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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Ellington Management Group
Old Greenwich,
Connecticut
| $286M | +$50.1M | +21% | 3.24% | 16.1% | 59 | 57.63% | 0.6 |
|
| 3152 |
SL
3152
SWF LLC
Omaha,
Nebraska
| $286M | +$43.2M | +18% | 18.1% | 82.9% | 2 | 0% | 2.8 |
|
| 3153 |
BCP
3153
Berylson Capital Partners
Boston,
Massachusetts
| $286M | +$123M | +76% | 11.8% | 57.7% | 55 | 63.64% | 0.1 |
|
| 3154 |
3154
Requisite Capital Management
Dallas,
Texas
| $286M | +$25.1M | +10% | 23.8% | 41% | 81 | 35.8% | 0.8 |
|
| 3155 |
3155
WealthShield Partners
Cary,
North Carolina
| $285M | +$68.2M | +31% | 6.89% | 71% | 406 | 24.88% | 1.2 |
|
| 3156 |
ECM
3156
EagleClaw Capital Management
Boston,
Massachusetts
| $285M | +$27.9M | +11% | 12.2% | 109% | 128 | 6.25% | 4.3 |
|
| 3157 |
PWS
3157
Private Wealth Strategies
New Albany,
Ohio
| $285M | +$59.5M | +26% | 7.44% | 18.8% | 79 | 24.05% | 0.6 |
|
| 3158 |
3158
Ellis Investment Partners
Berwyn,
Pennsylvania
| $285M | +$18.2M | +7% | 6.97% | 70.8% | 766 | 10.44% | 1.1 |
|
| 3159 |
3159
PAX Financial Group
San Antonio,
Texas
| $285M | +$22.2M | +8% | 6.83% | 56% | 131 | 12.21% | 0.6 |
|
| 3160 |
AIS
3160
AM Investment Strategies
Chattanooga,
Tennessee
| $285M | +$30.8M | +12% | 13.1% | 135% | 161 | 94.41% | 0 |
|
| 3161 |
AAM
3161
AR Asset Management
West Hollywood,
California
| $285M | +$20.9M | +8% | 9.3% | 66% | 116 | 5.17% | 5.5 |
|
| 3162 |
3162
Principal Street Partners
Memphis,
Tennessee
| $285M | +$16.9M | +6% | 7.12% | 91% | 152 | 16.45% | 0.8 |
|
| 3163 |
3163
Plante Moran Financial Advisors
Southfield,
Michigan
| $285M | +$34M | +14% | 9.58% | 69.2% | 929 | 23.14% | 3.1 |
|
| 3164 |
3164
Half Sky Capital (UK)
London,
United Kingdom
| $285M | -$9.01M | -3% | 5.5% | 13% | 12 | 25% | 0.5 |
|
| 3165 |
3165
Drexel Morgan & Co
Radnor,
Pennsylvania
| $284M | +$19.8M | +7% | 6.92% | 50.1% | 101 | 6.93% | 4.5 |
|
| 3166 |
3166
Three Peaks Capital Management
Castle Rock,
Colorado
| $284M | +$12.7M | +5% | 9.23% | 84.5% | 128 | 20.31% | 1.5 |
|
| 3167 |
BCA
3167
Bray Capital Advisors
Naples,
Florida
| $284M | +$24.1M | +9% | 9.07% | 36.6% | 267 | 4.87% | 3 |
|
| 3168 |
3168
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $284M | +$24.4M | +9% | 8.75% | 86.8% | 72 | 9.72% | 4.1 |
|
| 3169 |
KM
3169
Kylin Management
New York
| $284M | -$20.8M | -7% | 14% | 126% | 13 | 38.46% | 1.2 |
|
| 3170 |
3170
Thames Capital Management
Roseland,
New Jersey
| $284M | +$28.6M | +11% | 16.6% | 1,177% | 59 | 49.15% | 0.7 |
|
| 3171 |
3171
Leelyn Smith
Geneva,
Illinois
| $283M | +$40.7M | +17% | 6.28% | 86% | 431 | 29.47% | 0.6 |
|
| 3172 |
MRCP
3172
Manor Road Capital Partners
New York
| $283M | -$56.8M | -17% | 13.9% | 78.3% | 12 | 25% | 1.4 |
|
| 3173 |
3173
Trivium Point Advisory
Westport,
Connecticut
| $283M | +$30.4M | +12% | 7.86% | 106% | 175 | 17.14% | 1.1 |
|
| 3174 |
3174
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $283M | +$45.6M | +19% | 10.8% | 96.4% | 86 | 15.12% | 2.9 |
|
| 3175 |
3175
MUFG Bank
Tokyo 100-8388,,
Japan
| $282M | -$669M | -70% | 8.51% | 61.3% | 3 | 66.67% | 0.8 |
|