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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 |
3351
High Falls Advisors
Rochester,
New York
| $348M | +$3.71M | +1% | 3.66% | 56.9% | 122 | 22.13% | 1.4 |
|
| 3352 |
3352
Ironwood Investment Counsel
Scottsdale,
Arizona
| $348M | -$92M | -21% | 7.04% | 78.2% | 224 | 16.52% | 3.7 |
|
| 3353 |
3353
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $348M | +$24.3M | +8% | 7.63% | 72.3% | 81 | 3.7% | 4.7 |
|
| 3354 |
3354
Waller Financial Planning Group
Columbus,
Ohio
| $348M | +$27.4M | +9% | 5.94% | 47.5% | 49 | 10.2% | 1.8 |
|
| 3355 |
ECM
3355
EagleClaw Capital Management
Boston,
Massachusetts
| $348M | +$33.5M | +11% | 13.9% | 109% | 130 | 3.85% | 4.6 |
|
| 3356 |
3356
JW Asset Management
Miami Beach,
Florida
| $348M | +$103M | +42% | 40.5% | 251% | 11 | 27.27% | 2.1 |
|
| 3357 |
3357
Brian C. Broderick
| $347M | +$10.6M | +3% | 3.51% | 98.6% | 81 | 7.41% | 5.3 |
|
| 3358 |
3358
Matisse Capital
Portland,
Oregon
| $347M | +$24.8M | +8% | 9.02% | 73.3% | 178 | 19.66% | 1.7 |
|
| 3359 |
3359
FinTrust Capital Advisors
Greenville,
South Carolina
| $347M | +$31.8M | +10% | 7.04% | 23.6% | 1,211 | 16.6% | 1.6 |
|
| 3360 |
3360
The Family Firm
Bethesda,
Maryland
| $346M | +$11M | +3% | 5.26% | 40.2% | 173 | 5.2% | 3.5 |
|
| 3361 |
TCM
3361
Tao Capital Management
San Francisco,
California
| $346M | -$60.4M | -15% | 14.1% | 314% | 8 | 25% | 0.7 |
|
| 3362 |
3362
Benedict Financial Advisors
Atlanta,
Georgia
| $346M | +$68.5M | +25% | 5.38% | 72.4% | 130 | 18.46% | 3.7 |
|
| 3363 |
3363
BSW Wealth Partners
Boulder,
Colorado
| $346M | +$20.8M | +6% | 6.11% | 75.4% | 231 | 28.14% | 2.1 |
|
| 3364 |
3364
Mosaic Family Wealth
St. Louis,
Missouri
| $346M | +$46.8M | +16% | 5.07% | 85.2% | 170 | 14.71% | 3.5 |
|
| 3365 |
3365
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $346M | +$28.7M | +9% | 8.54% | 86.8% | 75 | 2.67% | 4.3 |
|
| 3366 |
3366
Westwind Capital
Las Cruces,
New Mexico
| $346M | +$2.47M | +0.7% | 3.56% | 87.6% | 42 | 16.67% | 2.1 |
|
| 3367 |
3367
Kirr Marbach & Co
Columbus,
Indiana
| $346M | +$26.4M | +8% | 12.1% | 121% | 63 | 26.98% | 3.1 |
|
| 3368 |
WCMN
3368
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $345M | +$28.5M | +9% | 8.61% | 121% | 60 | 21.67% | 4.1 |
|
| 3369 |
22CM
3369
20/20 Capital Management
Costa Mesa,
California
| $345M | +$3.23M | +0.9% | 3.87% | – | 165 | 9.09% | 1 |
|
| 3370 |
3370
Continental Grain Company
New York
| $345M | +$1.35M | +0.4% | 17.9% | 5.73% | 11 | 27.27% | 1.2 |
|
| 3371 |
SA
3371
Strategic Advisors
New York
| $345M | -$1.32M | -0.4% | 5.01% | 106% | 179 | 22.91% | 3.2 |
|
| 3372 |
3372
PDS Planning
Dublin,
Ohio
| $344M | +$53.2M | +18% | 5.4% | 69.1% | 181 | 14.36% | 1.6 |
|
| 3373 |
3373
B&I Capital
Zurich,
Switzerland
| $344M | +$7.68M | +2% | 2.78% | 30.5% | 30 | 10% | 0.2 |
|
| 3374 |
MAA
3374
Mraz Amerine & Associates
Modesto,
California
| $344M | +$43M | +14% | 14.6% | 63.2% | 174 | 9.77% | 4 |
|
| 3375 |
3375
SFE Investment Counsel
Los Angeles,
California
| $344M | +$28.9M | +9% | 8.27% | 114% | 119 | 8.4% | 3.9 |
|