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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
Weik Capital Management
Wyomissing,
Pennsylvania
| $254M | -$10.3M | -4% | 1.59% | 71.6% | 109 | 3.67% | 5.7 |
|
| 4252 |
HCM
4252
Hawkeye Capital Management
Miami Beach,
Florida
| $254M | +$4.93M | +2% | 1.49% | – | 46 | 32.61% | 0.2 |
|
| 4253 |
EVCM
4253
Emerging Variant Capital Management
New York
| $254M | -$12.1M | -5% | 45.7% | – | 22 | 86.36% | 0.1 |
|
| 4254 |
4254
Scholtz & Company
Stamford,
Connecticut
| $253M | -$56.2M | -18% | 8.93% | 111% | 69 | 36.23% | 2.1 |
|
| 4255 |
4255
Rye Brook Capital
Greenwich,
Connecticut
| $253M | -$137M | -35% | 5.23% | 77.2% | 32 | 9.38% | 0.7 |
|
| 4256 |
4256
Voce Capital Management
San Francisco,
California
| $253M | -$27.7M | -10% | 5.36% | 69.2% | 10 | 10% | 2.9 |
|
| 4257 |
4257
MYDA Advisors
Woodmere,
New York
| $253M | -$122M | -32% | 1.87% | 232% | 321 | 55.45% | 0.5 |
|
| 4258 |
4258
Annandale Capital
Dallas,
Texas
| $253M | +$26.2M | +12% | 10.8% | 57.2% | 121 | 14.88% | 0.8 |
|
| 4259 |
4259
Game Creek Capital
Boston,
Massachusetts
| $253M | +$12.2M | +5% | 6.21% | 177% | 88 | 39.77% | 2 |
|
| 4260 |
4260
Whitcomb & Hess
Ashland,
Ohio
| $253M | -$1.47M | -0.6% | 2.38% | 54% | 33 | 6.06% | 0.7 |
|
| 4261 |
4261
Income Research & Management
Boston,
Massachusetts
| $253M | +$1.52M | +0.6% | 0.14% | 1.19% | 26 | 46.15% | 1.1 |
|
| 4262 |
4262
Oak Asset Management
Westlake Village,
California
| $253M | -$9.05M | -3% | 1.73% | 91.8% | 109 | 7.34% | 2.1 |
|
| 4263 |
IBOK
4263
Independence Bank of Kentucky
Owensboro,
Kentucky
| $253M | +$7.88M | +3% | 3.05% | 94.3% | 421 | 9.03% | 2.9 |
|
| 4264 |
4264
Thomas Story & Son
Culver,
Indiana
| $253M | -$4.24M | -2% | 4.15% | 101% | 65 | 9.23% | 5 |
|
| 4265 |
HCM
4265
Hudson Capital Management
Ramsey,
New Jersey
| $252M | -$23.7M | -9% | 4.34% | 66.8% | 71 | 7.04% | 2.8 |
|
| 4266 |
4266
Verde Capital Management
Clarkston,
Michigan
| $252M | -$10.2M | -4% | 6.62% | 80.3% | 43 | 11.63% | 1.5 |
|
| 4267 |
4267
Sara-Bay Financial
Sarasota,
Florida
| $252M | -$80.7M | -24% | 19.6% | 233% | 85 | 15.29% | 1.4 |
|
| 4268 |
4268
Third Security
Radford,
Virginia
| $252M | -$92.9M | -27% | 29.9% | 28.2% | 20 | 60% | 1.4 |
|
| 4269 |
4269
Monaco Asset Management
Monaco
| $252M | -$150M | -37% | 13.8% | 136% | 61 | 55.74% | 0.4 |
|
| 4270 |
4270
Keystone Wealth Services
Palm Desert,
California
| $252M | +$5.73M | +2% | 2.23% | 91.1% | 188 | 13.83% | 0.2 |
|
| 4271 |
4271
Bishop Rock Capital
New York
| $252M | -$82.5M | -25% | 5.9% | 35.4% | 35 | 22.86% | 3 |
|
| 4272 |
4272
O'Brien Wealth Partners
Waltham,
Massachusetts
| $252M | -$36.2M | -13% | 6.14% | 56.7% | 57 | 8.77% | 2.2 |
|
| 4273 |
4273
Wolff Financial Management
Kalamazoo,
Michigan
| $252M | -$12.4M | -5% | 4.59% | 56.7% | 106 | 4.72% | 1 |
|
| 4274 |
4274
Courage Miller Partners
Norfolk,
Virginia
| $252M | -$12.5M | -5% | 4.55% | 43.5% | 86 | 12.79% | 6 |
|
| 4275 |
H2CM
4275
H/2 Credit Manager
Stamford,
Connecticut
| $252M | -$38.1M | -13% | 0.72% | 97.4% | 11 | 18.18% | 1 |
|