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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Invenomic Capital Management
Boston,
Massachusetts
| $182M | +$46.4M | +34% | 4.54% | 6.61% | 191 | 46.6% | 0.4 |
|
| 3977 |
WEO
3977
William E. Oberndorf
| $181M | -$20.2M | -10% | 7.94% | 36.2% | 7 | 14.29% | 2.3 |
|
| 3978 |
3978
Boyd Watterson Asset Management
Cleveland,
Ohio
| $181M | +$33.6M | +23% | 7.88% | 116% | 127 | 18.11% | 4 |
|
| 3979 |
3979
Guidance Point Advisors
Wellesley,
Massachusetts
| $181M | +$1.47M | +0.8% | 4.4% | 71.8% | 82 | 10.98% | 1.3 |
|
| 3980 |
3980
Strategic Vision Investment
Hong Kong
| $181M | -$12.6M | -6% | 16.5% | 95.6% | 24 | 50% | 0.5 |
|
| 3981 |
3981
Whalerock Point Partners
Providence,
Rhode Island
| $181M | +$11.8M | +7% | 11.3% | 103% | 131 | 10.69% | 3.9 |
|
| 3982 |
3982
Infrastructure Capital Advisors
New York
| $181M | -$39.6M | -18% | 11.3% | 52% | 84 | 71.43% | 1.2 |
|
| 3983 |
3983
IRON Financial
Northbrook,
Illinois
| $181M | -$13M | -7% | 6.39% | 60.6% | 122 | 25.41% | 2.2 |
|
| 3984 |
3984
MilWealth Group
Milwaukee,
Wisconsin
| $181M | +$12.3M | +7% | 4.82% | 39.6% | 69 | 10.14% | 1.4 |
|
| 3985 |
3985
Delta Financial Advisors
New Orleans,
Louisiana
| $181M | +$10.9M | +6% | 8.22% | 107% | 106 | 5.66% | 1.1 |
|
| 3986 |
3986
EnerVest
Houston,
Texas
| $180M | -$31.1M | -15% | 14.7% | 20.5% | 1 | 0% | 1.8 |
|
| 3987 |
3987
Lowe Wealth Advisors
Columbia,
Maryland
| $180M | +$10.4M | +6% | 6.08% | 63.3% | 299 | 10.03% | 3.6 |
|
| 3988 |
3988
Garrison Point Capital
Walnut Creek,
California
| $180M | +$29.9M | +20% | 1.43% | – | 21 | 14.29% | 0.2 |
|
| 3989 |
3989
Towerpoint Wealth
Sacramento,
California
| $180M | +$19.3M | +12% | 4.6% | 67.7% | 69 | 11.59% | 1.7 |
|
| 3990 |
3990
Procyon Advisors
Shelton,
Connecticut
| $180M | -$8.38M | -4% | 9.31% | 92.3% | 1,205 | 82.9% | 0.7 |
|
| 3991 |
3991
Patriot Financial Partners
Radnor,
Pennsylvania
| $180M | -$13.4M | -7% | 11.5% | 16.6% | 26 | 26.92% | 1.5 |
|
| 3992 |
3992
PhiloSmith Capital
Stamford,
Connecticut
| $180M | +$3.25M | +2% | 2.2% | 47% | 35 | 0% | 2.9 |
|
| 3993 |
3993
Boltwood Capital Management
Walnut Creek,
California
| $179M | +$13.6M | +8% | 7.29% | 63% | 143 | 11.89% | 4.2 |
|
| 3994 |
3994
Ceeto Capital Group
Coral Gables,
Florida
| $179M | +$24.7M | +16% | 12.9% | 94.4% | 142 | 11.27% | 2.1 |
|
| 3995 |
3995
DeDora Capital
Napa,
California
| $179M | +$13.2M | +8% | 11.8% | 91.2% | 100 | 18% | 1.9 |
|
| 3996 |
3996
Biltmore Family Office
Charlotte,
North Carolina
| $179M | +$13M | +8% | 7.99% | 99% | 182 | 12.64% | 1.9 |
|
| 3997 |
3997
CAMG Solamere Management
Charlotte,
North Carolina
| $179M | -$2.45M | -1% | 8.33% | 51.7% | 120 | 10% | 1.9 |
|
| 3998 |
3998
Hayek Kallen Investment Management
Fairhope,
Alabama
| $179M | +$2.35M | +1% | 9.95% | 71.9% | 71 | 8.45% | 4.9 |
|
| 3999 |
3999
Maso Capital Partners
Hong Kong
| $179M | -$69M | -28% | 18.6% | 8.67% | 31 | 61.29% | 0.7 |
|
| 4000 |
ETI
4000
Enterprise Trust & Investment
Los Gatos,
California
| $179M | +$11.3M | +7% | 8.59% | 58.6% | 195 | 4.1% | 1.1 |
|