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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
AH Equity Partners III
Menlo Park,
California
| $183M | +$65M | +55% | 67.4% | 42.6% | 4 | 75% | 0.6 |
|
| 4477 |
SLA
4477
Silver Lake Advisory
Cottonwood Heights,
Utah
| $183M | +$20.1M | +12% | 14.5% | 76.7% | 95 | 9.47% | 4 |
|
| 4478 |
4478
KLS Diversified Asset Management
New York
| $183M | +$171M | +1,416% | 41.3% | 156% | 18 | 72.22% | 0.2 |
|
| 4479 |
GAMC
4479
Garner Asset Management Corp
Plano,
Texas
| $183M | +$29.6M | +19% | 16.7% | 103% | 161 | 6.21% | 2.6 |
|
| 4480 |
ITIM
4480
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $183M | +$15M | +9% | 8.47% | 114% | 119 | 6.72% | 5.5 |
|
| 4481 |
PAM
4481
Pegasus Asset Management
Montebello,
New York
| $182M | +$22.8M | +14% | 13.4% | 101% | 74 | 8.11% | 2.4 |
|
| 4482 |
4482
Nikulski Financial
Bettendorf,
Iowa
| $182M | +$24.6M | +16% | 13.8% | 107% | 112 | 8.93% | 1.8 |
|
| 4483 |
4483
Global Trust Asset Management
West Palm Beach,
Florida
| $182M | +$25.5M | +16% | 15% | 178% | 445 | 16.63% | 2 |
|
| 4484 |
HRC
4484
Hoertkorn Richard Charles
| $182M | +$30.9M | +20% | 17% | 182% | 87 | 11.49% | 5.2 |
|
| 4485 |
4485
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $182M | +$26.6M | +17% | 14% | 81.6% | 70 | 15.71% | 1.1 |
|
| 4486 |
MA
4486
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $182M | +$33.3M | +22% | 29.3% | 158% | 79 | 8.86% | 5.1 |
|
| 4487 |
SCM
4487
Symons Capital Management
Pittsburgh,
Pennsylvania
| $181M | +$18.5M | +11% | 6.85% | 25.4% | 91 | 20.88% | 1.2 |
|
| 4488 |
4488
Tri-Star Advisors
Houston,
Texas
| $181M | +$21.5M | +13% | 7.48% | 3.07% | 51 | 19.61% | 0.5 |
|
| 4489 |
4489
MONECO Advisors
Fairfield,
Connecticut
| $181M | +$24.3M | +15% | 13.6% | 77.7% | 194 | 20.62% | 1.1 |
|
| 4490 |
PL
4490
Polianta Ltd
St Helier,
Jersey
| $181M | +$12M | +7% | 19.2% | 31.6% | 99 | 72.73% | 0.2 |
|
| 4491 |
4491
Bishop & Co Investment Management
Erie,
Pennsylvania
| $181M | +$24.4M | +16% | 15.9% | 53.7% | 22 | 4.55% | 3.7 |
|
| 4492 |
4492
Cephei Capital Management
Hong Kong
| $181M | – | – | 9.69% | – | 5 | – | 0 |
|
| 4493 |
4493
Arjuna Capital
Durham,
North Carolina
| $181M | +$19.5M | +12% | 12% | 118% | 102 | 20.59% | 1.6 |
|
| 4494 |
WCM
4494
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $181M | +$18.8M | +12% | 12.9% | 33.6% | 81 | 3.7% | 3.9 |
|
| 4495 |
4495
SCF Partners
Houston,
Texas
| $181M | +$47.8M | +36% | 46.7% | 2.1% | 4 | 0% | 3.9 |
|
| 4496 |
MCA
4496
Mercer Capital Advisers
Little Silver,
New Jersey
| $180M | +$17.5M | +11% | 12.4% | 59.6% | 166 | 8.43% | 5.1 |
|
| 4497 |
4497
Shorepoint Capital Partners
Norwood,
Massachusetts
| $180M | +$19.4M | +12% | 14.8% | – | 80 | 10% | 1.4 |
|
| 4498 |
4498
M. Kulyk & Associates
Decatur,
Georgia
| $180M | – | – | 7.54% | 74.8% | 51 | – | 0 |
|
| 4499 |
4499
Hi-Line Capital Management
Watertown,
South Dakota
| $180M | -$2.8M | -2% | 24.3% | 55.4% | 28 | 10.71% | 1.5 |
|
| 4500 |
DI
4500
DAGCO Inc
Westlake,
Ohio
| $180M | +$31.9M | +22% | 9.93% | 75% | 105 | 8.57% | 1.5 |
|