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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 |
KFO
4226
Kopp Family Office
Bloomington,
Minnesota
| $225M | -$20.5M | -8% | 12.2% | 47.9% | 13 | 7.69% | 0.7 |
|
| 4227 |
4227
Marvin & Palmer Associates
Wilmington,
Delaware
| $225M | -$25.7M | -10% | 17.8% | 415% | 39 | 58.97% | 1 |
|
| 4228 |
4228
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $225M | +$21.5M | +11% | 6.98% | 63.9% | 130 | 12.31% | 3.4 |
|
| 4229 |
4229
Soapstone Management
Bethesda,
Maryland
| $225M | -$7.55M | -3% | 19.6% | 30.3% | 21 | 14.29% | 1.4 |
|
| 4230 |
4230
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $225M | +$24.7M | +12% | 6.8% | 68% | 85 | 17.65% | 2.1 |
|
| 4231 |
4231
Affiance Financial
St. Louis Park,
Minnesota
| $224M | +$32.4M | +17% | 4.88% | 57.8% | 155 | 14.84% | 2.7 |
|
| 4232 |
4232
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $224M | +$40.5M | +22% | 3.01% | 60.3% | 44 | 18.18% | 3.7 |
|
| 4233 |
4233
Searle & Co
Greenwich,
Connecticut
| $224M | +$16.2M | +8% | 7.09% | 108% | 145 | 6.21% | 3.2 |
|
| 4234 |
4234
AtonRa Partners
Geneva,
Switzerland
| $224M | +$20.4M | +10% | 7.93% | 49% | 140 | 46.43% | 0.2 |
|
| 4235 |
ACG
4235
Aventail Capital Group
New York
| $224M | +$32M | +17% | 16.9% | 154% | 87 | 71.26% | 0.1 |
|
| 4236 |
JPLA
4236
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $224M | +$80.9M | +56% | 2.61% | 84% | 636 | 25% | 0.5 |
|
| 4237 |
4237
KLS Diversified Asset Management
New York
| $224M | +$41.4M | +23% | 1.48% | 156% | 28 | 96.43% | 0 |
|
| 4238 |
4238
Procyon Advisors
Shelton,
Connecticut
| $224M | +$19.1M | +9% | 5.12% | 92.3% | 258 | 15.5% | 1 |
|
| 4239 |
4239
Miramar Capital
Northbrook,
Illinois
| $224M | -$450K | -0.2% | 6.93% | 47.3% | 72 | 36.11% | 1.7 |
|
| 4240 |
ETI
4240
Enterprise Trust & Investment
Los Gatos,
California
| $224M | +$11.7M | +5% | 7.78% | 58.6% | 187 | 5.88% | 1.5 |
|
| 4241 |
4241
Adero Partners
Pleasanton,
California
| $224M | +$107M | +92% | 4.83% | 27.7% | 119 | 35.29% | 0.6 |
|
| 4242 |
4242
Invesco Senior Secured Management
New York
| $223M | +$52.4M | +31% | 17.6% | 18.1% | 16 | 0% | 2.2 |
|
| 4243 |
4243
Accel XI Associates
Palo Alto,
California
| $223M | -$24M | -10% | 0.42% | – | 3 | 0% | 0.3 |
|
| 4244 |
4244
Sage Capital Advisors
Sioux Falls,
South Dakota
| $223M | +$20.2M | +10% | 7.41% | 105% | 111 | 9.91% | 2 |
|
| 4245 |
4245
D. Scott Neal
Lexington,
Kentucky
| $223M | +$18.5M | +9% | 4.29% | 105% | 53 | 30.19% | 2.6 |
|
| 4246 |
4246
Riverpark Capital Management
New York
| $223M | +$874K | +0.4% | 2.48% | 152% | 57 | 43.86% | 3 |
|
| 4247 |
4247
Mokosak Advisory Group
Urbandale,
Iowa
| $223M | +$13.7M | +7% | 6.91% | 59.2% | 23 | 8.7% | 1.8 |
|
| 4248 |
HIM
4248
Hotaling Investment Management
Wayne,
Pennsylvania
| $223M | +$8.39M | +4% | 5.91% | 52.6% | 126 | 20.63% | 1.5 |
|
| 4249 |
4249
Voce Capital Management
San Francisco,
California
| $223M | +$28.4M | +15% | 17.1% | 69.2% | 12 | 33.33% | 2.1 |
|
| 4250 |
4250
Howard Financial Services
Dallas,
Texas
| $223M | +$32.9M | +17% | 7.38% | 55.9% | 130 | 18.46% | 1.2 |
|