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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
BHZ Capital Management
San Jose,
California
| $294M | +$215K | +0.1% | 5.33% | 3.24% | 153 | 23.53% | 2.6 |
|
| 4052 |
PI
4052
Pennant Investors
Summit,
New Jersey
| $294M | -$58M | -16% | 2.95% | 372% | 24 | 29.17% | 1.4 |
|
| 4053 |
FC
4053
Fore Capital
New York
| $294M | +$99.4M | +51% | 0.81% | 25.4% | 65 | 53.85% | 0.7 |
|
| 4054 |
SIM
4054
SW Investment Management
Telluride,
Colorado
| $294M | +$42.8M | +17% | 5.62% | 143% | 10 | 0% | 0.9 |
|
| 4055 |
4055
Cowen Prime Advisors
New York
| $294M | +$25.3M | +9% | 13.9% | 116% | 175 | 3.43% | 4.9 |
|
| 4056 |
4056
FCA Corp
Houston,
Texas
| $294M | -$38.5M | -12% | 7.38% | 57.4% | 199 | 24.62% | 3.3 |
|
| 4057 |
4057
Keystone Financial Planning
Cleveland,
Ohio
| $294M | +$18.5M | +7% | 8.25% | 46% | 46 | 2.17% | 4.7 |
|
| 4058 |
4058
Red Wave Investments
Dillsburg,
Pennsylvania
| $293M | +$16M | +6% | 5.1% | 68.8% | 104 | 10.58% | 0.8 |
|
| 4059 |
4059
Evergreen Advisors
Chattanooga,
Tennessee
| $293M | +$12.2M | +4% | 5% | – | 15 | 20% | 1.8 |
|
| 4060 |
4060
Ayalon Insurance Company
Ramat Gan,
Israel
| $293M | +$15.1M | +5% | 9.84% | 99.6% | 136 | 5.88% | 2.6 |
|
| 4061 |
4061
Thrive Wealth Management
Audubon,
Pennsylvania
| $293M | – | – | 9.36% | 84.1% | 146 | – | 0 |
|
| 4062 |
4062
Summit Wealth & Retirement Planning
San Ramon,
California
| $293M | +$19.3M | +7% | 4.38% | 67.6% | 100 | 24% | 1.6 |
|
| 4063 |
4063
Mathes Company
New York
| $292M | +$22.8M | +8% | 8.84% | 121% | 136 | 12.5% | 4.4 |
|
| 4064 |
4064
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $292M | +$68.1M | +30% | 12.7% | 90.8% | 115 | 30.43% | 0.8 |
|
| 4065 |
4065
Horiko Capital Management
New York
| $292M | +$33.9M | +13% | 11.5% | 275% | 29 | 20.69% | 1.9 |
|
| 4066 |
4066
Allied Investment Advisors
Billings,
Montana
| $292M | +$27.9M | +11% | 9.03% | 68.4% | 61 | 8.2% | 2.8 |
|
| 4067 |
4067
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $292M | +$35.7M | +14% | 7.22% | 57.9% | 46 | 26.09% | 1.4 |
|
| 4068 |
4068
Waypoint Wealth Partners
Mill Valley,
California
| $292M | +$25.1M | +9% | 6.59% | 52.1% | 50 | 14% | 0.8 |
|
| 4069 |
4069
Platte River Wealth Advisors
Louisville,
Colorado
| $292M | +$21.9M | +8% | 11.8% | 28.6% | 92 | 10.87% | 1.7 |
|
| 4070 |
4070
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $292M | -$14.9M | -5% | 5.27% | 31% | 892 | 69.51% | 0.2 |
|
| 4071 |
KRC
4071
Kehrs Ridge Capital
Holmdel,
New Jersey
| $292M | -$17.8M | -6% | 5.99% | – | 43 | 72.09% | 0.2 |
|
| 4072 |
AFA
4072
Alta Fundamental Advisers
New York
| $292M | +$60.2M | +26% | 0.89% | 199% | 26 | 34.62% | 1.3 |
|
| 4073 |
4073
Carrhae Capital
London,
United Kingdom
| $292M | +$2.17M | +0.8% | 3.25% | 182% | 18 | 61.11% | 0.3 |
|
| 4074 |
4074
Whalerock Point Partners
Providence,
Rhode Island
| $292M | +$33.7M | +13% | 12.1% | 103% | 157 | 9.55% | 4 |
|
| 4075 |
WA
4075
Wealthstar Advisors
Plano,
Texas
| $291M | -$39.4M | -12% | 7.9% | – | 105 | 28.57% | 1.7 |
|