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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Foresite Capital Management IV
Larkspur,
California
| $81.1M | -$151M | -65% | 19.1% | 151% | 18 | 61.11% | 0.8 |
|
| 4877 |
4877
Kelly Financial Services
Braintree,
Massachusetts
| $81.1M | -$49.4M | -38% | 13.6% | 64.3% | 613 | 12.89% | 0.8 |
|
| 4878 |
4878
Koch Industries
Wichita,
Kansas
| $81.1M | -$34.8M | -30% | 30.2% | 56.9% | 3 | 33.33% | 2.2 |
|
| 4879 |
4879
Davidson Trust Company
Seattle,
Washington
| $81.1M | -$18.1M | -18% | 17.5% | 77% | 111 | 19.82% | 0.2 |
|
| 4880 |
4880
Inherent Group
New York
| $81M | -$35.3M | -30% | 18.3% | 61.7% | 15 | 66.67% | 0.3 |
|
| 4881 |
GIM
4881
Greenwich Investment Management
Norwalk,
Connecticut
| $80.8M | -$22.8M | -22% | 26% | – | 68 | 22.06% | 2.5 |
|
| 4882 |
DS
4882
Dalal Street
West Lake Hills,
Texas
| $80.8M | -$190M | -70% | 23.6% | 32.1% | 3 | 33.33% | 3.3 |
|
| 4883 |
CAGAS
4883
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $80.7M | -$109M | -57% | 14.5% | 54.8% | 496 | 67.94% | 0.6 |
|
| 4884 |
SCM
4884
Springhouse Capital Management
Westport,
Connecticut
| $80.7M | -$24.3M | -23% | 28.9% | 52% | 20 | 50% | 1.2 |
|
| 4885 |
4885
Thrive Capital Management (New York)
New York
| $80.5M | -$64.3M | -44% | 9.03% | 150% | 4 | 50% | 0.9 |
|
| 4886 |
4886
Pacifica Partners
Surrey,
Canada
| $80.5M | -$22.7M | -22% | 17.9% | 127% | 413 | 17.68% | 0.2 |
|
| 4887 |
4887
Provenire Capital
Eden Prairie,
Minnesota
| $80.5M | -$98.5M | -55% | 11.8% | – | 42 | 57.14% | 0.2 |
|
| 4888 |
4888
Monaco Asset Management
Monaco
| $80.4M | -$143M | -64% | 52.8% | 136% | 95 | 76.84% | 0.1 |
|
| 4889 |
4889
Blue Chip Wealth Management
Miami Beach,
Florida
| $80.3M | -$27.8M | -26% | 15.5% | – | 110 | 24.55% | 1.7 |
|
| 4890 |
4890
Indie Asset Partners
Carmel,
Indiana
| $80.2M | -$14M | -15% | 9.22% | 115% | 98 | 31.63% | 0.2 |
|
| 4891 |
OFG
4891
OTA Financial Group
Purchase,
New York
| $80.2M | -$69.6M | -46% | 23.8% | 320% | 84 | 85.71% | 0.3 |
|
| 4892 |
4892
Coyle Financial Counsel
Glenview,
Illinois
| $80M | -$27.6M | -26% | 18.7% | 67.3% | 60 | 30% | 1.6 |
|
| 4893 |
4893
Equinox Partners Investment Management
Stamford,
Connecticut
| $80M | +$32.6M | +69% | 33% | 241% | 9 | 55.56% | 0.9 |
|
| 4894 |
CWM
4894
Capital Wealth Management
W. Warwick,
Rhode Island
| $79.8M | -$18.2M | -19% | 19% | 51.3% | 34 | 26.47% | 1.4 |
|
| 4895 |
4895
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $79.8M | -$34.7M | -30% | 30.7% | 55.2% | 23 | 65.22% | 0.1 |
|
| 4896 |
4896
Consolidated Planning Corp
Atlanta,
Georgia
| $79.7M | -$21.4M | -21% | 20.8% | 84.6% | 48 | 31.25% | 0.2 |
|
| 4897 |
4897
Adams Wealth Management
Logan,
Utah
| $79.6M | -$39M | -33% | 19% | 112% | 102 | 41.18% | 0.2 |
|
| 4898 |
4898
Portland Investment Counsel
Burlington,
Ontario, Canada
| $79.6M | +$4.67M | +6% | 35.8% | 121% | 37 | 45.95% | 2.7 |
|
| 4899 |
4899
Washington Capital Management
Seattle,
Washington
| $79.5M | -$36.8M | -32% | 19.9% | 81.8% | 115 | 33.04% | 2.4 |
|
| 4900 |
4900
Legacy Bridge
West Des Moines,
Iowa
| $79.4M | -$41M | -34% | 20.6% | 236% | 313 | 19.81% | 1 |
|