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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
IRON Financial
Northbrook,
Illinois
| $199M | +$17.7M | +10% | 8.66% | 60.6% | 129 | 26.36% | 2 |
|
| 4302 |
BOC
4302
Barbara Oil Co
Chicago,
Illinois
| $199M | +$15.9M | +9% | 11.3% | 84.2% | 90 | 6.67% | 4.9 |
|
| 4303 |
4303
Shaker Investments
Cleveland,
Ohio
| $199M | +$3.1M | +2% | 26.2% | 216% | 98 | 21.43% | 2 |
|
| 4304 |
4304
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $199M | +$30.9M | +18% | 11.3% | 73.9% | 356 | 13.2% | 0.8 |
|
| 4305 |
4305
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $199M | -$48.9M | -20% | 7.65% | 57.9% | 42 | 23.81% | 1.3 |
|
| 4306 |
4306
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $199M | -$88.9M | -31% | 15.9% | 304% | 292 | 43.84% | 1.9 |
|
| 4307 |
4307
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $199M | – | – | 19.2% | 116% | 280 | – | 0 |
|
| 4308 |
4308
VisionPoint Advisory Group
Dallas,
Texas
| $198M | -$33.3M | -14% | 10.3% | 79.3% | 169 | 44.38% | 0.7 |
|
| 4309 |
4309
Coppell Advisory Solutions
Coppell,
Texas
| $198M | – | – | 11.5% | – | 158 | – | 0 |
|
| 4310 |
4310
Ceeto Capital Group
Coral Gables,
Florida
| $198M | +$19.2M | +11% | 13.7% | 94.4% | 143 | 6.29% | 2.3 |
|
| 4311 |
4311
Voss Capital
Houston,
Texas
| $198M | +$22.9M | +13% | 37.3% | 78.4% | 62 | 48.39% | 0.5 |
|
| 4312 |
4312
Neumann Capital Management
Foster City,
California
| $198M | +$24.2M | +14% | 14.9% | 89.9% | 78 | 5.13% | 4.8 |
|
| 4313 |
4313
Patton Fund Management
Dallas,
Texas
| $198M | +$13.5M | +7% | 15.6% | 211% | 97 | 42.27% | 0.7 |
|
| 4314 |
4314
Providence First Trust
Scottsdale,
Arizona
| $198M | +$95.9M | +94% | 10.5% | 68.4% | 96 | 28.13% | 1.3 |
|
| 4315 |
4315
Florin Court Capital
London,
United Kingdom
| $198M | +$92.7M | +88% | 11.8% | 129% | 34 | 47.06% | 0.3 |
|
| 4316 |
4316
HM Capital Management
Clayton,
Missouri
| $198M | +$32.9M | +20% | 13.8% | 29.6% | 44 | 20.45% | 4 |
|
| 4317 |
4317
Wynnefield Capital
New York
| $198M | +$37.2M | +23% | 22.5% | 52.1% | 25 | 32% | 4.3 |
|
| 4318 |
4318
Diker Management
New York
| $198M | +$37.4M | +23% | 51.5% | 210% | 39 | 23.08% | 2 |
|
| 4319 |
4319
WNY Asset Management
Williamsville,
New York
| $198M | – | – | 9.72% | – | 93 | – | 0 |
|
| 4320 |
4320
Cheyne Capital Management (UK)
London,
United Kingdom
| $198M | -$4.88M | -2% | 14% | 35.6% | 104 | 60.58% | 0.5 |
|
| 4321 |
HH
4321
HWG Holdings
Houston,
Texas
| $198M | +$84.9M | +75% | 17.7% | – | 146 | 46.58% | 1.2 |
|
| 4322 |
ACM
4322
Aljian Capital Management
Carson City,
Nevada
| $197M | +$19.1M | +11% | 11.1% | 162% | 51 | 7.84% | 1.5 |
|
| 4323 |
4323
CoreCommodity Management
Stamford,
Connecticut
| $197M | +$74.9M | +61% | 44.9% | 65.8% | 156 | 18.59% | 3.1 |
|
| 4324 |
4324
Lowe Wealth Advisors
Columbia,
Maryland
| $197M | +$16.7M | +9% | 8.04% | 63.3% | 295 | 7.8% | 3.8 |
|
| 4325 |
4325
Cardinal Point Wealth Management
Irvine,
California
| $197M | – | – | 10.8% | – | 32 | – | 0 |
|