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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 |
3226
Kavar Capital Partners Group
Leawood,
Kansas
| $371M | +$23.4M | +7% | 5.74% | 86.8% | 162 | 18.52% | 3.6 |
|
| 3227 |
3227
University of Notre Dame du Lac
South Bend,
Indiana
| $371M | +$138K | +0% | 2.75% | – | 34 | 41.18% | 1.3 |
|
| 3228 |
3228
Nishkama Capital LLC
Dorado,
Puerto Rico
| $371M | -$161M | -30% | 26.6% | 723% | 51 | 56.86% | 0.4 |
|
| 3229 |
NM
3229
Newtyn Management
New York
| $370M | -$63.7M | -15% | 14.7% | 52% | 121 | 71.07% | 0.5 |
|
| 3230 |
LA
3230
Lynch & Associates
Newburgh,
Indiana
| $370M | +$3.2M | +0.9% | 8.08% | 73.5% | 115 | 14.78% | 5.5 |
|
| 3231 |
3231
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $370M | -$347M | -48% | 2.6% | 88.9% | 117 | 64.96% | 0.5 |
|
| 3232 |
3232
Huber Capital Management
El Segundo,
California
| $370M | +$65.4M | +21% | 20.8% | 70.4% | 98 | 15.31% | 4.5 |
|
| 3233 |
3233
Trivium Point Advisory
Westport,
Connecticut
| $370M | +$23.5M | +7% | 6.34% | 106% | 211 | 20.85% | 1.3 |
|
| 3234 |
3234
Websterrogers Financial Advisors
Florence,
South Carolina
| $370M | +$26.9M | +8% | 6.54% | 46% | 56 | 12.5% | 0.2 |
|
| 3235 |
3235
American Investment Services
Great Barrington,
Massachusetts
| $369M | +$40.2M | +12% | 5.48% | 63.1% | 146 | 23.29% | 4 |
|
| 3236 |
3236
Wealthspring Capital
West Harrison,
New York
| $369M | +$168M | +83% | 2.25% | 22.6% | 373 | 71.31% | 0.1 |
|
| 3237 |
3237
Endicott Management
New York
| $368M | +$265M | +256% | 29.6% | 229% | 8 | 12.5% | 0.7 |
|
| 3238 |
3238
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $368M | +$17.1M | +5% | 2.96% | 39.1% | 46 | 10.87% | 3.6 |
|
| 3239 |
3239
Capital Advantage
Walnut Creek,
California
| $367M | +$31.4M | +9% | 6.29% | 49.2% | 114 | 13.16% | 3.1 |
|
| 3240 |
3240
Shulman DeMeo Asset Management
Lake Success,
New York
| $367M | +$16.3M | +5% | 6.47% | 79.3% | 149 | 18.12% | 1.5 |
|
| 3241 |
MTC
3241
Matrix Trust Company
Denver,
Colorado
| $366M | +$10.6M | +3% | 5.95% | 51.4% | 22 | 9.09% | 1.6 |
|
| 3242 |
3242
Hexagon Capital Partners
Rogers,
Arkansas
| $366M | +$27.4M | +8% | 7.94% | 104% | 824 | 9.71% | 0.5 |
|
| 3243 |
SG
3243
Swarthmore Group
Philadelphia,
Pennsylvania
| $366M | +$340M | +1,298% | 7.11% | 44.2% | 42 | 26.19% | 1.9 |
|
| 3244 |
FPFS
3244
First Personal Financial Services
Charlotte,
North Carolina
| $366M | +$15M | +4% | 6.04% | 31.5% | 329 | 10.33% | 4.4 |
|
| 3245 |
3245
Plante Moran Financial Advisors
Southfield,
Michigan
| $366M | +$41.9M | +13% | 4.21% | 69.2% | 1,171 | 35.7% | 2.8 |
|
| 3246 |
3246
Prestige Wealth Management Group
Flemington,
New Jersey
| $366M | +$817K | +0.2% | 2.57% | 55.8% | 1,071 | 8.03% | 1.3 |
|
| 3247 |
3247
Legacy Financial Advisors
Covington,
Kentucky
| $365M | +$11.2M | +3% | 5.21% | 97.8% | 169 | 22.49% | 0.9 |
|
| 3248 |
YRHAM
3248
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $365M | -$6.61M | -2% | 8.43% | 2,310% | 26 | 80.77% | 0.2 |
|
| 3249 |
3249
Cable Hill Partners
Portland,
Oregon
| $365M | -$2.17M | -0.6% | 3.94% | 20.3% | 115 | 9.57% | 3.4 |
|
| 3250 |
3250
Keywise Capital Management (HK)
Hong Kong
| $365M | +$37.6M | +11% | 4.5% | 684% | 30 | 70% | 0.3 |
|