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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $488M | +$25.4M | +5% | 0.87% | 44.5% | 125 | 16% | 2 |
|
| 3277 |
UAG
3277
United Advisor Group
Cincinnati,
Ohio
| $488M | -$17.9M | -4% | 2.2% | 88% | 395 | 20.51% | 0.8 |
|
| 3278 |
3278
Rice Partnership
Honolulu,
Hawaii
| $487M | -$37.9M | -7% | 1.25% | 135% | 180 | 22.22% | 3.4 |
|
| 3279 |
RM
3279
Rudius Management
New York
| $487M | +$56.8M | +13% | 1.34% | 8.92% | 5 | 20% | 2.4 |
|
| 3280 |
3280
Clifford Capital Partners
Alpine,
Utah
| $486M | +$3.77M | +0.8% | 0.8% | 77.3% | 53 | 26.42% | 2.6 |
|
| 3281 |
3281
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $486M | -$21.3M | -4% | 0.92% | 34.2% | 43 | 6.98% | 7.8 |
|
| 3282 |
HPM
3282
H. Partners Management
New York
| $486M | -$159M | -25% | 20.2% | 13.5% | 2 | 0% | 2.6 |
|
| 3283 |
3283
Corrigan Financial
Middletown,
Rhode Island
| $485M | +$49.2M | +11% | 0.19% | 9.54% | 46 | 8.7% | 5.4 |
|
| 3284 |
3284
Titan Global Capital Management USA
New York
| $485M | -$174M | -26% | 4.55% | 191% | 69 | 26.09% | 2.1 |
|
| 3285 |
3285
Strategy Asset Managers
Pasadena,
California
| $485M | -$30.5M | -6% | 0.73% | 115% | 272 | 21.32% | 3.2 |
|
| 3286 |
3286
Gould Asset Management
Claremont,
California
| $485M | +$10M | +2% | 0.05% | 48.3% | 169 | 7.69% | 5.9 |
|
| 3287 |
3287
Portfolio Design Labs
Encino,
California
| $485M | -$2.78M | -0.6% | 0.87% | 115% | 244 | 42.21% | 0.6 |
|
| 3288 |
3288
Rempart Asset Management
Montreal,
Canada
| $485M | -$18M | -4% | 0.3% | 70.5% | 35 | 2.86% | 3.7 |
|
| 3289 |
3289
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $485M | -$342M | -41% | 0.14% | 1,119% | 63 | 31.75% | 1.1 |
|
| 3290 |
3290
Hartford Financial Management
Hartford,
Connecticut
| $484M | -$3.84M | -0.8% | 0.09% | 87.9% | 380 | 6.32% | 6.5 |
|
| 3291 |
3291
Matthews International Capital Management
San Francisco,
California
| $484M | -$4.82M | -1% | 12.6% | 186% | 43 | 16.28% | 3.2 |
|
| 3292 |
3292
Fort Baker Capital Management
Larkspur,
California
| $484M | -$137M | -22% | 0.93% | 46.3% | 79 | 55.7% | 0.3 |
|
| 3293 |
3293
United Capital Management of KS
Salina,
Kansas
| $484M | -$65.5M | -12% | 3.53% | 295% | 106 | 30.19% | 2.7 |
|
| 3294 |
3294
Studio Investment Management
Chicago,
Illinois
| $484M | +$13.5M | +3% | 0.97% | 51.3% | 362 | 20.44% | 1.9 |
|
| 3295 |
3295
Ellis Investment Partners
Berwyn,
Pennsylvania
| $484M | -$24.2M | -5% | 2.47% | 70.8% | 250 | 12.4% | 4.3 |
|
| 3296 |
3296
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $483M | +$6.98M | +1% | 1.3% | 90.7% | 277 | 10.83% | 6 |
|
| 3297 |
3297
Standard General
New York
| $483M | +$280M | +138% | 28.4% | 259% | 3 | 0% | 6.6 |
|
| 3298 |
3298
Wealth Alliance Advisory Group
Wichita,
Kansas
| $482M | +$9.25M | +2% | 0.25% | 72.7% | 206 | 13.59% | 3.8 |
|
| 3299 |
3299
Brickley Wealth Management
San Mateo,
California
| $482M | -$10.4M | -2% | 1.95% | 75.9% | 45 | 0% | 4.3 |
|
| 3300 |
3300
Warwick Investment Management
Bryan,
Texas
| $481M | -$3.97M | -0.8% | 2.6% | 69.9% | 115 | 20% | 1.3 |
|