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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Bard Associates
Chicago,
Illinois
| $253M | +$64.8M | +34% | 48.1% | 247% | 162 | 11.73% | 4.6 |
|
| 3802 |
3802
Broadleaf Partners
Hudson,
Ohio
| $253M | +$26.3M | +12% | 11.9% | 180% | 67 | 5.97% | 2.1 |
|
| 3803 |
3803
Sage Rhino Capital
Menlo Park,
California
| $253M | +$46.2M | +22% | 17.4% | 93.9% | 184 | 11.41% | 1.3 |
|
| 3804 |
H2CM
3804
H/2 Credit Manager
Stamford,
Connecticut
| $253M | – | – | 34.9% | 97.4% | 11 | – | 0 |
|
| 3805 |
3805
Kelly Lawrence W & Associates
Pasadens,
California
| $253M | -$83M | -25% | 16% | 123% | 128 | 24.22% | 4.6 |
|
| 3806 |
3806
Bronson Point Management
Fairfield,
Connecticut
| $253M | +$128M | +103% | 30.8% | 7.56% | 53 | 54.72% | 0.3 |
|
| 3807 |
3807
MBL Wealth
Charlotte,
North Carolina
| $253M | – | – | 10.8% | 52.7% | 124 | – | 0 |
|
| 3808 |
3808
AH Equity Partners III (Parallel)
Menlo Park,
California
| $253M | +$79M | +45% | 75.5% | 33.1% | 2 | 50% | 0.9 |
|
| 3809 |
3809
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $253M | +$31.3M | +14% | 15.4% | 83.6% | 170 | 7.65% | 4.2 |
|
| 3810 |
3810
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $252M | +$25.1M | +11% | 13.1% | 74% | 72 | 5.56% | 4 |
|
| 3811 |
3811
NKCFO LLC
Geneva,
Illinois
| $252M | +$22M | +10% | 7.91% | 237% | 137 | 45.99% | 0.6 |
|
| 3812 |
3812
American Assets Inc
San Diego,
California
| $252M | +$54.1M | +27% | 21.7% | 49.9% | 12 | 50% | 1.8 |
|
| 3813 |
3813
First PREMIER Bank
Sioux Falls,
South Dakota
| $252M | +$25.1M | +11% | 11.1% | 63% | 335 | 8.06% | 3 |
|
| 3814 |
3814
Poehling Capital Management
Madison,
Wisconsin
| $252M | +$57.3M | +29% | 19.7% | 83% | 139 | 23.02% | 1.4 |
|
| 3815 |
3815
WESPAC Advisors SoCal
Pasadena,
California
| $252M | +$41.9M | +20% | 9.06% | 135% | 82 | 19.51% | 2.5 |
|
| 3816 |
3816
Oakcliff Capital Partners
New York
| $252M | +$21M | +9% | 28.1% | 133% | 12 | 25% | 2.5 |
|
| 3817 |
3817
Siena Capital Partners
Chicago,
Illinois
| $252M | +$53.4M | +27% | 14.5% | 42.5% | 115 | 6.09% | 1.8 |
|
| 3818 |
3818
Day & Ennis
Macon,
Georgia
| $252M | +$22M | +10% | 8.72% | 15.2% | 112 | 10.71% | 2.6 |
|
| 3819 |
3819
Stone Run Capital
New York
| $252M | +$32.9M | +15% | 14.6% | 77.8% | 62 | 4.84% | 5.3 |
|
| 3820 |
3820
Union Square Park Capital Management
New York
| $252M | – | – | 51.6% | 75.8% | 79 | – | 0 |
|
| 3821 |
3821
Farmers National Bank
Danville,
Kentucky
| $251M | – | – | 11% | – | 142 | – | 4.1 |
|
| 3822 |
3822
Fulcrum Equity Management
Plano,
Texas
| $251M | +$35.1M | +16% | 18% | 116% | 181 | 35.91% | 0.6 |
|
| 3823 |
3823
Ibex Investors
Denver,
Colorado
| $251M | +$60.8M | +32% | 33.8% | 1.71% | 64 | 64.06% | 0.6 |
|
| 3824 |
3824
American National Registered Investment Advisor
Galveston,
Texas
| $251M | +$31.9M | +15% | 14.1% | 95.8% | 224 | 4.91% | 4.9 |
|
| 3825 |
3825
Newfleet Asset Management
Hartford,
Connecticut
| $251M | – | – | 4.13% | – | 11 | – | 0 |
|