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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Wynnefield Capital
New York
| $161M | +$25M | +18% | 21.9% | 52.1% | 26 | 19.23% | 4.1 |
|
| 4202 |
I2I
4202
Insight 2811 Inc
Chicago,
Illinois
| $161M | +$9.24M | +6% | 3.11% | 31.3% | 73 | 19.18% | 3.5 |
|
| 4203 |
4203
Ballast Advisors
Woodbury,
Minnesota
| $160M | +$19.9M | +14% | 8.28% | 66.7% | 176 | 13.07% | 0.6 |
|
| 4204 |
4204
Hollow Brook Wealth Management
Katonah,
New York
| $160M | +$29.8M | +23% | 7.21% | 97.8% | 47 | 14.89% | 3.6 |
|
| 4205 |
4205
Diker Management
New York
| $160M | +$22.6M | +16% | 12.8% | 210% | 42 | 26.19% | 1.7 |
|
| 4206 |
4206
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $160M | +$1.5M | +0.9% | 4.94% | 31.6% | 10 | 0% | 2.4 |
|
| 4207 |
4207
Lexington Partners
New York
| $160M | +$31.8M | +25% | 20% | 24.5% | 4 | 50% | 0.8 |
|
| 4208 |
4208
Gradient Capital Advisors
San Diego,
California
| $160M | +$12.3M | +8% | 8.7% | 78.5% | 99 | 3.03% | 2.1 |
|
| 4209 |
4209
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $160M | -$11.1M | -7% | 5.77% | 18.2% | 13 | 0% | 4.7 |
|
| 4210 |
4210
Camelot Portfolios
Maumee,
Ohio
| $160M | +$4.43M | +3% | 5.07% | 47.2% | 212 | 17.45% | 2.9 |
|
| 4211 |
4211
Leonard Rickey Investment Advisors
Yakima,
Washington
| $160M | +$6.18M | +4% | 4.99% | 60.4% | 75 | 29.33% | 1.8 |
|
| 4212 |
4212
GVO Asset Management
Zug,
Switzerland
| $160M | -$83.1M | -34% | 20.3% | 71.2% | 35 | 65.71% | 0.5 |
|
| 4213 |
4213
Tri-Star Advisors
Houston,
Texas
| $160M | +$7.43M | +5% | 4.19% | 3.07% | 58 | 22.41% | 0.2 |
|
| 4214 |
KLCM
4214
KG&L Capital Management
Saint Francisville,
Louisiana
| $160M | +$29.6M | +23% | 8.72% | 91.9% | 138 | 32.61% | 0.9 |
|
| 4215 |
4215
Brand Asset Management Group
Chesterfield,
Missouri
| $160M | +$2.94M | +2% | 8.14% | 70.2% | 263 | 9.89% | 1.8 |
|
| 4216 |
DL
4216
DOHJ LLC
Seattle,
Washington
| $160M | +$13.7M | +9% | 7.31% | 51.5% | 81 | 12.35% | 0.5 |
|
| 4217 |
4217
Vida Ventures Advisors
Boston,
Massachusetts
| $160M | – | – | 16.5% | 154% | 5 | – | 0 |
|
| 4218 |
PAM
4218
Pegasus Asset Management
Montebello,
New York
| $160M | +$13.3M | +9% | 8.96% | 101% | 74 | 9.46% | 2.2 |
|
| 4219 |
MFC
4219
Miramar Fiduciary Corp
Reno,
Nevada
| $160M | +$1.03M | +0.6% | 3.8% | – | 4 | 0% | 1.8 |
|
| 4220 |
KSCM
4220
Kamunting Street Capital Management
Miami Beach,
Florida
| $160M | +$72.1M | +82% | 1.43% | 7.47% | 69 | 71.01% | 0.5 |
|
| 4221 |
4221
Madrona Financial Services
Everett,
Washington
| $159M | +$14.6M | +10% | 7.77% | 85.1% | 55 | 21.82% | 2.4 |
|
| 4222 |
4222
Seven Springs Wealth Group
Brentwood,
Tennessee
| $159M | +$2.17M | +1% | 2.72% | 62.6% | 140 | 4.29% | 0.7 |
|
| 4223 |
4223
Vishria Bird Financial Group
Memphis,
Tennessee
| $159M | +$31.1M | +24% | 15% | 74.3% | 46 | 13.04% | 1.4 |
|
| 4224 |
4224
Biechele Royce Advisors
Fishers,
Indiana
| $159M | +$439K | +0.3% | 7.39% | 39.2% | 44 | 4.55% | 2 |
|
| 4225 |
4225
Deep Field Asset Management
Beverly Hills,
California
| $159M | -$22.4M | -12% | 11.5% | 20.1% | 26 | 30.77% | 0.9 |
|