
| 3116 |
3116
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $292M | +$48.2M | +20% | 9.26% | 71.1% | 102 | 7.84% | 2.1 |
|
| 3117 |
3117
Edenbrook Capital
Mt. Kisco,
New York
| $292M | -$20.5M | -7% | 7.03% | 267% | 17 | 11.76% | 0.6 |
|
| 3118 |
3118
Permit Capital
West Conshohocken,
Pennsylvania
| $292M | +$24.2M | +9% | 14.5% | 121% | 22 | 0% | 5.1 |
|
| 3119 |
3119
RenaissanceRe Holdings
Pembroke,
Bermuda
| $292M | +$100M | +52% | 63.6% | 40.8% | 5 | 0% | 0.7 |
|
| 3120 |
3120
Shelter Mutual Insurance
Columbia,
Missouri
| $292M | +$23.6M | +9% | 9.78% | 51.2% | 48 | 2.08% | 5.1 |
|
| 3121 |
3121
FCA Corp
Houston,
Texas
| $291M | +$28.9M | +11% | 4.17% | 57.4% | 213 | 32.86% | 2.9 |
|
| 3122 |
3122
Barry Investment Advisors
New Bedford,
Massachusetts
| $291M | +$8.59M | +3% | 3.11% | 66.7% | 89 | 14.61% | 2.4 |
|
| 3123 |
3123
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $291M | +$35.2M | +14% | 7.63% | 76.7% | 123 | 24.39% | 1.1 |
|
| 3124 |
NIC
3124
Northwest Investment Counselors
Lake Oswego,
Oregon
| $291M | +$31.1M | +12% | 8.67% | 32.4% | 477 | 72.54% | 1.5 |
|
| 3125 |
3125
Inspirion Wealth Advisors
Libertyville,
Illinois
| $291M | +$36.3M | +14% | 5.91% | 52.5% | 82 | 9.76% | 3.8 |
|