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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
HGI Capital Management
New York
| $214M | +$43.4M | +25% | 15.2% | 47% | 73 | 46.58% | 0.7 |
|
| 4152 |
4152
Capital Planning
Bellevue,
Washington
| $214M | – | – | 11.9% | 81.2% | 66 | – | 0 |
|
| 4153 |
4153
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $213M | -$6.1M | -3% | 21.3% | 178% | 102 | 55.88% | 1.8 |
|
| 4154 |
AP
4154
Agilis Partners
Waltham,
Massachusetts
| $213M | -$53.6M | -20% | 8.23% | 8.47% | 27 | 3.7% | 1.7 |
|
| 4155 |
4155
Mendon Capital Advisors
Key Largo,
Florida
| $213M | +$41.8M | +24% | 50% | – | 67 | 38.81% | 1.9 |
|
| 4156 |
CAM
4156
Centre Asset Management
New York
| $213M | -$94.5M | -31% | 15% | 45.3% | 69 | 30.43% | 1.6 |
|
| 4157 |
SFSIG
4157
San Francisco Sentry Investment Group
San Francisco,
California
| $213M | +$17.9M | +9% | 198% | 436% | 740 | 12.84% | 3 |
|
| 4158 |
4158
Hein Park Capital Management
New York
| $213M | – | – | 33.6% | 122% | 7 | – | 0 |
|
| 4159 |
4159
Malaga Cove Capital
Pv Estates,
California
| $213M | +$41M | +24% | 23.3% | 97.3% | 166 | 21.08% | 1.5 |
|
| 4160 |
4160
Tealwood Asset Management
Minneapolis,
Minnesota
| $213M | +$59.3M | +39% | 11.1% | 128% | 123 | 29.27% | 1.9 |
|
| 4161 |
4161
Fifth Third Securities
Cincinnati,
Ohio
| $212M | +$25.7M | +14% | 10.9% | 62.7% | 73 | 15.07% | 2.1 |
|
| 4162 |
4162
Engine Capital Management
New York
| $212M | +$13.8M | +7% | 35.6% | 21.1% | 41 | 39.02% | 0.9 |
|
| 4163 |
4163
Ameraudi Asset Management
New York
| $212M | +$45.8M | +27% | 13.5% | 51.5% | 44 | 20.45% | 0.7 |
|
| 4164 |
4164
Bridge Advisory
Pasadena,
California
| $212M | – | – | 5.12% | 6.7% | 79 | – | 0 |
|
| 4165 |
4165
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $212M | – | – | 13.5% | 70.3% | 294 | – | 0 |
|
| 4166 |
ETI
4166
Enterprise Trust & Investment
Los Gatos,
California
| $212M | +$33.2M | +19% | 13.3% | 58.6% | 196 | 8.16% | 1.3 |
|
| 4167 |
4167
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $212M | +$21.4M | +11% | 17% | 123% | 304 | 13.16% | 2.1 |
|
| 4168 |
4168
Ford Financial Group
Fresno,
California
| $212M | +$28.2M | +15% | 12.8% | 47.7% | 100 | 12% | 1.7 |
|
| 4169 |
KLC
4169
Kent Lake Capital
Reno,
Nevada
| $211M | – | – | 59.7% | 92.1% | 32 | – | 0 |
|
| 4170 |
4170
Roanoke Asset Management
Jersey City,
New Jersey
| $211M | +$27.7M | +15% | 17% | 50.3% | 99 | 7.07% | 4.8 |
|
| 4171 |
4171
Crestwood Capital Management
New York
| $211M | -$10.2M | -5% | 31.6% | 203% | 32 | 46.88% | 1.9 |
|
| 4172 |
4172
Calixto Global Investors
Coral Gables,
Florida
| $211M | +$56.1M | +36% | 28.2% | 180% | 16 | 37.5% | 0.7 |
|
| 4173 |
BRCA
4173
Birch Run Capital Advisors
Dallas,
Texas
| $211M | +$67.5M | +47% | 46.3% | 8.22% | 26 | 7.69% | 2.2 |
|
| 4174 |
MI
4174
M3F Inc
Salt Lake City,
Utah
| $211M | +$53M | +34% | 33.5% | 139% | 53 | 24.53% | 2 |
|
| 4175 |
4175
Whalerock Point Partners
Providence,
Rhode Island
| $211M | +$29.4M | +16% | 12.1% | 103% | 137 | 13.14% | 3.8 |
|