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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
WNY Asset Management
Williamsville,
New York
| $250M | +$52.7M | +27% | 5.05% | – | 142 | 37.32% | 0.2 |
|
| 4002 |
4002
Schoolcraft Capital
Boulder,
Colorado
| $250M | +$12M | +5% | 5.94% | 58.7% | 53 | 11.32% | 1.5 |
|
| 4003 |
GCMG
4003
Gyroscope Capital Management Group
Naples,
Florida
| $250M | +$17.3M | +7% | 9.32% | 24.8% | 129 | 24.03% | 1.8 |
|
| 4004 |
4004
Hi-Line Capital Management
Watertown,
South Dakota
| $250M | +$69.6M | +39% | 17.6% | 57.5% | 28 | 14.29% | 1.5 |
|
| 4005 |
4005
Winch Advisory Services
Appleton,
Wisconsin
| $250M | +$8.86M | +4% | 2.48% | 92.4% | 491 | 11% | 2.7 |
|
| 4006 |
4006
Wakefield Asset Management
Englewood,
Colorado
| $249M | +$10.9M | +5% | 12.8% | 147% | 188 | 35.11% | 0.8 |
|
| 4007 |
4007
Monument Capital Management
Alexandria,
Virginia
| $249M | +$33M | +15% | 8.17% | 170% | 113 | 23.89% | 1.3 |
|
| 4008 |
PGF
4008
Pelham Global Financials
London,
United Kingdom
| $249M | +$5.92M | +2% | 0.48% | 24.5% | 11 | 18.18% | 1.1 |
|
| 4009 |
4009
Leonard Rickey Investment Advisors
Yakima,
Washington
| $249M | +$29.7M | +14% | 5.62% | 60.4% | 70 | 14.29% | 2 |
|
| 4010 |
4010
Simplify Asset Management
Las Vegas,
Nevada
| $249M | +$139M | +127% | 5.74% | 48.4% | 31 | 67.74% | 0.3 |
|
| 4011 |
4011
West Paces Advisors
Atlanta,
Georgia
| $249M | +$24.2M | +11% | 7.37% | 57.7% | 439 | 7.29% | 3.6 |
|
| 4012 |
4012
Cutler Capital Management
Worcester,
Massachusetts
| $249M | +$19M | +8% | 7.48% | 39.7% | 107 | 19.63% | 2.2 |
|
| 4013 |
4013
Engrave Wealth Partners
The Woodlands,
Texas
| $248M | +$127M | +104% | 11.5% | 39.9% | 75 | 40% | 0.7 |
|
| 4014 |
4014
Eidelman Virant Capital
Saint Louis,
Missouri
| $248M | +$18.9M | +8% | 11.9% | 46.2% | 218 | 38.53% | 1.5 |
|
| 4015 |
4015
Castle Rock Wealth Management
Walnut Creek,
California
| $248M | +$7.6M | +3% | 3.15% | 115% | 262 | 18.7% | 0.7 |
|
| 4016 |
4016
Aristides Capital
Louisville,
Kentucky
| $248M | -$44.3M | -15% | 30.2% | 126% | 209 | 60.77% | 0.5 |
|
| 4017 |
4017
Income Research & Management
Boston,
Massachusetts
| $248M | -$24.9M | -9% | 0% | 1.19% | 18 | 22.22% | 2.3 |
|
| 4018 |
4018
Argus Investors Counsel
New York
| $248M | +$19.5M | +9% | 7.75% | 132% | 89 | 22.47% | 4 |
|
| 4019 |
4019
Kowal Investment Group
Brookfield,
Wisconsin
| $247M | +$31.8M | +15% | 4.78% | 21.1% | 99 | 12.12% | 0.2 |
|
| 4020 |
4020
Aravt Global
New York
| $247M | -$169M | -41% | 0.63% | 83.7% | 14 | 21.43% | 3.1 |
|
| 4021 |
MI
4021
M3F Inc
Salt Lake City,
Utah
| $247M | +$36.2M | +17% | 22.7% | 139% | 49 | 22.45% | 2.1 |
|
| 4022 |
4022
Squadra Investments
Rio De Janeiro,
Brazil
| $247M | -$37.7M | -13% | 10.5% | 1.55% | 3 | 0% | 0.8 |
|
| 4023 |
4023
Nixon Peabody Trust
Boston,
Massachusetts
| $247M | +$9.7M | +4% | 4.82% | 101% | 71 | 4.23% | 3.6 |
|
| 4024 |
4024
Arlington Financial Advisors
Santa Barbara,
California
| $247M | +$9.47M | +4% | 5.79% | 67.6% | 61 | 8.2% | 2.1 |
|
| 4025 |
4025
Financial Consulate
Hunt Valley,
Maryland
| $247M | +$14.8M | +6% | 6.88% | 61.4% | 126 | 15.08% | 2.7 |
|