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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Banyan Capital Management
Atlanta,
Georgia
| $94.2M | -$20.5M | -18% | 23.9% | 44.4% | 20 | 10% | 1.2 |
|
| 4677 |
MI
4677
MMCAP International
Grand Cayman,
Cayman Islands
| $94.2M | -$201M | -68% | 6.06% | 127% | 62 | 75.81% | 0.1 |
|
| 4678 |
ER
4678
Enlightenment Research
Miami,
Florida
| $94.2M | +$72.9M | +341% | 14.3% | 195% | 204 | 92.16% | 0 |
|
| 4679 |
4679
Brooks Moore & Associates
Chattanooga,
Tennessee
| $94.1M | -$31.9M | -25% | 18.8% | 72.3% | 98 | 16.33% | 1.2 |
|
| 4680 |
4680
Strategic Financial Partners
Bend,
Oregon
| $94M | -$28.1M | -23% | 15.6% | 59.6% | 69 | 14.49% | 0.2 |
|
| 4681 |
4681
Hanseatic Management Services
Albuquerque,
New Mexico
| $94M | -$15.5M | -14% | 6.15% | – | 291 | 52.23% | 0.7 |
|
| 4682 |
4682
RiverGlades Family Offices
Naples,
Florida
| $93.9M | -$22M | -19% | 15.6% | – | 65 | 15.38% | 1.1 |
|
| 4683 |
4683
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $93.6M | -$10.1M | -10% | 14.6% | 62.6% | 70 | 28.57% | 0.2 |
|
| 4684 |
4684
McNaughton Wealth Management
San Diego,
California
| $93.6M | -$13.8M | -13% | 13% | 55.6% | 48 | 8.33% | 0.2 |
|
| 4685 |
4685
Karani Asset Management
New York
| $93.6M | -$14.3M | -13% | 15.2% | – | 63 | 25.4% | 0.2 |
|
| 4686 |
4686
Peak Capital Management
Greenwood Village,
Colorado
| $93.5M | -$29.7M | -24% | 9.85% | 9.52% | 20 | 10% | 2.1 |
|
| 4687 |
4687
Morris Capital Advisors
Malvern,
Pennsylvania
| $93.4M | -$26M | -22% | 14.5% | 72.9% | 70 | 14.29% | 3.1 |
|
| 4688 |
4688
Chapman Investment Management
San Anselmo,
California
| $93.4M | -$16M | -15% | 14% | 57.3% | 40 | 10% | 0.2 |
|
| 4689 |
4689
Hurlow Wealth Management Group
Bloomington,
Indiana
| $93.4M | -$8.72M | -9% | 17.7% | 60.7% | 99 | 12.12% | 1.1 |
|
| 4690 |
IAS
4690
Investment Advisory Services
The Woodlands,
Texas
| $93.4M | -$17.8M | -16% | 16.5% | 74.9% | 80 | 28.75% | 0.2 |
|
| 4691 |
MC
4691
MRJ Capital
New York
| $93.3M | -$85.5M | -48% | 21.6% | 127% | 55 | 14.55% | 3.8 |
|
| 4692 |
4692
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $93.3M | -$26.9M | -22% | 18.5% | 69.7% | 39 | 15.38% | 2.1 |
|
| 4693 |
GIC
4693
Gantzert Investment Company
Joliet,
Illinois
| $93.2M | -$16.2M | -15% | 16.8% | – | 60 | 1.67% | 1.2 |
|
| 4694 |
4694
TRV GP II
Boston,
Massachusetts
| $93.1M | -$3.82M | -4% | 36.5% | 20.8% | 3 | 33.33% | 1.5 |
|
| 4695 |
PAPAIJV
4695
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $93.1M | -$84.9M | -48% | 20.6% | 168% | 21 | 52.38% | 2.7 |
|
| 4696 |
4696
HCSF Management
San Francisco,
California
| $93M | -$58.7M | -39% | 30.6% | 58.8% | 14 | 14.29% | 2 |
|
| 4697 |
4697
Bluestem Financial Advisors
Champaign,
Illinois
| $92.9M | -$17.2M | -16% | 13.4% | 42.2% | 19 | 0% | 0.3 |
|
| 4698 |
4698
Secure Asset Management
Troy,
Michigan
| $92.9M | -$48.9M | -34% | 15.2% | 97.2% | 170 | 41.18% | 0.2 |
|
| 4699 |
4699
Stewart Asset Management
New York
| $92.9M | -$6.22M | -6% | 12.1% | 42.5% | 46 | 30.43% | 0.2 |
|
| 4700 |
4700
PFG Private Wealth Management
Lutz,
Florida
| $92.9M | -$19.1M | -17% | 12.6% | 52.6% | 47 | 12.77% | 0.3 |
|