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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Steamboat Capital Partners
Rye,
New York
| $351M | -$263M | -43% | 28.9% | 280% | 60 | 51.67% | 1.5 |
|
| 3202 |
3202
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $351M | +$37.8M | +12% | 14.1% | 52% | 702 | 12.39% | 3.7 |
|
| 3203 |
FPFS
3203
First Personal Financial Services
Charlotte,
North Carolina
| $351M | +$36.4M | +12% | 11.8% | 31.5% | 325 | 12.62% | 4.1 |
|
| 3204 |
3204
NYL Investors
New York
| $351M | +$93.1M | +36% | 388% | 10.8% | 32 | 18.75% | 1.7 |
|
| 3205 |
3205
Algert Global
San Francisco,
California
| $351M | +$35.7M | +11% | 30.4% | 194% | 548 | 55.29% | 0.5 |
|
| 3206 |
3206
Hudson Way Capital Management
Dallas,
Texas
| $351M | +$41.8M | +14% | 17.3% | 51.3% | 19 | 26.32% | 1.7 |
|
| 3207 |
3207
Shulman DeMeo Asset Management
Lake Success,
New York
| $351M | +$51.3M | +17% | 12.3% | 79.3% | 145 | 24.14% | 1.2 |
|
| 3208 |
3208
Dimension Capital Management
Coral Gables,
Florida
| $350M | +$30.3M | +9% | 15.6% | 65.5% | 95 | 17.89% | 2.7 |
|
| 3209 |
OPPTF
3209
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $349M | +$27.2M | +8% | 14% | 13.4% | 276 | 4.71% | 0.7 |
|
| 3210 |
KM
3210
Kylin Management
New York
| $349M | +$65.5M | +23% | 37.1% | 126% | 12 | 50% | 1.3 |
|
| 3211 |
3211
CFO4Life Group
Coppell,
Texas
| $349M | +$53.3M | +18% | 12% | 67.6% | 146 | 15.07% | 1.9 |
|
| 3212 |
3212
McRae Capital Management
Morristown,
New Jersey
| $349M | +$50.3M | +17% | 19.7% | 78.2% | 104 | 14.42% | 4.1 |
|
| 3213 |
3213
Kavar Capital Partners Group
Leawood,
Kansas
| $348M | +$51.1M | +17% | 14.3% | 86.8% | 156 | 10.26% | 3.3 |
|
| 3214 |
SIA
3214
Strategic Investment Advisors
Farmington Hills,
Michigan
| $347M | +$50.9M | +17% | 9.36% | 72.4% | 217 | 32.26% | 1.1 |
|
| 3215 |
3215
HughesLittle Investment Management
Vancouver,
| $347M | +$47.3M | +16% | 18.6% | 113% | 14 | 0% | 4.9 |
|
| 3216 |
3216
180 Wealth Advisors
Federal Way,
Washington
| $347M | +$79.9M | +30% | 15.8% | 165% | 328 | 24.39% | 1.6 |
|
| 3217 |
3217
St Louis Trust
Saint Louis,
Missouri
| $346M | +$33.9M | +11% | 17% | 77.2% | 87 | 20.69% | 3.3 |
|
| 3218 |
3218
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $346M | +$31.2M | +10% | 10.9% | 99.9% | 69 | 5.8% | 3.5 |
|
| 3219 |
3219
Lake Street Private Wealth
Chicago,
Illinois
| $346M | +$48.6M | +16% | 12.2% | 105% | 199 | 22.11% | 1 |
|
| 3220 |
3220
Trivium Point Advisory
Westport,
Connecticut
| $346M | +$63.2M | +22% | 16.7% | 116% | 188 | 16.49% | 1.2 |
|
| 3221 |
3221
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $346M | – | – | 7.65% | 39.5% | 81 | – | 0 |
|
| 3222 |
3222
Martel Wealth Advisors
Vancouver,
Washington
| $346M | +$37.8M | +12% | 8.78% | 43.4% | 46 | 15.22% | 1.7 |
|
| 3223 |
SA
3223
Strategic Advisors
New York
| $346M | +$47.8M | +16% | 12.9% | 106% | 169 | 17.75% | 3.1 |
|
| 3224 |
PGCM
3224
Prescott Group Capital Management
Tulsa,
Oklahoma
| $346M | +$121M | +54% | 35.3% | 135% | 130 | 43.85% | 2.4 |
|
| 3225 |
3225
Austin Private Wealth
Austin,
Texas
| $346M | +$78M | +29% | 13.2% | 62.4% | 118 | 27.12% | 0.6 |
|