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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Glenview State Bank Trust Department
Glenview,
Illinois
| $263M | +$21.5M | +9% | 10.6% | 76.6% | 115 | 10.43% | 4.6 |
|
| 3302 |
3302
Prentice Capital Management
Greenwich,
Connecticut
| $263M | -$7.62M | -3% | 16.2% | 128% | 24 | 29.17% | 0.4 |
|
| 3303 |
3303
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $263M | +$106M | +68% | 4.79% | 2.88% | 7 | 0% | 3.4 |
|
| 3304 |
3304
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $263M | +$23.9M | +10% | 8.31% | 86.1% | 193 | 11.4% | 4.6 |
|
| 3305 |
3305
Sharkey, Howes & Javer
Denver,
Colorado
| $263M | +$36.6M | +16% | 6.68% | 60.2% | 71 | 15.49% | 2.3 |
|
| 3306 |
3306
Voleon Capital Management
Berkeley,
California
| $263M | +$24.4M | +10% | 22.1% | – | 13 | 61.54% | 0.3 |
|
| 3307 |
LFA
3307
Lighthouse Financial Advisors
New Market,
Maryland
| $263M | +$25.6M | +11% | 9.9% | – | 103 | 5.83% | 0.6 |
|
| 3308 |
3308
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $263M | +$30.1M | +13% | 10.6% | 70.3% | 42 | 16.67% | 2.4 |
|
| 3309 |
3309
Sloy Dahl & Holst
Vancouver,
Washington
| $263M | +$51.5M | +24% | 63.2% | 132% | 45 | 31.11% | 0.6 |
|
| 3310 |
3310
Kadensa Capital
Central,
Hong Kong
| $263M | +$66.2M | +34% | 12.6% | 191% | 20 | 65% | 0.2 |
|
| 3311 |
3311
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $263M | +$18.9M | +8% | 17.3% | 141% | 19 | 5.26% | 4.6 |
|
| 3312 |
BC
3312
Belmont Capital
Los Angeles,
California
| $262M | +$86.3M | +49% | 64.3% | 182% | 63 | 17.46% | 0.6 |
|
| 3313 |
3313
Union Bancaire Privee Asset Management
New York
| $262M | +$8.18M | +3% | 13% | – | 39 | 0% | 1.7 |
|
| 3314 |
3314
Amarillo National Bank
Amarillo,
Texas
| $262M | +$16M | +6% | 6.82% | 63.5% | 95 | 11.58% | 4.5 |
|
| 3315 |
3315
Independent Solutions Wealth Management
Williamsville,
New York
| $262M | +$28.3M | +12% | 9.76% | 125% | 163 | 9.82% | 0.6 |
|
| 3316 |
SM
3316
Sciencast Management
Princeton,
New Jersey
| $262M | -$137M | -34% | 7.45% | 72.5% | 611 | 76.1% | 0.2 |
|
| 3317 |
3317
Packer & Co
Cottesloe,
Australia
| $262M | +$98.9M | +61% | 3.63% | – | 5 | 40% | 2.7 |
|
| 3318 |
3318
Prospera Financial Services
Dallas,
Texas
| $262M | -$867M | -77% | 6.8% | 109% | 1,727 | 72.09% | 0.6 |
|
| 3319 |
3319
Southport Capital Management
Chattanooga,
Tennessee
| $262M | +$28.1M | +12% | 7.79% | 80% | 238 | 15.55% | 3.1 |
|
| 3320 |
3320
Lafayette Investments
Ashton,
Maryland
| $262M | +$21.7M | +9% | 9.61% | 77.9% | 89 | 13.48% | 3.8 |
|
| 3321 |
3321
Ethic Inc
New York
| $262M | +$85.8M | +49% | 10.2% | 145% | 362 | 29.28% | 0.4 |
|
| 3322 |
3322
Emerald Advisors
Bellevue,
Washington
| $261M | +$34.7M | +15% | 13.4% | 71.8% | 77 | 11.69% | 0.6 |
|
| 3323 |
SP
3323
StackLine Partners
New York
| $261M | -$6.51M | -2% | 1.64% | 12.7% | 12 | 0% | 1 |
|
| 3324 |
3324
E Fund Management (HK)
Central,
Hong Kong
| $261M | +$56.2M | +27% | 29.8% | 163% | 42 | 21.43% | 0.5 |
|
| 3325 |
3325
Hunting Hill Global Capital
New York
| $261M | +$179M | +220% | 11.5% | 132% | 34 | 76.47% | 0.2 |
|