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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
MPEM
4026
Marathon Partners Equity Management
New York
| $228M | +$9.8M | +4% | 32.9% | – | 16 | 43.75% | 2.1 |
|
| 4027 |
4027
Cowbird Capital
New York
| $228M | +$72.8M | +47% | 50.6% | 21.3% | 16 | 56.25% | 0.5 |
|
| 4028 |
4028
Peterson Wealth Advisors
Orem,
Utah
| $227M | +$32M | +16% | 13% | 50.9% | 50 | 12% | 2 |
|
| 4029 |
4029
Bellwether Advisors
Lincoln,
Nebraska
| $227M | – | – | 11.9% | 128% | 345 | – | 0 |
|
| 4030 |
4030
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $227M | +$39.3M | +21% | 12.9% | 84.6% | 101 | 4.95% | 4.4 |
|
| 4031 |
4031
Fairhaven Wealth Management
Oak Brook,
Illinois
| $227M | +$58.2M | +34% | 14.9% | – | 122 | 22.13% | 1.1 |
|
| 4032 |
WA
4032
Wealth Advisors
Rancho Santa Fe,
California
| $227M | +$12.4M | +6% | 11.7% | 40% | 90 | 20% | 0.7 |
|
| 4033 |
4033
Chase Investment Counsel
Charlottesville,
Virginia
| $227M | +$26.3M | +13% | 14.7% | 380% | 112 | 29.46% | 1.4 |
|
| 4034 |
4034
AMI Investment Management
Kendallville,
Indiana
| $227M | +$28.7M | +14% | 14.1% | 52% | 74 | 8.11% | 3.8 |
|
| 4035 |
4035
Doliver Advisors
Houston,
Texas
| $226M | +$29M | +15% | 14.6% | 92.3% | 179 | 34.08% | 1.5 |
|
| 4036 |
HCM
4036
Hudson Capital Management
Ramsey,
New Jersey
| $226M | +$21M | +10% | 11.2% | 66.8% | 67 | 7.46% | 2 |
|
| 4037 |
4037
Cowen Prime Advisors
New York
| $226M | +$20.2M | +10% | 22.7% | 116% | 185 | 10.27% | 4 |
|
| 4038 |
4038
Parisi Gray Wealth Management
Mendham,
New Jersey
| $226M | +$33.2M | +17% | 13.5% | 137% | 128 | 15.63% | 2 |
|
| 4039 |
4039
Bedel Financial Consulting
Indianapolis,
Indiana
| $225M | +$25.4M | +13% | 12.5% | 97.4% | 902 | 7.54% | 2.1 |
|
| 4040 |
4040
Timber Creek Capital Management
Boston,
Massachusetts
| $225M | +$43.6M | +24% | 13.2% | 139% | 131 | 10.69% | 4.5 |
|
| 4041 |
4041
Marino Stram & Associates
Braintree,
Massachusetts
| $225M | +$37.9M | +20% | 13% | 72.2% | 128 | 16.41% | 1.8 |
|
| 4042 |
FA
4042
Financial Advisors
Andover,
Massachusetts
| $225M | +$34.9M | +18% | 12% | 71.5% | 83 | 19.28% | 1.4 |
|
| 4043 |
4043
Beech Hill Advisors
New York
| $225M | +$22.2M | +11% | 14.4% | 117% | 96 | 17.71% | 2.8 |
|
| 4044 |
4044
Norman Fields Gottscho Capital Management
New York
| $225M | +$21.4M | +11% | 12.8% | 96.9% | 65 | 13.85% | 3.8 |
|
| 4045 |
4045
Scion Asset Management
Saratoga,
California
| $225M | -$106M | -32% | 28.4% | 1.91% | 44 | 72.73% | 0.2 |
|
| 4046 |
4046
West Paces Advisors
Atlanta,
Georgia
| $225M | +$29M | +15% | 14.5% | 57.7% | 422 | 4.5% | 3.5 |
|
| 4047 |
4047
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $225M | +$25.8M | +13% | 16.3% | 100% | 188 | 8.51% | 1.5 |
|
| 4048 |
4048
SWS Partners
Columbus,
Ohio
| $224M | +$24.8M | +12% | 17.3% | 127% | 123 | 17.89% | 1.1 |
|
| 4049 |
SA
4049
SoftVest Advisors
Abilene,
Texas
| $224M | +$8.12M | +4% | 63.7% | 178% | 9 | 22.22% | 0.7 |
|
| 4050 |
4050
Miramar Capital
Northbrook,
Illinois
| $224M | +$52M | +30% | 11.1% | 47.3% | 74 | 35.14% | 1.1 |
|