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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
TFO Wealth Partners
Maumee,
Ohio
| $314M | +$54.9M | +21% | 15.4% | 68.9% | 184 | 70.11% | 0.6 |
|
| 3402 |
3402
Bender Robert & Associates
Pasadena,
California
| $314M | +$35M | +13% | 17% | 146% | 47 | 2.13% | 6 |
|
| 3403 |
3403
Teewinot Capital Advisers
New York
| $314M | +$77.2M | +33% | 31.6% | 149% | 36 | 25% | 2.5 |
|
| 3404 |
3404
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $314M | +$31.6M | +11% | 11.4% | 96.4% | 88 | 10.23% | 3 |
|
| 3405 |
3405
Great Diamond Partners
Portland,
Maine
| $314M | +$41.2M | +15% | 14.1% | 86.1% | 190 | 23.16% | 0.7 |
|
| 3406 |
3406
CFM Wealth Partners
Austin,
Texas
| $314M | +$39.4M | +14% | 13.6% | 175% | 172 | 17.44% | 0.8 |
|
| 3407 |
3407
White Lighthouse Investment Management
Bedford,
Massachusetts
| $313M | +$24.5M | +8% | 10.3% | 62.1% | 119 | 10.92% | 2.3 |
|
| 3408 |
3408
Sanford Advisory Services
Portage,
Michigan
| $313M | – | – | 12.1% | – | 98 | – | 0 |
|
| 3409 |
3409
Martin Investment Management
Palm Beach Gardens,
Florida
| $313M | +$35.7M | +13% | 14.2% | 50% | 48 | 10.42% | 3.5 |
|
| 3410 |
3410
Leelyn Smith
Geneva,
Illinois
| $313M | +$29.3M | +10% | 11.4% | 86% | 379 | 14.78% | 0.8 |
|
| 3411 |
3411
PL Capital Advisors
Naples,
Florida
| $312M | +$72M | +30% | 40.6% | 86.4% | 41 | 4.88% | 3.2 |
|
| 3412 |
SC
3412
Saybrook Capital
Winston Salem,
North Carolina
| $312M | +$33.8M | +12% | 12.4% | 72.5% | 50 | 6% | 5.4 |
|
| 3413 |
3413
Three Peaks Capital Management
Castle Rock,
Colorado
| $312M | +$27.9M | +10% | 19.1% | 84.5% | 146 | 37.67% | 1.4 |
|
| 3414 |
3414
FCA Corp
Houston,
Texas
| $312M | +$20.6M | +7% | 12.4% | 61.5% | 221 | 27.6% | 3.5 |
|
| 3415 |
3415
TRV GP IV
Boston,
Massachusetts
| $312M | +$21.2M | +7% | 8.9% | 1,102% | 5 | 0% | 1 |
|
| 3416 |
MM
3416
Meridian Management
Little Rock,
Arkansas
| $312M | +$42.7M | +16% | 13.3% | 65.3% | 80 | 6.25% | 3.6 |
|
| 3417 |
3417
Delta Investment Management
San Francisco,
California
| $311M | +$127M | +69% | 22.8% | 69.9% | 196 | 36.73% | 0.6 |
|
| 3418 |
3418
Optas LLC
Austin,
Texas
| $311M | -$16.2M | -5% | 12.1% | 132% | 176 | 27.27% | 0.8 |
|
| 3419 |
PI
3419
Pennant Investors
Summit,
New Jersey
| $311M | +$35.6M | +13% | 30.6% | 372% | 21 | 23.81% | 1.4 |
|
| 3420 |
3420
Viking Fund Management
Minot,
North Dakota
| $311M | +$41.6M | +15% | 19% | 105% | 126 | 12.7% | 2.7 |
|
| 3421 |
3421
Certuity
North Palm Beach,
Florida
| $311M | +$57.3M | +23% | 14.9% | 197% | 280 | 38.21% | 0.5 |
|
| 3422 |
IFS
3422
Ifrah Financial Services
Little Rock,
Arkansas
| $311M | +$31.9M | +11% | 11.8% | 64.1% | 207 | 21.74% | 3.3 |
|
| 3423 |
3423
Pier 88 Investment Partners
San Francisco,
California
| $310M | -$19.2M | -6% | 9.19% | 40.3% | 134 | 18.66% | 1.1 |
|
| 3424 |
3424
Leo Brokerage
Hurst,
Texas
| $310M | +$68.3M | +28% | 11.9% | – | 186 | 39.78% | 0.2 |
|
| 3425 |
AAM
3425
AR Asset Management
West Hollywood,
California
| $310M | +$25.6M | +9% | 13.2% | 78.2% | 115 | 3.48% | 5.6 |
|