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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Foresite Capital Management I
Larkspur,
California
| $190M | -$165M | -46% | 12.8% | 40.7% | 4 | 0% | 2.2 |
|
| 4402 |
4402
Rho Capital Partners
New York
| $190M | +$69.9M | +58% | 65.1% | – | 5 | 0% | 3.9 |
|
| 4403 |
4403
Howard Financial Services
Dallas,
Texas
| $190M | +$35.1M | +23% | 14.6% | 55.9% | 120 | 23.33% | 1.1 |
|
| 4404 |
PH
4404
Pinnacle Holdings
Tulsa,
Oklahoma
| $190M | +$16.7M | +10% | 24.2% | 75.9% | 237 | 16.03% | 3.7 |
|
| 4405 |
4405
Kellner Capital
New York
| $190M | +$4.92M | +3% | 26% | 390% | 47 | 78.72% | 0.2 |
|
| 4406 |
4406
Geneva Partners
Lake Geneva,
Wisconsin
| $189M | +$25.7M | +16% | 13.2% | 417% | 114 | 47.37% | 1.2 |
|
| 4407 |
4407
Progeny 3 Inc
Kirkland,
Washington
| $189M | +$35.3M | +23% | 15.9% | 96.8% | 26 | 11.54% | 1.1 |
|
| 4408 |
4408
Palouse Capital Management
Spokane,
Washington
| $189M | +$10.4M | +6% | 15.8% | 67.8% | 94 | 25.53% | 2.1 |
|
| 4409 |
4409
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $189M | +$86.9M | +85% | 9.71% | 69.7% | 92 | 63.04% | 1 |
|
| 4410 |
BIA
4410
Bigelow Investment Advisors
Portland,
Maine
| $189M | +$19.8M | +12% | 8.2% | 75.7% | 144 | 9.03% | 2.3 |
|
| 4411 |
4411
Pettee Investors
Rowayton,
Connecticut
| $189M | +$15.8M | +9% | 12.6% | 102% | 124 | 8.87% | 3.8 |
|
| 4412 |
4412
Affinity Asset Advisors
New York
| $189M | – | – | 105% | 1,354% | 62 | – | 0 |
|
| 4413 |
4413
Dow Chemical Company
Midland,
Michigan
| $189M | -$65M | -26% | 19% | 30% | 7 | 71.43% | 3.3 |
|
| 4414 |
HA
4414
HYA Advisors
Springfield,
Missouri
| $188M | +$22.8M | +14% | 13.9% | – | 131 | 9.16% | 0.8 |
|
| 4415 |
IP
4415
Investment Partners
New Philadelphia,
Ohio
| $188M | +$20.6M | +12% | 14.5% | 83.2% | 148 | 15.54% | 3 |
|
| 4416 |
4416
Claro Advisors
Boston,
Massachusetts
| $188M | +$30.4M | +19% | 15.2% | 98.8% | 221 | 15.38% | 1.3 |
|
| 4417 |
4417
Bay Colony Advisors
Concord,
Massachusetts
| $188M | +$27.1M | +17% | 12.3% | 99.6% | 299 | 22.74% | 1.1 |
|
| 4418 |
4418
Tiemann Investment Advisors
Menlo Park,
California
| $188M | +$26.7M | +17% | 13.9% | 86.2% | 205 | 13.17% | 4.1 |
|
| 4419 |
4419
Aull & Monroe Investment Management
Mobile,
Alabama
| $188M | +$17.5M | +10% | 11.9% | 98.3% | 130 | 6.92% | 5.6 |
|
| 4420 |
4420
Smith & Howard Wealth Management
Atlanta,
Georgia
| $188M | +$18.1M | +11% | 11% | 43.8% | 67 | 8.96% | 3 |
|
| 4421 |
4421
Carrhae Capital
London,
United Kingdom
| $187M | +$18.2M | +11% | 19.9% | 182% | 11 | 36.36% | 0.9 |
|
| 4422 |
4422
Great Hill Partners
Boston,
Massachusetts
| $187M | -$111M | -37% | 22.4% | 24% | 2 | 50% | 0.8 |
|
| 4423 |
4423
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $187M | +$19.7M | +12% | 9.48% | 47.2% | 230 | 87.39% | 0.1 |
|
| 4424 |
CCP
4424
Cunning Capital Partners
Morrisville,
North Carolina
| $187M | +$29M | +18% | 20.5% | 271% | 39 | 41.03% | 0.5 |
|
| 4425 |
4425
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $187M | +$18.9M | +11% | 13.9% | 81% | 941 | 12.33% | 1.4 |
|