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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Southern Wealth Management
Dallas,
Texas
| $271M | -$243M | -47% | 7.52% | 50% | 60 | 16.67% | 0.7 |
|
| 3252 |
3252
Trimaran Fund Management
New York
| $271M | +$24.1M | +10% | 9.76% | 82.8% | 1 | 0% | 5.8 |
|
| 3253 |
3253
BCM Advisors
Lafayette,
Louisiana
| $271M | +$32.6M | +14% | 5.06% | 66.3% | 57 | 21.05% | 1.7 |
|
| 3254 |
3254
Huber Capital Management
El Segundo,
California
| $271M | -$217M | -44% | 1.99% | 70.4% | 90 | 8.89% | 4.8 |
|
| 3255 |
CFSG
3255
Community Financial Services Group
Newport,
Vermont
| $271M | +$7.74M | +3% | 8.85% | – | 92 | 13.04% | 3.3 |
|
| 3256 |
3256
Oakwood Capital Management
Los Angeles,
California
| $271M | +$30.3M | +13% | 8.83% | 72.7% | 63 | 17.46% | 2.6 |
|
| 3257 |
PFMOSF
3257
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $270M | +$54.1M | +25% | 11.2% | 209% | 60 | 66.67% | 0.4 |
|
| 3258 |
3258
Hudock Inc
Williamsport,
Pennsylvania
| $270M | -$3.85M | -1% | 6.21% | 69.7% | 824 | 10.8% | 3.7 |
|
| 3259 |
3259
Harbourvest Partners
Boston,
Massachusetts
| $270M | +$38.2M | +16% | 12.9% | 8.96% | 40 | 42.5% | 1.2 |
|
| 3260 |
3260
Liquid Strategies
Atlanta,
Georgia
| $270M | +$43.9M | +19% | 3.59% | 52.4% | 8 | 12.5% | 0.6 |
|
| 3261 |
3261
Cambria Investment Management
Manhattan Beach,
California
| $270M | +$227K | +0.1% | 5.85% | 72% | 197 | 21.32% | 1.9 |
|
| 3262 |
3262
Stevens Capital Management
Radnor,
Pennsylvania
| $269M | -$2.29M | -0.8% | 9.67% | 108% | 186 | 77.42% | 0.1 |
|
| 3263 |
3263
First City Capital Management
Savannah,
Georgia
| $269M | +$139M | +107% | 7.27% | 86.4% | 195 | 25.64% | 3.3 |
|
| 3264 |
3264
Stamos Capital Partners
Menlo Park,
California
| $269M | +$94.5M | +54% | 2.26% | 36.7% | 70 | 27.14% | 0.8 |
|
| 3265 |
3265
Viking Fund Management
Minot,
North Dakota
| $269M | -$1.17M | -0.4% | 4.05% | 105% | 130 | 16.15% | 2.6 |
|
| 3266 |
3266
Kirr Marbach & Co
Columbus,
Indiana
| $269M | -$11.6M | -4% | 5.45% | 121% | 62 | 14.52% | 3.2 |
|
| 3267 |
3267
SeaBridge Investment Advisors
Summit,
New Jersey
| $269M | +$11.8M | +5% | 9.4% | 139% | 267 | 10.86% | 3.6 |
|
| 3268 |
MM
3268
Meridian Management
Little Rock,
Arkansas
| $269M | +$24.7M | +10% | 7.34% | 65.3% | 78 | 8.97% | 3.6 |
|
| 3269 |
MAA
3269
Mraz Amerine & Associates
Modesto,
California
| $269M | -$292K | -0.1% | 6.68% | 63.2% | 167 | 11.38% | 3.9 |
|
| 3270 |
3270
Valicenti Advisory Services
Elmira,
New York
| $269M | +$23M | +9% | 7.57% | 134% | 68 | 7.35% | 4.1 |
|
| 3271 |
3271
Oliver Luxxe Assets
Gladstone,
New Jersey
| $268M | +$78.3M | +41% | 9.02% | 137% | 148 | 29.05% | 1.6 |
|
| 3272 |
3272
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $268M | +$128M | +92% | 5.8% | 98.6% | 139 | 8.63% | 2.5 |
|
| 3273 |
3273
Chesapeake Wealth Management
Williamsburg,
Virginia
| $268M | +$16.3M | +6% | 6.59% | 74.9% | 194 | 6.7% | 1.9 |
|
| 3274 |
3274
Austin Private Wealth
Austin,
Texas
| $268M | +$37.4M | +16% | 6.58% | 62.4% | 100 | 18% | 0.5 |
|
| 3275 |
3275
Court Place Advisors
Ellicott City,
Maryland
| $268M | +$10.7M | +4% | 5.83% | 92% | 171 | 5.85% | 4.7 |
|