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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
TLWM Financial
San Antonio,
Texas
| $264M | +$13.3M | +5% | 4.15% | 53.9% | 74 | 20.27% | 1.7 |
|
| 3877 |
3877
CVA Family Office
Denver,
Colorado
| $263M | +$101M | +62% | 6.83% | 71.6% | 799 | 56.07% | 0.4 |
|
| 3878 |
3878
Ninety One
Cape Town,
South Africa
| $263M | +$8.78M | +3% | 17.5% | 232% | 122 | 14.75% | 1.7 |
|
| 3879 |
3879
Scholtz & Company
Stamford,
Connecticut
| $263M | +$7.27M | +3% | 6.22% | 111% | 86 | 37.21% | 1.5 |
|
| 3880 |
3880
Farmers National Bank
Danville,
Kentucky
| $263M | +$11.8M | +5% | 5.76% | – | 147 | 5.44% | 4.2 |
|
| 3881 |
3881
Clearfield Capital Management
New York
| $263M | +$60.8M | +30% | 26.4% | 421% | 11 | 36.36% | 0.3 |
|
| 3882 |
3882
Birinyi Associates
Westport,
Connecticut
| $262M | -$7.85M | -3% | 2.35% | 134% | 76 | 23.68% | 4.7 |
|
| 3883 |
3883
IAG Wealth Partners
Waukesha,
Wisconsin
| $262M | +$17.4M | +7% | 6.54% | 54.1% | 393 | 16.28% | 1 |
|
| 3884 |
3884
Armor Advisors
New York
| $262M | +$14.8M | +6% | 8.7% | 78.5% | 17 | 35.29% | 0.7 |
|
| 3885 |
3885
TRG Investments
Richmond,
Virginia
| $262M | -$1.31B | -83% | 2.58% | 70.5% | 4 | 75% | 5.3 |
|
| 3886 |
3886
AlphaMark Advisors
Ft. Wright,
Kentucky
| $262M | +$567K | +0.2% | 7.57% | 26.4% | 600 | 16.67% | 3.2 |
|
| 3887 |
3887
Stonebridge Capital Management
Los Angeles,
California
| $262M | +$20.3M | +8% | 9% | – | 102 | 4.9% | 5.3 |
|
| 3888 |
DS
3888
Dalal Street
West Lake Hills,
Texas
| $262M | +$55.7M | +27% | 17% | 92.7% | 3 | 33.33% | 1 |
|
| 3889 |
3889
Jackson Square Capital
San Francisco,
California
| $262M | +$1.88M | +0.7% | 6.83% | 423% | 178 | 25.28% | 0.8 |
|
| 3890 |
3890
Peddock Capital Advisors
Braintree,
Massachusetts
| $262M | +$69.7M | +36% | 10% | 113% | 304 | 62.17% | 3.5 |
|
| 3891 |
3891
Stone Run Capital
New York
| $262M | +$10.1M | +4% | 3.94% | 77.8% | 64 | 6.25% | 5.2 |
|
| 3892 |
SWMG
3892
Strategic Wealth Management Group
Fulton,
Maryland
| $262M | +$30.4M | +13% | 8.32% | – | 139 | 12.95% | 1.3 |
|
| 3893 |
3893
Bay Colony Advisors
Concord,
Massachusetts
| $261M | +$73.4M | +39% | 6.37% | 91.8% | 350 | 28% | 1.2 |
|
| 3894 |
3894
Canal Insurance Company
Greenville,
South Carolina
| $261M | +$21.9M | +9% | 7.68% | 114% | 69 | 24.64% | 4.5 |
|
| 3895 |
3895
Great Point Wealth Advisors
Boston,
Massachusetts
| $261M | +$28.4M | +12% | 4.4% | – | 56 | 25% | 1.4 |
|
| 3896 |
3896
Oak Harvest Investment Services
Houston,
Texas
| $261M | +$28.2M | +12% | 5.42% | 120% | 77 | 19.48% | 0.2 |
|
| 3897 |
3897
Montgomery Investment Management
Rockville,
Maryland
| $261M | +$43.2M | +20% | 21.3% | 105% | 82 | 1.22% | 5.3 |
|
| 3898 |
3898
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $261M | +$52.4M | +25% | 1.42% | – | 70 | 48.57% | 0.2 |
|
| 3899 |
3899
New Harbor Financial Group
Worcester,
Massachusetts
| $261M | -$16.8M | -6% | 0.02% | 94.6% | 21 | 28.57% | 2.6 |
|
| 3900 |
3900
Evergreen Advisors
Chattanooga,
Tennessee
| $261M | +$17.8M | +7% | 3.36% | – | 15 | 13.33% | 1.3 |
|