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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
Adams Natural Resources Fund
Baltimore,
Maryland
| $330M | +$56.1M | +20% | 24.8% | 50.6% | 59 | 6.78% | 4 |
|
| 3302 |
PWS
3302
Private Wealth Strategies
New Albany,
Ohio
| $330M | +$45M | +16% | 9.24% | 18.8% | 80 | 11.25% | 0.8 |
|
| 3303 |
SCM
3303
Stonehill Capital Management
New York
| $330M | +$145M | +78% | 13% | 117% | 20 | 30% | 1.1 |
|
| 3304 |
3304
Kingfisher Capital
Charlotte,
North Carolina
| $330M | +$51.7M | +19% | 10.5% | 58.5% | 174 | 16.67% | 2.6 |
|
| 3305 |
3305
First Reserve GP XI
Stamford,
Connecticut
| $330M | +$113M | +52% | 52.3% | 26.4% | 1 | 0% | 7 |
|
| 3306 |
3306
Jeneq Management
New York
| $330M | -$72.1M | -18% | 25.9% | 21.7% | 30 | 73.33% | 0.4 |
|
| 3307 |
OIA
3307
Optimum Investment Advisors
Chicago,
Illinois
| $330M | +$31.6M | +11% | 13.5% | 125% | 987 | 19.35% | 3 |
|
| 3308 |
3308
Beaconlight Capital
New York
| $329M | +$50M | +18% | 44.3% | 264% | 51 | 47.06% | 0.5 |
|
| 3309 |
3309
Ellis Investment Partners
Berwyn,
Pennsylvania
| $329M | +$44.6M | +16% | 14.9% | 70.8% | 811 | 15.78% | 1.3 |
|
| 3310 |
3310
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $329M | +$25.3M | +8% | 1,064% | 44.9% | 45 | 13.33% | 1.4 |
|
| 3311 |
3311
American Investment Services
Great Barrington,
Massachusetts
| $329M | +$31.2M | +10% | 12.1% | 69.7% | 143 | 8.39% | 3.9 |
|
| 3312 |
3312
NBW Capital
Boston,
Massachusetts
| $329M | +$29.4M | +10% | 19.1% | 86% | 78 | 8.97% | 3.9 |
|
| 3313 |
3313
HBW Advisory Services
Simi Valley,
California
| $329M | +$85.2M | +35% | 12.5% | 68.6% | 242 | 28.51% | 0.5 |
|
| 3314 |
PTB
3314
Pioneer Trust Bank
Salem,
Oregon
| $329M | +$48.3M | +17% | 13.7% | 75.7% | 73 | 10.96% | 5.4 |
|
| 3315 |
WFI
3315
West Family Investments
Carlsbad,
California
| $328M | +$62M | +23% | 24.3% | 131% | 130 | 38.46% | 2.7 |
|
| 3316 |
3316
Gould Asset Management
Claremont,
California
| $328M | +$32.2M | +11% | 8.53% | 48.3% | 146 | 8.9% | 4.1 |
|
| 3317 |
AGC
3317
Alden Global Capital
Brandon,
Florida
| $328M | +$52.9M | +19% | 30% | 99.8% | 35 | 45.71% | 0.3 |
|
| 3318 |
PWMAG
3318
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $328M | +$40.8M | +14% | 12.8% | 90.7% | 194 | 9.79% | 3 |
|
| 3319 |
T
3319
TRUADVICE
Sarasota,
Florida
| $328M | +$83.4M | +34% | 10.8% | 21.6% | 278 | 31.29% | 0.2 |
|
| 3320 |
3320
Oakwood Capital Management
Los Angeles,
California
| $328M | +$57.3M | +21% | 11.3% | 72.7% | 69 | 18.84% | 2.4 |
|
| 3321 |
3321
Wilsey Asset Management
San Diego,
California
| $328M | +$98.3M | +43% | 29% | 66.9% | 31 | 41.94% | 2 |
|
| 3322 |
3322
Keywise Capital Management (HK)
Hong Kong
| $327M | -$77.4M | -19% | 23.3% | 684% | 32 | 62.5% | 0.5 |
|
| 3323 |
3323
Principal Street Partners
Memphis,
Tennessee
| $327M | +$41.9M | +15% | 14.4% | 91% | 173 | 16.18% | 0.9 |
|
| 3324 |
DCM
3324
Divisar Capital Management
San Francisco,
California
| $326M | +$23.9M | +8% | 40.6% | 173% | 29 | 17.24% | 2.2 |
|
| 3325 |
3325
Twin Focus Capital Partners
Boston,
Massachusetts
| $326M | +$52M | +19% | 13.5% | 112% | 175 | 24% | 2.6 |
|