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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Independent Family Office
Albany,
New York
| $211M | +$17.8M | +9% | 7.36% | 68.4% | 63 | 7.94% | 0.7 |
|
| 3702 |
VIA
3702
Vantis Investment Advisers
Miami,
Florida
| $211M | +$90.1M | +75% | 7.79% | 39.6% | 28 | 75% | 0.1 |
|
| 3703 |
3703
Financial Consulate
Hunt Valley,
Maryland
| $211M | +$13.7M | +7% | 11.6% | 61.4% | 104 | 7.69% | 2.9 |
|
| 3704 |
3704
Kathryn A. Hall
| $211M | +$36.8M | +21% | 15.6% | 95.2% | 50 | 24% | 1.3 |
|
| 3705 |
3705
Blankinship & Foster
Solana Beach,
California
| $210M | +$19.6M | +10% | 7.43% | 67.1% | 50 | 14% | 2.2 |
|
| 3706 |
3706
O'Brien Greene & Co
Media,
Pennsylvania
| $210M | +$21.4M | +11% | 12.3% | 90.9% | 113 | 7.96% | 1.4 |
|
| 3707 |
3707
Prosight Management
Dallas,
Texas
| $210M | -$22.7M | -10% | 1.07% | 39.5% | 65 | 47.69% | 0.8 |
|
| 3708 |
3708
Semmax Financial Advisors
Winston Salem,
North Carolina
| $210M | +$19.3M | +10% | 6.21% | – | 301 | 12.62% | 1.6 |
|
| 3709 |
3709
WESPAC Advisors SoCal
Pasadena,
California
| $210M | -$5.88M | -3% | 11.3% | 135% | 86 | 23.26% | 2.4 |
|
| 3710 |
WA
3710
Winfield Associates
Cleveland,
Ohio
| $210M | +$14.8M | +8% | 8.65% | 77.8% | 140 | 16.43% | 3.5 |
|
| 3711 |
3711
Equinox Partners Investment Management
Stamford,
Connecticut
| $210M | +$41.3M | +25% | 11.3% | 241% | 15 | 20% | 0.9 |
|
| 3712 |
3712
Anderson Hoagland & Co
St Louis,
Missouri
| $210M | -$2.66M | -1% | 9.9% | 104% | 75 | 17.33% | 3.8 |
|
| 3713 |
3713
First Wilshire Securities Management
Pasadena,
California
| $209M | -$6.62M | -3% | 3.33% | 135% | 80 | 11.25% | 3.6 |
|
| 3714 |
3714
Bridge City Capital
Lake Oswego,
Oregon
| $209M | -$8.56M | -4% | 7.54% | 120% | 93 | 5.38% | 2.5 |
|
| 3715 |
3715
Medicxi Ventures Management
St. Helier,
Jersey
| $209M | +$46.7M | +29% | 24.3% | 369% | 5 | 20% | 0.5 |
|
| 3716 |
3716
Opes Wealth Management
Menlo Park,
California
| $209M | +$13.1M | +7% | 10.3% | 54.1% | 78 | 14.1% | 0.8 |
|
| 3717 |
3717
Enstar Group
Hamilton,
Bermuda
| $209M | +$25.7M | +14% | 6.38% | 29.5% | 12 | 16.67% | 0.6 |
|
| 3718 |
3718
CRA Financial Services
Northfield,
New Jersey
| $209M | +$19.9M | +10% | 10.4% | 91.9% | 154 | 14.94% | 1.4 |
|
| 3719 |
SRAM
3719
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $209M | -$1.21M | -0.6% | 12% | 74.7% | 169 | 41.42% | 0.4 |
|
| 3720 |
3720
VCU Investment Management
Richmond,
Virginia
| $208M | +$12.1M | +6% | 0.5% | – | 9 | 11.11% | 1.9 |
|
| 3721 |
3721
Nepsis Inc
Minneapolis,
Minnesota
| $208M | +$1.57M | +0.8% | 4.75% | 131% | 38 | 10.53% | 2.3 |
|
| 3722 |
3722
Corbenic Partners
Bethlehem,
Pennsylvania
| $208M | +$26M | +14% | 8.85% | – | 187 | 20.86% | 2.6 |
|
| 3723 |
3723
Ativo Capital Management
Chicago,
Illinois
| $208M | +$23.1M | +13% | 13.2% | 63.2% | 122 | 21.31% | 2.3 |
|
| 3724 |
3724
Stokes Capital Advisors
Greenwood,
South Carolina
| $208M | +$19.1M | +10% | 9.09% | 61.3% | 73 | 13.7% | 2.1 |
|
| 3725 |
AC
3725
Athos Capital
Hong Kong
| $208M | +$61.5M | +42% | 12.3% | 110% | 57 | 73.68% | 0.2 |
|