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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 |
3176
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $356M | +$33.8M | +10% | 12.3% | 81.8% | 67 | 5.97% | 5.5 |
|
| 3177 |
3177
First Trust Capital Management
Chicago,
Illinois
| $356M | -$16.2M | -4% | 17.9% | 215% | 185 | 70.81% | 0.1 |
|
| 3178 |
3178
Symmetry Investments
St Helier,
Jersey
| $356M | – | – | 18.4% | 148% | 62 | – | 0 |
|
| 3179 |
MTC
3179
Matrix Trust Company
Denver,
Colorado
| $356M | +$15M | +4% | 13% | 51.4% | 26 | 15.38% | 1.3 |
|
| 3180 |
3180
Thames Capital Management
Roseland,
New Jersey
| $356M | +$72.1M | +25% | 23.1% | 1,159% | 60 | 38.33% | 0.7 |
|
| 3181 |
3181
Inspirion Wealth Advisors
Libertyville,
Illinois
| $355M | +$64.3M | +22% | 12.7% | 52.5% | 85 | 9.41% | 3.7 |
|
| 3182 |
3182
McDonald Partners
Cleveland,
Ohio
| $355M | – | – | 16.8% | 102% | 278 | – | 0 |
|
| 3183 |
3183
CHI Advisors
New York
| $355M | +$73.9M | +26% | 29.2% | 88.2% | 25 | 20% | 0.7 |
|
| 3184 |
3184
Radnor Capital Management
Wayne,
Pennsylvania
| $354M | +$56M | +19% | 13% | 96.9% | 202 | 7.92% | 2.8 |
|
| 3185 |
UAM
3185
UAS Asset Management
New York
| $354M | +$27.1M | +8% | 15.2% | 103% | 31 | 35.48% | 1.6 |
|
| 3186 |
3186
Tortoise Index Solutions
Overland Park,
Kansas
| $354M | +$94.1M | +36% | 18.6% | 52.2% | 108 | 3.7% | 2.8 |
|
| 3187 |
3187
Legacy Financial Advisors
Covington,
Kentucky
| $354M | +$25.9M | +8% | 10.9% | 97.8% | 153 | 18.95% | 0.8 |
|
| 3188 |
3188
Bain Capital Credit
Boston,
Massachusetts
| $354M | +$6.99M | +2% | 25.6% | 14.4% | 21 | 19.05% | 0.9 |
|
| 3189 |
3189
Human Investing
Lake Oswego,
Oregon
| $353M | +$48.6M | +16% | 11.2% | 56.9% | 337 | 18.1% | 1.5 |
|
| 3190 |
GJCM
3190
Grand Jean Capital Management
San Francisco,
California
| $353M | +$92.9M | +36% | 14.2% | 61.4% | 43 | 20.93% | 3.3 |
|
| 3191 |
3191
Realta Investment Advisors
Wilmington,
Delaware
| $353M | +$54.6M | +18% | 14.9% | 151% | 362 | 21.27% | 1.2 |
|
| 3192 |
3192
Center for Financial Planning
Southfied,
Michigan
| $353M | +$42.1M | +14% | 15.3% | 64.4% | 501 | 13.77% | 0.9 |
|
| 3193 |
3193
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $353M | +$64.9M | +23% | 36.4% | 116% | 4 | 0% | 0.8 |
|
| 3194 |
3194
Rinet Company
Boston,
Massachusetts
| $353M | +$47.3M | +16% | 14.2% | 33.1% | 30 | 6.67% | 3.6 |
|
| 3195 |
3195
Rempart Asset Management
Montreal,
Canada
| $352M | – | – | 15.5% | 70.5% | 36 | – | 0 |
|
| 3196 |
NAMP
3196
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $352M | +$38.7M | +12% | 13.7% | 90.2% | 138 | 11.59% | 4.1 |
|
| 3197 |
3197
Wintrust Investments
Chicago,
Illinois
| $352M | -$376M | -52% | 14.7% | 27.5% | 365 | 55.34% | 2.4 |
|
| 3198 |
3198
Cannell Capital
Alta,
Wyoming
| $351M | +$77.8M | +28% | 63.8% | 127% | 70 | 50% | 1.2 |
|
| 3199 |
3199
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $351M | +$40.2M | +13% | 11% | 39.1% | 46 | 4.35% | 3.2 |
|
| 3200 |
3200
Rowlandmiller & Partners
Atlanta,
Georgia
| $351M | +$101M | +41% | 13.3% | 84% | 166 | 18.07% | 3.8 |
|