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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
KCM
4701
Knoll Capital Management
Miami,
Florida
| $122M | -$51.2M | -30% | 16.8% | 258% | 31 | 41.94% | 1.4 |
|
| 4702 |
REMS
4702
Real Estate Management Services
| $122M | +$11.9M | +11% | 1.25% | 67.2% | 32 | 12.5% | 2.7 |
|
| 4703 |
4703
Albert D. Mason Inc
Boston,
Massachusetts
| $122M | +$3.32M | +3% | 3.81% | 83.4% | 147 | 3.4% | 4.2 |
|
| 4704 |
4704
Worth Venture Partners
Fort Lee,
New Jersey
| $122M | -$81.7M | -40% | 8.81% | 105% | 148 | 47.3% | 0.6 |
|
| 4705 |
GA
4705
Greytown Advisors
Miami,
Florida
| $122M | +$13.5M | +13% | 5.84% | 14.1% | 84 | 17.86% | 2.3 |
|
| 4706 |
4706
Mine & Arao Wealth Creation & Management
Campbell,
California
| $122M | +$14.9M | +14% | 9.77% | 105% | 272 | 15.44% | 0.6 |
|
| 4707 |
4707
Aurora Investment Counsel
Atlanta,
Georgia
| $121M | +$16.2M | +15% | 2.72% | 31.7% | 153 | 49.67% | 0.8 |
|
| 4708 |
4708
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $121M | +$13.2M | +12% | 8.68% | 36.4% | 107 | 7.48% | 2.2 |
|
| 4709 |
4709
Cooper/Haims Advisors
Victor,
New York
| $121M | -$1.8M | -1% | 7.47% | 58.8% | 61 | 14.75% | 1.8 |
|
| 4710 |
4710
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $121M | +$13M | +12% | 4.28% | 34.5% | 58 | 18.97% | 0.6 |
|
| 4711 |
4711
Beaton Management Company
Haverhill,
Massachusetts
| $121M | +$9.03M | +8% | 10.3% | 95.9% | 122 | 14.75% | 2.5 |
|
| 4712 |
4712
Genesee Capital Advisors
Auburn,
New York
| $121M | +$13.7M | +13% | 10.2% | 107% | 81 | 17.28% | 1 |
|
| 4713 |
4713
Colorado Capital Management
Boulder,
Colorado
| $121M | +$6.27M | +5% | 8.69% | 60.4% | 74 | 5.41% | 3.8 |
|
| 4714 |
ACM
4714
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $121M | -$19.5M | -14% | 49.5% | 2,106% | 26 | 80.77% | 0.2 |
|
| 4715 |
4715
Benjamin Edwards Inc
Clayton,
Missouri
| $121M | +$1.19M | +1% | 7.81% | 66.5% | 399 | 19.05% | 1 |
|
| 4716 |
4716
Doheny Asset Management
Los Angeles,
California
| $121M | +$15.2M | +14% | 15% | 135% | 102 | 24.51% | 4.1 |
|
| 4717 |
4717
Northwest Capital Management
Lake Oswego,
Oregon
| $121M | +$6.9M | +6% | 6.12% | 57% | 60 | 11.67% | 1.7 |
|
| 4718 |
4718
Kelleher Financial Advisors
New York
| $121M | +$16.5M | +16% | 10.5% | 80.3% | 115 | 17.39% | 2.7 |
|
| 4719 |
4719
Northwest Wealth Management
Spencer,
Iowa
| $121M | +$5.92M | +5% | 6.77% | 68.2% | 99 | 6.06% | 2.5 |
|
| 4720 |
LFGH
4720
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $121M | +$4.25M | +4% | 8.75% | 12.9% | 44 | 18.18% | 0.9 |
|
| 4721 |
ABP
4721
Arthur B. Page
| $120M | +$7.3M | +6% | 8.11% | 40.4% | 59 | 6.78% | 5 |
|
| 4722 |
4722
Investment Research & Advisory Group
Atlanta,
Georgia
| $120M | +$9.11M | +8% | 11.7% | 105% | 156 | 6.41% | 0.7 |
|
| 4723 |
4723
Little House Capital
Braintree,
Massachusetts
| $120M | +$11.8M | +11% | 10.1% | 118% | 95 | 10.53% | 1.1 |
|
| 4724 |
4724
Corrado Advisors
Ramsey,
New Jersey
| $120M | +$10M | +9% | 4.78% | 73.1% | 94 | 23.4% | 1.8 |
|
| 4725 |
4725
Portland Hill Asset Management
London,
United Kingdom
| $120M | +$21.6M | +22% | 16.4% | 30.2% | 24 | 4.17% | 2.7 |
|