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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Capital City Trust
Tallahassee,
Florida
| $286M | +$13.3M | +5% | 11.9% | 98.5% | 122 | 14.75% | 4.7 |
|
| 3577 |
3577
Hedeker Wealth
Lincolnshire,
Illinois
| $286M | +$74.7M | +35% | 9.27% | 161% | 72 | 15.28% | 3 |
|
| 3578 |
3578
Vanderbilt University
Nashville,
Tennessee
| $286M | +$21.3M | +8% | 20.6% | 76.4% | 14 | 57.14% | 0.7 |
|
| 3579 |
3579
Princeton Global Asset Management
Princeton,
New Jersey
| $286M | +$37.9M | +15% | 13.6% | 110% | 515 | 12.82% | 1.2 |
|
| 3580 |
GWSG
3580
GPS Wealth Strategies Group
Centennial,
Colorado
| $285M | +$37.2M | +15% | 11.2% | 118% | 175 | 18.29% | 0.2 |
|
| 3581 |
3581
Apella Capital
West Hartford,
Connecticut
| $285M | +$36.1M | +14% | 9.64% | 48.6% | 127 | 7.87% | 0.6 |
|
| 3582 |
3582
Squadra Investments
Rio De Janeiro,
Brazil
| $285M | +$35.6M | +14% | 29.9% | 1.55% | 3 | 0% | 0.5 |
|
| 3583 |
EEP
3583
Edgehill Endowment Partners
Hamden,
Connecticut
| $285M | -$2.27M | -0.8% | 6.02% | 11.6% | 6 | 0% | 2 |
|
| 3584 |
SHCM
3584
Shelter Haven Capital Management
Summit,
New Jersey
| $284M | +$58.4M | +26% | 36.5% | – | 20 | 75% | 0.3 |
|
| 3585 |
3585
Delphi Financial Group
Wilmington,
Delaware
| $284M | +$113M | +66% | 20.9% | 47.4% | 33 | 27.27% | 1.8 |
|
| 3586 |
3586
RV Capital
Schindellegi,
Switzerland
| $284M | +$17M | +6% | 16.7% | 250% | 5 | 0% | 1.5 |
|
| 3587 |
CBTWT
3587
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $284M | +$31.6M | +13% | 11.5% | 124% | 131 | 9.92% | 3.5 |
|
| 3588 |
3588
Perennial Advisors
New York
| $284M | +$39.5M | +16% | 10.7% | – | 252 | 71.03% | 1 |
|
| 3589 |
3589
Alera Investment Advisors
Deerfield,
Illinois
| $284M | +$32.6M | +13% | 13.5% | 28.9% | 90 | 10% | 1.2 |
|
| 3590 |
3590
Cadence Bank NA
Houston,
Texas
| $283M | +$26.3M | +10% | 12.4% | 33.3% | 202 | 14.85% | 3.6 |
|
| 3591 |
3591
Mill Road Capital Management
Greenwich,
Connecticut
| $283M | – | – | 21.8% | 85.1% | 21 | – | 1.3 |
|
| 3592 |
PPP
3592
Private Portfolio Partners
Paramus,
New Jersey
| $283M | +$36.1M | +15% | 13.7% | 16.9% | 233 | 15.88% | 1.4 |
|
| 3593 |
3593
White Pine Capital
Bloomington,
Minnesota
| $283M | +$37M | +15% | 22.1% | 155% | 232 | 9.91% | 4.5 |
|
| 3594 |
3594
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| $283M | – | – | 3.06% | – | 1 | – | 0 |
|
| 3595 |
3595
Cedar Brook Financial Partners
Cleveland,
Ohio
| $283M | +$27.7M | +11% | 13.4% | 47% | 345 | 21.74% | 1.2 |
|
| 3596 |
3596
West Financial Advisors
Des Moines,
Iowa
| $282M | – | – | 10.1% | 49.1% | 153 | – | 0 |
|
| 3597 |
3597
Redmond Asset Management
Henrico,
Virginia
| $282M | +$43.1M | +18% | 23.2% | 68.2% | 179 | 15.08% | 2.9 |
|
| 3598 |
3598
WealthStone
Columbus,
Ohio
| $282M | +$62.8M | +29% | 10.7% | – | 263 | 27.76% | 0.4 |
|
| 3599 |
3599
ADW Capital Management
Miami Beach,
Florida
| $282M | +$110M | +64% | 49.8% | 78.2% | 6 | 33.33% | 0.6 |
|
| 3600 |
3600
BC Gestao de Recursos
Sao Paulo,
Brazil
| $282M | – | – | 32.7% | – | 4 | – | 0 |
|