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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 |
3451
Cambridge Financial Group
Columbus,
Ohio
| $185M | -$17.2M | -8% | 0.66% | – | 31 | 0% | 2.4 |
|
| 3452 |
3452
New Leaf Venture Partners
New York
| $185M | -$28.6M | -13% | 8.64% | 3.91% | 18 | 33.33% | 1.3 |
|
| 3453 |
SVC
3453
Strycker View Capital
New York
| $185M | +$28.6M | +18% | 2.66% | 114% | 18 | 44.44% | 0.4 |
|
| 3454 |
3454
First Command Bank
Fort Worth,
Texas
| $185M | +$6M | +3% | 2.33% | 34.1% | 459 | 18.08% | 1 |
|
| 3455 |
3455
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $185M | -$83.2M | -31% | 3.78% | 98.1% | 47 | 74.47% | 0.3 |
|
| 3456 |
3456
Lincoln Capital
Lincoln,
Nebraska
| $185M | +$5.7M | +3% | 0.43% | 67.1% | 70 | 4.29% | 2.5 |
|
| 3457 |
3457
FNY Partners Fund
New York
| $185M | -$417M | -69% | 8.73% | – | 637 | 75.98% | 0.3 |
|
| 3458 |
3458
Bourne Lent Asset Management
Pawling,
New York
| $184M | -$1.2M | -0.6% | 2.77% | 95.1% | 59 | 8.47% | 2.5 |
|
| 3459 |
3459
Meritech Capital Associates IV
Palo Alto,
California
| $184M | +$14.5M | +9% | 68.4% | – | 3 | 0% | 0.9 |
|
| 3460 |
3460
Plante Moran Financial Advisors
Southfield,
Michigan
| $184M | +$3.54M | +2% | 0.94% | 69.2% | 1,041 | 21.81% | 2.5 |
|
| 3461 |
3461
Salem Capital Management
Woburn,
Massachusetts
| $184M | -$12.6M | -6% | 3.94% | 32.3% | 70 | 5.71% | 3.8 |
|
| 3462 |
3462
Holloway Wealth Management
Gainesville,
Florida
| $184M | +$3.33M | +2% | 2.07% | 50.7% | 295 | 0% | 0.8 |
|
| 3463 |
3463
Silphium Asset Management
London,
United Kingdom
| $184M | +$102M | +125% | 13.7% | 118% | 107 | 73.83% | 0.2 |
|
| 3464 |
3464
S. Muoio & Co
New York
| $184M | +$14.6M | +9% | 0.89% | 327% | 96 | 33.33% | 1.8 |
|
| 3465 |
3465
Westover Capital Advisors
Wilmington,
Delaware
| $184M | +$1.66M | +0.9% | 0.49% | 144% | 128 | 27.34% | 1.4 |
|
| 3466 |
3466
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $183M | +$1.73M | +1% | 0.65% | 66.8% | 112 | 4.46% | 3.3 |
|
| 3467 |
FVCM
3467
F&V Capital Management
Boca Raton,
Florida
| $183M | -$9.29M | -5% | 2.57% | 123% | 63 | 6.35% | 2.9 |
|
| 3468 |
3468
Norman Fields Gottscho Capital Management
New York
| $183M | +$1.16M | +0.6% | 0.12% | 96.9% | 82 | 18.29% | 2.4 |
|
| 3469 |
3469
Aegea Capital Management
Chicago,
Illinois
| $183M | – | – | 1.39% | – | 1 | – | 1.3 |
|
| 3470 |
3470
Bourgeon Capital Management
Darien,
Connecticut
| $183M | -$51K | -0% | 0.26% | 121% | 91 | 23.08% | 2.4 |
|
| 3471 |
BI
3471
Boulegeris Investments
Sandy Springs,
Georgia
| $183M | -$9.5M | -5% | 7.26% | 39.1% | 57 | 8.77% | 2.3 |
|
| 3472 |
3472
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $183M | -$11.6M | -6% | 2.28% | 39% | 341 | 16.72% | 1.4 |
|
| 3473 |
3473
New England Investment & Retirement Group
North Andover,
Massachusetts
| $183M | -$7.34M | -4% | 0.07% | 72.5% | 59 | 23.73% | 1.7 |
|
| 3474 |
PCM
3474
Proxima Capital Management
New York
| $183M | +$9.9M | +6% | 1.48% | 20.7% | 41 | 19.51% | 1.8 |
|
| 3475 |
3475
Wilsey Asset Management
San Diego,
California
| $182M | +$4.06M | +2% | 2.91% | 66.9% | 20 | 10% | 2.8 |
|