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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
HRC
4426
Hoertkorn Richard Charles
| $203M | +$20.8M | +11% | 11.5% | 182% | 84 | 4.76% | 5.5 |
|
| 4427 |
4427
Asset Allocation & Management Company
Chicago,
Illinois
| $202M | +$47.2M | +30% | 3.73% | 58.5% | 63 | 7.94% | 0.6 |
|
| 4428 |
4428
SCF Partners
Houston,
Texas
| $202M | +$21.9M | +12% | 21.5% | 2.1% | 4 | 0% | 4.2 |
|
| 4429 |
4429
Guinness Atkinson Asset Management
Pasadena,
California
| $202M | +$15.3M | +8% | 5.72% | 148% | 95 | 2.11% | 3.4 |
|
| 4430 |
4430
Guardian Life Insurance
New York
| $202M | -$12.6M | -6% | 5.85% | – | 1 | 0% | 0.3 |
|
| 4431 |
4431
First National Bank of Hutchinson
Hutchinson,
Kansas
| $202M | -$102M | -34% | 7.16% | 121% | 136 | 24.26% | 2.4 |
|
| 4432 |
GA
4432
Greytown Advisors
Miami,
Florida
| $202M | +$56.3M | +39% | 5.01% | 14.1% | 107 | 23.36% | 2 |
|
| 4433 |
CCC
4433
Chelsea Counsel Company
Los Angeles,
California
| $202M | +$7.44M | +4% | 4.94% | 106% | 91 | 5.49% | 3.7 |
|
| 4434 |
4434
Fourthstone LLC
St Louis,
Missouri
| $201M | +$42.9M | +27% | 27% | 104% | 48 | 39.58% | 0.6 |
|
| 4435 |
DI
4435
DAGCO Inc
Westlake,
Ohio
| $201M | +$21.2M | +12% | 3.23% | 75% | 108 | 8.33% | 1.7 |
|
| 4436 |
4436
Paulson Wealth Management
Wheaton,
Illinois
| $201M | +$29.6M | +17% | 3.21% | 62.6% | 90 | 12.22% | 2 |
|
| 4437 |
4437
AB CarVal Investors
Minneapolis,
Minnesota
| $201M | +$128M | +174% | 6.46% | 24% | 3 | 33.33% | 0.9 |
|
| 4438 |
4438
AlpInvest Partners
Amsterdam,
Netherlands
| $201M | +$47.2M | +31% | 2.69% | 178% | 22 | 90.91% | 0.1 |
|
| 4439 |
4439
Westbourne Investment Advisors
Annapolis,
Maryland
| $201M | +$30M | +18% | 10.1% | 107% | 90 | 18.89% | 2 |
|
| 4440 |
CWM
4440
Cedar Wealth Management
Walnut Creek,
California
| $201M | +$14.7M | +8% | 8.33% | 68.1% | 256 | 13.28% | 1.9 |
|
| 4441 |
KLCM
4441
KG&L Capital Management
Saint Francisville,
Louisiana
| $201M | +$17.5M | +10% | 4.17% | 91.9% | 153 | 22.22% | 1.2 |
|
| 4442 |
4442
Union Heritage Capital
Bloomfield Hills,
Michigan
| $201M | – | – | 2.31% | 82.1% | 61 | – | 0 |
|
| 4443 |
SC
4443
Sawyer & Company
Boston,
Massachusetts
| $201M | +$4.68M | +2% | 7.47% | 111% | 171 | 8.77% | 2.6 |
|
| 4444 |
HH
4444
HWG Holdings
Houston,
Texas
| $201M | +$3.23M | +2% | 14.2% | – | 130 | 35.38% | 1.3 |
|
| 4445 |
4445
Wynnefield Capital
New York
| $201M | +$2.82M | +1% | 17.1% | 52.1% | 20 | 20% | 4.4 |
|
| 4446 |
4446
Tiemann Investment Advisors
Menlo Park,
California
| $201M | +$12.6M | +7% | 5.64% | 77% | 208 | 4.33% | 4.2 |
|
| 4447 |
4447
Madison International Realty Holdings
New York
| $201M | +$24.4M | +14% | 19% | – | 7 | 0% | 2.5 |
|
| 4448 |
CCM
4448
Consolidated Capital Management
Burbank,
California
| $200M | +$43.9M | +28% | 8.43% | 166% | 45 | 37.78% | 2.1 |
|
| 4449 |
4449
Lagoda Investment Management
New York
| $200M | +$14.7M | +8% | 21.2% | 250% | 36 | 2.78% | 3.6 |
|
| 4450 |
4450
Roman Butler Fullerton & Co
St Louis,
Missouri
| $200M | +$30.5M | +18% | 7.86% | 134% | 205 | 22.93% | 1.4 |
|