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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Holowesko Partners
Nassau,
Bahamas
| $269M | -$30.1M | -10% | 8.91% | 51.1% | 35 | 28.57% | 3.1 |
|
| 4452 |
4452
Greenfield Seitz Capital Management
Dallas,
Texas
| $268M | +$17.5M | +7% | 10.8% | 88.5% | 110 | 10% | 0.2 |
|
| 4453 |
4453
Norman Fields Gottscho Capital Management
New York
| $268M | +$17.5M | +7% | 9.43% | 96.9% | 58 | 1.72% | 5.9 |
|
| 4454 |
4454
Pecaut & Co
Sioux City,
Iowa
| $268M | +$19.2M | +8% | 8.83% | 62.8% | 85 | 14.12% | 3.5 |
|
| 4455 |
4455
Patriot Financial Partners
Radnor,
Pennsylvania
| $268M | +$6.1M | +2% | 4.59% | 16.6% | 9 | 0% | 4 |
|
| 4456 |
AIA
4456
AIMZ Investment Advisors
Los Altos,
California
| $268M | +$21.3M | +9% | 8.36% | 81.3% | 121 | 6.61% | 6.3 |
|
| 4457 |
4457
Empower Annuity Insurance Company
Hartford,
Connecticut
| $268M | -$4.27M | -2% | 1.57% | 0.86% | 1 | 0% | 1.3 |
|
| 4458 |
4458
Roberts Wealth Advisors
Palo Alto,
California
| $268M | -$375M | -58% | 7.19% | 81.1% | 94 | 41.49% | 1.3 |
|
| 4459 |
HI
4459
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $267M | -$106M | -28% | 28.4% | 74.8% | 1 | 0% | 2.3 |
|
| 4460 |
4460
Oak Asset Management
Westlake Village,
California
| $267M | +$15.9M | +6% | 9.24% | 91.8% | 103 | 3.88% | 1.6 |
|
| 4461 |
4461
Arvin Capital Management
Austin,
Texas
| $267M | +$40.7M | +18% | 13.7% | – | 39 | 53.85% | 0.2 |
|
| 4462 |
4462
Provident Wealth Management
Brentwood,
Tennessee
| $267M | +$38.9M | +17% | 7.77% | 61.1% | 113 | 24.78% | 2.1 |
|
| 4463 |
4463
EnRich Financial Partners
Madison,
Wisconsin
| $267M | +$27.3M | +11% | 5.18% | 50.7% | 205 | 76.1% | 0.1 |
|
| 4464 |
4464
Trium Capital
London,
United Kingdom
| $267M | -$972M | -78% | 10.5% | 215% | 85 | 38.82% | 0.6 |
|
| 4465 |
4465
Centerpoint Advisors
Needham,
Massachusetts
| $267M | +$12.5M | +5% | 9.52% | 82.6% | 465 | 8.39% | 3 |
|
| 4466 |
4466
Mathes Company
New York
| $267M | +$24.2M | +10% | 13.3% | 121% | 134 | 5.22% | 5.8 |
|
| 4467 |
4467
Roman Butler Fullerton & Co
St Louis,
Missouri
| $267M | +$9.8M | +4% | 16.4% | 134% | 225 | 14.22% | 2.9 |
|
| 4468 |
4468
Prudent Man Advisors
Naperville,
Illinois
| $267M | -$1.36M | -0.5% | 7.07% | 92.5% | 196 | 14.29% | 2.4 |
|
| 4469 |
4469
Parisi Gray Wealth Management
Mendham,
New Jersey
| $267M | +$19.8M | +8% | 12.7% | 137% | 110 | 10.91% | 3.6 |
|
| 4470 |
4470
Red Wave Investments
Dillsburg,
Pennsylvania
| $267M | +$12.6M | +5% | 7.46% | 58% | 111 | 11.71% | 2.4 |
|
| 4471 |
4471
MY.Alpha Management HK Advisors
Hong Kong
| $267M | +$73M | +38% | 3.2% | 423% | 17 | 41.18% | 0.5 |
|
| 4472 |
4472
General Motors Holdings
Detroit,
Michigan
| $266M | +$14M | +6% | 1.23% | 21.4% | 5 | 20% | 1.1 |
|
| 4473 |
4473
American Assets Inc
San Diego,
California
| $266M | +$10.7M | +4% | 5.07% | 49.9% | 10 | 0% | 5 |
|
| 4474 |
4474
Emergence GP Partners
San Francisco,
California
| $266M | +$41.3M | +18% | 18.8% | – | 3 | 0% | 1.8 |
|
| 4475 |
4475
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $266M | +$21.3M | +9% | 7.65% | 63.1% | 793 | 16.02% | 1 |
|