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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
RHFI
3226
Reilly Herbert Faulkner III
| $274M | +$23.2M | +9% | 11.8% | 80.6% | 53 | 15.09% | 4.5 |
|
| 3227 |
3227
Twin Focus Capital Partners
Boston,
Massachusetts
| $274M | +$25.4M | +10% | 7.24% | 92.5% | 157 | 16.56% | 2.7 |
|
| 3228 |
3228
Running Oak Capital
Edina,
Minnesota
| $274M | +$21.4M | +8% | 7.7% | 40.8% | 67 | 17.91% | 0.6 |
|
| 3229 |
3229
Stockman Wealth Management
Billings,
Montana
| $274M | +$7.38M | +3% | 3.63% | 77.5% | 178 | 10.67% | 3 |
|
| 3230 |
3230
Adams Natural Resources Fund
Baltimore,
Maryland
| $274M | -$110M | -29% | 8.5% | 50.6% | 57 | 1.75% | 3.8 |
|
| 3231 |
3231
Sugarloaf Wealth Management
Duluth,
Georgia
| $274M | +$13.7M | +5% | 5.63% | 10.2% | 755 | 11.92% | 0.7 |
|
| 3232 |
3232
Pinz Capital Management
New York
| $274M | +$56M | +26% | 16.6% | 199% | 209 | 93.78% | 0 |
|
| 3233 |
3233
Abacus Planning Group
Columbia,
South Carolina
| $274M | +$28.5M | +12% | 12.6% | 67.8% | 177 | 8.47% | 1.6 |
|
| 3234 |
3234
Verus Financial Partners
Richmond,
Virginia
| $274M | -$190M | -41% | 12.6% | 45.7% | 205 | 78.05% | 0.9 |
|
| 3235 |
3235
CFM Wealth Partners
Austin,
Texas
| $274M | +$11M | +4% | 13.1% | 175% | 530 | 72.08% | 0.7 |
|
| 3236 |
3236
Harbour Capital Advisors
Tysons Corner,
Virginia
| $274M | +$26.8M | +11% | 11.2% | 168% | 210 | 16.19% | 2.6 |
|
| 3237 |
3237
Cannell Capital
Alta,
Wyoming
| $273M | +$6.85M | +3% | 9.86% | 127% | 59 | 33.9% | 1.6 |
|
| 3238 |
FCA
3238
FLC Capital Advisors
Palm Desert,
California
| $273M | +$21.3M | +8% | 6.01% | 59.3% | 139 | 17.27% | 1.1 |
|
| 3239 |
AA
3239
Antipodean Advisors
New York
| $273M | +$56.7M | +26% | 42.6% | 67.8% | 9 | 22.22% | 1.7 |
|
| 3240 |
3240
Vectors Research Management
New York
| $273M | +$19.5M | +8% | 6.41% | 71.4% | 483 | 13.04% | 1.5 |
|
| 3241 |
3241
HNP Capital
Rochester,
New York
| $273M | +$31.6M | +13% | 6.6% | 52.4% | 133 | 13.53% | 0.9 |
|
| 3242 |
3242
Capital City Trust
Tallahassee,
Florida
| $273M | +$11.9M | +5% | 8.27% | 98.5% | 118 | 14.41% | 4.8 |
|
| 3243 |
WHAM
3243
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $273M | – | – | 19.7% | 98.1% | 21 | – | 0 |
|
| 3244 |
3244
Lincoln Capital
Lincoln,
Nebraska
| $273M | +$33.7M | +14% | 12.1% | 67.1% | 85 | 7.06% | 3.9 |
|
| 3245 |
LCM
3245
Lionstone Capital Management
New York
| $273M | +$37M | +16% | 15.6% | 74.1% | 23 | 17.39% | 1.7 |
|
| 3246 |
3246
Waller Financial Planning Group
Columbus,
Ohio
| $273M | +$16.1M | +6% | 4.34% | 47.5% | 48 | 6.25% | 1.5 |
|
| 3247 |
3247
EAM Global Investors
Solana Beach,
California
| $273M | +$50.2M | +23% | 61.3% | 2,399% | 197 | 76.65% | 0.2 |
|
| 3248 |
3248
New Vernon Capital Holdings II
Morristown,
New Jersey
| $273M | +$87.5M | +47% | 12.5% | 114% | 55 | 50.91% | 0.4 |
|
| 3249 |
3249
Great Diamond Partners
Portland,
Maine
| $273M | +$31M | +13% | 9.66% | 86.1% | 168 | 18.45% | 0.6 |
|
| 3250 |
3250
CNA Financial
Chicago,
Illinois
| $273M | +$20.1M | +8% | 9.8% | 48.6% | 199 | 20.1% | 0.6 |
|