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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
Fort Baker Capital Management
Larkspur,
California
| $365M | +$105M | +41% | 0.2% | 46.3% | 118 | 79.66% | 0.1 |
|
| 3252 |
3252
Parus Finance (UK)
London,
United Kingdom
| $364M | +$22M | +6% | 13.6% | 199% | 31 | 12.9% | 2.4 |
|
| 3253 |
3253
Northside Capital Management
Hood River,
Oregon
| $364M | +$26.6M | +8% | 13.7% | 99.6% | 99 | 13.13% | 3.2 |
|
| 3254 |
SXL
3254
Summit X LLC
Chesterfield,
Missouri
| $364M | +$24.9M | +7% | 5.21% | 62.9% | 283 | 19.43% | 1.9 |
|
| 3255 |
3255
Intellectus Partners
San Francisco,
California
| $364M | +$29.9M | +9% | 4.85% | 157% | 271 | 23.99% | 1.8 |
|
| 3256 |
3256
Independent Solutions Wealth Management
Williamsville,
New York
| $364M | +$43.8M | +14% | 4.49% | 125% | 199 | 16.08% | 0.9 |
|
| 3257 |
3257
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $364M | +$68.3M | +23% | 12% | 73.6% | 26 | 15.38% | 4.7 |
|
| 3258 |
3258
Barry Investment Advisors
New Bedford,
Massachusetts
| $364M | +$24.8M | +7% | 4.4% | 66.7% | 121 | 17.36% | 2.1 |
|
| 3259 |
BCA
3259
Bray Capital Advisors
Naples,
Florida
| $363M | +$18.6M | +5% | 4.99% | 36.6% | 274 | 5.84% | 3.3 |
|
| 3260 |
3260
Vectors Research Management
New York
| $363M | +$37.5M | +12% | 4.97% | 71.4% | 493 | 18.66% | 1.7 |
|
| 3261 |
CAN
3261
Claraphi Advisory Network
Aliso Viejo,
United States
| $363M | -$4.3M | -1% | 3.16% | 88.3% | 341 | 26.69% | 1.3 |
|
| 3262 |
3262
Shah Capital Management
Raleigh,
North Carolina
| $363M | +$41.1M | +13% | 23.3% | 287% | 7 | 0% | 4.4 |
|
| 3263 |
3263
NBW Capital
Boston,
Massachusetts
| $363M | +$33.7M | +10% | 9.27% | 86% | 80 | 6.25% | 4 |
|
| 3264 |
3264
Renaissance Investment Group
Lenox,
Massachusetts
| $363M | +$22.6M | +7% | 6.67% | 110% | 84 | 7.14% | 4.7 |
|
| 3265 |
PI
3265
Pennant Investors
Summit,
New Jersey
| $362M | +$51.5M | +17% | 14.8% | 372% | 23 | 34.78% | 1.2 |
|
| 3266 |
3266
Nicolet Bankshares
Green Bay,
Wisconsin
| $362M | +$37.9M | +12% | 9.72% | 75.5% | 204 | 9.31% | 3.3 |
|
| 3267 |
3267
Lake Street Private Wealth
Chicago,
Illinois
| $362M | +$15.6M | +4% | 3.79% | 105% | 209 | 10.53% | 1.2 |
|
| 3268 |
3268
Punch Card Management
Winter Park,
Florida
| $362M | +$61.8M | +21% | 21.1% | 41% | 3 | 0% | 3.1 |
|
| 3269 |
3269
WESCAP Management Group
Glendale,
California
| $362M | +$27.6M | +8% | 4.02% | 45.7% | 83 | 4.82% | 3 |
|
| 3270 |
3270
Martel Wealth Advisors
Vancouver,
Washington
| $362M | +$15.6M | +5% | 2.46% | 43.4% | 45 | 2.22% | 2 |
|
| 3271 |
3271
Sentry Investment Management
Stevens Point,
Wisconsin
| $362M | -$1.63B | -82% | 6.57% | 103% | 506 | 19.76% | 3.8 |
|
| 3272 |
PWS
3272
Private Wealth Strategies
New Albany,
Ohio
| $361M | +$30.8M | +9% | 4.09% | 18.8% | 81 | 14.81% | 1 |
|
| 3273 |
3273
Gilman Hill Asset Management
New Canaan,
Connecticut
| $361M | +$55.1M | +18% | 13.7% | 54.2% | 192 | 16.67% | 3.7 |
|
| 3274 |
3274
EAM Global Investors
Solana Beach,
California
| $361M | -$7.71M | -2% | 48.2% | 2,399% | 206 | 69.42% | 0.2 |
|
| 3275 |
3275
Cypress Asset Management
Houston,
Texas
| $361M | +$2.11M | +0.6% | 3.89% | 141% | 148 | 9.46% | 4.2 |
|