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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
Verde Capital Management
Clarkston,
Michigan
| $227M | +$26M | +13% | 3.03% | 80.3% | 42 | 19.05% | 0.9 |
|
| 4202 |
4202
Capital Planning
Bellevue,
Washington
| $227M | +$13.2M | +6% | 4.96% | 81.2% | 68 | 14.71% | 0.2 |
|
| 4203 |
4203
Palouse Capital Management
Spokane,
Washington
| $227M | +$37.8M | +20% | 12.3% | 67.8% | 101 | 20.79% | 2.1 |
|
| 4204 |
4204
RB Capital Management
Reno,
Nevada
| $227M | +$10.2M | +5% | 3.83% | 79.4% | 158 | 11.39% | 2.6 |
|
| 4205 |
4205
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $227M | +$40.1M | +22% | 6.1% | 95.9% | 129 | 11.63% | 1 |
|
| 4206 |
4206
Cambridge Financial Group
Columbus,
Ohio
| $227M | +$16.3M | +8% | 9.88% | – | 33 | 6.06% | 3.8 |
|
| 4207 |
4207
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $226M | +$50.4M | +29% | 2.8% | – | 126 | 15.08% | 2.3 |
|
| 4208 |
4208
Arabesque Asset Management
London,
United Kingdom
| $226M | -$108M | -32% | 7.76% | 122% | 135 | 74.81% | 0.2 |
|
| 4209 |
4209
Totem Point Management
New York
| $226M | -$15M | -6% | 4.8% | 577% | 22 | 40.91% | 0.8 |
|
| 4210 |
4210
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $226M | +$2.71M | +1% | 9.42% | 151% | 92 | 30.43% | 1.1 |
|
| 4211 |
LCH
4211
Lee Capital Holdings
New York
| $226M | +$56.6M | +33% | 2.4% | 34.4% | 117 | 53.85% | 0.8 |
|
| 4212 |
4212
Navalign LLC
Encino,
California
| $226M | – | – | 4.61% | 58.7% | 122 | – | 0 |
|
| 4213 |
4213
Socorro Asset Management
Dallas,
Texas
| $226M | +$33.4M | +17% | 7.63% | 43.8% | 36 | 19.44% | 0.2 |
|
| 4214 |
AIM
4214
Alerce Investment Management
Chicago,
Illinois
| $226M | -$27.9M | -11% | 7.31% | 25.1% | 7 | 0% | 0.3 |
|
| 4215 |
4215
Frank Rimerman Advisors
Palo Alto,
California
| $226M | +$5.28M | +2% | 5.98% | 149% | 91 | 13.19% | 0.2 |
|
| 4216 |
EE
4216
EWG Elevate
Roseville,
California
| $226M | +$8.4M | +4% | 11.1% | 76% | 84 | 29.76% | 0.8 |
|
| 4217 |
4217
Axel Capital Management
New York
| $226M | -$81.8M | -27% | 4.88% | 194% | 49 | 44.9% | 0.5 |
|
| 4218 |
4218
ETF Portfolio Partners
Leawood,
Kansas
| $226M | +$8.3M | +4% | 3.7% | 50.2% | 52 | 11.54% | 2.9 |
|
| 4219 |
4219
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $226M | +$13.6M | +6% | 6.58% | 70.3% | 332 | 22.29% | 0.2 |
|
| 4220 |
4220
Gainplan
Bloomfield Hills,
Michigan
| $226M | +$35.2M | +18% | 4.52% | 103% | 79 | 48.1% | 0.6 |
|
| 4221 |
4221
CAZ Investments
Houston,
Texas
| $226M | -$11.9M | -5% | 11.3% | 263% | 49 | 24.49% | 1.1 |
|
| 4222 |
4222
Curtis Advisory Group
Santa Barbara,
California
| $226M | +$20.2M | +10% | 3.89% | 79.8% | 78 | 10.26% | 0.9 |
|
| 4223 |
4223
Windward Private Wealth Management
Overland Park,
Kansas
| $225M | +$11.3M | +5% | 3.33% | 38.5% | 45 | 4.44% | 0.2 |
|
| 4224 |
4224
Cadent Capital Advisors
Tulsa,
Oklahoma
| $225M | +$22.1M | +11% | 9.93% | 106% | 142 | 21.13% | 0.2 |
|
| 4225 |
4225
Boltwood Capital Management
Walnut Creek,
California
| $225M | +$19.3M | +9% | 6.17% | 63% | 150 | 6% | 4.4 |
|