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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Retirement Capital Strategies
San Jose,
California
| $216M | +$5.75M | +3% | 10.7% | 59% | 67 | 32.84% | 1.5 |
|
| 3652 |
3652
RIT Capital Partners
London,
United Kingdom
| $216M | +$47.4M | +28% | 6.34% | 73.5% | 13 | 30.77% | 0.3 |
|
| 3653 |
3653
Robertson Opportunity Capital
Dallas,
Texas
| $216M | +$26.6M | +14% | 12.4% | 93.4% | 28 | 0% | 4.1 |
|
| 3654 |
3654
JCIC Asset Management
Toronto,
Ontario, Canada
| $216M | +$21.8M | +11% | 11.4% | – | 102 | 14.71% | 2.7 |
|
| 3655 |
SA
3655
SoftVest Advisors
Abilene,
Texas
| $216M | +$24.9M | +13% | 21.8% | 178% | 8 | 0% | 0.5 |
|
| 3656 |
3656
Summit Rock Advisors
New York
| $216M | +$109M | +101% | 5.28% | – | 7 | 57.14% | 0.7 |
|
| 3657 |
HCM
3657
Horrell Capital Management
Little Rock,
Arkansas
| $216M | +$15.5M | +8% | 10.1% | 55.6% | 188 | 6.38% | 4.5 |
|
| 3658 |
PGF
3658
Pelham Global Financials
London,
United Kingdom
| $216M | +$48.9M | +29% | 11.1% | 24.5% | 10 | 10% | 0.8 |
|
| 3659 |
3659
SCP Investment
Orinda,
California
| $216M | +$40M | +23% | 25.4% | 32.8% | 40 | 52.5% | 0.6 |
|
| 3660 |
3660
Rezny Wealth Management
Fort Myers,
Florida
| $216M | +$20.5M | +10% | 8.86% | 99.6% | 11 | 9.09% | 2.4 |
|
| 3661 |
3661
Fulcrum Equity Management
Plano,
Texas
| $216M | +$4.26M | +2% | 10.6% | 116% | 185 | 47.57% | 0.5 |
|
| 3662 |
NC
3662
Nokomis Capital
Dallas,
Texas
| $216M | -$3.77M | -2% | 24.2% | 145% | 39 | 33.33% | 2.3 |
|
| 3663 |
3663
Cypress Capital
Franklin,
Tennessee
| $216M | -$10.4M | -5% | 5.16% | 43.6% | 68 | 16.18% | 1.3 |
|
| 3664 |
QCI
3664
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $215M | -$5.13M | -2% | 4.53% | 107% | 31 | 9.68% | 2.9 |
|
| 3665 |
3665
Bessemer Securities
New York
| $215M | +$18.6M | +9% | 10.1% | 45% | 88 | 6.82% | 1.5 |
|
| 3666 |
3666
Goodman Financial
Houston,
Texas
| $215M | +$14.5M | +7% | 0.36% | 52.5% | 44 | 13.64% | 2.2 |
|
| 3667 |
3667
Mathes Company
New York
| $215M | +$13.6M | +7% | 12.3% | 121% | 116 | 7.76% | 4.2 |
|
| 3668 |
3668
Northstar Wealth Partners
West Hartford,
Connecticut
| $215M | -$24.9M | -10% | 7.42% | 36.2% | 187 | 26.74% | 2.4 |
|
| 3669 |
WA
3669
Wealth Advisors
Rancho Santa Fe,
California
| $214M | +$26.1M | +14% | 14.3% | 40% | 91 | 27.47% | 0.5 |
|
| 3670 |
FC
3670
Fore Capital
New York
| $214M | -$53.8M | -20% | 3.84% | 25.4% | 64 | 68.75% | 0.6 |
|
| 3671 |
3671
Forefront Analytics
West Conshohocken,
Pennsylvania
| $214M | +$51.1M | +31% | 3.53% | 50.9% | 60 | 16.67% | 1.8 |
|
| 3672 |
3672
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $214M | +$2.39M | +1% | 8.17% | 72.9% | 165 | 8.48% | 3 |
|
| 3673 |
3673
AltraVue Capital
Bellevue,
Washington
| $214M | +$80.6M | +60% | 9.74% | 221% | 34 | 8.82% | 1.4 |
|
| 3674 |
3674
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $214M | +$8.39M | +4% | 4.9% | 39.8% | 7 | 14.29% | 3.2 |
|
| 3675 |
3675
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $214M | +$2.65M | +1% | 9.78% | 70.2% | 215 | 26.98% | 2.3 |
|