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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Long Road Investment Counsel
Kalamazoo,
Michigan
| $206M | +$28.6M | +16% | 14% | 64.4% | 72 | 11.11% | 4.8 |
|
| 4227 |
4227
Boltwood Capital Management
Walnut Creek,
California
| $206M | +$26.7M | +15% | 12.8% | 63% | 144 | 3.47% | 4.3 |
|
| 4228 |
4228
Cannon Financial Strategists
Athens,
Georgia
| $206M | +$23.8M | +13% | 12.7% | 56.7% | 58 | 8.62% | 1.4 |
|
| 4229 |
4229
Amtrust Financial Services
New York
| $205M | +$97.7M | +91% | 7.63% | 61.9% | 111 | 78.38% | 0.4 |
|
| 4230 |
4230
Curtis Advisory Group
Santa Barbara,
California
| $205M | +$35.8M | +21% | 9.86% | 79.8% | 76 | 23.68% | 0.7 |
|
| 4231 |
4231
Oak Asset Management
Westlake Village,
California
| $205M | +$16M | +8% | 10.8% | 91.8% | 93 | 5.38% | 2.5 |
|
| 4232 |
4232
Wittenberg Investment Management
Carlisle,
Massachusetts
| $205M | +$18.7M | +10% | 21.7% | 89.9% | 76 | 11.84% | 3.2 |
|
| 4233 |
4233
Tower House Partners
London,
United Kingdom
| $205M | +$18.3M | +10% | 25% | 21.4% | 6 | 33.33% | 0.9 |
|
| 4234 |
4234
Fort Sheridan Advisors
Highland Park,
Illinois
| $205M | +$36.1M | +21% | 16.3% | 126% | 131 | 15.27% | 1.3 |
|
| 4235 |
4235
Procyon Advisors
Shelton,
Connecticut
| $205M | +$25M | +14% | 12.4% | 92.3% | 244 | 19.26% | 0.8 |
|
| 4236 |
4236
Platform Technology Partners
New York
| $205M | +$41.7M | +26% | 14.7% | – | 252 | 23.41% | 0.7 |
|
| 4237 |
4237
Kestrel Investment Management
San Mateo,
California
| $205M | +$31.8M | +18% | 28.3% | 99.8% | 47 | 23.4% | 1.3 |
|
| 4238 |
4238
D. Scott Neal
Lexington,
Kentucky
| $205M | +$26.5M | +15% | 8.53% | 105% | 43 | 11.63% | 2.9 |
|
| 4239 |
4239
Highline Capital Management
New York
| $204M | +$105M | +105% | 94.6% | 198% | 33 | 69.7% | 0.3 |
|
| 4240 |
4240
Access Financial Services
Minneapolis,
Minnesota
| $204M | +$19.2M | +10% | 7.25% | 51.1% | 93 | 22.58% | 2 |
|
| 4241 |
4241
Liberty Wealth Management
Oakland,
California
| $204M | +$34.7M | +20% | 13.2% | 73% | 1,116 | 25% | 1.2 |
|
| 4242 |
4242
Knightsbridge Asset Management
Newport Beach,
California
| $204M | +$30.4M | +17% | 22.7% | 156% | 50 | 10% | 1.7 |
|
| 4243 |
MFGP
4243
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $204M | +$35M | +21% | 14.9% | 65.5% | 56 | 5.36% | 1.6 |
|
| 4244 |
AWAM
4244
Appian Way Asset Management
New York
| $204M | -$16.6M | -8% | 24.1% | 49.4% | 85 | 77.65% | 0.2 |
|
| 4245 |
4245
AtonRa Partners
Geneva,
Switzerland
| $204M | – | – | 26.3% | 49% | 107 | – | 0 |
|
| 4246 |
4246
Campbell Capital Management
Miami,
Florida
| $204M | +$29.2M | +17% | 14.3% | 123% | 64 | 40.63% | 0.9 |
|
| 4247 |
4247
Stevens Capital Management
Radnor,
Pennsylvania
| $204M | -$65.7M | -24% | 11.3% | 128% | 239 | 78.66% | 0.1 |
|
| 4248 |
4248
RMR Wealth Builders
Montclair,
New Jersey
| $204M | -$182M | -47% | 14.2% | 91.7% | 567 | 68.43% | 0.3 |
|
| 4249 |
SCM
4249
SCW Capital Management
Dallas,
Texas
| $203M | +$30.7M | +18% | 33.1% | 179% | 11 | 27.27% | 1.3 |
|
| 4250 |
4250
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $203M | – | – | 19.6% | 146% | 90 | – | 0 |
|