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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
RHFI
3451
Reilly Herbert Faulkner III
| $101M | – | – | 10.3% | 80.6% | 40 | – | 0 |
|
| 3452 |
3452
McCarthy Capital
Omaha,
Nebraska
| $101M | +$5.5M | +6% | 5.76% | – | 1 | 0% | 0.5 |
|
| 3453 |
3453
Retirement Capital Strategies
San Jose,
California
| $101M | – | – | 7.36% | 65.8% | 9 | – | 0 |
|
| 3454 |
3454
HealthInvest Partners
Stockholm,
Sweden
| $101M | – | – | 10.9% | 146% | 18 | – | 0 |
|
| 3455 |
GF
3455
Gerry Farber
New York
| $101M | +$7.17M | +8% | 18.6% | – | 115 | 67.83% | 0.2 |
|
| 3456 |
3456
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $100M | +$11.6M | +13% | 11.2% | 81.5% | 107 | 7.48% | 0.5 |
|
| 3457 |
SGM
3457
Summit Global Management
San Diego,
California
| $100M | +$5.06M | +5% | 8.68% | – | 23 | 13.04% | 0.4 |
|
| 3458 |
3458
Talara Capital Management
Montclair,
New Jersey
| $100M | +$372K | +0.4% | 8.77% | 17.4% | 28 | 53.57% | 0.3 |
|
| 3459 |
3459
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $100M | – | – | 7.99% | 86.8% | 59 | – | 0 |
|
| 3460 |
3460
Old Dominion Capital Management
Charlottesville,
Virginia
| $100M | +$816K | +0.8% | 5.98% | 45.9% | 45 | 17.78% | 0.4 |
|
| 3461 |
BC
3461
Banced Corp
Edwardsville,
Illinois
| $99.4M | -$91K | -0.1% | 10.5% | 27.5% | 199 | 20.1% | 0.4 |
|
| 3462 |
ABP
3462
Arthur B. Page
| $99.1M | – | – | 9.92% | 40.4% | 77 | – | 0 |
|
| 3463 |
SWM
3463
Strategic Wealth Management
Kirkland,
Washington
| $98.8M | +$7.77M | +9% | 7.31% | 52.8% | 33 | 18.18% | 0.4 |
|
| 3464 |
3464
Suncoast Equity Management
Tampa,
Florida
| $98.5M | +$13.1M | +15% | 13.2% | 96.1% | 22 | 9.09% | 0.5 |
|
| 3465 |
3465
Yakira Capital Management
Westport,
Connecticut
| $98.5M | – | – | 3.7% | 74.1% | 114 | – | 0 |
|
| 3466 |
3466
Comerica Securities
Detroit,
Michigan
| $98.3M | +$10.2M | +12% | 6.48% | 25.6% | 109 | 31.19% | 0.3 |
|
| 3467 |
3467
Intrepid Capital Management (Connecticut)
Greenwich,
Connecticut
| $98.3M | -$42.8M | -30% | 15.2% | – | 90 | 58.89% | 0.3 |
|
| 3468 |
NVIM
3468
New Vernon Investment Management
Highland Park,
Illinois
| $98.1M | +$15.8M | +19% | 12.9% | 83.1% | 49 | 57.14% | 0.3 |
|
| 3469 |
3469
IRON Financial
Northbrook,
Illinois
| $98M | – | – | 8.01% | 60.6% | 42 | – | 0 |
|
| 3470 |
3470
Horan Capital Advisors
Cincinnati,
Ohio
| $98M | +$13.9M | +17% | 9.34% | 26.6% | 78 | 28.21% | 0.3 |
|
| 3471 |
3471
EnTrustPermal Management
New York
| $97.9M | -$9.6M | -9% | 5.01% | 19.3% | 36 | 25% | 0.4 |
|
| 3472 |
3472
Bridgewater Advisors
New York
| $97.3M | – | – | 8.1% | 61% | 85 | – | 0 |
|
| 3473 |
3473
GM Advisory Group
Melville,
New York
| $97.2M | – | – | 7.61% | 53.6% | 69 | – | 0 |
|
| 3474 |
3474
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $97.2M | – | – | 9.57% | 27.4% | 36 | – | 0 |
|
| 3475 |
3475
Wills Financial Group
Richmond,
Virginia
| $97.2M | – | – | 7.12% | 75.9% | 70 | – | 0 |
|