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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
Shoker Investment Counsel
Oxford,
Ohio
| $190M | +$12M | +7% | 9.57% | 88.9% | 98 | 12.24% | 4.1 |
|
| 4552 |
4552
Lumature Wealth Partners
Alpharetta,
Georgia
| $190M | +$84.6M | +80% | 1.49% | – | 355 | 54.93% | 0.1 |
|
| 4553 |
4553
Keeler Thomas Management
Orem,
Utah
| $190M | +$12.2M | +7% | 2.38% | 52.1% | 84 | 28.57% | 1.7 |
|
| 4554 |
4554
Norway Savings Bank
Portland,
Maine
| $190M | +$15.6M | +9% | 5.54% | 117% | 465 | 32.9% | 2.9 |
|
| 4555 |
4555
Augustine Asset Management
Jacksonville,
Florida
| $190M | -$3.15M | -2% | 5.25% | 316% | 87 | 8.05% | 2.9 |
|
| 4556 |
4556
Rings Capital Management
Chicago,
Illinois
| $190M | +$12.8M | +7% | 6.5% | 40.9% | 8 | 0% | 1.5 |
|
| 4557 |
4557
Tucker Asset Management
Littleton,
Colorado
| $190M | +$24M | +14% | 5.97% | 71.6% | 408 | 28.68% | 0.2 |
|
| 4558 |
4558
Wells Trecaso Financial Group
Akron,
Ohio
| $190M | +$9.9M | +6% | 6.96% | 108% | 88 | 10.23% | 2.1 |
|
| 4559 |
4559
High Probability Advisors
Pittsford,
New York
| $190M | +$26.2M | +16% | 5.54% | 52.6% | 37 | 18.92% | 0.2 |
|
| 4560 |
4560
IRON Financial
Northbrook,
Illinois
| $190M | -$9.18M | -5% | 2.01% | 60.6% | 150 | 49.33% | 2.2 |
|
| 4561 |
4561
Ironwood Investment Management
Boston,
Massachusetts
| $189M | +$18.4M | +11% | 13.2% | 164% | 176 | 8.52% | 4.4 |
|
| 4562 |
4562
Legacy Financial Strategies
Overland Park,
Kansas
| $189M | -$7.01M | -4% | 6.33% | 76.7% | 69 | 14.49% | 2.1 |
|
| 4563 |
4563
Calixto Global Investors
Coral Gables,
Florida
| $189M | -$22M | -10% | 9.27% | 180% | 21 | 71.43% | 0.5 |
|
| 4564 |
4564
VCU Investment Management
Richmond,
Virginia
| $189M | -$4.47M | -2% | 0.06% | – | 8 | 0% | 2.3 |
|
| 4565 |
4565
Union Bancaire Privee Asset Management
New York
| $189M | -$28.3M | -13% | 2.24% | – | 38 | 7.89% | 2 |
|
| 4566 |
4566
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $189M | +$28.3M | +18% | 11.2% | 83.4% | 66 | 13.64% | 0.2 |
|
| 4567 |
4567
Round Hill Asset Management
Pasadena,
California
| $189M | +$10.6M | +6% | 8.11% | 43.2% | 61 | 8.2% | 3.3 |
|
| 4568 |
4568
Gradient Capital Advisors
San Diego,
California
| $189M | +$13.6M | +8% | 3.65% | 78.5% | 110 | 9.09% | 2.4 |
|
| 4569 |
4569
Private Capital Management (Colorado)
Denver,
Colorado
| $189M | +$20.6M | +12% | 7.3% | 20% | 132 | 17.42% | 1.2 |
|
| 4570 |
4570
Graybill Wealth Management
Elmhurst,
Illinois
| $189M | +$11.5M | +6% | 6.67% | – | 54 | 7.41% | 3.9 |
|
| 4571 |
4571
William Marsh Rice University
Houston,
Texas
| $189M | +$51.7M | +38% | 3.51% | 1.81% | 7 | 57.14% | 0.7 |
|
| 4572 |
AA
4572
AF Advisors
Sacramento,
California
| $189M | -$13.3M | -7% | 4.54% | 14.8% | 23 | 52.17% | 0.9 |
|
| 4573 |
4573
Martin Capital Partners
Eugene,
Oregon
| $188M | +$17.3M | +10% | 7.92% | 42.3% | 72 | 11.11% | 1.9 |
|
| 4574 |
4574
Freedom Day Solutions
Houston,
Texas
| $188M | +$4.52M | +2% | 4.17% | 86.6% | 101 | 6.93% | 1.8 |
|
| 4575 |
BDWCC
4575
B&D White Capital Company
Lakeway,
Texas
| $188M | +$12.4M | +7% | 3.12% | 44.2% | 90 | 54.44% | 0.2 |
|