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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Clean Yield Group
Norwich,
Vermont
| $278M | +$31.6M | +13% | 12.3% | 80.7% | 444 | 22.52% | 2.3 |
|
| 3627 |
3627
New Harbor Financial Group
Worcester,
Massachusetts
| $278M | – | – | 3.71% | 94.6% | 18 | – | 2.3 |
|
| 3628 |
3628
Shikiar Asset Management
New York
| $278M | +$17.4M | +7% | 12.1% | 117% | 89 | 14.61% | 2.7 |
|
| 3629 |
3629
Benedict Financial Advisors
Atlanta,
Georgia
| $278M | +$18.1M | +7% | 8.39% | 72.4% | 111 | 12.61% | 4.2 |
|
| 3630 |
3630
Progressive Investment Management
Lake Oswego,
Oregon
| $278M | +$25.1M | +10% | 10.8% | 139% | 36 | 2.78% | 4 |
|
| 3631 |
3631
Westover Capital Advisors
Wilmington,
Delaware
| $278M | +$34M | +14% | 11.2% | 144% | 157 | 19.75% | 2 |
|
| 3632 |
3632
TAP Consulting
Kirkwood,
Missouri
| $278M | +$23.1M | +9% | 12.4% | 3.08% | 128 | 9.38% | 1.2 |
|
| 3633 |
3633
Wind River Trust Company
Jackson,
Wyoming
| $277M | +$21.3M | +8% | 14.3% | 70.6% | 11 | 9.09% | 5.5 |
|
| 3634 |
ECM
3634
Endurant Capital Management
San Mateo,
California
| $277M | -$60.9M | -18% | 26.2% | 18.4% | 81 | 61.73% | 0.7 |
|
| 3635 |
3635
SeaBridge Investment Advisors
Summit,
New Jersey
| $277M | +$8.33M | +3% | 15.1% | 139% | 259 | 52.12% | 4.5 |
|
| 3636 |
3636
O'Brien Wealth Partners
Waltham,
Massachusetts
| $277M | +$32M | +13% | 12.9% | 56.7% | 40 | 17.5% | 2.1 |
|
| 3637 |
3637
Washington State Investment Board
Olympia,
Washington
| $276M | +$74.6M | +37% | 36.9% | 274% | 1 | 0% | 0.5 |
|
| 3638 |
VHMC
3638
Value Holdings Management Company
Hampton Bays,
New York
| $276M | -$17.1M | -6% | 26% | 110% | 66 | 0% | 2.6 |
|
| 3639 |
3639
Financial Sense Advisors
San Diego,
California
| $276M | +$25.2M | +10% | 12.9% | 152% | 119 | 36.97% | 1.3 |
|
| 3640 |
3640
Northern Right Capital Management
Darien,
Connecticut
| $276M | +$85.2M | +45% | 31.6% | 187% | 71 | 64.79% | 0.5 |
|
| 3641 |
FNBOMD
3641
First National Bank of Mount Dora
Mount Dora,
Florida
| $276M | +$34.9M | +14% | 12.4% | 96.2% | 108 | 9.26% | 3.7 |
|
| 3642 |
3642
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $276M | +$24M | +10% | 12.6% | 92% | 152 | 11.84% | 2.2 |
|
| 3643 |
3643
Liberty Capital Management
Birmingham,
Michigan
| $276M | – | – | 11.3% | – | 122 | – | 4.5 |
|
| 3644 |
3644
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $276M | +$28.2M | +11% | 11.7% | 49.3% | 49 | 10.2% | 5.1 |
|
| 3645 |
3645
Retirement Income Solutions
Ann Arbor,
Michigan
| $276M | +$50.2M | +22% | 12.5% | 67.6% | 92 | 16.3% | 1.9 |
|
| 3646 |
3646
Forest Hill Capital
Little Rock,
Arkansas
| $275M | +$55.4M | +25% | 40.5% | 132% | 46 | 26.09% | 3.9 |
|
| 3647 |
TLP
3647
Tri Locum Partners
New York
| $275M | – | – | 29.5% | 357% | 65 | – | 0 |
|
| 3648 |
WA
3648
WealthTrust Axiom
Wayne,
Pennsylvania
| $275M | +$43.2M | +19% | 18.8% | 123% | 242 | 15.7% | 4.2 |
|
| 3649 |
KRC
3649
Kehrs Ridge Capital
Holmdel,
New Jersey
| $275M | +$35.6M | +15% | 21.1% | – | 51 | 84.31% | 0.1 |
|
| 3650 |
3650
Claar Advisors
New York
| $275M | +$25.2M | +10% | 8.21% | 65.5% | 37 | 29.73% | 1.3 |
|