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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
KCP
4076
KDI Capital Partners
Raleigh,
North Carolina
| $221M | +$20.6M | +10% | 9.8% | 77.1% | 32 | 9.38% | 3.1 |
|
| 4077 |
DMK
4077
David M. Knott
| $221M | +$50.5M | +30% | 23.5% | 81% | 119 | 23.53% | 2.9 |
|
| 4078 |
4078
OneAscent Wealth Management
Birmingham,
Alabama
| $221M | – | – | 10.5% | 54.1% | 205 | – | 0 |
|
| 4079 |
4079
Colonial River Investments
Midlothian,
Virginia
| $221M | – | – | 14.5% | 156% | 134 | – | 0 |
|
| 4080 |
4080
Frank Rimerman Advisors
Palo Alto,
California
| $221M | – | – | 13.4% | 149% | 87 | – | 0 |
|
| 4081 |
4081
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $221M | +$31.8M | +17% | 13% | 81% | 96 | 7.29% | 4.1 |
|
| 4082 |
4082
Cypress Capital
Franklin,
Tennessee
| $221M | +$5.1M | +2% | 8.22% | 43.6% | 107 | 42.99% | 0.9 |
|
| 4083 |
4083
Ayalon Insurance Company
Ramat Gan,
Israel
| $221M | +$38.1M | +21% | 15.3% | 99.6% | 144 | 12.5% | 2 |
|
| 4084 |
4084
Stordahl Capital Management
Greenwood Village,
Colorado
| $221M | +$27.3M | +14% | 11.6% | 54% | 49 | 16.33% | 2.4 |
|
| 4085 |
4085
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $220M | +$19.6M | +10% | 9.22% | 52.9% | 475 | 24.21% | 1.2 |
|
| 4086 |
4086
Trinity Legacy Partners
Houston,
Texas
| $220M | +$13.1M | +6% | 11% | 63.3% | 105 | 37.14% | 0.9 |
|
| 4087 |
4087
Silverleafe Capital Partners
Germantown,
Tennessee
| $220M | +$23.4M | +12% | 10.6% | 87.7% | 79 | 27.85% | 1.3 |
|
| 4088 |
4088
Pinz Capital Management
New York
| $220M | -$54.1M | -20% | 39.3% | 199% | 220 | 94.09% | 0 |
|
| 4089 |
GA
4089
GRS Advisors
Chicago,
Illinois
| $220M | +$25.4M | +13% | 16.8% | 54.3% | 38 | 60.53% | 0.6 |
|
| 4090 |
4090
HMS Capital Management
Nashville,
Tennessee
| $220M | -$37.7M | -15% | 12.8% | 140% | 167 | 13.17% | 1.3 |
|
| 4091 |
4091
Somerset Trust
Somerset,
Pennsylvania
| $220M | +$21.2M | +11% | 12.7% | 80.5% | 128 | 9.38% | 4 |
|
| 4092 |
BC
4092
Belmont Capital
Los Angeles,
California
| $220M | -$42.4M | -16% | 9.31% | 182% | 72 | 29.17% | 0.7 |
|
| 4093 |
4093
Interactive Financial Advisors
New Lenox,
Illinois
| $220M | +$18.5M | +9% | 10.9% | 51.3% | 167 | 14.37% | 3.4 |
|
| 4094 |
4094
Continuum Advisory
Eagle,
Idaho
| $220M | +$37M | +20% | 11.8% | 84.2% | 162 | 11.73% | 1.8 |
|
| 4095 |
4095
HUB Investment Partners
Austin,
Texas
| $220M | – | – | 10.2% | 109% | 163 | – | 0 |
|
| 4096 |
4096
44 Wealth Management
Eugene,
Oregon
| $220M | – | – | 13.4% | – | 158 | – | 0 |
|
| 4097 |
4097
Leonard Rickey Investment Advisors
Yakima,
Washington
| $220M | +$59.8M | +37% | 12.7% | 60.4% | 65 | 12.31% | 1.8 |
|
| 4098 |
4098
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $220M | +$29.4M | +15% | 13.6% | 71.4% | 210 | 11.43% | 1.4 |
|
| 4099 |
ACM
4099
Asymmetry Capital Management
San Francisco,
California
| $219M | +$63.7M | +41% | 29.8% | 300% | 48 | 60.42% | 0.4 |
|
| 4100 |
4100
Rollins Financial
Atlanta,
Georgia
| $219M | – | – | 12.4% | – | 81 | – | 0 |
|