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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 |
4326
Cabot-Wellington
Boston,
Massachusetts
| $197M | +$38.6M | +24% | 15.2% | 73.1% | 17 | 47.06% | 3.6 |
|
| 4327 |
4327
Symmetry Peak Management
Radnor,
Pennsylvania
| $197M | +$46.5M | +31% | 54% | 355% | 130 | 83.85% | 0.1 |
|
| 4328 |
4328
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $197M | +$27.7M | +16% | 20.3% | 83.4% | 18 | 16.67% | 0.8 |
|
| 4329 |
4329
Legacy Financial Strategies
Overland Park,
Kansas
| $196M | +$22.5M | +13% | 12.3% | 76.7% | 65 | 6.15% | 2 |
|
| 4330 |
SC
4330
Sawyer & Company
Boston,
Massachusetts
| $196M | +$28M | +17% | 13.4% | 111% | 172 | 10.47% | 2.6 |
|
| 4331 |
4331
Ballast Inc
Lexington,
Kentucky
| $196M | +$21.1M | +12% | 13.6% | 71.3% | 99 | 14.14% | 2.3 |
|
| 4332 |
4332
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $196M | +$29.7M | +18% | 12.1% | 61.6% | 341 | 37.83% | 2.3 |
|
| 4333 |
4333
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $196M | +$26M | +15% | 15.3% | 47.8% | 121 | 4.13% | 2.3 |
|
| 4334 |
4334
AMJ Financial Wealth Management
Leesburg,
Virginia
| $196M | +$26M | +15% | 14.8% | 180% | 83 | 33.73% | 0.5 |
|
| 4335 |
4335
AH Equity Partners V
Menlo Park,
California
| $196M | – | – | 19.7% | – | 1 | – | 0 |
|
| 4336 |
4336
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $195M | +$13.6M | +7% | 10.5% | 87.3% | 66 | 4.55% | 5.9 |
|
| 4337 |
4337
Hamilton Wealth
Encino,
California
| $195M | +$16.7M | +9% | 14.4% | 108% | 59 | 25.42% | 1 |
|
| 4338 |
4338
Front Row Advisors
Tiburon,
California
| $195M | +$6.15M | +3% | 14.5% | 142% | 940 | 2.23% | 2.2 |
|
| 4339 |
4339
SIH MPH Rollover
New York
| $195M | – | – | 22% | – | 1 | – | 0 |
|
| 4340 |
4340
Berkeley Capital Partners
Milton,
Georgia
| $195M | +$30.9M | +19% | 9.93% | 70.5% | 125 | 26.4% | 2.5 |
|
| 4341 |
4341
Mirsky Financial Management
Rochester,
New York
| $194M | +$17.6M | +10% | 8.81% | 39.3% | 39 | 12.82% | 1.4 |
|
| 4342 |
4342
Jefferies Financial Group
New York
| $194M | +$53.6M | +38% | 19.6% | 146% | 10 | 60% | 1.1 |
|
| 4343 |
4343
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $194M | +$19.8M | +11% | 15.5% | 281% | 257 | 32.3% | 0.8 |
|
| 4344 |
CCC
4344
Chelsea Counsel Company
Los Angeles,
California
| $194M | +$25.1M | +15% | 10.9% | 122% | 94 | 18.09% | 3.5 |
|
| 4345 |
4345
New Capital Management
Houston,
Texas
| $194M | +$103M | +114% | 10.3% | 55.4% | 155 | 21.29% | 2.3 |
|
| 4346 |
4346
Voce Capital Management
San Francisco,
California
| $194M | +$36.9M | +23% | 31.8% | 69.2% | 12 | 16.67% | 1.9 |
|
| 4347 |
4347
UBP Investment Advisors
Geneva,
Switzerland
| $194M | +$64.6M | +50% | 9.11% | 11.2% | 82 | 26.83% | 1.4 |
|
| 4348 |
4348
Horiko Capital Management
New York
| $194M | +$20.8M | +12% | 11.6% | 297% | 28 | 17.86% | 1.6 |
|
| 4349 |
4349
Ballast Advisors
Woodbury,
Minnesota
| $194M | +$33.7M | +21% | 13.5% | 73.9% | 179 | 10.06% | 0.9 |
|
| 4350 |
4350
Old Well Partners
Charlotte,
North Carolina
| $194M | +$87M | +81% | 44.3% | 97.8% | 56 | 60.71% | 0.4 |
|