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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
Canal Insurance Company
Greenville,
South Carolina
| $240M | -$9.49M | -4% | 11.9% | 114% | 73 | 19.18% | 4.2 |
|
| 3927 |
3927
Eldridge Investment Advisors
Manchester,
New Hampshire
| $239M | +$27M | +13% | 10.6% | 55% | 112 | 10.71% | 1.9 |
|
| 3928 |
3928
Independent Family Office
Albany,
New York
| $239M | +$28.6M | +14% | 15% | 80.5% | 67 | 16.42% | 0.8 |
|
| 3929 |
3929
Invus Financial Advisors
New York
| $239M | +$31.4M | +15% | 28.8% | 29.5% | 6 | 0% | 0.9 |
|
| 3930 |
SAM
3930
Security Asset Management
New York
| $239M | +$76.6M | +47% | 13.8% | 67.4% | 87 | 9.2% | 3.9 |
|
| 3931 |
3931
Clare Market Investments
Dallas,
Texas
| $239M | +$34.8M | +17% | 16.8% | – | 137 | 33.58% | 0.9 |
|
| 3932 |
3932
Prudent Man Advisors
Naperville,
Illinois
| $239M | +$50.1M | +27% | 13.5% | 92.5% | 186 | 17.2% | 0.4 |
|
| 3933 |
3933
Ecofin Advisors
London,
United Kingdom
| $239M | +$32M | +15% | 25.8% | 77% | 34 | 23.53% | 2.7 |
|
| 3934 |
3934
Wakefield Asset Management
Englewood,
Colorado
| $239M | +$26.1M | +12% | 16% | 147% | 195 | 40% | 0.7 |
|
| 3935 |
3935
Bessemer Securities
New York
| $239M | +$23.7M | +11% | 12% | 45% | 88 | 7.95% | 1.7 |
|
| 3936 |
CAGAS
3936
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $238M | +$45.4M | +24% | 13.6% | 54.8% | 578 | 16.44% | 1 |
|
| 3937 |
3937
Strategic Wealth Partners
Independence,
Ohio
| $238M | +$40.5M | +20% | 11.4% | – | 183 | 19.67% | 1.3 |
|
| 3938 |
3938
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $238M | +$54.9M | +30% | 30.8% | 22.5% | 1 | 0% | 7.5 |
|
| 3939 |
3939
Schoolcraft Capital
Boulder,
Colorado
| $238M | +$25.7M | +12% | 12.2% | 58.7% | 50 | 8% | 1.4 |
|
| 3940 |
CCM
3940
CWH Capital Management
Spokane,
Washington
| $238M | +$18.2M | +8% | 14.1% | 29.9% | 97 | 12.37% | 2 |
|
| 3941 |
3941
CRA Financial Services
Northfield,
New Jersey
| $238M | +$28.7M | +14% | 12.3% | 91.9% | 166 | 15.66% | 1.5 |
|
| 3942 |
3942
CAZ Investments
Houston,
Texas
| $238M | +$161M | +209% | 26.8% | 263% | 47 | 27.66% | 1 |
|
| 3943 |
3943
First Ascent Asset Management
Denver,
Colorado
| $237M | +$53.1M | +29% | 9.99% | 4.15% | 28 | 14.29% | 0.8 |
|
| 3944 |
3944
MJP Associates
Farmington,
Connecticut
| $237M | – | – | 10.8% | 69.1% | 120 | – | 0 |
|
| 3945 |
3945
Y-Intercept (HK)
Hong Kong
| $237M | – | – | 21.8% | 41.6% | 490 | – | 0 |
|
| 3946 |
3946
Arlington Financial Advisors
Santa Barbara,
California
| $237M | +$41.9M | +21% | 22.6% | 67.6% | 62 | 11.29% | 1.8 |
|
| 3947 |
3947
Laffer Tengler Investments
Nashville,
Tennessee
| $237M | +$37.1M | +19% | 8.34% | 104% | 321 | 24.3% | 1 |
|
| 3948 |
3948
Nixon Peabody Trust
Boston,
Massachusetts
| $237M | +$19.9M | +9% | 11.5% | 101% | 75 | 13.33% | 3.4 |
|
| 3949 |
3949
Meridian Investment Counsel
Lafayette,
California
| $237M | +$30.6M | +15% | 16.1% | 116% | 190 | 8.42% | 4.7 |
|
| 3950 |
3950
TFC Financial Management
Boston,
Massachusetts
| $237M | +$34.8M | +17% | 12.7% | 66.9% | 609 | 11.17% | 0.2 |
|