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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
Epstein & White Financial
San Diego,
California
| $343M | +$17.7M | +5% | 4.15% | 51% | 89 | 11.24% | 1.8 |
|
| 3377 |
MP
3377
Mediatel Partners
Fort Worth,
Texas
| $343M | +$11.4M | +3% | 3.43% | 11.6% | 2 | 0% | 7.8 |
|
| 3378 |
3378
Pettinga Financial Advisors
Evansville,
Indiana
| $343M | +$63.6M | +23% | 6.52% | 78.1% | 110 | 25.45% | 1.3 |
|
| 3379 |
3379
Rip Road Capital Partners
Boston,
Massachusetts
| $343M | +$8.33M | +2% | 7.13% | 121% | 17 | 11.76% | 0.9 |
|
| 3380 |
3380
Founders Fund IV Management
San Francisco,
California
| $342M | +$321M | +1,536% | 23.4% | – | 2 | 50% | 0.1 |
|
| 3381 |
3381
FCA Corp
Houston,
Texas
| $342M | +$30.2M | +10% | 7.79% | 57.4% | 186 | 9.68% | 3.5 |
|
| 3382 |
PGCM
3382
Prescott Group Capital Management
Tulsa,
Oklahoma
| $342M | -$3.55M | -1% | 26.7% | 135% | 141 | 33.33% | 1.9 |
|
| 3383 |
3383
Emso Asset Management
London,
United Kingdom
| $342M | +$297M | +660% | 12.6% | 65% | 3 | 66.67% | 0.1 |
|
| 3384 |
KM
3384
Kylin Management
New York
| $342M | -$7.27M | -2% | 6.2% | 126% | 11 | 36.36% | 1 |
|
| 3385 |
3385
Untitled Investments
New York
| $342M | -$104M | -23% | 4.85% | 79.6% | 24 | 50% | 0.2 |
|
| 3386 |
OIA
3386
Optimum Investment Advisors
Chicago,
Illinois
| $342M | +$12.2M | +4% | 5.71% | 125% | 988 | 15.69% | 3 |
|
| 3387 |
EGA
3387
E&G Advisors
Houston,
Texas
| $341M | +$17.7M | +5% | 5.1% | 97.7% | 202 | 6.44% | 3.3 |
|
| 3388 |
3388
Bulldog Investors
Saddle Brook,
New Jersey
| $340M | +$68.6M | +25% | 2.11% | 22.5% | 287 | 73.52% | 0.6 |
|
| 3389 |
3389
Foresite Capital Management V
Larkspur,
California
| $340M | +$205M | +152% | 35.4% | 401% | 21 | 47.62% | 0.1 |
|
| 3390 |
3390
SG Capital Management
Chicago,
Illinois
| $340M | -$45.4M | -12% | 22% | 175% | 90 | 66.67% | 0.2 |
|
| 3391 |
3391
Security National Bank
Omaha,
Nebraska
| $340M | +$25.3M | +8% | 3.97% | 125% | 100 | 29% | 2.1 |
|
| 3392 |
3392
Simon Quick Advisors
Morristown,
New Jersey
| $340M | +$8.37M | +3% | 6.77% | 77.8% | 484 | 15.29% | 1.6 |
|
| 3393 |
3393
Harbour Capital Advisors
Tysons Corner,
Virginia
| $340M | +$139M | +69% | 4.7% | 168% | 227 | 66.08% | 1.2 |
|
| 3394 |
3394
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $340M | +$19.5M | +6% | 6.66% | 80.3% | 113 | 14.16% | 1.9 |
|
| 3395 |
3395
Brio Consultants
San Francisco,
California
| $340M | +$30M | +10% | 2.51% | 42.7% | 72 | 4.17% | 1.6 |
|
| 3396 |
SP
3396
StackLine Partners
New York
| $340M | +$42.2M | +14% | 7.1% | 12.7% | 17 | 35.29% | 1 |
|
| 3397 |
3397
Larson Financial Group
St Louis,
Missouri
| $340M | +$45.6M | +16% | 5.86% | 89.7% | 960 | 20.83% | 1.3 |
|
| 3398 |
GWSG
3398
GPS Wealth Strategies Group
Centennial,
Colorado
| $339M | +$54.2M | +19% | 2.58% | 118% | 979 | 82.43% | 0.1 |
|
| 3399 |
3399
Oakwood Capital Management
Los Angeles,
California
| $339M | +$11.3M | +3% | 6% | 72.7% | 68 | 20.59% | 2.7 |
|
| 3400 |
3400
Mount Lucas Management
Newtown,
Pennsylvania
| $339M | -$136M | -29% | 14.3% | 110% | 116 | 6.03% | 0.6 |
|