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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
INCA Investments
Miami,
Florida
| $247M | -$7.24M | -3% | 2.28% | 120% | 11 | 0% | 3.9 |
|
| 3427 |
PPP
3427
Private Portfolio Partners
Paramus,
New Jersey
| $247M | +$30.2M | +14% | 7.69% | 16.9% | 214 | 11.68% | 1.3 |
|
| 3428 |
3428
Clean Yield Group
Norwich,
Vermont
| $247M | +$15.2M | +7% | 6.36% | 80.7% | 382 | 15.71% | 2.4 |
|
| 3429 |
PLFAM
3429
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $247M | +$17.6M | +8% | 7.58% | 81.6% | 104 | 9.62% | 4.4 |
|
| 3430 |
3430
CVI Holdings
Wilmington,
Delaware
| $246M | -$23.7M | -9% | 20.5% | 25.8% | 135 | 87.41% | 0.3 |
|
| 3431 |
3431
Continental Grain Company
New York
| $246M | +$23.1M | +10% | 9.26% | 5.73% | 9 | 0% | 0.7 |
|
| 3432 |
3432
White Pine Capital
Bloomington,
Minnesota
| $246M | +$9.9M | +4% | 7.05% | 155% | 219 | 5.48% | 4.5 |
|
| 3433 |
3433
Steel Grove Capital Advisors
Memphis,
Tennessee
| $246M | +$22.7M | +10% | 8.78% | 106% | 119 | 11.76% | 3 |
|
| 3434 |
3434
PDS Planning
Dublin,
Ohio
| $246M | +$24.9M | +11% | 9.29% | 69.1% | 145 | 11.72% | 1.6 |
|
| 3435 |
3435
Summit Financial Strategies
Columbus,
Ohio
| $245M | +$20.5M | +9% | 7.75% | 59.4% | 75 | 12% | 2.7 |
|
| 3436 |
SF
3436
Symphony Financial
Houston,
Texas
| $245M | +$38.4M | +19% | 7.59% | 95.7% | 162 | 33.33% | 0.3 |
|
| 3437 |
3437
Henry James International Management
New York
| $245M | +$5.99M | +3% | 6.25% | 125% | 128 | 7.03% | 1.8 |
|
| 3438 |
3438
O'Brien Wealth Partners
Waltham,
Massachusetts
| $245M | +$4.64M | +2% | 8.11% | 56.7% | 38 | 26.32% | 2 |
|
| 3439 |
T
3439
TRUADVICE
Sarasota,
Florida
| $245M | – | – | 6.32% | 21.6% | 201 | – | 0 |
|
| 3440 |
3440
Farmers & Merchants Trust Company
Long Beach,
California
| $245M | +$23M | +10% | 7.41% | 79.8% | 148 | 10.14% | 1.4 |
|
| 3441 |
3441
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $244M | +$11.5M | +5% | 3.24% | 24.5% | 38 | 7.89% | 3.9 |
|
| 3442 |
3442
TSP Capital Management Group
Summit,
New Jersey
| $244M | +$10.3M | +4% | 10.5% | 186% | 54 | 0% | 1.1 |
|
| 3443 |
3443
Perennial Advisors
New York
| $244M | +$9.15M | +4% | 11.4% | – | 230 | 67.83% | 3.1 |
|
| 3444 |
3444
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $244M | +$29.1M | +14% | 7.06% | 68.2% | 219 | 33.33% | 3.9 |
|
| 3445 |
3445
Aspire Private Capital
Cornelius,
North Carolina
| $244M | +$29.1M | +14% | 5.68% | 55.3% | 529 | 51.98% | 0.7 |
|
| 3446 |
3446
Argyle Capital Management
Center Valley,
Pennsylvania
| $244M | +$5.75M | +2% | 6.21% | 106% | 125 | 1.6% | 5.9 |
|
| 3447 |
CH
3447
Canton Hathaway
Providence,
Rhode Island
| $244M | +$90.8M | +59% | 16.1% | 87.8% | 298 | 56.71% | 0.7 |
|
| 3448 |
3448
Winmill & Co
Walpole,
New Hampshire
| $244M | -$5.28M | -2% | 4.76% | 146% | 105 | 7.62% | 0.8 |
|
| 3449 |
3449
Eos Management LP
New York
| $244M | -$41.8M | -15% | 1.41% | 149% | 26 | 0% | 4.4 |
|
| 3450 |
3450
HBW Advisory Services
Simi Valley,
California
| $244M | +$28.5M | +13% | 9.18% | 68.6% | 242 | 43.8% | 0.4 |
|