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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
Strategic Value Partners
Greenwich,
Connecticut
| $124M | +$29.1M | +31% | 12.9% | – | 5 | 60% | 1.8 |
|
| 4677 |
4677
Chiron Capital Management
Tallahassee,
Florida
| $124M | – | – | 0.26% | – | 516 | – | 0 |
|
| 4678 |
4678
L2 Asset Management
Wayland,
Massachusetts
| $124M | +$13.7M | +12% | 5.93% | 128% | 81 | 29.63% | 0.5 |
|
| 4679 |
4679
Lowell Blake & Associates
Boston,
Massachusetts
| $124M | +$19.6M | +19% | 11.7% | 44.2% | 55 | 12.73% | 0.7 |
|
| 4680 |
4680
HC Advisors
Sandy Springs,
Georgia
| $124M | +$3.28M | +3% | 5.43% | 63.5% | 90 | 27.78% | 0.2 |
|
| 4681 |
4681
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $124M | +$16.8M | +16% | 15.7% | 81.3% | 1 | 0% | 2.8 |
|
| 4682 |
4682
Millrace Asset Group
Berwyn,
Pennsylvania
| $124M | +$25.9M | +26% | 15.3% | 113% | 95 | 43.16% | 0.7 |
|
| 4683 |
4683
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $123M | +$3.86M | +3% | 4.59% | 62.6% | 376 | 8.78% | 0.6 |
|
| 4684 |
4684
Private Wealth Group
Tampa,
Florida
| $123M | +$1.51M | +1% | 5.56% | 52.9% | 33 | 21.21% | 1.2 |
|
| 4685 |
4685
Apexium Financial
Dallas,
Texas
| $123M | +$12.8M | +12% | 9.82% | 89.6% | 80 | 15% | 0.7 |
|
| 4686 |
4686
Elmwood Wealth Management
Berkeley,
California
| $123M | $0 | 0% | 6.42% | 42.1% | 279 | 0% | 0.9 |
|
| 4687 |
4687
Grandview Asset Management
Harrisburg,
Pennsylvania
| $123M | +$8.61M | +8% | 14.8% | 200% | 98 | 14.29% | 0.4 |
|
| 4688 |
4688
LPWM LLC
Minneapolis,
Minnesota
| $123M | +$13.6M | +12% | 7.44% | 59.4% | 50 | 8% | 0.6 |
|
| 4689 |
4689
Townsend Asset Management
Raleigh,
North Carolina
| $123M | -$813K | -0.7% | 8.65% | 88.5% | 187 | 11.76% | 0.7 |
|
| 4690 |
4690
Q3 Asset Management
Birmingham,
Michigan
| $123M | +$18.4M | +18% | 8.17% | 105% | 41 | 73.17% | 0.3 |
|
| 4691 |
4691
Red Spruce Capital
Berwyn,
Pennsylvania
| $123M | +$5.1M | +4% | 6.17% | 98.4% | 89 | 6.74% | 0.7 |
|
| 4692 |
4692
General Industrial Partners
London,
United Kingdom
| $123M | +$325K | +0.3% | 9.12% | – | 7 | 42.86% | 0.4 |
|
| 4693 |
4693
ELCO Management
New York
| $123M | +$3.84M | +3% | 3.79% | 98.3% | 136 | 18.38% | 2.3 |
|
| 4694 |
BCM
4694
Breiter Capital Management
Bradenton,
Florida
| $123M | +$14.6M | +14% | 13.6% | 109% | 120 | 14.17% | 1.4 |
|
| 4695 |
4695
Westhampton Capital
Winston-Salem,
North Carolina
| $122M | +$7.65M | +7% | 9.98% | 105% | 107 | 6.54% | 1.1 |
|
| 4696 |
4696
Cribstone Capital Management
Augusta,
Maine
| $122M | +$1.63M | +1% | 6.72% | 22.4% | 383 | 23.76% | 2.9 |
|
| 4697 |
4697
Delta Capital Management
Red Bank,
New Jersey
| $122M | +$4.93M | +4% | 8.39% | 129% | 68 | 5.88% | 4.7 |
|
| 4698 |
4698
CoreCommodity Management
Stamford,
Connecticut
| $122M | +$15.6M | +15% | 19.3% | 65.8% | 156 | 20.51% | 2.8 |
|
| 4699 |
4699
Pratt Collard Advisory Partners
Buffalo,
New York
| $122M | +$10.8M | +10% | 12% | 91.7% | 95 | 5.26% | 2.3 |
|
| 4700 |
4700
Courant Investment Management
Franklin,
Tennessee
| $122M | +$6.18M | +5% | 8.62% | 35.2% | 12 | 0% | 2.3 |
|