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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
Ballast Advisors
Woodbury,
Minnesota
| $228M | +$14.6M | +7% | 6.5% | 66.7% | 182 | 4.4% | 2.7 |
|
| 4177 |
4177
Chesapeake Wealth Management
Williamsburg,
Virginia
| $228M | +$9.31M | +4% | 8.05% | 65.9% | 162 | 6.17% | 3.8 |
|
| 4178 |
4178
BTS Asset Management
Lincoln,
Massachusetts
| $228M | +$196M | +618% | 3.92% | 8.8% | 53 | 60.38% | 1.1 |
|
| 4179 |
4179
Stolper & Co
Tulsa,
Oklahoma
| $228M | +$25.2M | +12% | 14.1% | 77.1% | 88 | 11.36% | 2.2 |
|
| 4180 |
4180
Horan Capital Advisors
Cincinnati,
Ohio
| $228M | +$21.4M | +10% | 8.88% | 26.6% | 96 | 12.5% | 4.2 |
|
| 4181 |
4181
Park Edge Advisors
Cleveland,
Ohio
| $228M | – | – | 8.73% | 61.1% | 97 | – | 0 |
|
| 4182 |
4182
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $228M | +$15.9M | +7% | 9.59% | 63.9% | 137 | 8.03% | 4.7 |
|
| 4183 |
GFI
4183
Global Frontier Investments
Charleston,
South Carolina
| $227M | +$30.2M | +15% | 14.4% | – | 18 | 5.56% | 1.9 |
|
| 4184 |
4184
BHZ Capital Management
San Jose,
California
| $227M | -$12.6M | -5% | 4.78% | 3.24% | 135 | 23.7% | 3 |
|
| 4185 |
4185
Claar Advisors
New York
| $227M | -$8.33M | -4% | 7.57% | 65.5% | 33 | 6.06% | 2.7 |
|
| 4186 |
4186
Columbus Hill Capital Management
Short Hills,
New Jersey
| $227M | -$53.1M | -19% | 5.56% | 151% | 18 | 27.78% | 2.3 |
|
| 4187 |
4187
LSP Investment Advisors
New York
| $227M | -$8.92M | -4% | 4.31% | 79.5% | 30 | 10% | 1.3 |
|
| 4188 |
SA
4188
SAM Advisors
Oakhurst,
California
| $227M | +$21.7M | +11% | 7.01% | 57.5% | 39 | 17.95% | 0.8 |
|
| 4189 |
4189
Seafarer Capital Partners
Larkspur,
California
| $227M | +$18.8M | +9% | 6.4% | 61.3% | 7 | 14.29% | 1.4 |
|
| 4190 |
4190
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $227M | -$5.58M | -2% | 8.02% | 71.1% | 91 | 15.38% | 3.1 |
|
| 4191 |
4191
BWCP LP
Dallas,
Texas
| $227M | +$34.4M | +18% | 15.6% | 198% | 21 | 33.33% | 0.8 |
|
| 4192 |
4192
Sentry Investment Management
Stevens Point,
Wisconsin
| $227M | +$15.7M | +7% | 10.1% | 103% | 550 | 16.91% | 4.8 |
|
| 4193 |
4193
Sage Capital Advisors
Sioux Falls,
South Dakota
| $227M | +$30.5M | +16% | 6.51% | 105% | 132 | 15.15% | 2.5 |
|
| 4194 |
PA
4194
Paragon Advisors
College Station,
Texas
| $226M | +$30.7M | +16% | 3.67% | 138% | 77 | 35.06% | 1.1 |
|
| 4195 |
4195
Tenere Capital
New York
| $226M | +$20.3M | +10% | 5.62% | 131% | 30 | 53.33% | 0.5 |
|
| 4196 |
4196
Delta Financial Group
Basking Ridge,
New Jersey
| $226M | – | – | 6.44% | – | 181 | – | 0 |
|
| 4197 |
BDA
4197
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $226M | +$24.8M | +12% | 12% | 44.2% | 60 | 8.33% | 0.7 |
|
| 4198 |
4198
G&S Capital
Denver,
Colorado
| $226M | +$37.4M | +20% | 8.22% | 85.6% | 123 | 39.84% | 1.8 |
|
| 4199 |
4199
Windward Private Wealth Management
Overland Park,
Kansas
| $226M | +$18M | +9% | 6.08% | 35.5% | 49 | 6.12% | 1.8 |
|
| 4200 |
4200
Genworth Financial
Glen Allen,
Virginia
| $226M | +$54.7M | +32% | 7.55% | 73.6% | 2 | 0% | 1.6 |
|