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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Emergence GP Partners
San Francisco,
California
| $110M | -$147M | -57% | 11.2% | – | 1 | 0% | 0.8 |
|
| 4852 |
4852
Axis Capital Holdings
Pembroke,
| $110M | +$8.67M | +9% | 8.56% | 76% | 2 | 0% | 5.9 |
|
| 4853 |
4853
Americana Partners
Houston,
Texas
| $110M | -$23.5M | -18% | 0.95% | 93.9% | 99 | 15.15% | 0.6 |
|
| 4854 |
4854
Legacy Bridge
West Des Moines,
Iowa
| $110M | +$18.7M | +21% | 10.5% | 236% | 291 | 2.41% | 1.4 |
|
| 4855 |
4855
GoodHaven Capital Management
Millburn,
New Jersey
| $109M | +$12.9M | +13% | 13.7% | 69.9% | 25 | 8% | 4 |
|
| 4856 |
4856
Hurlow Wealth Management Group
Bloomington,
Indiana
| $109M | +$5.53M | +5% | 7.34% | 60.7% | 95 | 13.68% | 1.5 |
|
| 4857 |
MAM
4857
Miria Asset Management
St. Julians,
Malta
| $109M | +$57.8M | +113% | 19% | 265% | 17 | 82.35% | 0.2 |
|
| 4858 |
4858
Wealth Quarterback
Toms River,
New Jersey
| $109M | $0 | 0% | 6.6% | 109% | 113 | 0% | 0.7 |
|
| 4859 |
4859
Perkins Capital Management
Wayzata,
Minnesota
| $109M | – | – | 17.2% | 389% | 93 | – | 3.2 |
|
| 4860 |
4860
Values First Advisors
Gray,
Tennessee
| $109M | +$7.81M | +8% | 7.77% | 87.6% | 149 | 13.42% | 0.6 |
|
| 4861 |
IWAG
4861
Integer Wealth Advisors Group
Cartersville,
Georgia
| $109M | +$11.1M | +11% | 9.46% | – | 70 | 7.14% | 0.7 |
|
| 4862 |
4862
Seaview Investment Managers
Miami,
Florida
| $109M | – | – | 9.26% | 148% | 115 | – | 0 |
|
| 4863 |
4863
Altus Wealth Management
Ft Mitchell,
Kentucky
| $109M | +$19M | +21% | 8.44% | 73% | 36 | 25% | 0.5 |
|
| 4864 |
4864
Franklin Street Capital Partners
New York
| $109M | +$52.4M | +93% | 15.6% | – | 45 | 64.44% | 0.2 |
|
| 4865 |
4865
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $109M | -$971K | -0.9% | 9.49% | 70.6% | 535 | 42.43% | 1.1 |
|
| 4866 |
TM
4866
Titan Managers
Scottsdale,
Arizona
| $108M | +$3.55M | +3% | 5.32% | 2.57% | 29 | 62.07% | 0.4 |
|
| 4867 |
4867
Greencape Capital
Melbourne,
Australia
| $108M | -$17.6M | -14% | 15.8% | 98.1% | 4 | 50% | 3.3 |
|
| 4868 |
4868
DRH Investments
Thousand Oaks,
California
| $108M | -$4.92M | -4% | 1.44% | 81.2% | 22 | 63.64% | 0.4 |
|
| 4869 |
4869
Avalon Capital Management
Port Of Redwood City,
California
| $108M | +$6.39M | +6% | 6.31% | 163% | 26 | 15.38% | 1.9 |
|
| 4870 |
HA
4870
Havens Advisors
New York
| $108M | +$41M | +61% | 32.4% | 460% | 34 | 61.76% | 0.3 |
|
| 4871 |
4871
Insight Folios
Charlotte,
North Carolina
| $108M | +$3.76M | +4% | 2.5% | 32.9% | 41 | 2.44% | 0.7 |
|
| 4872 |
OFG
4872
OTA Financial Group
Purchase,
New York
| $108M | +$19.5M | +22% | 23.9% | 320% | 86 | 81.4% | 0.2 |
|
| 4873 |
4873
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $108M | +$13M | +14% | 5.17% | 51.3% | 122 | 18.03% | 1.5 |
|
| 4874 |
4874
Amtrust Financial Services
New York
| $108M | +$17.2M | +19% | 36.2% | 61.9% | 83 | 78.31% | 0.4 |
|
| 4875 |
4875
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $108M | +$1.17M | +1% | 7.03% | 38.4% | 11 | 18.18% | 1 |
|