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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
HIS
4326
Horizon Investment Services
Hammond,
Indiana
| $150M | +$6.75M | +5% | 10.1% | 250% | 112 | 21.43% | 2.2 |
|
| 4327 |
4327
Riverstone Advisors
New Braunfels,
Texas
| $150M | +$16M | +12% | 9.63% | 104% | 41 | 12.2% | 1.2 |
|
| 4328 |
CHA
4328
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $150M | +$14.3M | +10% | 8.53% | 39.7% | 750 | 9.07% | 0.9 |
|
| 4329 |
4329
CWS Financial Advisors
Kalamazoo,
Michigan
| $150M | +$11.6M | +8% | 11.4% | 55.7% | 131 | 14.5% | 0.6 |
|
| 4330 |
SL
4330
SIB LLC
New York,
New York
| $150M | +$17M | +13% | 12.7% | 29.2% | 26 | 23.08% | 5.5 |
|
| 4331 |
4331
Next Capital Management
New York
| $150M | +$8.5M | +6% | 5.25% | 61.3% | 102 | 11.76% | 1.2 |
|
| 4332 |
4332
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $150M | -$53.8M | -26% | 1.61% | 17.7% | 307 | 22.8% | 2.1 |
|
| 4333 |
AIP
4333
Ahrens Investment Partners
Lafayette,
Louisiana
| $150M | -$14.2M | -9% | 7.95% | 82.3% | 211 | 39.34% | 1.8 |
|
| 4334 |
4334
Wealthsimple US
Brooklyn,
New York
| $150M | +$18.7M | +14% | 5.38% | – | 35 | 54.29% | 0.5 |
|
| 4335 |
PA
4335
Paragon Advisors
College Station,
Texas
| $150M | +$26.4M | +21% | 11.2% | 138% | 92 | 18.48% | 0.5 |
|
| 4336 |
4336
Symmetry Peak Management
Radnor,
Pennsylvania
| $150M | +$25.9M | +21% | 36.5% | 320% | 128 | 81.25% | 0.3 |
|
| 4337 |
4337
Aspen Investment Management
Grand Rapids,
Michigan
| $150M | +$10.4M | +7% | 7.72% | 92.6% | 126 | 9.52% | 4.9 |
|
| 4338 |
CCP
4338
Camelot Capital Partners
Laguna Beach,
California
| $150M | +$11.9M | +9% | 76.6% | – | 2 | 0% | 0.3 |
|
| 4339 |
4339
Birchview Capital
Burlington,
Vermont
| $150M | -$15.8M | -10% | 7.77% | 327% | 51 | 1.96% | 2.4 |
|
| 4340 |
4340
Investors Asset Management of Georgia
Atlanta,
Georgia
| $150M | +$5.67M | +4% | 8.2% | 118% | 145 | 5.52% | 4.5 |
|
| 4341 |
4341
Quantinno Capital Management
New York
| $150M | +$48.1M | +47% | 8.84% | 119% | 461 | 51.84% | 0.4 |
|
| 4342 |
4342
Martin Capital Partners
Eugene,
Oregon
| $150M | +$7.34M | +5% | 5.24% | 42.3% | 65 | 10.77% | 1.6 |
|
| 4343 |
4343
Peninsula Asset Management
Bradenton,
Florida
| $149M | +$9.33M | +7% | 10.1% | 44.1% | 45 | 0% | 5.4 |
|
| 4344 |
DA
4344
DSC Advisors
Chicago,
Illinois
| $149M | +$58.2M | +64% | 3.65% | 3.18% | 54 | 51.85% | 1.9 |
|
| 4345 |
4345
Davis Rea
Toronto,
Ontario, Canada
| $149M | +$18M | +14% | 12.2% | 66.9% | 54 | 9.26% | 3.5 |
|
| 4346 |
DS
4346
Dalal Street
West Lake Hills,
Texas
| $149M | +$1.41M | +1% | 2.6% | 92.7% | 2 | 0% | 1 |
|
| 4347 |
4347
Karani Asset Management
New York
| $149M | +$20.1M | +16% | 23.2% | – | 66 | 18.18% | 0.5 |
|
| 4348 |
4348
Lantz Financial
Naperville,
Illinois
| $149M | +$9.8M | +7% | 5.43% | 74.3% | 122 | 9.02% | 1.3 |
|
| 4349 |
4349
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $149M | +$12.1M | +9% | 13% | 30.7% | 25 | 36% | 0.7 |
|
| 4350 |
4350
Old North State Trust
Greensboro,
North Carolina
| $149M | -$8.18M | -5% | 5.42% | – | 354 | 67.8% | 0.6 |
|