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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
SWK
3176
Stephen W. Kidder
| $282M | +$19.7M | +8% | 8.48% | 94.7% | 70 | 5.71% | 5.4 |
|
| 3177 |
3177
Glovista Investments
Jersey City,
New Jersey
| $282M | +$24.6M | +10% | 8.36% | 2.48% | 103 | 32.04% | 2.3 |
|
| 3178 |
3178
Alight Capital Management
New York
| $282M | +$78.4M | +39% | 23.8% | 466% | 57 | 50.88% | 0.5 |
|
| 3179 |
WCMN
3179
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $282M | +$16.6M | +6% | 5.96% | 121% | 45 | 6.67% | 4.6 |
|
| 3180 |
3180
HawsGoodwin Investment Management
Franklin,
Tennessee
| $281M | +$26.5M | +10% | 7.42% | – | 95 | 10.53% | 0.6 |
|
| 3181 |
3181
CHI Advisors
New York
| $281M | +$24.9M | +10% | 1.53% | 88.2% | 23 | 21.74% | 0.6 |
|
| 3182 |
3182
Income Research & Management
Boston,
Massachusetts
| $281M | +$215K | +0.1% | 0.13% | 1.19% | 22 | 4.55% | 2.3 |
|
| 3183 |
3183
Wright Investors Service
Shelton,
Connecticut
| $281M | +$20.5M | +8% | 8.17% | 161% | 166 | 26.51% | 2.9 |
|
| 3184 |
MJP
3184
Michael J. Puzo
| $281M | +$13.7M | +5% | 7.25% | 90.3% | 77 | 6.49% | 5.1 |
|
| 3185 |
3185
Ovata Capital Management
Hong Kong
| $281M | -$53.7M | -16% | 17.5% | 69.1% | 211 | 79.15% | 0.2 |
|
| 3186 |
3186
Monetary Management Group
St Louis,
Missouri
| $281M | +$16.1M | +6% | 11.9% | 138% | 304 | 10.53% | 4.5 |
|
| 3187 |
3187
Roberts, Glore & Co
Deerfield,
Illinois
| $281M | +$25M | +10% | 8.6% | 72.3% | 184 | 11.96% | 3.9 |
|
| 3188 |
3188
One Day In July LLC
Burlington,
Vermont
| $280M | +$29.4M | +12% | 4% | 48.2% | 52 | 17.31% | 1.2 |
|
| 3189 |
3189
Corsair Capital Management
New York
| $280M | +$35.9M | +15% | 13.1% | 435% | 60 | 35% | 2.1 |
|
| 3190 |
3190
Financial Management Professionals
Austin,
Texas
| $280M | -$9.6M | -3% | 8.51% | 67.3% | 676 | 12.43% | 1.9 |
|
| 3191 |
PTB
3191
Pioneer Trust Bank
Salem,
Oregon
| $280M | +$20.3M | +8% | 9.95% | 75.7% | 67 | 2.99% | 5.7 |
|
| 3192 |
3192
First Sabrepoint Capital Management
Dallas,
Texas
| $280M | +$26.5M | +10% | 7.72% | 218% | 38 | 36.84% | 0.8 |
|
| 3193 |
3193
Epstein & White Financial
San Diego,
California
| $280M | +$16.4M | +6% | 6.81% | 51% | 82 | 14.63% | 1.6 |
|
| 3194 |
3194
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $280M | +$31.7M | +13% | 12.1% | 72.5% | 77 | 22.08% | 1.8 |
|
| 3195 |
3195
Beaconlight Capital
New York
| $279M | -$20.2M | -7% | 30.5% | 282% | 52 | 67.31% | 0.5 |
|
| 3196 |
3196
Bender Robert & Associates
Pasadena,
California
| $279M | +$26.3M | +10% | 13.9% | 146% | 46 | 0% | 5.8 |
|
| 3197 |
3197
The Family Firm
Bethesda,
Maryland
| $279M | +$11.9M | +4% | 5.19% | 40.2% | 147 | 9.52% | 3.7 |
|
| 3198 |
3198
Madison Avenue Partners
New York
| $279M | +$25.2M | +10% | 5.71% | 284% | 19 | 26.32% | 0.5 |
|
| 3199 |
3199
Chandler Asset Management
San Diego,
California
| $279M | +$48.9M | +21% | 5.03% | 35.6% | 18 | 5.56% | 2.5 |
|
| 3200 |
3200
Cubic Asset Management
Boston,
Massachusetts
| $279M | -$863K | -0.3% | 5.95% | 40.5% | 164 | 10.98% | 4.4 |
|