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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Acima Private Wealth
Richmond,
Virginia
| $166M | +$11M | +7% | 7.41% | 51.1% | 247 | 10.93% | 1.5 |
|
| 4152 |
DC
4152
DPM Capital
Coral Gables,
Florida
| $166M | +$1.36M | +0.8% | 7.43% | 110% | 10 | 20% | 0.6 |
|
| 4153 |
4153
Northwestern University
Evanston,
Illinois
| $166M | +$13.8M | +9% | 16% | 28.2% | 6 | 16.67% | 2.8 |
|
| 4154 |
HA
4154
HYA Advisors
Springfield,
Missouri
| $166M | +$13.6M | +9% | 4.56% | – | 127 | 13.39% | 0.6 |
|
| 4155 |
LP
4155
LGL Partners
Philadelphia,
Pennsylvania
| $166M | +$4.67M | +3% | 6.95% | 68.9% | 95 | 5.26% | 2.1 |
|
| 4156 |
LFM
4156
Lumina Fund Management
New York
| $165M | -$5.95M | -3% | 9.8% | 28.1% | 34 | 23.53% | 1.8 |
|
| 4157 |
4157
Allred Capital Management
Dallas,
Texas
| $165M | +$7.72M | +5% | 8.58% | 73.5% | 172 | 12.79% | 1.4 |
|
| 4158 |
4158
Round Hill Asset Management
Pasadena,
California
| $165M | +$6.94M | +4% | 8.07% | 43.2% | 61 | 11.48% | 3.1 |
|
| 4159 |
HCM
4159
Highlander Capital Management
Short Hills,
New Jersey
| $165M | +$6.53M | +4% | 7.42% | 34.4% | 643 | 10.89% | 4.2 |
|
| 4160 |
4160
HM Capital Management
Clayton,
Missouri
| $165M | +$12M | +8% | 8.05% | 29.6% | 38 | 13.16% | 4.5 |
|
| 4161 |
4161
Excalibur Management
Waltham,
Massachusetts
| $165M | +$14.8M | +10% | 7.17% | 93% | 146 | 20.55% | 2.6 |
|
| 4162 |
AMC
4162
Asset Management Corp
Northbrook,
Illinois
| $165M | +$8.03M | +5% | 8.81% | 57.1% | 163 | 25.77% | 0.5 |
|
| 4163 |
LBC
4163
Lawrence B. Cohen
| $165M | +$14.7M | +10% | 10.4% | 41.8% | 74 | 4.05% | 4.6 |
|
| 4164 |
4164
Lloyd Advisory Services
Suwanee,
Georgia
| $165M | +$5.45M | +3% | 3.64% | 51.1% | 408 | 38.97% | 0.5 |
|
| 4165 |
4165
Guinness Atkinson Asset Management
Pasadena,
California
| $164M | +$9.8M | +6% | 12.8% | 148% | 81 | 1.23% | 3.5 |
|
| 4166 |
4166
Omega Financial Group
Santa Barbara,
California
| $164M | +$8.92M | +6% | 4.3% | 47% | 63 | 9.52% | 1.4 |
|
| 4167 |
4167
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $164M | +$13.5M | +9% | 10.2% | 106% | 34 | 0% | 0.7 |
|
| 4168 |
4168
Sage Capital Advisors
Sioux Falls,
South Dakota
| $164M | +$8.29M | +5% | 7.95% | 105% | 109 | 14.68% | 1.8 |
|
| 4169 |
4169
Berkeley Capital Partners
Milton,
Georgia
| $164M | +$1.55M | +1% | 6.02% | 62.8% | 117 | 23.08% | 2.7 |
|
| 4170 |
4170
Tinicum
New York
| $164M | +$3.36M | +2% | 2.13% | 21.1% | 2 | 0% | 4.4 |
|
| 4171 |
WAM
4171
Westport Asset Management
Southport,
Connecticut
| $164M | +$7.23M | +5% | 6.26% | 64.2% | 77 | 5.19% | 3.6 |
|
| 4172 |
4172
Geneva Partners
Lake Geneva,
Wisconsin
| $164M | +$20.9M | +15% | 13.2% | 417% | 99 | 39.39% | 1.3 |
|
| 4173 |
4173
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $164M | +$4.32M | +3% | 6.55% | 13.1% | 83 | 21.69% | 1.8 |
|
| 4174 |
4174
Platform Technology Partners
New York
| $163M | +$20.8M | +15% | 9.91% | – | 219 | 16.44% | 0.6 |
|
| 4175 |
4175
Peddock Capital Advisors
Braintree,
Massachusetts
| $163M | +$4.67M | +3% | 5.92% | 113% | 107 | 8.41% | 4.7 |
|