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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $151M | +$39.4M | +35% | 22% | 81% | 891 | 10.44% | 1.1 |
|
| 4177 |
I2I
4177
Insight 2811 Inc
Chicago,
Illinois
| $151M | +$14.8M | +11% | 6.96% | 31.3% | 75 | 21.33% | 3.3 |
|
| 4178 |
4178
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $151M | +$71.5M | +90% | 107% | 70.2% | 27 | 59.26% | 0.2 |
|
| 4179 |
4179
Venator Capital Management
Toronto,
Ontario, Canada
| $151M | +$53.9M | +55% | 67.5% | 154% | 52 | 48.08% | 0.4 |
|
| 4180 |
4180
Adirondack Trust Company
Saratoga Springs,
New York
| $151M | +$28.6M | +23% | 18.8% | 96.7% | 353 | 5.1% | 4.9 |
|
| 4181 |
4181
Freedom Day Solutions
Houston,
Texas
| $151M | +$33.3M | +28% | 24.1% | 86.6% | 92 | 18.48% | 1.3 |
|
| 4182 |
4182
Horiko Capital Management
New York
| $151M | +$36.1M | +31% | 30.2% | 275% | 31 | 32.26% | 1.2 |
|
| 4183 |
4183
JW Asset Management
Miami Beach,
Florida
| $151M | +$42M | +39% | 45.4% | 251% | 11 | 36.36% | 1.9 |
|
| 4184 |
4184
Ameraudi Asset Management
New York
| $151M | +$16.6M | +12% | 17.6% | 51.5% | 40 | 27.5% | 0.4 |
|
| 4185 |
HF
4185
Halpern Financial
Ashburn,
Virginia
| $151M | +$44.6M | +42% | 19% | 26.3% | 193 | 26.94% | 0.4 |
|
| 4186 |
MFGP
4186
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $151M | +$27M | +22% | 18.7% | 65.5% | 50 | 12% | 1.2 |
|
| 4187 |
4187
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $151M | +$32.9M | +28% | 16.6% | 106% | 34 | 5.88% | 0.5 |
|
| 4188 |
BC
4188
Blackstart Capital
New York
| $151M | +$97.3M | +183% | 1.2% | 9% | 28 | 60.71% | 0.3 |
|
| 4189 |
4189
Canaan Partners IX
Menlo Park,
California
| $151M | -$62.6M | -29% | 16.8% | – | 2 | 50% | 0.5 |
|
| 4190 |
4190
Stonehearth Capital Management
Danvers,
Massachusetts
| $150M | +$27.5M | +22% | 12.5% | 87.5% | 60 | 20% | 2.2 |
|
| 4191 |
4191
Tealwood Asset Management
Minneapolis,
Minnesota
| $150M | -$25.8M | -15% | 15.4% | 128% | 97 | 20.62% | 2.1 |
|
| 4192 |
4192
Jump Trading
Chicago,
Illinois
| $150M | +$22.4M | +18% | 38.4% | 44% | 360 | 83.33% | 0.2 |
|
| 4193 |
4193
Arrow Investment Advisors
Laurel,
Maryland
| $150M | +$6M | +4% | 12.8% | 38.1% | 43 | 55.81% | 1.1 |
|
| 4194 |
4194
Garrison Point Capital
Walnut Creek,
California
| $150M | – | – | 5.77% | – | 19 | – | 0 |
|
| 4195 |
4195
Excalibur Management
Waltham,
Massachusetts
| $150M | +$20.6M | +16% | 11.8% | 93% | 144 | 25.69% | 2.8 |
|
| 4196 |
4196
Sanchez Wealth Management Group
Jacksonville,
Florida
| $150M | +$40M | +36% | 21.1% | 61.1% | 22 | 9.09% | 1.7 |
|
| 4197 |
LBC
4197
Lawrence B. Cohen
| $150M | +$22.4M | +18% | 19.7% | 41.8% | 77 | 12.99% | 4.4 |
|
| 4198 |
4198
Quantamental Technologies
White Plains,
New York
| $150M | +$107M | +250% | 21.5% | 24.2% | 327 | 87.16% | 0.1 |
|
| 4199 |
4199
Voss Capital
Houston,
Texas
| $150M | +$74.8M | +100% | 40.6% | 78.4% | 89 | 73.03% | 0.3 |
|
| 4200 |
4200
OneAscent Financial Services
Birmingham,
Alabama
| $150M | +$16.7M | +13% | 16.2% | 68.2% | 194 | 30.41% | 0.4 |
|