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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
SOA Wealth Advisors
New York
| $357M | -$10M | -3% | 4.46% | 79.1% | 958 | 7.1% | 0.2 |
|
| 3302 |
3302
Carrhae Capital
London,
United Kingdom
| $357M | +$170M | +91% | 4.68% | 182% | 17 | 76.47% | 0.5 |
|
| 3303 |
3303
Wealth Alliance
Mellville,
New York
| $357M | +$17.6M | +5% | 5.8% | 75.7% | 418 | 17.94% | 0.7 |
|
| 3304 |
3304
Firsthand Capital Management
San Jose,
California
| $357M | -$10.9M | -3% | 3.54% | 265% | 63 | 17.46% | 2.3 |
|
| 3305 |
3305
Heard Capital LLC
Chicago,
Illinois
| $357M | +$55.7M | +19% | 9.82% | 161% | 64 | 59.38% | 0.6 |
|
| 3306 |
3306
Odey Asset Management Group
London,
United Kingdom
| $357M | -$33.3M | -9% | 16.3% | 259% | 85 | 49.41% | 1.9 |
|
| 3307 |
TM
3307
Tikvah Management
Charlotte,
North Carolina
| $357M | -$2.29M | -0.6% | 8.8% | 169% | 18 | 16.67% | 4.6 |
|
| 3308 |
3308
Fort LP
Chevy Chase,
Maryland
| $356M | +$21.5M | +6% | 4.44% | 56.8% | 267 | 10.49% | 2 |
|
| 3309 |
3309
Shelter Mutual Insurance
Columbia,
Missouri
| $356M | +$37.4M | +12% | 6.12% | 51.2% | 52 | 7.69% | 4.8 |
|
| 3310 |
LDFR
3310
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $356M | +$21.8M | +7% | 4.63% | 37.5% | 238 | 10.08% | 1.6 |
|
| 3311 |
PWMAG
3311
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $356M | +$27.8M | +8% | 5.9% | 90.7% | 200 | 9% | 3.1 |
|
| 3312 |
MG
3312
Meditor Group
Hamilton,
Bermuda
| $356M | -$3.37M | -0.9% | 11.1% | 41.1% | 5 | 20% | 5.3 |
|
| 3313 |
3313
Ipswich Investment Management
Beverly,
Massachusetts
| $355M | +$22.3M | +7% | 6.66% | 104% | 185 | 6.49% | 3.4 |
|
| 3314 |
3314
Tang Capital Management
San Diego,
California
| $355M | -$300M | -46% | 19.6% | 493% | 12 | 16.67% | 1.6 |
|
| 3315 |
3315
PAX Financial Group
San Antonio,
Texas
| $355M | +$35.5M | +11% | 4.04% | 56% | 170 | 28.82% | 0.7 |
|
| 3316 |
3316
Univest Financial
Souderton,
Pennsylvania
| $355M | +$10.2M | +3% | 6.49% | 96.9% | 113 | 15.04% | 3.8 |
|
| 3317 |
3317
Matthew Goff Investment Advisor
Houston,
Texas
| $355M | +$18.6M | +6% | 6.05% | 89.6% | 90 | 8.89% | 2.2 |
|
| 3318 |
3318
Aubrey Capital Management
Edinburgh,
United Kingdom
| $355M | -$46.5M | -12% | 4.53% | 319% | 65 | 47.69% | 0.8 |
|
| 3319 |
TIM
3319
Total Investment Management
Scottsdale,
Arizona
| $355M | -$161M | -31% | 4.78% | 44.4% | 63 | 44.44% | 2 |
|
| 3320 |
NG
3320
Northstar Group
New York
| $354M | +$28.6M | +9% | 5.57% | 68.4% | 149 | 9.4% | 3.9 |
|
| 3321 |
CCPM
3321
Cooper Creek Partners Management
New York
| $354M | -$43.6M | -11% | 35.8% | 86.4% | 123 | 47.97% | 0.6 |
|
| 3322 |
3322
Northern Right Capital Management
Darien,
Connecticut
| $354M | +$77.8M | +28% | 7.61% | 187% | 117 | 78.63% | 0.3 |
|
| 3323 |
3323
Martin Investment Management
Palm Beach Gardens,
Florida
| $354M | +$41.1M | +13% | 1.46% | 44% | 50 | 8% | 3.4 |
|
| 3324 |
SL
3324
SWF LLC
Omaha,
Nebraska
| $354M | +$34.3M | +11% | 10.8% | 82.9% | 3 | 0% | 2.3 |
|
| 3325 |
3325
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $354M | +$27.5M | +8% | 4.29% | 72.5% | 95 | 21.05% | 1.7 |
|