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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Mosaic Family Wealth
St. Louis,
Missouri
| $299M | +$32.5M | +12% | 13.4% | 85.2% | 158 | 14.56% | 3.6 |
|
| 3502 |
3502
Court Place Advisors
Ellicott City,
Maryland
| $299M | +$31.6M | +12% | 12.7% | 92% | 179 | 8.94% | 4.7 |
|
| 3503 |
3503
Sugarloaf Wealth Management
Duluth,
Georgia
| $299M | +$24.5M | +9% | 8.37% | 10.2% | 781 | 13.44% | 0.9 |
|
| 3504 |
CDIA
3504
Capital Directions Investment Advisors
Atlanta,
Georgia
| $299M | +$34.4M | +13% | 17.1% | 7.53% | 203 | 7.88% | 2.1 |
|
| 3505 |
3505
YorkBridge Wealth Partners
New York
| $299M | +$60.5M | +25% | 12.7% | 36.5% | 219 | 20.55% | 2.5 |
|
| 3506 |
3506
One Day In July LLC
Burlington,
Vermont
| $298M | +$17.6M | +6% | 11.7% | 48.2% | 60 | 28.33% | 1.2 |
|
| 3507 |
3507
Armbruster Capital Management
Pittsford,
New York
| $298M | +$37.7M | +14% | 15.8% | 66.7% | 91 | 8.79% | 3 |
|
| 3508 |
3508
Himension Capital (Singapore)
Singapore
| $298M | – | – | 25.6% | 464% | 16 | – | 0 |
|
| 3509 |
3509
AIP LLC
New York
| $298M | +$31.1M | +12% | 11.7% | 54.9% | 1 | 0% | 3 |
|
| 3510 |
SP
3510
StackLine Partners
New York
| $297M | +$36.1M | +14% | 34.3% | 12.7% | 13 | 23.08% | 1.3 |
|
| 3511 |
3511
Financial Planning & Information Services
De Pere,
Wisconsin
| $297M | +$40M | +16% | 16.4% | 13% | 69 | 7.25% | 3.6 |
|
| 3512 |
3512
Nalanda India Fund
Moka,
Mauritius
| $297M | +$33.3M | +13% | 12.6% | 15.3% | 1 | 0% | 2 |
|
| 3513 |
3513
5AM Venture Management
San Francisco,
California
| $297M | -$83.4M | -22% | 32.7% | 546% | 10 | 10% | 0.9 |
|
| 3514 |
CH
3514
Canton Hathaway
Providence,
Rhode Island
| $297M | +$52.6M | +22% | 11.9% | 87.8% | 370 | 60% | 1 |
|
| 3515 |
3515
HT Partners
Centerbrook,
Connecticut
| $296M | +$32.8M | +12% | 10.6% | 71.1% | 46 | 23.91% | 2.6 |
|
| 3516 |
3516
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $296M | +$33.5M | +13% | 17.4% | 155% | 20 | 10% | 4.8 |
|
| 3517 |
3517
BHZ Capital Management
San Jose,
California
| $296M | +$60.2M | +26% | 43.6% | 3.24% | 154 | 18.18% | 2.6 |
|
| 3518 |
3518
Northwest Quadrant Wealth Management
Bend,
Oregon
| $296M | +$43.4M | +17% | 13.5% | 45.6% | 61 | 11.48% | 2.8 |
|
| 3519 |
3519
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $296M | +$39.5M | +15% | 22.5% | 73.6% | 24 | 0% | 4.8 |
|
| 3520 |
3520
Fulcrum Asset Management
London,
United Kingdom
| $296M | +$129M | +78% | 15.2% | – | 142 | 0% | 0 |
|
| 3521 |
CCM
3521
Compton Capital Management
Providence,
Rhode Island
| $296M | +$35.1M | +13% | 12.9% | 75.6% | 154 | 14.94% | 4.6 |
|
| 3522 |
3522
McNamara Financial Services
Marshfield,
Massachusetts
| $295M | -$218K | -0.1% | 11% | 47.7% | 48 | 0% | 3.1 |
|
| 3523 |
3523
Stevard LLC
Chicago,
Illinois
| $295M | +$55.5M | +23% | 16.6% | – | 168 | 59.52% | 0.7 |
|
| 3524 |
LFA
3524
Lighthouse Financial Advisors
New Market,
Maryland
| $295M | +$32.1M | +12% | 13.3% | – | 113 | 12.39% | 0.7 |
|
| 3525 |
3525
Silver Rock Financial
Los Angeles,
California
| $295M | +$119M | +68% | 22% | 2.58% | 46 | 73.91% | 0.5 |
|