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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
First National Corp
Rockland,
Massachusetts
| $527M | +$31.4M | +6% | 6.5% | 56.3% | 184 | 16.85% | 3.8 |
|
| 3452 |
3452
Systelligence LLC
Bloomington,
Minnesota
| $527M | -$13.5M | -2% | 6.06% | 58.3% | 64 | 31.25% | 0.9 |
|
| 3453 |
3453
Moody Aldrich Partners
Marblehead,
Massachusetts
| $527M | +$10.6M | +2% | 21.3% | 312% | 209 | 24.88% | 1.4 |
|
| 3454 |
3454
Varenne Capital Partners
Paris,
France
| $527M | -$49.8M | -9% | 17.7% | 181% | 36 | 72.22% | 0.3 |
|
| 3455 |
3455
Presilium Private Wealth
Radnor,
Pennsylvania
| $527M | +$37.8M | +8% | 4.92% | 45.9% | 79 | 10.13% | 2.1 |
|
| 3456 |
3456
Brian C. Broderick
| $526M | +$20.6M | +4% | 7.02% | 114% | 88 | 2.27% | 6.5 |
|
| 3457 |
3457
Blume Capital Management
Berkeley,
California
| $526M | +$29.2M | +6% | 7.94% | 102% | 463 | 28.94% | 5.2 |
|
| 3458 |
3458
Iowa State Bank
Urbandale,
Iowa
| $525M | +$23.3M | +5% | 7.18% | 85.7% | 127 | 9.45% | 5.8 |
|
| 3459 |
3459
Battery Management Corp
Boston,
Massachusetts
| $525M | -$44.4M | -8% | 4.7% | 45.1% | 6 | 16.67% | 2.9 |
|
| 3460 |
3460
Bienville Capital Management
New York
| $525M | +$17.4M | +3% | 1.38% | 36.3% | 79 | 20.25% | 3.3 |
|
| 3461 |
3461
Financial Strategies Group
Okemos,
Michigan
| $525M | +$45.2M | +9% | 5.6% | 49.2% | 99 | 12.12% | 3.1 |
|
| 3462 |
3462
Encompass More Asset Management
Danville,
California
| $522M | +$94.9M | +22% | 9.79% | 80.4% | 278 | 37.41% | 0.8 |
|
| 3463 |
3463
Lafayette Investments
Ashton,
Maryland
| $522M | +$27.4M | +6% | 7.03% | 84.3% | 158 | 5.7% | 4.9 |
|
| 3464 |
3464
EnCap Partners
Houston,
Texas
| $522M | +$40.1M | +8% | 8.41% | – | 2 | 0% | 0.6 |
|
| 3465 |
3465
Vertex Planning Partners
Downers Grove,
Illinois
| $521M | +$42.4M | +9% | 6.96% | 61.6% | 204 | 9.8% | 1.8 |
|
| 3466 |
3466
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $521M | +$58.3M | +13% | 7.12% | 63.7% | 137 | 19.71% | 2.4 |
|
| 3467 |
CH
3467
Canton Hathaway
Providence,
Rhode Island
| $521M | +$30.3M | +6% | 9.62% | 87.8% | 290 | 14.14% | 3.3 |
|
| 3468 |
3468
P2 Capital Partners
New York
| $520M | -$1.99M | -0.4% | 3.5% | 7.96% | 13 | 0% | 3.4 |
|
| 3469 |
CFMC
3469
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $520M | +$32.7M | +7% | 6.12% | 69.6% | 214 | 8.88% | 6.6 |
|
| 3470 |
SP
3470
Solel Partners
Boston,
Massachusetts
| $520M | -$54.7M | -10% | 5.14% | 25.9% | 24 | 37.5% | 1.6 |
|
| 3471 |
III
3471
Independent Investors Inc
Nesconset,
New York
| $520M | +$60.5M | +13% | 16.1% | 94.5% | 70 | 4.29% | 8.7 |
|
| 3472 |
3472
Virtus Wealth Solutions
Cranford,
New Jersey
| $520M | +$34.5M | +7% | 15.5% | – | 58 | 31.03% | 0.6 |
|
| 3473 |
3473
Talos Asset Management
New York
| $520M | +$102M | +24% | 39.1% | – | 27 | 62.96% | 0.3 |
|
| 3474 |
GFI
3474
Global Frontier Investments
Charleston,
South Carolina
| $519M | +$100M | +24% | 3.94% | – | 15 | 0% | 4.7 |
|
| 3475 |
3475
Marietta Investment Partners
Milwaukee,
Wisconsin
| $519M | +$62M | +14% | 16.6% | 181% | 171 | 11.7% | 5 |
|