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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $261M | +$16.3M | +7% | 5.23% | 52.1% | 163 | 14.72% | 4.7 |
|
| 3327 |
3327
SailingStone Capital Partners
Houston,
Texas
| $261M | -$8.61M | -3% | 12.3% | 152% | 15 | 20% | 2.8 |
|
| 3328 |
3328
Bourne Lent Asset Management
Pawling,
New York
| $261M | +$28.9M | +12% | 16.2% | 95.1% | 56 | 7.14% | 4.2 |
|
| 3329 |
GJCM
3329
Grand Jean Capital Management
San Francisco,
California
| $261M | +$11.8M | +5% | 15.5% | 61.4% | 36 | 8.33% | 3.7 |
|
| 3330 |
CCM
3330
Compton Capital Management
Providence,
Rhode Island
| $260M | +$21.7M | +9% | 11.7% | 75.6% | 138 | 10.87% | 5 |
|
| 3331 |
3331
Shikiar Asset Management
New York
| $260M | +$41M | +19% | 16.9% | 117% | 91 | 19.78% | 2.6 |
|
| 3332 |
3332
Tortoise Index Solutions
Overland Park,
Kansas
| $260M | -$26.8M | -9% | 7.76% | 52.2% | 106 | 31.13% | 2.6 |
|
| 3333 |
3333
Armbruster Capital Management
Pittsford,
New York
| $260M | +$10.9M | +4% | 6.83% | 66.7% | 88 | 4.55% | 2.9 |
|
| 3334 |
3334
FundX Investment Group
San Francisco,
California
| $260M | +$23.4M | +10% | 8.69% | 94.6% | 41 | 26.83% | 0.6 |
|
| 3335 |
3335
Greenlea Lane Capital Management
Weston,
Connecticut
| $260M | +$50.7M | +24% | 21.3% | 99.7% | 10 | 10% | 1.2 |
|
| 3336 |
3336
Hamilton Capital
Columbus,
Ohio
| $260M | -$6.25M | -2% | 3.82% | – | 42 | 11.9% | 1.5 |
|
| 3337 |
3337
Benedict Financial Advisors
Atlanta,
Georgia
| $260M | +$17.2M | +7% | 6.78% | 72.4% | 103 | 3.88% | 4.4 |
|
| 3338 |
3338
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $260M | +$18.4M | +8% | 12.5% | 111% | 479 | 12.32% | 2.3 |
|
| 3339 |
3339
TFO Wealth Partners
Maumee,
Ohio
| $260M | +$5.7M | +2% | 6.09% | 68.9% | 202 | 56.44% | 0.4 |
|
| 3340 |
3340
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $259M | +$143M | +123% | 11.4% | 142% | 28 | 42.86% | 1.7 |
|
| 3341 |
3341
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $259M | +$108M | +71% | 61.7% | 70.2% | 29 | 44.83% | 0.4 |
|
| 3342 |
3342
Robotti Robert
| $259M | +$26.9M | +12% | 26.3% | 107% | 64 | 9.38% | 3.2 |
|
| 3343 |
3343
Bank Pictet & Cie (Asia)
Singapore
| $259M | +$27.3M | +12% | 12.4% | 30.4% | 88 | 9.09% | 2.4 |
|
| 3344 |
3344
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $259M | +$19.4M | +8% | 6.11% | 52.1% | 83 | 16.87% | 0.5 |
|
| 3345 |
TCPWM
3345
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $259M | +$20.3M | +9% | 4.55% | 16.4% | 106 | 7.55% | 1.4 |
|
| 3346 |
3346
Pathway Financial Advisors
South Burlington,
Vermont
| $259M | -$73.8M | -22% | 5.71% | 52.7% | 107 | 12.15% | 1.9 |
|
| 3347 |
3347
Iowa State Bank
Urbandale,
Iowa
| $259M | +$28.8M | +13% | 9.73% | 85.7% | 120 | 9.17% | 4 |
|
| 3348 |
3348
Gilman Hill Asset Management
New Canaan,
Connecticut
| $259M | +$7.8M | +3% | 6.54% | 54.2% | 169 | 9.47% | 3.8 |
|
| 3349 |
3349
NYL Investors
New York
| $258M | +$14.5M | +6% | 0.4% | 10.8% | 29 | 6.9% | 1.6 |
|
| 3350 |
3350
Pasadena Private Wealth
Pasadena,
California
| $258M | -$5.95M | -2% | 3.72% | 53% | 90 | 30% | 0.9 |
|