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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 |
DI
3801
Diligent Investors
Redlands,
California
| $274M | +$25.1M | +10% | 8.2% | 82.2% | 238 | 9.66% | 3.1 |
|
| 3802 |
ARI
3802
Applied Research Investments
Wilmington,
Delaware
| $274M | +$39.2M | +17% | 2.17% | – | 48 | 14.58% | 0.6 |
|
| 3803 |
3803
Acorn Financial Advisory Services
Reston,
Virginia
| $274M | +$19.1M | +8% | 8.28% | 108% | 230 | 16.96% | 1 |
|
| 3804 |
3804
New Vernon Capital Holdings II
Morristown,
New Jersey
| $274M | -$43.6M | -14% | 6.35% | 114% | 34 | 47.06% | 1.3 |
|
| 3805 |
3805
Single Point Partners
Boston,
Massachusetts
| $273M | +$51.5M | +23% | 6.92% | 56.4% | 97 | 46.39% | 0.7 |
|
| 3806 |
3806
Sax Wealth Advisors
Parsippany,
New Jersey
| $273M | +$55.8M | +26% | 7.46% | 64.3% | 153 | 15.69% | 0.2 |
|
| 3807 |
AFS
3807
Annapolis Financial Services
Annapolis,
Maryland
| $273M | +$16.1M | +6% | 5.91% | 15% | 469 | 15.78% | 0.2 |
|
| 3808 |
AP
3808
Arlington Partners
Birmingham,
Alabama
| $273M | +$56.1M | +26% | 9.68% | 46.4% | 422 | 52.13% | 0.8 |
|
| 3809 |
3809
Affinity Investment Advisors
Newport Beach,
California
| $273M | +$25.1M | +10% | 13.3% | 189% | 169 | 19.53% | 1.9 |
|
| 3810 |
3810
Affinity Capital Advisors
Berkeley,
California
| $273M | +$26.7M | +11% | 3.36% | 72.7% | 127 | 14.96% | 0.9 |
|
| 3811 |
3811
Discerene Group
Stamford,
Connecticut
| $273M | +$48.3M | +22% | 14.6% | 48.6% | 10 | 10% | 0.2 |
|
| 3812 |
3812
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $273M | -$805K | -0.3% | 2.18% | 52.1% | 85 | 29.41% | 1 |
|
| 3813 |
3813
Aaron Wealth Advisors
Chicago,
Illinois
| $273M | -$571K | -0.2% | 4.61% | 108% | 172 | 33.72% | 0.2 |
|
| 3814 |
3814
Bar Harbor Trust Services
Ellsworth,
Maine
| $272M | +$4.15M | +2% | 5.75% | 86.4% | 128 | 12.5% | 2.4 |
|
| 3815 |
3815
Solus Alternative Asset Management
Summit,
New Jersey
| $272M | -$33K | -0% | 6.52% | 79.3% | 11 | 45.45% | 1.5 |
|
| 3816 |
3816
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $272M | +$4.11M | +2% | 0.51% | 24.5% | 43 | 2.33% | 3.9 |
|
| 3817 |
3817
Engine No 1 LLC
San Francisco,
California
| $272M | +$40.4M | +17% | 20.2% | 536% | 14 | 21.43% | 0.2 |
|
| 3818 |
3818
Willow Creek Wealth Management
Sebastopol,
California
| $272M | +$6.59M | +2% | 1.35% | – | 95 | 7.37% | 2.3 |
|
| 3819 |
3819
Fernwood Investment Management
Quincy,
Massachusetts
| $272M | +$18.2M | +7% | 8.31% | 83.4% | 198 | 11.62% | 3 |
|
| 3820 |
3820
Corriente Advisors
Fort Worth,
Texas
| $272M | -$149M | -35% | 7.72% | – | 23 | 73.91% | 0.5 |
|
| 3821 |
3821
Mendon Capital Advisors
Key Largo,
Florida
| $272M | +$58.4M | +27% | 35.2% | – | 65 | 30.77% | 2 |
|
| 3822 |
3822
TRV GP IV
Boston,
Massachusetts
| $271M | -$40.3M | -13% | 44.3% | 1,102% | 5 | 20% | 1.4 |
|
| 3823 |
3823
Ballew Advisors
Jackson,
Mississippi
| $271M | +$142M | +109% | 5.11% | 68% | 124 | 20.97% | 1.8 |
|
| 3824 |
3824
Winmill & Co
Walpole,
New Hampshire
| $271M | +$16.9M | +7% | 16.5% | 146% | 100 | 23% | 1.2 |
|
| 3825 |
3825
Burt Wealth Advisors
North Bethesda,
Maryland
| $271M | -$18.9M | -7% | 1.39% | 57.3% | 397 | 77.08% | 5.2 |
|