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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
CT
3476
Chicago Trust
Grayslake,
Illinois
| $240M | +$13.8M | +6% | 7.4% | 96.7% | 195 | 17.44% | 3.4 |
|
| 3477 |
3477
Stevard LLC
Chicago,
Illinois
| $240M | +$44.3M | +23% | 19.8% | – | 182 | 22.53% | 0.3 |
|
| 3478 |
KRC
3478
Kehrs Ridge Capital
Holmdel,
New Jersey
| $240M | +$138M | +136% | 14.8% | – | 35 | 85.71% | 0.1 |
|
| 3479 |
3479
Windsor Capital Management
Phoenix,
Arizona
| $239M | +$7.3M | +3% | 5.23% | 49.1% | 115 | 8.7% | 4.7 |
|
| 3480 |
3480
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $239M | +$7.65M | +3% | 7.95% | 82.6% | 171 | 21.05% | 3.9 |
|
| 3481 |
3481
Bank of Stockton
Stockton,
California
| $239M | +$9.23M | +4% | 7.94% | 99.2% | 122 | 9.02% | 4 |
|
| 3482 |
3482
Redmond Asset Management
Henrico,
Virginia
| $239M | -$1M | -0.4% | 8.21% | 68.2% | 165 | 9.09% | 3.1 |
|
| 3483 |
3483
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $239M | +$18.7M | +9% | 10.8% | 166% | 219 | 2.74% | 3.3 |
|
| 3484 |
3484
Spectrum Asset Management (California)
Newport Beach,
California
| $239M | +$45.1M | +23% | 4.33% | 68.3% | 101 | 13.86% | 2 |
|
| 3485 |
3485
Fort LP
Chevy Chase,
Maryland
| $239M | +$53.9M | +29% | 7.71% | 56.8% | 318 | 22.64% | 1.7 |
|
| 3486 |
3486
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $238M | +$21.7M | +10% | 19.3% | 116% | 15 | 13.33% | 5.7 |
|
| 3487 |
3487
Advisor OS
Chicago,
Illinois
| $238M | +$70.6M | +42% | 5.71% | 68.8% | 182 | 63.74% | 0.2 |
|
| 3488 |
3488
YorkBridge Wealth Partners
New York
| $238M | +$19.3M | +9% | 10.2% | 36.5% | 181 | 7.18% | 2.8 |
|
| 3489 |
PRC
3489
Pearl River Capital
Niles,
Michigan
| $238M | +$36.8M | +18% | 4.61% | 20.3% | 501 | 78.44% | 0.1 |
|
| 3490 |
3490
Wellington Shields & Co
New York
| $238M | +$9.9M | +4% | 10.5% | 127% | 191 | 12.04% | 1.5 |
|
| 3491 |
3491
MAK Capital One
New York
| $238M | +$41.9M | +21% | 20% | 200% | 11 | 45.45% | 1.2 |
|
| 3492 |
3492
REDW Wealth
Albuquerque,
New Mexico
| $238M | +$35.9M | +18% | 6.97% | 59.1% | 93 | 12.9% | 2.5 |
|
| 3493 |
3493
Cowen Investment Management
New York
| $238M | +$81M | +52% | 1.39% | 1.87% | 113 | 66.37% | 0.2 |
|
| 3494 |
3494
FNY Investment Advisers
New York
| $237M | +$65.7M | +38% | 21.9% | 386% | 717 | 67.36% | 0.3 |
|
| 3495 |
3495
Riggs Asset Management
Dallas,
Pennsylvania
| $237M | -$9.21M | -4% | 10.8% | 219% | 290 | 46.9% | 3.3 |
|
| 3496 |
3496
Boston Standard Wealth Management
Winchester,
Massachusetts
| $237M | +$15.9M | +7% | 5.47% | 47.1% | 36 | 5.56% | 2.9 |
|
| 3497 |
3497
Prism Advisors
Studio City,
California
| $237M | +$13.7M | +6% | 7% | 54.6% | 50 | 10% | 1.7 |
|
| 3498 |
3498
Bar Harbor Trust Services
Ellsworth,
Maine
| $237M | +$16.1M | +7% | 8.47% | 86.4% | 124 | 14.52% | 2.2 |
|
| 3499 |
3499
Iron Gate Global Advisors
Nsl,
Utah
| $237M | +$31M | +15% | 11.8% | 106% | 106 | 24.53% | 1.1 |
|
| 3500 |
3500
Teewinot Capital Advisers
New York
| $237M | +$37.9M | +19% | 18.6% | 149% | 38 | 34.21% | 2.3 |
|