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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 |
PI
4251
Pennant Investors
Summit,
New Jersey
| $372M | +$37.4M | +11% | 42% | 372% | 16 | 6.25% | 3 |
|
| 4252 |
QCI
4252
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $372M | +$44.1M | +13% | 31.9% | 107% | 21 | 19.05% | 2.4 |
|
| 4253 |
4253
Fischer Financial Services
Harrisburg,
Pennsylvania
| $371M | +$31.4M | +9% | 9.42% | – | 66 | 10.61% | 0.7 |
|
| 4254 |
4254
Integral Investment Advisors
Turlock,
California
| $371M | +$20.7M | +6% | 7.05% | 69% | 167 | 8.98% | 2 |
|
| 4255 |
4255
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $371M | +$36.8M | +11% | 7.32% | 89.4% | 696 | 72.84% | 0.8 |
|
| 4256 |
4256
Straight Path Wealth Management
Jenison,
Michigan
| $371M | +$76.3M | +26% | 11.9% | 70.4% | 146 | 23.29% | 1.4 |
|
| 4257 |
4257
Prosperity Planning
Kansas City,
Missouri
| $371M | +$24M | +7% | 5.27% | 43.5% | 110 | 3.64% | 2.8 |
|
| 4258 |
4258
SimplyRich
Carlsbad,
California
| $371M | +$11.7M | +3% | 9.8% | 105% | 223 | 14.35% | 3.9 |
|
| 4259 |
4259
Untitled Investments
New York
| $370M | +$4.53M | +1% | 4.32% | 79.6% | 20 | 40% | 1.2 |
|
| 4260 |
4260
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $370M | -$23.3M | -6% | 1.16% | 27.4% | 4 | 0% | 2.3 |
|
| 4261 |
4261
Vermillion Wealth Management
Rosemount,
Minnesota
| $370M | +$161M | +77% | 3.85% | – | 1,550 | 66.65% | 0.2 |
|
| 4262 |
4262
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $370M | +$25.3M | +7% | 5.97% | 52.9% | 1,327 | 6.86% | 0.8 |
|
| 4263 |
4263
Prism Advisors
Studio City,
California
| $370M | +$18.9M | +5% | 5.95% | 54.6% | 76 | 7.89% | 3 |
|
| 4264 |
CMAI
4264
Capital Management Associates Inc
Minneapolis,
Minnesota
| $370M | +$54.2M | +17% | 8.29% | 75.6% | 144 | 22.22% | 1 |
|
| 4265 |
TA
4265
TrueWealth Advisors
Birmingham,
Alabama
| $370M | +$31.8M | +9% | 6.14% | 60.9% | 233 | 11.59% | 2.6 |
|
| 4266 |
4266
James T. Borello
East Dundee,
Illinois
| $370M | +$26.3M | +8% | 6.59% | 71.2% | 989 | 72.3% | 0.3 |
|
| 4267 |
4267
O'Keefe Stevens Advisory
Rochester,
New York
| $369M | +$13.6M | +4% | 15.3% | 208% | 69 | 4.35% | 3.7 |
|
| 4268 |
4268
Fruth Investment Management
Houston,
Texas
| $369M | +$1.34M | +0.4% | 5.05% | 79.4% | 220 | 4.55% | 8.7 |
|
| 4269 |
4269
Ranmore Fund Management
Cobham,
United Kingdom
| $369M | +$118M | +47% | 6.68% | – | 18 | 44.44% | 0.4 |
|
| 4270 |
4270
LongView Wealth Management
Atlanta,
Georgia
| $369M | +$38.8M | +12% | 6.68% | 60.8% | 227 | 6.17% | 1.4 |
|
| 4271 |
4271
Sicart Associates
New York
| $369M | +$83.3M | +29% | 13.1% | 113% | 75 | 6.67% | 4 |
|
| 4272 |
FP
4272
FFG Partners
Fort Lauderdale,
Florida
| $369M | +$68.1M | +23% | 17.1% | 277% | 41 | 31.71% | 0.9 |
|
| 4273 |
CIM
4273
CIM Investment Management
Pittsburgh,
Pennsylvania
| $369M | -$156M | -30% | 9.52% | 123% | 263 | 9.13% | 4.7 |
|
| 4274 |
4274
Freedom Day Solutions
Houston,
Texas
| $368M | +$31.8M | +9% | 7.15% | 86.6% | 97 | 10.31% | 3.7 |
|
| 4275 |
4275
Pacifica Capital Investments
Leander,
Texas
| $368M | +$28M | +8% | 11.7% | 69.8% | 16 | 12.5% | 7.4 |
|