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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Excalibur Management
Waltham,
Massachusetts
| $236M | +$23.4M | +11% | 11.2% | 93% | 168 | 8.93% | 5 |
|
| 4802 |
4802
Pettee Investors
Rowayton,
Connecticut
| $236M | +$9.9M | +4% | 10.9% | 102% | 122 | 4.1% | 6.3 |
|
| 4803 |
4803
Shaker Investments
Cleveland,
Ohio
| $236M | +$21.6M | +10% | 12.4% | 216% | 92 | 13.04% | 3 |
|
| 4804 |
4804
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $236M | +$18.1M | +8% | 15.7% | – | 575 | 3.3% | 2.1 |
|
| 4805 |
4805
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $236M | -$1.88M | -0.8% | 7.09% | 70.2% | 23 | 26.09% | 1.9 |
|
| 4806 |
4806
Maytus Capital Management
New York
| $236M | -$14.4M | -6% | 18.4% | 442% | 75 | 66.67% | 0.3 |
|
| 4807 |
4807
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $236M | +$33.9M | +17% | 5.95% | 81.9% | 156 | 37.18% | 2.6 |
|
| 4808 |
4808
Waterford Advisors
Orchard Park,
New York
| $236M | +$22.2M | +10% | 5.65% | 50.5% | 56 | 10.71% | 0.9 |
|
| 4809 |
4809
Accel Wealth Management
Waverly,
Iowa
| $236M | +$36.5M | +18% | 8.16% | 82.4% | 236 | 21.19% | 2 |
|
| 4810 |
4810
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $236M | +$14M | +6% | 8.63% | 47.8% | 111 | 5.41% | 4.5 |
|
| 4811 |
4811
Weik Capital Management
Wyomissing,
Pennsylvania
| $235M | +$19.1M | +9% | 11.4% | 66.9% | 97 | 8.25% | 7.2 |
|
| 4812 |
4812
Hudson Value Partners
Palm Beach,
Florida
| $235M | +$20.4M | +9% | 12.1% | 124% | 103 | 17.48% | 2.2 |
|
| 4813 |
4813
DLK Investment Management
Solana Beach,
California
| $235M | +$15.6M | +7% | 6.32% | 80.4% | 113 | 9.73% | 0.2 |
|
| 4814 |
4814
Raine Capital
New York
| $235M | -$122M | -34% | 3.26% | 119% | 5 | 20% | 2.5 |
|
| 4815 |
4815
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $235M | +$19.9M | +9% | 11.5% | 122% | 165 | 10.3% | 0.7 |
|
| 4816 |
4816
West Oak Capital
Westlake Village,
California
| $235M | +$21.3M | +10% | 11.2% | 110% | 333 | 8.71% | 6 |
|
| 4817 |
BIMC
4817
Benson Investment Management Company
Roanoke,
Virginia
| $235M | +$39.6M | +20% | 14.3% | 99.8% | 57 | 38.6% | 1.6 |
|
| 4818 |
4818
Patient Square Capital
Menlo Park,
California
| $235M | +$51.9M | +28% | 6.83% | 315% | 3 | 66.67% | 0.6 |
|
| 4819 |
4819
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $235M | +$40.1M | +21% | 4.55% | 40.3% | 124 | 12.1% | 2.5 |
|
| 4820 |
4820
Seaside Wealth Management
Carlsbad,
California
| $234M | +$15.8M | +7% | 5.34% | 58.1% | 56 | 8.93% | 1.3 |
|
| 4821 |
4821
First Bankers Trust
Louisville,
Kentucky
| $234M | +$18.9M | +9% | 8.68% | 78.9% | 130 | 13.08% | 6.5 |
|
| 4822 |
4822
Narus Financial Partners
Salt Lake City,
Utah
| $234M | +$26.7M | +13% | 9.67% | 85.3% | 146 | 10.27% | 3 |
|
| 4823 |
4823
Robinswood Financial
Kirkland,
Washington
| $234M | +$2.91M | +1% | 4.78% | 43.1% | 258 | 6.2% | 0.7 |
|
| 4824 |
GBI
4824
GP Brinson Investments
Chicago,
Illinois
| $234M | +$23.8M | +11% | 5.07% | 51.2% | 15 | 0% | 2.6 |
|
| 4825 |
4825
David Kennon
Sarasota,
Florida
| $234M | +$10.7M | +5% | 5.22% | 52.4% | 34 | 20.59% | 1 |
|