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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
ESL Trust Services
Rochester,
New York
| $442M | +$30.9M | +8% | 7.32% | 58.1% | 266 | 15.41% | 0.7 |
|
| 3452 |
3452
Towneley Capital Management
Laguna Hills,
California
| $442M | +$15.2M | +4% | 5.41% | 50.2% | 39 | 0% | 0.7 |
|
| 3453 |
3453
Riversedge Advisors
Wilmington,
Delaware
| $441M | +$30.8M | +8% | 6.17% | 71.3% | 103 | 13.59% | 2.1 |
|
| 3454 |
FNBOMD
3454
First National Bank of Mount Dora
Mount Dora,
Florida
| $441M | +$26M | +6% | 7.9% | 96.2% | 141 | 7.09% | 5.4 |
|
| 3455 |
3455
Leonard Rickey Investment Advisors
Yakima,
Washington
| $441M | +$23.3M | +6% | 5.23% | 60.4% | 116 | 11.21% | 2.9 |
|
| 3456 |
3456
Steginsky Capital
Port Washington,
New York
| $441M | +$5.3M | +1% | 1.39% | 99.4% | 7 | 0% | 7.6 |
|
| 3457 |
3457
Advantage Alpha Capital Partners
San Francisco,
California
| $439M | -$18.9M | -4% | 12% | 79.2% | 197 | 37.56% | 1.3 |
|
| 3458 |
3458
Grace & Mercy Foundation
New York
| $439M | -$2.74M | -0.6% | 1.27% | 67.6% | 19 | 0% | 1.5 |
|
| 3459 |
3459
Shorepoint Capital Partners
Norwood,
Massachusetts
| $439M | +$13.1M | +3% | 5.33% | – | 103 | 4.85% | 2.9 |
|
| 3460 |
3460
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $439M | -$136M | -24% | 9.48% | 34.1% | 11 | 27.27% | 2.3 |
|
| 3461 |
3461
Versant Capital Management
Phoenix,
Arizona
| $439M | +$43.3M | +11% | 7.21% | 97.3% | 2,103 | 11.75% | 4.8 |
|
| 3462 |
3462
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $438M | +$31.9M | +8% | 6.52% | 54.3% | 382 | 19.9% | 5 |
|
| 3463 |
3463
Bluescape Energy Partners
Dallas,
Texas
| $438M | +$19M | +5% | 9.43% | 57.9% | 5 | 0% | 3.2 |
|
| 3464 |
3464
Retirement Income Solutions
Ann Arbor,
Michigan
| $438M | +$23.8M | +6% | 5.58% | 67.6% | 149 | 7.38% | 3.4 |
|
| 3465 |
3465
Cisco Systems
San Jose,
California
| $437M | -$37.3M | -8% | 5.54% | 210% | 4 | 25% | 2.2 |
|
| 3466 |
3466
Park Presidio Capital
San Francisco,
California
| $437M | +$28.1M | +7% | 9.5% | 94.1% | 11 | 9.09% | 4.7 |
|
| 3467 |
3467
Kingfisher Capital
Charlotte,
North Carolina
| $437M | +$9.16M | +2% | 9.14% | 58.5% | 176 | 6.25% | 4.4 |
|
| 3468 |
3468
Unique Wealth
Clearwater,
Florida
| $437M | +$55M | +14% | 5.28% | 68.5% | 124 | 27.42% | 1 |
|
| 3469 |
3469
High Falls Advisors
Rochester,
New York
| $437M | +$25.2M | +6% | 5.24% | 56.9% | 129 | 11.63% | 3.2 |
|
| 3470 |
3470
Glynn Capital Management
Menlo Park,
California
| $437M | -$58.7M | -12% | 6.41% | 252% | 48 | 20.83% | 5.7 |
|
| 3471 |
3471
LMG Wealth Partners
Shreveport,
Louisiana
| $437M | +$35.6M | +9% | 8.01% | 96.1% | 128 | 8.59% | 1.4 |
|
| 3472 |
3472
Ignite Planners
San Clemente,
California
| $437M | +$26.6M | +7% | 5.47% | 83.8% | 318 | 12.58% | 1.5 |
|
| 3473 |
NAMP
3473
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $436M | +$23M | +6% | 6.57% | 90.2% | 144 | 2.78% | 6.7 |
|
| 3474 |
3474
Corrigan Financial
Middletown,
Rhode Island
| $436M | +$44.2M | +11% | 5.29% | 9.54% | 42 | 2.38% | 5.2 |
|
| 3475 |
3475
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $436M | +$44.5M | +11% | 11.3% | 60.3% | 46 | 0% | 6 |
|