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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
NIC
3351
Northwest Investment Counselors
Lake Oswego,
Oregon
| $323M | +$32M | +11% | 14.2% | 32.4% | 479 | 72.03% | 5.4 |
|
| 3352 |
3352
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $323M | -$18M | -5% | 14.1% | 174% | 195 | 14.36% | 4.3 |
|
| 3353 |
TFS
3353
Thoroughbred Financial Services
Brentwood,
Tennessee
| $323M | +$56.6M | +21% | 12.5% | 179% | 252 | 16.67% | 1.3 |
|
| 3354 |
3354
Contravisory Investment Management
Norwell,
Massachusetts
| $322M | +$28.8M | +10% | 13.4% | 135% | 285 | 26.67% | 1.5 |
|
| 3355 |
RTS
3355
Round Table Services
Westfield,
New Jersey
| $322M | +$94.9M | +42% | 19.6% | 16.1% | 99 | 23.23% | 2.8 |
|
| 3356 |
3356
Matisse Capital
Portland,
Oregon
| $322M | +$72.4M | +29% | 18.1% | 73.3% | 170 | 21.76% | 1.6 |
|
| 3357 |
LAM
3357
LifePro Asset Management
San Diego,
California
| $322M | +$127M | +65% | 20.2% | 49% | 90 | 71.11% | 0.1 |
|
| 3358 |
3358
Central Asset Investments & Management Holdings
Hong Kong
| $322M | +$104M | +47% | 50.3% | 3,078% | 70 | 54.29% | 0.4 |
|
| 3359 |
3359
Shah Capital Management
Raleigh,
North Carolina
| $322M | +$131M | +69% | 207% | 287% | 8 | 12.5% | 4.1 |
|
| 3360 |
3360
SkyOak Wealth
Southfield,
Michigan
| $322M | +$43.4M | +16% | 16.3% | 80.7% | 234 | 20.51% | 0.7 |
|
| 3361 |
3361
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $321M | +$45M | +16% | 11.5% | 47% | 107 | 12.15% | 2.7 |
|
| 3362 |
3362
Sand Grove Capital Management
London,
United Kingdom
| $321M | +$132M | +70% | 38.3% | 410% | 15 | 93.33% | 0.1 |
|
| 3363 |
3363
Centric Wealth Management
Chicago,
Illinois
| $321M | +$188M | +141% | 19.2% | 55.3% | 241 | 64.32% | 0.6 |
|
| 3364 |
3364
Waller Financial Planning Group
Columbus,
Ohio
| $321M | +$47.9M | +18% | 14.2% | 47.5% | 46 | 2.17% | 1.8 |
|
| 3365 |
3365
Oliver Luxxe Assets
Gladstone,
New Jersey
| $320M | +$52M | +19% | 18.6% | 137% | 170 | 23.53% | 1.5 |
|
| 3366 |
3366
Independent Solutions Wealth Management
Williamsville,
New York
| $320M | +$58.2M | +22% | 15.4% | 125% | 185 | 17.84% | 0.7 |
|
| 3367 |
3367
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $320M | +$43.8M | +16% | 14.6% | 80.3% | 117 | 20.51% | 1.7 |
|
| 3368 |
PT
3368
Plimoth Trust
Plymouth,
Massachusetts
| $320M | +$22M | +7% | 11% | 110% | 161 | 3.11% | 2.7 |
|
| 3369 |
3369
Liquid Strategies
Atlanta,
Georgia
| $320M | +$49.8M | +18% | 5.22% | 52.4% | 8 | 0% | 0.8 |
|
| 3370 |
3370
PAX Financial Group
San Antonio,
Texas
| $320M | +$35M | +12% | 10.6% | 61.5% | 151 | 33.77% | 0.7 |
|
| 3371 |
3371
Bank Pictet & Cie (Asia)
Singapore
| $320M | +$60.6M | +23% | 11% | 30.4% | 93 | 16.13% | 2.5 |
|
| 3372 |
SL
3372
SWF LLC
Omaha,
Nebraska
| $320M | +$33.5M | +12% | 10.7% | 82.9% | 3 | 33.33% | 2 |
|
| 3373 |
3373
Kirr Marbach & Co
Columbus,
Indiana
| $319M | +$50.2M | +19% | 24.7% | 121% | 58 | 15.52% | 3.6 |
|
| 3374 |
3374
Tetrad Corporation
Omaha,
Nebraska
| $319M | +$30.5M | +11% | 14.3% | 45.6% | 4 | 25% | 7.5 |
|
| 3375 |
3375
Shelter Mutual Insurance
Columbia,
Missouri
| $319M | +$27.2M | +9% | 11.6% | 53.4% | 51 | 11.76% | 5 |
|