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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Rings Capital Management
Chicago,
Illinois
| $186M | +$14M | +8% | 7.86% | 40.9% | 8 | 12.5% | 1 |
|
| 3927 |
3927
Wittenberg Investment Management
Carlisle,
Massachusetts
| $186M | +$7.19M | +4% | 10.6% | 89.9% | 75 | 6.67% | 2.9 |
|
| 3928 |
AAG
3928
Avalon Advisory Group
Wexford,
Pennsylvania
| $186M | +$9.29M | +5% | 5.06% | 46% | 10 | 0% | 0.7 |
|
| 3929 |
BG
3929
Berry Group
Worcester,
Massachusetts
| $186M | +$24.8M | +15% | 11.3% | – | 111 | 7.21% | 0.6 |
|
| 3930 |
3930
Quaker Wealth Management
Moorestown,
New Jersey
| $186M | +$18.6M | +11% | 3.28% | – | 61 | 37.7% | 0.5 |
|
| 3931 |
SC
3931
Schulhoff & Co
Cincinnati,
Ohio
| $186M | +$16M | +9% | 8.14% | 51.8% | 106 | 6.6% | 5.5 |
|
| 3932 |
3932
Abacus FCF Advisors
Orlando,
Florida
| $186M | +$80.8M | +77% | 14.7% | 197% | 95 | 21.05% | 1.4 |
|
| 3933 |
3933
Courage Miller Partners
Norfolk,
Virginia
| $186M | +$28K | +0% | 5.13% | 43.5% | 71 | 0% | 5.5 |
|
| 3934 |
3934
Algebris (UK)
London,
United Kingdom
| $186M | +$50.1M | +37% | 0.27% | 17% | 36 | 58.33% | 0.8 |
|
| 3935 |
3935
Janiczek Wealth Management
Denver,
Colorado
| $186M | +$7.95M | +4% | 6.36% | 16.4% | 750 | 62.27% | 0.6 |
|
| 3936 |
3936
Allied Investment Advisors
Billings,
Montana
| $186M | +$12.3M | +7% | 11.1% | 68.4% | 46 | 0% | 2.3 |
|
| 3937 |
RP
3937
RBS Partners
Bay Harbor Islands,
Florida
| $186M | +$58.2M | +46% | 46.6% | 210% | 3 | 0% | 6.2 |
|
| 3938 |
3938
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $186M | +$21.6M | +13% | 4.95% | 63.7% | 40 | 12.5% | 1.1 |
|
| 3939 |
SCM
3939
Stonehill Capital Management
New York
| $185M | -$197M | -52% | 1.05% | 117% | 20 | 30% | 1.3 |
|
| 3940 |
3940
Access Financial Services
Minneapolis,
Minnesota
| $185M | +$32.8M | +22% | 5.87% | 51.1% | 79 | 15.19% | 2.2 |
|
| 3941 |
HIM
3941
Hotaling Investment Management
Wayne,
Pennsylvania
| $185M | +$11.7M | +7% | 10.7% | 52.6% | 117 | 19.66% | 1.3 |
|
| 3942 |
3942
Unio Capital
Princeton,
New Jersey
| $185M | +$19.3M | +12% | 9.33% | 97.8% | 58 | 10.34% | 2.1 |
|
| 3943 |
3943
Kellner Capital
New York
| $185M | -$18.6M | -9% | 31% | 390% | 38 | 65.79% | 0.2 |
|
| 3944 |
3944
Birch Grove Capital
New York
| $185M | +$64M | +53% | 1.23% | 2.66% | 58 | 39.66% | 0.3 |
|
| 3945 |
3945
Delta Investment Management
San Francisco,
California
| $185M | -$55M | -23% | 6.05% | 69.9% | 170 | 32.35% | 0.7 |
|
| 3946 |
3946
Patton Fund Management
Dallas,
Texas
| $185M | +$12.6M | +7% | 9.27% | 211% | 90 | 33.33% | 0.6 |
|
| 3947 |
MCL
3947
MIK Capital LP
New York
| $184M | +$4M | +2% | 23.3% | – | 56 | 87.5% | 0.1 |
|
| 3948 |
3948
First Ascent Asset Management
Denver,
Colorado
| $184M | +$44.1M | +31% | 5.02% | 4.15% | 34 | 32.35% | 0.6 |
|
| 3949 |
KFO
3949
Kopp Family Office
Bloomington,
Minnesota
| $184M | -$988K | -0.5% | 24.4% | 47.9% | 13 | 61.54% | 0.3 |
|
| 3950 |
3950
Sara-Bay Financial
Sarasota,
Florida
| $184M | +$10M | +6% | 9.62% | 233% | 81 | 12.35% | 0.2 |
|