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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Riversedge Advisors
Wilmington,
Delaware
| $113M | +$28.4M | +34% | 16.7% | 71.3% | 47 | 57.45% | 0.5 |
|
| 4302 |
AW
4302
Alpha Windward
Westwood,
Massachusetts
| $113M | -$44M | -28% | 21.5% | 33.6% | 431 | 16.24% | 3.2 |
|
| 4303 |
4303
Birchview Capital
Burlington,
Vermont
| $113M | -$24.8M | -18% | 15.1% | 315% | 57 | 28.07% | 2.3 |
|
| 4304 |
4304
Marshall & Sullivan
Seattle,
Washington
| $113M | -$33.4M | -23% | 18% | 82% | 38 | 7.89% | 4.7 |
|
| 4305 |
HIS
4305
Horizon Investment Services
Hammond,
Indiana
| $113M | -$38.9M | -26% | 14.9% | 247% | 114 | 32.46% | 2.2 |
|
| 4306 |
4306
Emerson Wealth
Bloomfield Hills,
Michigan
| $113M | -$35.8M | -24% | 22.2% | 18.1% | 26 | 23.08% | 1 |
|
| 4307 |
4307
Accel Growth Fund IV Associates
Palo Alto,
California
| $113M | -$22.8M | -17% | 12.8% | 61.4% | 2 | 0% | 0.3 |
|
| 4308 |
PK
4308
Pflug Koory
Omaha,
Nebraska
| $112M | -$29M | -20% | 20.4% | – | 430 | 9.07% | 2.6 |
|
| 4309 |
4309
Perennial Investment Advisors
Los Angeles,
California
| $112M | -$14.3M | -11% | 13% | 93.6% | 141 | 24.11% | 0.2 |
|
| 4310 |
4310
Amia Capital
London,
United Kingdom
| $112M | -$230M | -67% | 23.6% | 30.1% | 48 | 31.25% | 0.2 |
|
| 4311 |
4311
Wells Trecaso Financial Group
Akron,
Ohio
| $112M | -$26M | -19% | 17.1% | 108% | 77 | 25.97% | 1.9 |
|
| 4312 |
4312
BDT Capital Partners
Chicago,
Illinois
| $112M | -$94M | -46% | 45.6% | 25.5% | 1 | 0% | 6.8 |
|
| 4313 |
4313
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $112M | +$11.6M | +12% | 17.7% | 92.9% | 98 | 24.49% | 1 |
|
| 4314 |
4314
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $112M | -$23M | -17% | 15.1% | 81% | 863 | 8% | 0.9 |
|
| 4315 |
4315
HC Financial Advisors
Lafayette,
California
| $112M | -$15.3M | -12% | 17.1% | 31.2% | 413 | 83.54% | 0.2 |
|
| 4316 |
4316
Cook & Bynum Capital Management
Birmingham,
Alabama
| $112M | -$61.9M | -36% | 35.3% | 46.8% | 5 | 0% | 4.2 |
|
| 4317 |
SCM
4317
SCW Capital Management
Dallas,
Texas
| $112M | -$56.3M | -33% | 37.3% | 179% | 9 | 22.22% | 0.8 |
|
| 4318 |
4318
Broadview Financial Management
Wauwatosa,
Wisconsin
| $112M | -$31.8M | -22% | 22% | 57.4% | 44 | 9.09% | 2 |
|
| 4319 |
4319
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $112M | -$17.7M | -14% | 16.7% | – | 328 | 37.8% | 3.1 |
|
| 4320 |
BRCA
4320
Birch Run Capital Advisors
Dallas,
Texas
| $112M | -$177M | -61% | 57.6% | 8.22% | 22 | 36.36% | 2.4 |
|
| 4321 |
4321
Bull Street Advisors
Savannah,
Georgia
| $112M | -$2.44M | -2% | 16.1% | 48.5% | 87 | 6.9% | 0.5 |
|
| 4322 |
AMC
4322
Asset Management Corp
Northbrook,
Illinois
| $112M | -$30M | -21% | 17.4% | 57.1% | 168 | 34.52% | 0.2 |
|
| 4323 |
4323
St. Johns Investment Management
Jacksonville,
Florida
| $112M | -$32.5M | -23% | 20.7% | 91.9% | 170 | 15.88% | 4.2 |
|
| 4324 |
4324
GSI Capital Advisors
Newport Beach,
California
| $112M | -$55.9M | -33% | 20.2% | 41.1% | 35 | 45.71% | 0.8 |
|
| 4325 |
4325
Donald L. Hagan LLC
Sarasota,
Florida
| $111M | -$3.64M | -3% | 14.9% | 47.9% | 107 | 43.93% | 1.7 |
|