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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Paragon Capital Management (Colorado)
Denver,
Colorado
| $193M | +$10M | +5% | 5.84% | 109% | 124 | 18.55% | 2.1 |
|
| 4527 |
4527
Bishop & Co Investment Management
Erie,
Pennsylvania
| $193M | +$11.7M | +6% | 4.96% | 53.7% | 22 | 4.55% | 3.8 |
|
| 4528 |
4528
United Fire Group
Cedar Rapids,
Iowa
| $193M | -$13.4M | -7% | 12.6% | 27.4% | 99 | 52.53% | 6.9 |
|
| 4529 |
HIC
4529
Harbor Island Capital
Topsfield,
Massachusetts
| $193M | +$36.6M | +23% | 25.4% | 218% | 15 | 0% | 2.8 |
|
| 4530 |
4530
Broadmark Asset Management
San Francisco,
California
| $192M | -$51.4M | -21% | 6% | 39.6% | 7 | 85.71% | 0.8 |
|
| 4531 |
4531
Rench Wealth Management
Denton,
Texas
| $192M | +$14.5M | +8% | 6.95% | 106% | 41 | 7.32% | 5.5 |
|
| 4532 |
4532
Wambolt & Associates
Littleton,
Colorado
| $192M | +$24.7M | +15% | 6.32% | 62.2% | 219 | 9.13% | 1.5 |
|
| 4533 |
4533
Kanen Wealth Management
Coconut Creek,
Florida
| $192M | – | – | 36.2% | 328% | 25 | – | 0 |
|
| 4534 |
FCP
4534
Fosse Capital Partners
London,
United Kingdom
| $192M | -$15.5M | -7% | 6.87% | 80% | 6 | 0% | 0.3 |
|
| 4535 |
DLG
4535
Daniel L. Goodwin
| $192M | +$21.9M | +13% | 13.1% | 72.6% | 111 | 22.52% | 3.1 |
|
| 4536 |
ECM
4536
EII Capital Management
New York
| $192M | +$14.2M | +8% | 8.96% | 46.9% | 187 | 5.35% | 3.1 |
|
| 4537 |
4537
Intrepid Capital Management
Jacksonville Beach,
Florida
| $192M | -$7.07M | -4% | 7.26% | 70.2% | 89 | 32.58% | 1.4 |
|
| 4538 |
4538
Davidson Capital Management
Corpus Christi,
Texas
| $192M | +$13.9M | +8% | 4.95% | 79.4% | 83 | 25.3% | 0.8 |
|
| 4539 |
4539
Kiley Juergens Wealth Management
Olympia,
Washington
| $191M | +$22.4M | +13% | 3.77% | 106% | 59 | 13.56% | 1.9 |
|
| 4540 |
4540
Aquamarine Capital Management
New York
| $191M | +$20M | +12% | 12.8% | 23% | 12 | 0% | 4.6 |
|
| 4541 |
4541
Riverstone Advisors
New Braunfels,
Texas
| $191M | +$11.4M | +6% | 5.25% | 104% | 41 | 2.44% | 1.5 |
|
| 4542 |
HCM
4542
Highlander Capital Management
Short Hills,
New Jersey
| $191M | +$12.2M | +7% | 7.92% | 34.4% | 671 | 10.43% | 4.4 |
|
| 4543 |
SCM
4543
Symons Capital Management
Pittsburgh,
Pennsylvania
| $191M | +$9.7M | +5% | 4.62% | 25.4% | 99 | 29.29% | 1.2 |
|
| 4544 |
4544
Reston Wealth Management
Reston,
Virginia
| $191M | +$14.8M | +8% | 3.65% | 66.4% | 52 | 11.54% | 1.5 |
|
| 4545 |
4545
Aryeh Capital Management
Toronto,
Ontario, Canada
| $191M | +$7.02M | +4% | 8.3% | 87.7% | 12 | 25% | 0.2 |
|
| 4546 |
4546
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $191M | +$17.9M | +10% | 7.52% | 44.2% | 135 | 44.44% | 1.4 |
|
| 4547 |
SCA
4547
Sander Capital Advisors
Seattle,
Washington
| $191M | -$17.7M | -9% | 2.91% | 113% | 17 | 23.53% | 1.5 |
|
| 4548 |
4548
Pinnacle Family Advisors
Springfield,
Missouri
| $191M | +$27.3M | +17% | 10.2% | 85.8% | 156 | 44.23% | 0.8 |
|
| 4549 |
4549
Fluent Financial
Dallas,
Texas
| $191M | $0 | 0% | 8.08% | 46.9% | 51 | 0% | 1.3 |
|
| 4550 |
4550
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $191M | +$21.3M | +13% | 5.96% | 64.9% | 133 | 12.78% | 0.9 |
|