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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
E Fund Management (HK)
Central,
Hong Kong
| $310M | +$20.4M | +7% | 0.78% | 163% | 58 | 36.21% | 0.7 |
|
| 3577 |
3577
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $310M | +$15.4M | +5% | 3.41% | 111% | 556 | 20.32% | 2.2 |
|
| 3578 |
HCA
3578
Hyperion Capital Advisors
New York
| $310M | +$56.4M | +22% | 9.51% | 86.1% | 46 | 13.04% | 1 |
|
| 3579 |
3579
Algebris (UK)
London,
United Kingdom
| $310M | -$16.5M | -5% | 17.5% | 17% | 41 | 60.98% | 0.6 |
|
| 3580 |
SWK
3580
Stephen W. Kidder
| $310M | +$9.22M | +3% | 3.89% | 94.7% | 74 | 8.11% | 5.5 |
|
| 3581 |
3581
Financial Advisors Network
Tustin,
California
| $310M | +$18.6M | +6% | 5.23% | – | 133 | 30.08% | 2.1 |
|
| 3582 |
3582
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $309M | -$16M | -5% | 4.88% | 13.4% | 3 | 0% | 6.3 |
|
| 3583 |
3583
Princeton Global Asset Management
Princeton,
New Jersey
| $309M | +$23.5M | +8% | 9.55% | 110% | 546 | 15.2% | 1.4 |
|
| 3584 |
3584
Fiducient Advisors
Chicago,
Illinois
| $309M | +$40M | +15% | 5.15% | 52.3% | 87 | 14.94% | 0.8 |
|
| 3585 |
3585
Cloverfields Capital Group
Minneapolis,
Minnesota
| $309M | +$42.8M | +16% | 5.88% | 101% | 63 | 17.46% | 0.2 |
|
| 3586 |
3586
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $309M | +$14.6M | +5% | 1.63% | 70.3% | 46 | 19.57% | 2.6 |
|
| 3587 |
3587
Distillate Capital Partners
Chicago,
Illinois
| $309M | +$100M | +48% | 9.93% | 9.94% | 136 | 30.15% | 0.2 |
|
| 3588 |
PPP
3588
Private Portfolio Partners
Paramus,
New Jersey
| $308M | +$25.5M | +9% | 5.5% | 16.9% | 244 | 12.3% | 1.5 |
|
| 3589 |
3589
Glenview State Bank Trust Department
Glenview,
Illinois
| $308M | +$21.3M | +7% | 7.61% | 76.6% | 124 | 4.03% | 4.5 |
|
| 3590 |
3590
First Sabrepoint Capital Management
Dallas,
Texas
| $308M | -$1.91M | -0.6% | 12.2% | 218% | 40 | 40% | 0.9 |
|
| 3591 |
3591
Toronado Partners
San Francisco,
California
| $308M | -$69.3M | -18% | 3.95% | 158% | 11 | 9.09% | 1.7 |
|
| 3592 |
3592
FormulaFolio Investments
Grand Rapids,
Michigan
| $308M | -$4.46B | -94% | 3.66% | 41.4% | 875 | 67.66% | 1.2 |
|
| 3593 |
3593
Boston Standard Wealth Management
Winchester,
Massachusetts
| $307M | +$38.7M | +14% | 3.96% | 47.1% | 38 | 10.53% | 3.2 |
|
| 3594 |
3594
Physician Wealth Advisors
Midvale,
Utah
| $307M | +$13.5M | +5% | 5.7% | 79.9% | 149 | 9.4% | 1.1 |
|
| 3595 |
3595
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $307M | +$38.7M | +14% | 6.76% | 167% | 82 | 59.76% | 0.6 |
|
| 3596 |
3596
Unified Trust Company
Lexington,
Kentucky
| $307M | +$134M | +78% | 6.09% | 69.7% | 78 | 29.49% | 1.3 |
|
| 3597 |
3597
Andesa Financial Management
Allentown,
Pennsylvania
| $307M | +$154M | +101% | 6.39% | 73.6% | 149 | 25.5% | 1.3 |
|
| 3598 |
3598
Noked Capital
Tel Aviv,
Israel
| $307M | +$63.9M | +26% | 17.8% | 197% | 39 | 46.15% | 0.4 |
|
| 3599 |
3599
Noked Israel
Ramat Hasharon,
Israel
| $307M | +$63.9M | +26% | 17.8% | 265% | 39 | 46.15% | 0.4 |
|
| 3600 |
3600
Ironwood Financial
Tucson,
Arizona
| $307M | +$39.3M | +15% | 5.12% | 54.1% | 590 | 15.25% | 2.6 |
|