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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Eagle Health Investments
Greenwich,
Connecticut
| $255M | +$98.4M | +63% | 1.25% | 241% | 28 | 25% | 0.2 |
|
| 3952 |
3952
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $255M | +$23.1M | +10% | 8.05% | 64.1% | 191 | 9.42% | 3.2 |
|
| 3953 |
3953
Independent Family Office
Albany,
New York
| $255M | +$15.3M | +6% | 8.9% | 68.4% | 70 | 12.86% | 1 |
|
| 3954 |
3954
Bandera Partners
New York
| $254M | +$62.7M | +33% | 40.5% | 55.4% | 18 | 11.11% | 3.2 |
|
| 3955 |
3955
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $254M | +$3.93M | +2% | 5.04% | 63% | 215 | 12.09% | 2 |
|
| 3956 |
3956
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $254M | -$903M | -78% | 5.4% | 36.4% | 20 | 85% | 0.1 |
|
| 3957 |
3957
Stewardship Advisors
Mount Joy,
Pennsylvania
| $254M | +$8.8M | +4% | 2.19% | 46.1% | 50 | 10% | 0.8 |
|
| 3958 |
3958
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $254M | +$41M | +19% | 15.5% | 164% | 93 | 49.46% | 1.9 |
|
| 3959 |
3959
Sutton Wealth Advisors
Tampa,
Florida
| $254M | +$18.5M | +8% | 8.73% | 40.9% | 1,272 | 4.8% | 3.4 |
|
| 3960 |
LHC
3960
Lodge Hill Capital
New York
| $254M | -$37.5M | -13% | 12.1% | 17.9% | 36 | 77.78% | 0.5 |
|
| 3961 |
3961
Progeny 3 Inc
Kirkland,
Washington
| $254M | +$65M | +34% | 7.48% | 96.8% | 32 | 25% | 1 |
|
| 3962 |
3962
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $254M | +$23.7M | +10% | 8.29% | 72.9% | 162 | 6.17% | 3.3 |
|
| 3963 |
3963
Blume Capital Management
Berkeley,
California
| $254M | +$20.3M | +9% | 10.4% | 102% | 277 | 19.86% | 3.5 |
|
| 3964 |
3964
Gleason Group
Prospect,
Kentucky
| $254M | +$45.5M | +22% | 7.19% | 69.1% | 211 | 12.8% | 1.1 |
|
| 3965 |
3965
Retirement Capital Strategies
San Jose,
California
| $254M | +$7.11M | +3% | 10% | 59% | 90 | 45.56% | 1.6 |
|
| 3966 |
HCM
3966
Horrell Capital Management
Little Rock,
Arkansas
| $254M | +$21.4M | +9% | 14.5% | 55.6% | 205 | 12.68% | 4.5 |
|
| 3967 |
3967
Oak Management Corp
Wilton,
Connecticut
| $253M | -$20.1M | -7% | 5.82% | 96.4% | 2 | 0% | 3 |
|
| 3968 |
KSCM
3968
Kamunting Street Capital Management
Miami Beach,
Florida
| $253M | +$62M | +32% | 2.93% | 7.47% | 134 | 73.88% | 0.3 |
|
| 3969 |
3969
Pathway Financial Advisors
South Burlington,
Vermont
| $253M | +$12.5M | +5% | 6.3% | 52.7% | 126 | 10.32% | 2 |
|
| 3970 |
3970
Perennial Investment Advisors
Los Angeles,
California
| $253M | +$19.7M | +8% | 3.88% | 84.3% | 218 | 25.69% | 0.7 |
|
| 3971 |
3971
Tuttle Capital Management
Riverside,
Connecticut
| $253M | +$124M | +96% | 0.13% | 115% | 346 | 80.92% | 0.1 |
|
| 3972 |
3972
TFC Financial Management
Boston,
Massachusetts
| $253M | +$16.3M | +7% | 5.49% | 66.9% | 603 | 7.13% | 0.5 |
|
| 3973 |
3973
Daniels + Tansey
Wilmington,
Delaware
| $253M | +$12.4M | +5% | 5.98% | 21.1% | 32 | 25% | 0.4 |
|
| 3974 |
3974
Fulcrum Equity Management
Plano,
Texas
| $253M | +$2.33M | +0.9% | 7.71% | 116% | 217 | 50.23% | 0.5 |
|
| 3975 |
3975
Jacobs Asset Management
New York
| $253M | +$11.9M | +5% | 22.8% | 114% | 56 | 55.36% | 1.4 |
|