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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $256M | +$36.1M | +16% | 12.9% | 93.2% | 153 | 15.03% | 3.1 |
|
| 3777 |
3777
Arrow Capital Management
New York
| $256M | – | – | 13.8% | – | 19 | – | 1.6 |
|
| 3778 |
3778
American Money Management
Rancho Santa Fe,
California
| $256M | +$35M | +16% | 14.6% | 70.5% | 84 | 9.52% | 3.5 |
|
| 3779 |
3779
Clifford Capital Partners
Alpine,
Utah
| $256M | +$48.8M | +24% | 23.8% | 77.3% | 38 | 10.53% | 1.9 |
|
| 3780 |
LCP
3780
Legacy Capital Partners
Milwaukee,
Wisconsin
| $255M | +$8.16M | +3% | 12% | 85.6% | 142 | 9.15% | 4.5 |
|
| 3781 |
3781
Hidden Lake Asset Management
New York
| $255M | +$99.2M | +64% | 52.7% | 849% | 33 | 81.82% | 0.1 |
|
| 3782 |
KS
3782
Karpas Strategies
Litchfield,
Connecticut
| $255M | +$37.9M | +17% | 18.1% | 16.1% | 128 | 8.59% | 5.3 |
|
| 3783 |
3783
Moerus Capital Management
New York
| $255M | +$50.1M | +24% | 27.6% | 205% | 13 | 0% | 1.8 |
|
| 3784 |
3784
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $255M | +$34.3M | +16% | 26.8% | 245% | 384 | 41.93% | 0.2 |
|
| 3785 |
3785
Lineweaver Wealth Advisors
Valley View,
Ohio
| $255M | +$31.1M | +14% | 9.91% | 68.4% | 102 | 21.57% | 0.7 |
|
| 3786 |
3786
Acorn Financial Advisory Services
Reston,
Virginia
| $255M | +$64M | +34% | 16.4% | 108% | 224 | 13.39% | 0.8 |
|
| 3787 |
RP
3787
RBS Partners
Bay Harbor Islands,
Florida
| $255M | +$68.9M | +37% | 43.1% | 210% | 3 | 0% | 6.4 |
|
| 3788 |
3788
Winmill & Co
Walpole,
New Hampshire
| $255M | +$10.5M | +4% | 17.3% | 160% | 103 | 13.59% | 1 |
|
| 3789 |
3789
Ninety One
Cape Town,
South Africa
| $254M | +$56.9M | +29% | 16.6% | 232% | 119 | 16.81% | 1.5 |
|
| 3790 |
3790
Glen Eagle Advisors
Kingston,
New Jersey
| $254M | +$31M | +14% | 11% | 68.5% | 1,016 | 14.07% | 2.3 |
|
| 3791 |
3791
Wall Capital Group
Phoenix,
Arizona
| $254M | +$21.4M | +9% | 12.8% | – | 16 | 12.5% | 3.1 |
|
| 3792 |
3792
Investors Research Corp
Atlanta,
Georgia
| $254M | +$48.1M | +23% | 25.4% | 62.1% | 1,138 | 5.54% | 1.8 |
|
| 3793 |
3793
Weld Capital Management
New York
| $254M | +$571K | +0.2% | 23.9% | – | 752 | 79.39% | 0.2 |
|
| 3794 |
3794
WestHill Financial Advisors
San Rafael,
California
| $254M | – | – | 11.6% | 62.9% | 85 | – | 0 |
|
| 3795 |
3795
Lumbard & Kellner
Hollis,
New Hampshire
| $254M | +$51.5M | +25% | 15.4% | 135% | 101 | 31.68% | 2.7 |
|
| 3796 |
AIM
3796
Alerce Investment Management
Chicago,
Illinois
| $254M | – | – | 17% | 25.1% | 7 | – | 0 |
|
| 3797 |
3797
Alliance Wealth Management Group
Flemington,
New Jersey
| $254M | +$20.9M | +9% | 9.16% | 43.4% | 66 | 12.12% | 2.7 |
|
| 3798 |
3798
Versant Capital Management
Phoenix,
Arizona
| $254M | +$29.5M | +13% | 15.1% | 97.3% | 1,642 | 5.72% | 3.6 |
|
| 3799 |
3799
Fernwood Investment Management
Quincy,
Massachusetts
| $254M | +$42M | +20% | 19.8% | 83.4% | 189 | 16.93% | 2.9 |
|
| 3800 |
HCA
3800
Hyperion Capital Advisors
New York
| $253M | +$46M | +22% | 16.6% | 86.1% | 46 | 17.39% | 0.8 |
|