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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Bay Colony Advisors
Concord,
Massachusetts
| $110M | -$43.6M | -28% | 14.7% | 99.6% | 276 | 46.01% | 1.2 |
|
| 4352 |
4352
Seascape Capital Management
Portsmouth,
New Hampshire
| $110M | -$29.7M | -21% | 13.5% | 111% | 78 | 29.49% | 0.2 |
|
| 4353 |
4353
Pecaut & Co
Sioux City,
Iowa
| $110M | -$46.7M | -30% | 24.1% | 62.8% | 66 | 7.58% | 3.2 |
|
| 4354 |
4354
Adalta Capital Management
New York
| $110M | -$48.8M | -31% | 19.6% | 89.2% | 83 | 27.71% | 2.2 |
|
| 4355 |
CC
4355
Claybrook Capital
Wellesley,
Massachusetts
| $110M | -$105M | -49% | 17.4% | 7.15% | 117 | 39.32% | 1.2 |
|
| 4356 |
4356
TL Private Wealth
Southlake,
Texas
| $110M | -$5.58M | -5% | 19% | 50.6% | 45 | 13.33% | 0.2 |
|
| 4357 |
4357
Sanchez Wealth Management Group
Jacksonville,
Florida
| $110M | -$28M | -20% | 17.6% | 61.1% | 24 | 20.83% | 1.6 |
|
| 4358 |
4358
Fourthstone LLC
St Louis,
Missouri
| $110M | +$2.79M | +3% | 36.1% | 93.6% | 62 | 62.9% | 0.1 |
|
| 4359 |
PC
4359
Premise Capital
Naperville,
Illinois
| $110M | -$68.4M | -38% | 5.37% | 43% | 19 | 36.84% | 2.9 |
|
| 4360 |
GCM
4360
Garland Capital Management
Bellevue,
Washington
| $110M | -$28.1M | -20% | 22.2% | 55.7% | 37 | 18.92% | 4.3 |
|
| 4361 |
4361
Platform Technology Partners
New York
| $110M | -$22.8M | -17% | 18.8% | – | 217 | 34.1% | 0.2 |
|
| 4362 |
4362
Miramar Capital
Northbrook,
Illinois
| $110M | -$53.7M | -33% | 17.8% | 47.3% | 54 | 22.22% | 1.1 |
|
| 4363 |
4363
Toews Corporation
Northfield,
New Jersey
| $110M | -$433M | -80% | 17% | 30.7% | 114 | 94.74% | 0.1 |
|
| 4364 |
FFG
4364
Fortem Financial Group
Palm Desert,
California
| $110M | -$25.1M | -19% | 25.5% | 183% | 151 | 32.45% | 0.8 |
|
| 4365 |
4365
Auxano Advisors
Bellevue,
Washington
| $110M | – | – | 6.61% | 103% | 37 | – | 0 |
|
| 4366 |
4366
Private Capital Management (Colorado)
Denver,
Colorado
| $110M | -$34.4M | -24% | 20.8% | 20% | 112 | 25.89% | 1 |
|
| 4367 |
4367
Hutner Capital Management
Manchester,
Vermont
| $109M | -$35.6M | -25% | 18.3% | 52.2% | 43 | 4.65% | 3 |
|
| 4368 |
VAM
4368
Velanne Asset Management
London,
United Kingdom
| $109M | -$60.1M | -35% | 34.9% | 29.6% | 25 | 24% | 1 |
|
| 4369 |
4369
NovaPoint Capital
Atlanta,
Georgia
| $109M | -$18.1M | -14% | 17.7% | 94% | 110 | 20.91% | 0.2 |
|
| 4370 |
4370
Blackcrane Capital
Bellevue,
Washington
| $109M | -$15.9M | -13% | 18.7% | 40% | 11 | 27.27% | 0.6 |
|
| 4371 |
4371
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $109M | -$29.2M | -21% | 15.2% | 62.6% | 376 | 31.65% | 0.2 |
|
| 4372 |
4372
TRV GP IV
Boston,
Massachusetts
| $109M | -$51M | -32% | 41% | 1,102% | 3 | 33.33% | 0.6 |
|
| 4373 |
4373
Beck Capital Management
Austin,
Texas
| $109M | -$94.7M | -46% | 13.8% | 284% | 122 | 63.93% | 1.3 |
|
| 4374 |
CSWG
4374
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $109M | -$7.15M | -6% | 13.1% | 76% | 57 | 21.05% | 0.2 |
|
| 4375 |
4375
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $109M | +$8M | +8% | 21.8% | 42.7% | 1 | 0% | 0.3 |
|