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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
Game Creek Capital
Boston,
Massachusetts
| $233M | +$33.7M | +17% | 1.01% | 177% | 81 | 29.63% | 1.7 |
|
| 4252 |
4252
Collective Family Office
York,
Pennsylvania
| $233M | -$1.42M | -0.6% | 1.74% | 52.5% | 178 | 8.43% | 0.7 |
|
| 4253 |
KLC
4253
Kent Lake Capital
Reno,
Nevada
| $233M | -$28.7M | -11% | 10.2% | 92.1% | 38 | 44.74% | 0.4 |
|
| 4254 |
4254
SIH MPH Rollover
New York
| $232M | $0 | 0% | 40.9% | – | 1 | 0% | 0.8 |
|
| 4255 |
4255
Chase Investment Counsel
Charlottesville,
Virginia
| $232M | -$9.9M | -4% | 3.13% | 380% | 117 | 23.93% | 1.7 |
|
| 4256 |
4256
Olympus Peak Asset Management
Greenwich,
Connecticut
| $232M | -$162M | -41% | 0% | – | 9 | 88.89% | 0.1 |
|
| 4257 |
4257
Jefferies Financial Group
New York
| $232M | +$61.2M | +36% | 12% | 146% | 6 | 33.33% | 1.6 |
|
| 4258 |
4258
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $232M | +$5.06M | +2% | 0.9% | 65% | 30 | 0% | 2.3 |
|
| 4259 |
AFA
4259
Alta Fundamental Advisers
New York
| $232M | +$39.5M | +21% | 24.4% | 199% | 29 | 31.03% | 1.1 |
|
| 4260 |
IBOK
4260
Independence Bank of Kentucky
Owensboro,
Kentucky
| $231M | +$5.45M | +2% | 0.85% | 94.3% | 410 | 10% | 2.6 |
|
| 4261 |
4261
Modus Advisors
Excelsior,
Minnesota
| $231M | -$6.6M | -3% | 0.29% | 89.5% | 269 | 62.83% | 1.3 |
|
| 4262 |
4262
Cornell Pochily Investment Advisors
Ithaca,
New York
| $231M | +$3.54M | +2% | 0.12% | 97% | 161 | 1.86% | 2.7 |
|
| 4263 |
4263
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $231M | +$46.9M | +25% | 1.09% | 59.6% | 115 | 13.04% | 1.1 |
|
| 4264 |
4264
Mountain Lake Investment Management
Boca Raton,
Florida
| $231M | +$25.9M | +13% | 2.84% | 64% | 31 | 12.9% | 2 |
|
| 4265 |
4265
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $230M | +$8.67M | +4% | 0.24% | 63.2% | 80 | 7.5% | 1.8 |
|
| 4266 |
4266
HM Capital Management
Clayton,
Missouri
| $230M | +$2.13M | +0.9% | 1.01% | 29.6% | 47 | 12.77% | 4.5 |
|
| 4267 |
AB
4267
Atlas Brown
Louisville,
Kentucky
| $230M | -$1.28M | -0.6% | 0.58% | 115% | 183 | 3.83% | 4.6 |
|
| 4268 |
4268
DeDora Capital
Napa,
California
| $230M | +$617K | +0.3% | 0.6% | 91.2% | 100 | 7% | 2.6 |
|
| 4269 |
4269
Affiance Financial
St. Louis Park,
Minnesota
| $230M | -$5.91M | -3% | 1.57% | 57.8% | 159 | 2.52% | 3.2 |
|
| 4270 |
4270
Colton Groome Financial Advisors
Asheville,
North Carolina
| $230M | +$11.5M | +5% | 0.28% | 65.8% | 105 | 9.52% | 1 |
|
| 4271 |
4271
Snider Financial Group
Bellevue,
Washington
| $230M | +$17.2M | +8% | 0.57% | 87% | 70 | 14.29% | 0.2 |
|
| 4272 |
4272
Level Four Financial
Dallas,
Texas
| $229M | -$7.79M | -3% | 1.5% | – | 351 | 23.36% | 0.6 |
|
| 4273 |
4273
Pacific Center for Financial Services
San Ramon,
California
| $229M | +$53K | +0% | 0.39% | 60.1% | 421 | 16.63% | 3 |
|
| 4274 |
4274
Acuitas Investments
Seattle,
Washington
| $229M | +$28.9M | +14% | 5.59% | 120% | 73 | 15.07% | 0.8 |
|
| 4275 |
4275
Beaconlight Capital
New York
| $229M | -$51.1M | -18% | 2.05% | 282% | 48 | 31.25% | 0.8 |
|