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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
Aprio Wealth Management
Atlanta,
Georgia
| $262M | +$23.2M | +10% | 1.14% | 66.1% | 95 | 31.58% | 1.2 |
|
| 4177 |
QCI
4177
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $262M | +$25.5M | +11% | 14.2% | 107% | 23 | 13.04% | 3 |
|
| 4178 |
4178
Wynnefield Capital
New York
| $262M | -$18.1M | -6% | 7.42% | 52.1% | 22 | 4.55% | 3.8 |
|
| 4179 |
TEC
4179
Tiger Eye Capital
Nashville,
Tennessee
| $262M | -$101M | -28% | 7.58% | 116% | 60 | 33.33% | 2.5 |
|
| 4180 |
4180
Physicians Financial Services
Raleigh,
North Carolina
| $262M | -$8.47M | -3% | 2.39% | 116% | 120 | 5.83% | 4.5 |
|
| 4181 |
4181
Collective Family Office
York,
Pennsylvania
| $262M | +$7.75M | +3% | 2.89% | 52.5% | 201 | 16.42% | 1 |
|
| 4182 |
4182
InterWest Venture Management
San Francisco,
California
| $262M | +$92.6M | +55% | 28.3% | 57.6% | 10 | 20% | 3 |
|
| 4183 |
4183
MilWealth Group
Milwaukee,
Wisconsin
| $261M | -$8.43M | -3% | 5.64% | 39.6% | 161 | 52.17% | 2 |
|
| 4184 |
4184
Conrad N. Hilton Foundation
Agoura Hills,
California
| $261M | -$52.9M | -17% | 5.21% | – | 9 | 66.67% | 0.5 |
|
| 4185 |
4185
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $261M | -$34.7M | -12% | 3.48% | 101% | 127 | 7.09% | 5.4 |
|
| 4186 |
4186
Tenere Capital
New York
| $261M | +$9.22M | +4% | 7.87% | 131% | 34 | 58.82% | 0.2 |
|
| 4187 |
4187
Ford Financial Group
Fresno,
California
| $261M | -$243M | -48% | 3.92% | 47.7% | 565 | 80% | 1.9 |
|
| 4188 |
4188
Cisco Systems
San Jose,
California
| $261M | +$34.2M | +15% | 5.26% | 210% | 6 | 83.33% | 0.1 |
|
| 4189 |
4189
EMJ Capital
Toronto,
Ontario, Canada
| $261M | +$75.9M | +41% | 0.98% | – | 43 | 76.74% | 0.1 |
|
| 4190 |
4190
Avalon Capital Management
Port Of Redwood City,
California
| $261M | +$33.6M | +15% | 1.32% | 163% | 82 | 40.24% | 1 |
|
| 4191 |
4191
3G Capital Partners
New York
| $260M | -$210M | -45% | 23.5% | 351% | 11 | 54.55% | 2.1 |
|
| 4192 |
4192
Financial Consulate
Hunt Valley,
Maryland
| $260M | -$28M | -10% | 7.02% | 61.4% | 147 | 16.33% | 3.2 |
|
| 4193 |
4193
WT Wealth Management
Scottsdale,
Arizona
| $260M | -$12.1M | -4% | 5.57% | 72% | 129 | 13.18% | 1.7 |
|
| 4194 |
LJHT
4194
Laurie J. Hall Trustee
| $260M | -$22.1M | -8% | 6.21% | 105% | 333 | 4.8% | 5 |
|
| 4195 |
HIM
4195
Hotaling Investment Management
Wayne,
Pennsylvania
| $260M | -$27.8M | -10% | 4.61% | 52.6% | 147 | 23.81% | 2 |
|
| 4196 |
4196
Permit Capital Advisors
West Conshohocken,
Pennsylvania
| $260M | – | – | 3.42% | – | 114 | – | 0 |
|
| 4197 |
4197
TMD Wealth Management
Scottsdale,
Arizona
| $260M | -$8.69M | -3% | 4.42% | 2.41% | 53 | 18.87% | 1 |
|
| 4198 |
FCPV
4198
FS Capital Partners VI
Los Angeles,
California
| $260M | -$145M | -36% | 35.8% | – | 1 | 0% | 0.3 |
|
| 4199 |
4199
HPS Investment Partners
New York
| $260M | -$3.68M | -1% | 13.6% | 55.9% | 9 | 11.11% | 0.6 |
|
| 4200 |
HPC
4200
Hobart Private Capital
Charlotte,
North Carolina
| $260M | -$7.12M | -3% | 5.01% | 60% | 42 | 11.9% | 1.8 |
|