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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
HawsGoodwin Investment Management
Franklin,
Tennessee
| $319M | +$37.4M | +13% | 9.1% | – | 112 | 20.54% | 0.7 |
|
| 3377 |
3377
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $319M | +$31.7M | +11% | 15.3% | 85.4% | 1,711 | 9.18% | 3.1 |
|
| 3378 |
3378
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $319M | – | – | 31.9% | 94.6% | 629 | – | 0 |
|
| 3379 |
3379
Synergy Asset Management
Vancouver,
Washington
| $318M | – | – | 15.5% | 113% | 73 | – | 0 |
|
| 3380 |
3380
CNA Financial
Chicago,
Illinois
| $318M | +$45.8M | +17% | 23.2% | 48.6% | 212 | 24.06% | 0.7 |
|
| 3381 |
AW
3381
Avion Wealth
The Woodlands,
Texas
| $318M | +$20.6M | +7% | 7.46% | 48.8% | 384 | 26.82% | 0.6 |
|
| 3382 |
3382
Stratos Investment Management
Beachwood,
Ohio
| $318M | +$42.5M | +15% | 10.5% | 64.6% | 113 | 2.65% | 1.2 |
|
| 3383 |
3383
Monarch Capital Management
Fort Wayne,
Indiana
| $318M | +$30M | +10% | 12.4% | 77% | 104 | 4.81% | 5.4 |
|
| 3384 |
CFSG
3384
Community Financial Services Group
Newport,
Vermont
| $318M | +$46.9M | +17% | 14.8% | – | 90 | 4.44% | 3.5 |
|
| 3385 |
3385
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $317M | +$33.6M | +12% | 13.1% | 86.8% | 73 | 4.11% | 4.2 |
|
| 3386 |
IAA
3386
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $317M | +$1.32M | +0.4% | 7.31% | 49.3% | 89 | 24.72% | 1.8 |
|
| 3387 |
3387
New Vernon Capital Holdings II
Morristown,
New Jersey
| $317M | +$44.6M | +16% | 18.7% | 114% | 58 | 58.62% | 0.8 |
|
| 3388 |
WCMN
3388
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $317M | +$35M | +12% | 13.8% | 121% | 56 | 23.21% | 3.8 |
|
| 3389 |
3389
Sargent Investment Group
Bethesda,
Maryland
| $317M | +$41.8M | +15% | 24.2% | 135% | 199 | 22.11% | 1.3 |
|
| 3390 |
3390
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $317M | +$41.3M | +15% | 14.6% | 59.2% | 82 | 8.54% | 2.3 |
|
| 3391 |
3391
Cornerstone Management
Duluth,
Georgia
| $316M | +$12.3M | +4% | 8.55% | 43.6% | 49 | 12.24% | 3 |
|
| 3392 |
3392
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $316M | +$60.9M | +24% | 12.7% | 39% | 395 | 16.2% | 2.3 |
|
| 3393 |
3393
Requisite Capital Management
Dallas,
Texas
| $316M | +$30.6M | +11% | 21% | 42.6% | 83 | 42.17% | 1 |
|
| 3394 |
3394
Ovata Capital Management
Hong Kong
| $316M | +$35.2M | +13% | 7.31% | 69.1% | 87 | 64.37% | 0.3 |
|
| 3395 |
SRAM
3395
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $316M | +$107M | +51% | 24% | 74.7% | 209 | 53.11% | 0.4 |
|
| 3396 |
3396
Bishop Rock Capital
New York
| $316M | +$18.4M | +6% | 8.67% | 35.4% | 29 | 24.14% | 2.6 |
|
| 3397 |
3397
FinTrust Capital Advisors
Greenville,
South Carolina
| $315M | -$197M | -39% | 15.1% | 23.6% | 1,204 | 15.61% | 1.5 |
|
| 3398 |
3398
Security National Bank
Omaha,
Nebraska
| $315M | +$27.8M | +10% | 14% | 125% | 75 | 8% | 2.5 |
|
| 3399 |
3399
SFE Investment Counsel
Los Angeles,
California
| $315M | +$63.9M | +25% | 22.7% | 114% | 116 | 11.21% | 3.9 |
|
| 3400 |
ECM
3400
EagleClaw Capital Management
Boston,
Massachusetts
| $314M | +$29M | +10% | 15.2% | 109% | 134 | 11.19% | 4.4 |
|