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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
S.R. Schill & Associates
Mercer Island,
Washington
| $217M | +$19.9M | +10% | 9.64% | 42.7% | 91 | 25.27% | 2.5 |
|
| 4127 |
4127
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $217M | +$23.7M | +12% | 13.5% | 137% | 37 | 0% | 4.8 |
|
| 4128 |
4128
RB Capital Management
Reno,
Nevada
| $217M | +$3.76M | +2% | 11.7% | 79.4% | 154 | 10.39% | 2.5 |
|
| 4129 |
4129
Prosight Management
Dallas,
Texas
| $216M | +$6.19M | +3% | 15.9% | 53.4% | 62 | 56.45% | 0.8 |
|
| 4130 |
4130
Cowen Investment Management
New York
| $216M | -$21.4M | -9% | 9.88% | 1.87% | 198 | 70.71% | 0.1 |
|
| 4131 |
4131
Monument Capital Management
Alexandria,
Virginia
| $216M | +$26.8M | +14% | 10.7% | 170% | 99 | 15.15% | 1.5 |
|
| 4132 |
4132
Total Wealth Planning
Cincinnati,
Ohio
| $216M | +$23.6M | +12% | 10.8% | 37.2% | 42 | 4.76% | 1.5 |
|
| 4133 |
4133
Hemington Wealth Management
Falls Church,
Virginia
| $216M | – | – | 13.9% | 76.1% | 81 | – | 0 |
|
| 4134 |
4134
Riversedge Advisors
Wilmington,
Delaware
| $216M | +$26.8M | +14% | 11.8% | 71.3% | 50 | 12% | 0.9 |
|
| 4135 |
4135
Kowal Investment Group
Brookfield,
Wisconsin
| $215M | – | – | 11.4% | 21.1% | 90 | – | 0 |
|
| 4136 |
OFCM
4136
One Fin Capital Management
San Francisco,
California
| $215M | +$59.4M | +38% | 24.2% | 92% | 30 | 70% | 0.4 |
|
| 4137 |
4137
West Oak Capital
Westlake Village,
California
| $215M | +$33.4M | +18% | 10.8% | 110% | 357 | 15.13% | 3.9 |
|
| 4138 |
4138
Radnor Financial Advisors
Wayne,
Pennsylvania
| $215M | +$40.6M | +23% | 17.3% | 3.04% | 21 | 14.29% | 0.8 |
|
| 4139 |
4139
Blue Ridge Capital
New York
| $215M | – | – | 148% | – | 1 | – | 0 |
|
| 4140 |
4140
Guardian Life Insurance
New York
| $215M | – | – | 2.54% | – | 1 | – | 0 |
|
| 4141 |
4141
SimpliFi Inc
San Diego,
California
| $215M | +$13.8M | +7% | 6.99% | 27.9% | 26 | 26.92% | 1.4 |
|
| 4142 |
HIM
4142
Hotaling Investment Management
Wayne,
Pennsylvania
| $214M | +$29.4M | +16% | 13.2% | 52.6% | 120 | 17.5% | 1.3 |
|
| 4143 |
4143
BHK Investment Advisors
Birmingham,
Alabama
| $214M | +$36.6M | +21% | 13.9% | 58.8% | 63 | 7.94% | 2.2 |
|
| 4144 |
4144
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $214M | +$64.1M | +43% | 18.8% | 12.7% | 313 | 23.64% | 1.9 |
|
| 4145 |
4145
Bison Wealth
Atlanta,
Georgia
| $214M | +$43.8M | +26% | 12.8% | 37.4% | 423 | 14.66% | 2 |
|
| 4146 |
4146
Tinicum
New York
| $214M | +$50.2M | +31% | 31.2% | 21.1% | 2 | 0% | 4.6 |
|
| 4147 |
4147
Atlanta Financial Associates
Atlanta,
Georgia
| $214M | +$19.4M | +10% | 9.25% | – | 78 | 15.38% | 0.6 |
|
| 4148 |
4148
Windward Private Wealth Management
Overland Park,
Kansas
| $214M | – | – | 9.12% | 38.5% | 43 | – | 0 |
|
| 4149 |
4149
Peregrine Asset Advisers
Portland,
Oregon
| $214M | +$32M | +18% | 10.5% | 189% | 143 | 43.36% | 1.7 |
|
| 4150 |
PWP
4150
Personal Wealth Partners
Bloomington,
Minnesota
| $214M | +$23.2M | +12% | 13.2% | 37.2% | 74 | 14.86% | 1.2 |
|