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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Wells Trecaso Financial Group
Akron,
Ohio
| $145M | +$32.7M | +29% | 21.9% | 108% | 79 | 18.99% | 1.8 |
|
| 4252 |
BIMC
4252
Benson Investment Management Company
Roanoke,
Virginia
| $145M | +$20.4M | +16% | 16.9% | 99.8% | 61 | 21.31% | 1.8 |
|
| 4253 |
4253
Arjuna Capital
Durham,
North Carolina
| $145M | +$25.1M | +21% | 22.2% | 118% | 100 | 27% | 1.4 |
|
| 4254 |
4254
Crystal Rock Capital Management
Bannockburn,
Illinois
| $145M | +$31.5M | +28% | 31.8% | 164% | 34 | 26.47% | 2.5 |
|
| 4255 |
4255
Madrona Financial Services
Everett,
Washington
| $145M | +$24.2M | +20% | 15.9% | 85.1% | 54 | 27.78% | 2.3 |
|
| 4256 |
BM
4256
Bislett Management
Palo Alto,
California
| $145M | +$18.8M | +15% | 13% | 19.8% | 19 | 15.79% | 4.6 |
|
| 4257 |
4257
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $145M | -$4M | -3% | 14.1% | 60.3% | 36 | 19.44% | 4 |
|
| 4258 |
4258
Protective Life
Birmingham,
Alabama
| $144M | +$31.1M | +27% | 2.93% | 38.4% | 15 | 6.67% | 1.4 |
|
| 4259 |
SMP
4259
Santa Monica Partners
Palm Beach Gardens,
Florida
| $144M | +$48M | +50% | 19.5% | 102% | 22 | 9.09% | 2.4 |
|
| 4260 |
4260
Your Advocates Ltd
Houston,
Texas
| $144M | +$28.6M | +25% | 8.77% | 53.6% | 162 | 27.78% | 0.2 |
|
| 4261 |
4261
Gables Capital Management
Miami,
Florida
| $144M | +$22.6M | +19% | 26.1% | 173% | 434 | 19.82% | 1.7 |
|
| 4262 |
4262
Bandera Partners
New York
| $144M | +$25.6M | +22% | 31.7% | 55.4% | 16 | 0% | 3.3 |
|
| 4263 |
4263
MACRO Consulting Group
Parsippany,
New Jersey
| $144M | +$13.8M | +11% | 13.7% | – | 102 | 26.47% | 0.8 |
|
| 4264 |
4264
SV Health Investors
Boston,
Massachusetts
| $144M | +$25M | +21% | 28.4% | 97.4% | 10 | 0% | 3.1 |
|
| 4265 |
4265
Voce Capital Management
San Francisco,
California
| $144M | +$13.1M | +10% | 4.99% | 69.2% | 17 | 29.41% | 1.5 |
|
| 4266 |
4266
JRM Investment Counsel
Omaha,
Nebraska
| $144M | +$22.8M | +19% | 14.8% | 65.5% | 21 | 19.05% | 4.4 |
|
| 4267 |
4267
Investors Asset Management of Georgia
Atlanta,
Georgia
| $144M | +$21.6M | +18% | 21.4% | 118% | 145 | 7.59% | 4.3 |
|
| 4268 |
HIS
4268
Horizon Investment Services
Hammond,
Indiana
| $144M | +$31.1M | +28% | 20.3% | 250% | 110 | 27.27% | 2.1 |
|
| 4269 |
1C
4269
1623 Capital
Alexandria,
Virginia
| $144M | +$42.2M | +42% | 34.1% | 11.9% | 37 | 13.51% | 0.4 |
|
| 4270 |
VST
4270
Van Strum & Towne
San Francisco,
California
| $144M | +$17.2M | +14% | 17.4% | 72.3% | 78 | 15.38% | 4.6 |
|
| 4271 |
4271
Private Wealth Advisors (California)
Fresno,
California
| $144M | +$21.5M | +18% | 16.9% | 63.6% | 63 | 31.75% | 1.1 |
|
| 4272 |
4272
Acorn Financial Advisory Services
Reston,
Virginia
| $143M | +$42.4M | +42% | 24.4% | 108% | 192 | 19.79% | 0.4 |
|
| 4273 |
4273
Seafarer Capital Partners
Larkspur,
California
| $143M | +$43.8M | +44% | 13.8% | 61.3% | 3 | 33.33% | 1.8 |
|
| 4274 |
4274
Shoker Investment Counsel
Oxford,
Ohio
| $143M | +$24.6M | +21% | 17.6% | 88.9% | 87 | 16.09% | 4.2 |
|
| 4275 |
4275
Campbell Capital Management
Miami,
Florida
| $143M | +$45.9M | +47% | 21.3% | – | 46 | 32.61% | 0.9 |
|