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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Benchmark Wealth Management
Old Lyme,
Connecticut
| $100M | -$16M | -14% | 13.7% | 42.7% | 51 | 7.84% | 0.3 |
|
| 4552 |
4552
Beaton Management Company
Haverhill,
Massachusetts
| $100M | -$27.6M | -22% | 18% | 110% | 122 | 17.21% | 2.5 |
|
| 4553 |
4553
Argent Advisors
Monroe,
Louisiana
| $100M | -$33.9M | -25% | 20.5% | 71% | 597 | 81.41% | 0.2 |
|
| 4554 |
4554
Brookfield BHS Advisors
New York
| $100M | -$444M | -82% | 35.8% | – | 84 | 95.24% | 0.1 |
|
| 4555 |
4555
Red Cedar Capital
Omaha,
Nebraska
| $100M | -$31.5M | -24% | 23.3% | 43% | 149 | 4.7% | 2.1 |
|
| 4556 |
4556
Shilanski & Associates
Anchorage,
Alaska
| $100M | -$30.2M | -23% | 17.3% | 84.2% | 97 | 22.68% | 0.6 |
|
| 4557 |
ICMP
4557
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $100M | -$19.2M | -16% | 16.6% | 39.7% | 53 | 43.4% | 0.6 |
|
| 4558 |
4558
Rain Capital Management
Lake Oswego,
Oregon
| $100M | -$29.6M | -23% | 9.23% | 18.2% | 33 | 9.09% | 2.6 |
|
| 4559 |
4559
Performa Ltd (US)
Charleston,
South Carolina
| $100M | -$2.1M | -2% | 19.6% | 59.6% | 16 | 75% | 0.6 |
|
| 4560 |
4560
Daily Journal Corp
Los Angeles,
California
| $100M | -$75.8M | -43% | 43% | 109% | 4 | 0% | 6.3 |
|
| 4561 |
4561
Seafarer Capital Partners
Larkspur,
California
| $100M | -$11.6M | -10% | 12% | 61.3% | 2 | 0% | 2.4 |
|
| 4562 |
4562
North Run Capital
Boston,
Massachusetts
| $100M | -$27.6M | -22% | 30.7% | 19.4% | 26 | 34.62% | 1.3 |
|
| 4563 |
CAM
4563
Coltrane Asset Management
New York
| $100M | -$2.77B | -97% | 0% | 50.3% | 4 | 75% | 0.5 |
|
| 4564 |
4564
SYM Financial Corp
Winona Lake,
Indiana
| $99.5M | -$51.9M | -34% | 28.8% | 64.3% | 106 | 45.28% | 1.4 |
|
| 4565 |
4565
WealthStone
Columbus,
Ohio
| $99.5M | -$69.7M | -41% | 19.9% | – | 40 | 37.5% | 0.6 |
|
| 4566 |
4566
Pratt Collard Advisory Partners
Buffalo,
New York
| $99.4M | -$31.8M | -24% | 18.7% | 91.7% | 106 | 16.04% | 2.1 |
|
| 4567 |
AFC
4567
AFT Forsyth & Company
West Palm Beach,
Florida
| $99.4M | -$31.6M | -24% | 12.6% | 159% | 150 | 24.67% | 4.7 |
|
| 4568 |
SA
4568
Sunesis Advisors
Overland Park,
Kansas
| $99.4M | -$10.4M | -10% | 15.2% | – | 31 | 6.45% | 1.4 |
|
| 4569 |
4569
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $99.3M | -$21.5M | -18% | 19.8% | 81.6% | 41 | 17.07% | 1 |
|
| 4570 |
TM
4570
Titan Managers
Scottsdale,
Arizona
| $99.3M | -$3.73M | -4% | 3.33% | 2.57% | 8 | 25% | 1.1 |
|
| 4571 |
4571
Ayrshire Capital Management
Westport,
Connecticut
| $99.3M | -$21.4M | -18% | 12.7% | 84.8% | 67 | 8.96% | 0.2 |
|
| 4572 |
4572
Albert D. Mason Inc
Boston,
Massachusetts
| $99.3M | -$42.2M | -30% | 21% | 83.4% | 148 | 10.81% | 3.9 |
|
| 4573 |
4573
Cowbird Capital
New York
| $99.3M | -$58.5M | -37% | 15.6% | 21.3% | 16 | 62.5% | 0.5 |
|
| 4574 |
4574
Knightsbridge Asset Management
Newport Beach,
California
| $99.3M | -$31.7M | -24% | 17.6% | 156% | 33 | 42.42% | 3 |
|
| 4575 |
4575
Sterneck Capital Management
Kansas City,
Missouri
| $99.3M | -$26.4M | -21% | 21.8% | 61.5% | 88 | 13.64% | 3.7 |
|