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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 |
4076
Summit Financial Group
Moorefield,
West Virginia
| $241M | +$12.4M | +5% | 6.19% | 26.1% | 186 | 12.9% | 2.2 |
|
| 4077 |
4077
Camelot Portfolios
Maumee,
Ohio
| $241M | +$49.5M | +26% | 8.76% | 47.2% | 250 | 26% | 2.6 |
|
| 4078 |
4078
Blankinship & Foster
Solana Beach,
California
| $240M | +$815K | +0.3% | 5.56% | 67.1% | 57 | 10.53% | 2.4 |
|
| 4079 |
4079
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $240M | +$43.8M | +22% | 8.43% | 75.2% | 20 | 20% | 0.8 |
|
| 4080 |
4080
Continuum Advisory
Eagle,
Idaho
| $240M | +$20.3M | +9% | 3.02% | 77% | 177 | 15.82% | 1.8 |
|
| 4081 |
4081
Voss Capital
Houston,
Texas
| $240M | +$41.6M | +21% | 36.2% | 78.4% | 55 | 49.09% | 0.5 |
|
| 4082 |
JAMH
4082
Junson Asset Management (HK)
Hong Kong
| $240M | +$39M | +19% | 0.22% | – | 83 | 57.83% | 0.2 |
|
| 4083 |
MPEM
4083
Marathon Partners Equity Management
New York
| $240M | +$11.9M | +5% | 2.27% | – | 19 | 57.89% | 2.4 |
|
| 4084 |
4084
Parisi Gray Wealth Management
Mendham,
New Jersey
| $240M | +$14M | +6% | 5.04% | 137% | 124 | 3.23% | 2.2 |
|
| 4085 |
4085
Ratio Wealth Group
Denver,
Colorado
| $240M | +$53.2M | +29% | 5.17% | – | 52 | 15.38% | 0.2 |
|
| 4086 |
4086
First Bankers Trust
Louisville,
Kentucky
| $239M | -$20.3M | -8% | 5.17% | 78.9% | 120 | 6.67% | 5.4 |
|
| 4087 |
4087
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $239M | +$21.4M | +10% | 7.6% | 90.7% | 216 | 7.41% | 4.2 |
|
| 4088 |
4088
AlphaSimPlex Group
Boston,
Massachusetts
| $239M | -$47.1M | -16% | 6.26% | 35.5% | 330 | 34.55% | 0.6 |
|
| 4089 |
4089
Lapides Asset Management
Greenwich,
Connecticut
| $239M | +$6.4M | +3% | 22.4% | 63% | 80 | 22.5% | 2.7 |
|
| 4090 |
4090
Hillman Company
Pittsburgh,
Pennsylvania
| $239M | +$64.9M | +37% | 6.84% | 118% | 11 | 27.27% | 1.3 |
|
| 4091 |
4091
44 Wealth Management
Eugene,
Oregon
| $239M | +$19.3M | +9% | 7.15% | – | 194 | 38.66% | 0.2 |
|
| 4092 |
4092
Kestrel Investment Management
San Mateo,
California
| $239M | +$33.8M | +17% | 22.5% | 99.8% | 46 | 23.91% | 1.4 |
|
| 4093 |
4093
Greenlea Lane Capital Partners
New York
| $239M | – | – | 2.68% | – | 9 | – | 0 |
|
| 4094 |
4094
Greenlea Lane Capital Management
Weston,
Connecticut
| $239M | -$28.5M | -11% | 2.68% | 99.7% | 9 | 0% | 1.6 |
|
| 4095 |
4095
CoreCommodity Management
Stamford,
Connecticut
| $239M | +$41.4M | +21% | 15.6% | 65.8% | 151 | 20.53% | 3.1 |
|
| 4096 |
4096
Garrison Point Capital
Walnut Creek,
California
| $239M | +$37.7M | +19% | 1.2% | – | 22 | 9.09% | 0.7 |
|
| 4097 |
4097
American Securities
New York
| $239M | +$37.1M | +18% | 37.1% | – | 1 | 0% | 4.3 |
|
| 4098 |
4098
59 North Capital Management
Houston,
Texas
| $239M | -$29.5M | -11% | 16% | 81.4% | 18 | 50% | 0.2 |
|
| 4099 |
4099
Interactive Financial Advisors
New Lenox,
Illinois
| $238M | +$18.7M | +8% | 4.69% | 47.6% | 166 | 4.82% | 3.7 |
|
| 4100 |
4100
Fairhaven Wealth Management
Oak Brook,
Illinois
| $238M | +$11.3M | +5% | 22.1% | – | 123 | 10.57% | 1.3 |
|