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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
Fort Baker Capital Management
Larkspur,
California
| $359M | -$5.63M | -2% | 5.58% | 46.3% | 122 | 68.85% | 0.2 |
|
| 3452 |
3452
Iron Gate Global Advisors
Nsl,
Utah
| $359M | +$45.5M | +15% | 9.53% | 106% | 114 | 21.93% | 1.3 |
|
| 3453 |
MP
3453
Mediatel Partners
Fort Worth,
Texas
| $359M | +$15.6M | +5% | 4.61% | 11.6% | 2 | 0% | 8 |
|
| 3454 |
3454
Helikon Investments
London,
United Kingdom
| $359M | +$128M | +56% | 6.51% | 282% | 4 | 25% | 0.3 |
|
| 3455 |
3455
Shelter Mutual Insurance
Columbia,
Missouri
| $359M | +$2.43M | +0.7% | 4.39% | 51.2% | 56 | 17.86% | 4.7 |
|
| 3456 |
3456
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $358M | +$32.8M | +10% | 8.16% | 96.4% | 89 | 3.37% | 3.3 |
|
| 3457 |
CFSG
3457
Community Financial Services Group
Newport,
Vermont
| $358M | +$20.7M | +6% | 5.84% | – | 102 | 8.82% | 3.5 |
|
| 3458 |
3458
Horst & Graben Wealth Management
Portland,
Oregon
| $358M | +$40.5M | +13% | 5.67% | 62.2% | 143 | 16.08% | 0.9 |
|
| 3459 |
3459
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $358M | +$53.6M | +18% | 6.62% | – | 173 | 13.87% | 1.1 |
|
| 3460 |
3460
Deep Field Asset Management
Beverly Hills,
California
| $358M | +$158M | +79% | 4.38% | 20.1% | 34 | 44.12% | 1.1 |
|
| 3461 |
AAM
3461
AR Asset Management
West Hollywood,
California
| $357M | +$22.9M | +7% | 7.43% | 66% | 122 | 4.92% | 5.6 |
|
| 3462 |
3462
Bank Pictet & Cie (Asia)
Singapore
| $357M | +$32.9M | +10% | 9.33% | 30.4% | 93 | 10.75% | 2.7 |
|
| 3463 |
3463
Lincoln Capital
Lincoln,
Nebraska
| $357M | +$36.8M | +11% | 8.24% | 67.1% | 95 | 6.32% | 4 |
|
| 3464 |
3464
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $357M | +$22.4M | +7% | 5.19% | 1,119% | 21 | 9.52% | 0.7 |
|
| 3465 |
WCMN
3465
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $356M | +$11.2M | +3% | 4.65% | 121% | 53 | 18.87% | 4.9 |
|
| 3466 |
3466
Iowa State Bank
Urbandale,
Iowa
| $356M | +$23.9M | +7% | 5.79% | 85.7% | 124 | 5.65% | 4.4 |
|
| 3467 |
3467
TAP Consulting
Kirkwood,
Missouri
| $356M | +$34M | +11% | 6.42% | 3.08% | 145 | 18.62% | 1.3 |
|
| 3468 |
PT
3468
Plimoth Trust
Plymouth,
Massachusetts
| $356M | +$17.4M | +5% | 6.8% | 110% | 168 | 4.17% | 3 |
|
| 3469 |
3469
Bourne Lent Asset Management
Pawling,
New York
| $356M | +$42.7M | +14% | 15.5% | 95.1% | 63 | 4.76% | 4.2 |
|
| 3470 |
GDWAM
3470
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| $356M | +$77.5M | +28% | 47.3% | – | 4 | 50% | 0.3 |
|
| 3471 |
3471
Armbruster Capital Management
Pittsford,
New York
| $354M | +$16.9M | +5% | 5.75% | 66.7% | 98 | 7.14% | 3.2 |
|
| 3472 |
3472
Shikiar Asset Management
New York
| $354M | +$57.9M | +20% | 9.43% | 117% | 116 | 31.03% | 2.2 |
|
| 3473 |
FCT
3473
Family Capital Trust
Peabody,
Massachusetts
| $354M | +$34.9M | +11% | 14.9% | 39.1% | 54 | 7.41% | 5.7 |
|
| 3474 |
3474
EnCap Energy Capital Fund IX
Houston,
Texas
| $354M | +$64.5M | +22% | 30% | 69.2% | 4 | 25% | 1.8 |
|
| 3475 |
3475
Tarsadia Capital
New York
| $354M | -$19.7M | -5% | 8.52% | – | 28 | 53.57% | 0.6 |
|