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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Heritage Way Advisors
Rockford,
Illinois
| $190M | +$19.3M | +11% | 8.12% | 79.4% | 68 | 13.24% | 2.3 |
|
| 3877 |
3877
Shah Capital Management
Raleigh,
North Carolina
| $190M | +$24.2M | +15% | 26.4% | 287% | 11 | 27.27% | 3.6 |
|
| 3878 |
3878
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $190M | +$20.9M | +12% | 12.4% | 36.7% | 4 | 0% | 2.5 |
|
| 3879 |
3879
Cambridge Financial Group
Columbus,
Ohio
| $190M | +$13.1M | +7% | 11.7% | – | 32 | 0% | 3.5 |
|
| 3880 |
3880
Pacific Wealth Strategies Group
Santa Barbara,
California
| $190M | +$10.3M | +6% | 10.4% | 85.3% | 92 | 31.52% | 2.4 |
|
| 3881 |
FA
3881
Financial Advisors
Andover,
Massachusetts
| $190M | +$10.6M | +6% | 5.06% | 71.5% | 72 | 16.67% | 1.3 |
|
| 3882 |
3882
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $190M | +$25.7M | +16% | 6.41% | 71.4% | 188 | 11.17% | 1.3 |
|
| 3883 |
3883
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $190M | +$18.8M | +11% | 5.63% | 55.5% | 70 | 12.86% | 1.6 |
|
| 3884 |
3884
Ibex Investors
Denver,
Colorado
| $190M | -$20.6M | -10% | 13.3% | 1.71% | 63 | 55.56% | 0.8 |
|
| 3885 |
PCA
3885
Prospect Capital Advisors
Sausalito,
California
| $190M | +$25M | +15% | 10.9% | 202% | 24 | 20.83% | 1.9 |
|
| 3886 |
3886
Providence Capital Advisors
Charlotte,
North Carolina
| $190M | +$13.4M | +8% | 5.62% | 47.4% | 243 | 26.75% | 1.5 |
|
| 3887 |
3887
Garrison Asset Management
Fayetteville,
Arkansas
| $190M | +$11.8M | +7% | 8.59% | 52.1% | 100 | 2% | 5.1 |
|
| 3888 |
3888
Monument Capital Management
Alexandria,
Virginia
| $190M | +$19.6M | +12% | 9.67% | 170% | 101 | 31.68% | 1.4 |
|
| 3889 |
3889
Susquehanna International Securities
Dublin,
Ireland
| $190M | -$51.7M | -21% | 8.26% | 2.8% | 83 | 51.81% | 0.6 |
|
| 3890 |
3890
Marvin & Palmer Associates
Wilmington,
Delaware
| $190M | +$23.8M | +14% | 14.9% | 415% | 37 | 35.14% | 0.9 |
|
| 3891 |
3891
Oak Management Corp
Wilton,
Connecticut
| $189M | -$261M | -58% | 16.1% | 96.4% | 3 | 0% | 2.2 |
|
| 3892 |
3892
Riverpark Capital Management
New York
| $189M | +$117M | +163% | 12.6% | 152% | 55 | 0% | 2.5 |
|
| 3893 |
3893
Oak Asset Management
Westlake Village,
California
| $189M | +$20.6M | +12% | 12.4% | 91.8% | 89 | 4.49% | 2.4 |
|
| 3894 |
3894
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $189M | +$8.55M | +5% | 4.7% | 60.5% | 8 | 0% | 0.6 |
|
| 3895 |
LA
3895
LFL Advisers
Evanston,
Illinois
| $189M | -$3.27M | -2% | 6.96% | 83% | 12 | 8.33% | 2.6 |
|
| 3896 |
3896
Front Row Advisors
Tiburon,
California
| $189M | +$27.7M | +17% | 11.5% | 142% | 1,109 | 24.89% | 2 |
|
| 3897 |
3897
Riversedge Advisors
Wilmington,
Delaware
| $189M | +$17.6M | +10% | 5.57% | 71.3% | 45 | 4.44% | 0.7 |
|
| 3898 |
3898
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $189M | +$13.2M | +8% | 8.92% | 81% | 92 | 1.09% | 4 |
|
| 3899 |
3899
Sitrin Capital Management
Century City,
California
| $189M | +$21M | +13% | 17.7% | 139% | 39 | 25.64% | 1.9 |
|
| 3900 |
CA
3900
Continental Advisors
Park City,
Utah
| $189M | +$1.9M | +1% | 0.75% | 73.6% | 90 | 16.67% | 3.1 |
|