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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Trellis Advisors
Ellensburg,
Washington
| $104M | -$23.2M | -18% | 19% | 23.3% | 59 | 20.34% | 1.6 |
|
| 4477 |
4477
Leisure Capital Management
Costa Mesa,
California
| $104M | -$21.1M | -17% | 17.8% | 111% | 129 | 20.16% | 2.8 |
|
| 4478 |
HIC
4478
Harbor Island Capital
Topsfield,
Massachusetts
| $104M | -$29.8M | -22% | 21.5% | 218% | 18 | 11.11% | 1.9 |
|
| 4479 |
4479
Selway Asset Management
| $104M | -$41.6M | -29% | 21.3% | 36.5% | 77 | 15.58% | 3.6 |
|
| 4480 |
4480
Baugh & Associates
Atlanta,
Georgia
| $103M | -$33.5M | -24% | 20.3% | 98.8% | 42 | 14.29% | 2.1 |
|
| 4481 |
4481
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $103M | -$6.41M | -6% | 8.59% | 50.2% | 74 | 41.89% | 0.9 |
|
| 4482 |
4482
SCF Partners
Houston,
Texas
| $103M | -$207M | -67% | 59.5% | 2.1% | 4 | 0% | 3.2 |
|
| 4483 |
4483
Davis Rea
Toronto,
Ontario, Canada
| $103M | -$42.9M | -29% | 20.4% | 66.9% | 51 | 23.53% | 3.8 |
|
| 4484 |
4484
Lavaca Capital
Houston,
Texas
| $103M | -$26.8M | -21% | 17.3% | 46.5% | 108 | 39.81% | 0.9 |
|
| 4485 |
LFWA
4485
LBJ Family Wealth Advisors
Austin,
Texas
| $103M | -$41.2M | -29% | 22.7% | 64.9% | 18 | 0% | 5 |
|
| 4486 |
4486
Monte Financial Group
Guilford,
Connecticut
| $103M | -$32.5M | -24% | 22% | 66.7% | 75 | 16% | 1.7 |
|
| 4487 |
4487
University of Maryland Foundation
Adelphi,
Maryland
| $103M | -$32.8M | -24% | 14.7% | 54.9% | 8 | 12.5% | 0.3 |
|
| 4488 |
4488
Makena Capital Management
Menlo Park,
California
| $103M | -$10M | -9% | 20% | 85.5% | 51 | 25.49% | 1.4 |
|
| 4489 |
4489
VeraBank
Henderson,
Texas
| $103M | -$20.7M | -17% | 18% | 69.5% | 106 | 17.92% | 1.1 |
|
| 4490 |
4490
Eastover Investment Advisors
Charlotte,
North Carolina
| $103M | – | – | 16.4% | 105% | 47 | – | 0 |
|
| 4491 |
SST
4491
S Squared Technology
New York
| $103M | -$18.7M | -15% | 18.7% | 223% | 38 | 10.53% | 2.4 |
|
| 4492 |
4492
Mountain Lake Investment Management
Boca Raton,
Florida
| $103M | -$29.4M | -22% | 37.5% | 64% | 30 | 43.33% | 1.1 |
|
| 4493 |
4493
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $103M | -$34.8M | -25% | 18.3% | 68.6% | 67 | 67.16% | 0.8 |
|
| 4494 |
4494
S.E.E.D. Planning Group
Binghamton,
New York
| $103M | -$12.1M | -10% | 14.2% | 57.3% | 62 | 37.1% | 0.2 |
|
| 4495 |
DL
4495
DOHJ LLC
Seattle,
Washington
| $103M | -$9.8M | -9% | 13.5% | 51.5% | 68 | 19.12% | 0.2 |
|
| 4496 |
4496
ValueWorks
New York
| $103M | -$57M | -36% | 23.8% | 161% | 35 | 17.14% | 2.7 |
|
| 4497 |
WA
4497
WP Advisors
San Francisco,
California
| $103M | +$6.08M | +6% | 21.6% | 113% | 68 | 35.29% | 2.3 |
|
| 4498 |
4498
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $103M | -$16.4M | -14% | 19.5% | 62.6% | 143 | 15.38% | 2.7 |
|
| 4499 |
PBF
4499
Petix & Botte Financial
La Mesa,
California
| $103M | -$24.3M | -19% | 14% | 51.2% | 81 | 14.81% | 0.3 |
|
| 4500 |
4500
HMS Capital Management
Nashville,
Tennessee
| $103M | -$135M | -57% | 10.3% | 140% | 174 | 56.9% | 1.8 |
|