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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
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $295M | +$47.8M | +19% | 5.19% | 93.2% | 174 | 22.41% | 3.9 |
|
| 3452 |
3452
Beach Point Capital Management
Santa Monica,
California
| $295M | -$187M | -39% | 16.7% | 84.1% | 27 | 18.52% | 1 |
|
| 3453 |
3453
Kirr Marbach & Co
Columbus,
Indiana
| $295M | -$23.8M | -7% | 4.39% | 121% | 48 | 4.17% | 4.2 |
|
| 3454 |
3454
Schoolcraft Capital
Boulder,
Colorado
| $295M | -$17.3M | -6% | 6.7% | 58.7% | 56 | 10.71% | 2.7 |
|
| 3455 |
3455
IA Venture Strategies Fund II
New York
| $295M | -$48.6M | -14% | 13.9% | 375% | 2 | 0% | 0.8 |
|
| 3456 |
PTB
3456
Pioneer Trust Bank
Salem,
Oregon
| $295M | -$14.2M | -5% | 3.41% | 75.7% | 67 | 2.99% | 7.2 |
|
| 3457 |
3457
Greystone Financial Group
Bloomfield Hills,
Michigan
| $295M | -$26M | -8% | 5.33% | 79.3% | 87 | 44.83% | 0.7 |
|
| 3458 |
3458
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $295M | -$11.5M | -4% | 5.03% | 96.4% | 79 | 6.33% | 4.4 |
|
| 3459 |
3459
Gould Asset Management
Claremont,
California
| $295M | -$16.3M | -5% | 6% | 48.3% | 148 | 15.54% | 4.9 |
|
| 3460 |
3460
All-Stars Investment
Hong Kong
| $294M | -$121M | -29% | 27.1% | 30.1% | 4 | 25% | 0.8 |
|
| 3461 |
3461
Permit Capital
West Conshohocken,
Pennsylvania
| $294M | -$34.6M | -11% | 10.6% | 121% | 28 | 3.57% | 4.5 |
|
| 3462 |
3462
Cypress Wealth Services
Palm Desert,
California
| $294M | -$19.5M | -6% | 5.11% | 82.7% | 245 | 15.92% | 1.3 |
|
| 3463 |
3463
Kelman-Lazarov Inc
Memphis,
Tennessee
| $294M | -$2.08M | -0.7% | 5.93% | 51.6% | 84 | 3.57% | 4.3 |
|
| 3464 |
3464
WestBridge Capital Management
Trianon,
Mauritius
| $294M | +$154M | +110% | 7.11% | 21.9% | 3 | 0% | 1.3 |
|
| 3465 |
3465
Thrive Capital Management (New York)
New York
| $294M | -$48.6M | -14% | 14.3% | 205% | 9 | 11.11% | 0.8 |
|
| 3466 |
3466
Boston Research & Management
Manchester,
Massachusetts
| $294M | -$15.2M | -5% | 5.81% | 53.2% | 106 | 3.77% | 7.2 |
|
| 3467 |
SFS
3467
Security Financial Services
Fort Wayne,
Indiana
| $293M | -$20.3M | -6% | 6.21% | 67.7% | 138 | 13.77% | 0.6 |
|
| 3468 |
3468
ThornTree Capital Partners
Boston,
Massachusetts
| $293M | +$37.9M | +15% | 3.68% | 217% | 19 | 31.58% | 1.2 |
|
| 3469 |
3469
WestHill Financial Advisors
San Rafael,
California
| $293M | -$9.8M | -3% | 5.59% | 62.9% | 119 | 11.76% | 1.4 |
|
| 3470 |
3470
Great Diamond Partners
Portland,
Maine
| $293M | -$8.19M | -3% | 3.35% | 86.1% | 211 | 11.85% | 1.9 |
|
| 3471 |
GF
3471
Greenfield FTC
Reno,
Nevada
| $293M | -$17.3M | -6% | 5.64% | 75.4% | 4 | 0% | 1.4 |
|
| 3472 |
3472
Abingworth
London,
United Kingdom
| $292M | -$19.9M | -6% | 35% | 187% | 22 | 18.18% | 3 |
|
| 3473 |
3473
Barry Investment Advisors
New Bedford,
Massachusetts
| $292M | -$41.5M | -12% | 8.16% | 66.7% | 121 | 12.4% | 2.9 |
|
| 3474 |
3474
Patten Group
Chattanooga,
Tennessee
| $291M | -$21M | -7% | 5.75% | 99% | 249 | 8.43% | 4.9 |
|
| 3475 |
IFS
3475
Ifrah Financial Services
Little Rock,
Arkansas
| $291M | -$16.8M | -5% | 3.45% | 64.1% | 204 | 13.24% | 4 |
|