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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
Rosenblum Silverman Sutton
San Francisco,
California
| $390M | +$6.12M | +2% | 1.2% | 90.1% | 71 | 4.23% | 3.5 |
|
| 3152 |
3152
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $390M | -$28.6M | -7% | 7.37% | 84.5% | 2,350 | 85.49% | 1.6 |
|
| 3153 |
MAM
3153
Morse Asset Management
Darien,
Connecticut
| $390M | +$29.1M | +8% | 7.73% | 224% | 166 | 27.11% | 1.7 |
|
| 3154 |
3154
Mirador Capital Partners
Pleasanton,
California
| $390M | +$25.1M | +7% | 4.94% | 120% | 197 | 22.34% | 2.1 |
|
| 3155 |
3155
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $389M | -$22.8M | -6% | 3.8% | 172% | 55 | 9.09% | 1 |
|
| 3156 |
3156
AH Equity Partners III (Parallel)
Menlo Park,
California
| $389M | +$137M | +54% | 12.9% | 33.1% | 3 | 33.33% | 0.8 |
|
| 3157 |
3157
McDonald Partners
Cleveland,
Ohio
| $389M | +$34M | +10% | 6.83% | 102% | 300 | 10.67% | 0.2 |
|
| 3158 |
3158
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $388M | +$36.7M | +10% | 6.18% | 52% | 708 | 9.18% | 3.8 |
|
| 3159 |
TF
3159
TimeScale Financial
Danvers,
Massachusetts
| $387M | +$22.7M | +6% | 6.45% | 31.3% | 551 | 19.78% | 1.4 |
|
| 3160 |
3160
HughesLittle Investment Management
Vancouver,
| $387M | +$40.5M | +12% | 6.56% | 106% | 15 | 6.67% | 4.8 |
|
| 3161 |
OPPTF
3161
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $387M | +$37.2M | +11% | 8.1% | 13.4% | 268 | 1.49% | 0.9 |
|
| 3162 |
3162
Syquant Capital SAS
Paris,
France
| $386M | -$1.14M | -0.3% | 7.52% | 160% | 125 | 92.8% | 0.1 |
|
| 3163 |
3163
Wilkins Investment Counsel
Boston,
Massachusetts
| $386M | +$24.8M | +7% | 7.9% | 71.3% | 74 | 2.7% | 6.3 |
|
| 3164 |
3164
Crestone Asset Management
Boulder,
Colorado
| $386M | +$9.8M | +3% | 5.55% | 6.65% | 76 | 17.11% | 2.1 |
|
| 3165 |
3165
Certified Advisory Corp
Altamonte Springs,
Florida
| $386M | – | – | 4.89% | 62.9% | 806 | – | 2.3 |
|
| 3166 |
SIA
3166
Strategic Investment Advisors
Farmington Hills,
Michigan
| $385M | +$38.3M | +11% | 4.16% | 66.1% | 219 | 26.94% | 1.2 |
|
| 3167 |
3167
RMR Wealth Builders
Montclair,
New Jersey
| $385M | +$181M | +89% | 5.88% | 91.7% | 823 | 39.13% | 0.4 |
|
| 3168 |
CAM
3168
Coltrane Asset Management
New York
| $385M | -$261M | -40% | 12.1% | 50.3% | 11 | 81.82% | 0.1 |
|
| 3169 |
3169
Alight Capital Management
New York
| $385M | -$57.5M | -13% | 8.76% | 466% | 85 | 60% | 0.5 |
|
| 3170 |
3170
TBH Global Asset Management
Brentwood,
Tennessee
| $385M | +$59.5M | +18% | 5.33% | 83.3% | 198 | 19.19% | 0.8 |
|
| 3171 |
3171
Crabel Capital Management
Los Angeles,
California
| $384M | -$31M | -7% | 4.22% | 13.9% | 130 | 61.54% | 0.2 |
|
| 3172 |
ECM
3172
Endurant Capital Management
San Mateo,
California
| $384M | +$106M | +38% | 15.9% | 18.4% | 80 | 58.75% | 0.4 |
|
| 3173 |
3173
Nexpoint Asset Management
Dallas,
Texas
| $383M | +$79.1M | +26% | 23% | 253% | 225 | 64% | 0.6 |
|
| 3174 |
3174
Center for Financial Planning
Southfied,
Michigan
| $383M | +$30.1M | +9% | 7.23% | 64.4% | 547 | 15.9% | 1 |
|
| 3175 |
3175
Haverford Financial Services
Radnor,
Pennsylvania
| $383M | +$15.7M | +4% | 4.16% | 57.9% | 62 | 8.06% | 3.7 |
|