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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Stelac Advisory Services
New York
| $271M | -$116M | -30% | 6.37% | 84.9% | 276 | 26.45% | 1.6 |
|
| 3827 |
3827
Blue Grotto Capital
Atlanta,
Georgia
| $271M | +$10.4M | +4% | 15.1% | 296% | 27 | 44.44% | 0.6 |
|
| 3828 |
MCL
3828
MIK Capital LP
New York
| $271M | +$26.9M | +11% | 23.2% | – | 88 | 80.68% | 0.1 |
|
| 3829 |
3829
Muhlenkamp & Co
Wexford,
Pennsylvania
| $270M | +$21.9M | +9% | 13% | 107% | 38 | 15.79% | 2.8 |
|
| 3830 |
3830
13D Management
New York
| $270M | +$28.1M | +12% | 13.5% | 157% | 33 | 15.15% | 1.6 |
|
| 3831 |
3831
Buckley Wealth Management
Las Vegas,
Nevada
| $270M | +$25.9M | +11% | 7.51% | 88% | 131 | 12.98% | 2.4 |
|
| 3832 |
3832
Albar Capital
London,
United Kingdom
| $270M | +$59M | +28% | 24.6% | 163% | 33 | 72.73% | 0.2 |
|
| 3833 |
3833
3G Capital Partners
New York
| $269M | +$150M | +126% | 17.5% | 351% | 16 | 18.75% | 0.9 |
|
| 3834 |
3834
White Pine Investment Company
Livonia,
Michigan
| $269M | +$22.4M | +9% | 7.37% | 73.3% | 59 | 13.56% | 3.7 |
|
| 3835 |
3835
Summit Wealth & Retirement Planning
San Ramon,
California
| $269M | +$5.44M | +2% | 2.91% | 67.6% | 128 | 35.94% | 1.4 |
|
| 3836 |
3836
Zeal Asset Management
Central,
Hong Kong
| $269M | -$244M | -48% | 9.4% | 26.9% | 8 | 12.5% | 0.7 |
|
| 3837 |
3837
Doliver Advisors
Houston,
Texas
| $269M | +$42.8M | +19% | 13.1% | 92.3% | 158 | 29.75% | 1.6 |
|
| 3838 |
3838
NEPC LLC
Boston,
Massachusetts
| $269M | +$94.4M | +54% | 2.5% | 21.3% | 39 | 35.9% | 0.8 |
|
| 3839 |
3839
American Money Management
Rancho Santa Fe,
California
| $269M | +$12.9M | +5% | 7.75% | 65% | 91 | 12.09% | 3.4 |
|
| 3840 |
3840
FNY Investment Advisers
New York
| $268M | -$98.4M | -27% | 2.97% | 386% | 1,195 | 65.02% | 0.3 |
|
| 3841 |
3841
Keystone Financial Planning
Cleveland,
Ohio
| $268M | +$27.2M | +11% | 10.5% | 46% | 46 | 6.52% | 4.7 |
|
| 3842 |
3842
M. Kulyk & Associates
Decatur,
Georgia
| $268M | +$87.6M | +49% | 5.14% | 63.3% | 73 | 31.51% | 0.2 |
|
| 3843 |
3843
First Wilshire Securities Management
Pasadena,
California
| $268M | +$19.3M | +8% | 17.6% | 135% | 87 | 14.94% | 3.6 |
|
| 3844 |
3844
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $268M | +$22.2M | +9% | 6.42% | 130% | 93 | 30.11% | 0.8 |
|
| 3845 |
FVCM
3845
F&V Capital Management
Boca Raton,
Florida
| $268M | +$35.9M | +15% | 15.3% | 123% | 65 | 15.38% | 4 |
|
| 3846 |
3846
Bullseye Asset Management
Denver,
Colorado
| $268M | -$582K | -0.2% | 6.78% | 81% | 110 | 27.27% | 0.8 |
|
| 3847 |
BCM
3847
Birmingham Capital Management
Birmingham,
Alabama
| $267M | +$25.4M | +10% | 13.1% | 103% | 102 | 2.94% | 5.9 |
|
| 3848 |
3848
Moerus Capital Management
New York
| $267M | +$12M | +5% | 14.4% | 220% | 13 | 0% | 2 |
|
| 3849 |
3849
SV Health Investors
Boston,
Massachusetts
| $267M | +$59.4M | +29% | 22.4% | 97.4% | 10 | 30% | 2.8 |
|
| 3850 |
3850
RP Management
New York
| $266M | -$59.6M | -18% | 17.4% | 208% | 5 | 0% | 1.9 |
|