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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Cordant Inc
Portland,
Oregon
| $118M | +$2.98M | +3% | 3.84% | 47% | 72 | 26.39% | 0.6 |
|
| 4752 |
BRC
4752
BHF RG Capital
Scottsdale,
Arizona
| $118M | +$13.3M | +13% | 6.15% | – | 34 | 5.88% | 0.5 |
|
| 4753 |
4753
Loudon Investment Management
West Lebanon,
New Hampshire
| $118M | +$2.38M | +2% | 6.58% | 72.5% | 82 | 14.63% | 4.1 |
|
| 4754 |
4754
Sunburst Financial Group
Vestavia Hills,
Alabama
| $118M | +$7.78M | +7% | 7.01% | 55.7% | 59 | 10.17% | 0.7 |
|
| 4755 |
4755
Norris Financial Group
Greenville,
South Carolina
| $118M | +$12.4M | +12% | 10.9% | 142% | 89 | 50.56% | 0.3 |
|
| 4756 |
4756
Brooktree Capital Management
Gand Rapids,
Michigan
| $118M | +$11.8M | +11% | 13.5% | 82.9% | 49 | 16.33% | 0.7 |
|
| 4757 |
4757
SVB Investment Services
Salt Lake City,
Utah
| $118M | +$8.76M | +8% | 5.62% | – | 61 | 6.56% | 0.7 |
|
| 4758 |
4758
First Financial Corp
Terre Haute,
Indiana
| $118M | +$647K | +0.6% | 4.65% | 95.3% | 392 | 10.97% | 4.5 |
|
| 4759 |
4759
Ballew Advisors
Jackson,
Mississippi
| $118M | +$16.1M | +16% | 3.03% | 68% | 109 | 34.86% | 1.8 |
|
| 4760 |
4760
Cascade Investment Advisors
Oregon City,
Oregon
| $118M | +$12M | +11% | 9.63% | 79.1% | 260 | 5.77% | 2.5 |
|
| 4761 |
RCA
4761
Rex Capital Advisors
Providence,
Rhode Island
| $118M | -$3.03M | -3% | 9.53% | 7.31% | 20 | 35% | 3.1 |
|
| 4762 |
4762
AH Equity Partners III
Menlo Park,
California
| $118M | -$51.8M | -31% | 15.5% | 42.6% | 2 | 50% | 0.8 |
|
| 4763 |
4763
Tranquility Partners
Brentwood,
Tennessee
| $118M | +$11.5M | +11% | 10.5% | 77.3% | 157 | 15.29% | 0.9 |
|
| 4764 |
4764
Financial Insights
Tacoma,
Washington
| $117M | +$4.86M | +4% | 6.84% | 82.1% | 86 | 15.12% | 1.3 |
|
| 4765 |
WPA
4765
Winning Points Advisors
Boca Raton,
Florida
| $117M | +$12.4M | +12% | 21% | – | 65 | 10.77% | 2.8 |
|
| 4766 |
4766
Boothe Investment Group
Dover,
Delaware
| $117M | +$4.24M | +4% | 6.66% | 75.6% | 32 | 6.25% | 0.9 |
|
| 4767 |
4767
TPG Financial Advisors
Portland,
Oregon
| $117M | +$5.56M | +5% | 3.98% | – | 37 | 5.41% | 1.3 |
|
| 4768 |
4768
Performa Ltd (US)
Charleston,
South Carolina
| $117M | +$1.14M | +1% | 8.29% | 59.6% | 8 | 37.5% | 1 |
|
| 4769 |
RMSCM
4769
R.M. Sincerbeaux Capital Management
New York
| $117M | +$4.73M | +4% | 6.38% | 76.4% | 48 | 8.33% | 5.4 |
|
| 4770 |
CA
4770
Crumly & Associates
Springfield,
Illinois
| $117M | +$10.3M | +10% | 6.79% | 58.1% | 66 | 30.3% | 0.4 |
|
| 4771 |
4771
Armor Investment Advisors
Raleigh,
North Carolina
| $117M | +$1.19M | +1% | 7.69% | 62% | 145 | 12.41% | 2.9 |
|
| 4772 |
4772
Yost Capital Management
Houston,
Texas
| $117M | -$341K | -0.3% | 7.56% | 125% | 16 | 43.75% | 0.5 |
|
| 4773 |
4773
Powell Investment Advisors
Miami,
Florida
| $117M | +$13.1M | +13% | 6.22% | 82.4% | 125 | 16% | 0.6 |
|
| 4774 |
4774
Lansing Management
New York
| $116M | +$12.5M | +12% | 27.4% | 76.9% | 6 | 0% | 1.7 |
|
| 4775 |
4775
Beddow Capital Management
Jackson,
Wyoming
| $116M | +$2.04M | +2% | 3.94% | 50.7% | 53 | 11.32% | 4 |
|