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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
Ayrshire Capital Management
Westport,
Connecticut
| $163M | +$8.29M | +5% | 3.17% | 84.8% | 57 | 7.02% | 1.2 |
|
| 4877 |
4877
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $163M | -$993K | -0.6% | 13.5% | 31% | 663 | 77.83% | 0.2 |
|
| 4878 |
4878
Atwater Malick
Lancaster,
Pennsylvania
| $163M | +$3.73M | +2% | 7.33% | 83.4% | 49 | 16.33% | 1.6 |
|
| 4879 |
4879
Weaver Consulting Group
Huntington Beach,
California
| $163M | +$2.45M | +2% | 3.61% | 56.4% | 150 | 18.67% | 1.6 |
|
| 4880 |
4880
Curated Wealth Partners
El Segundo,
California
| $163M | +$8.47M | +5% | 11.3% | 39.9% | 143 | 9.79% | 0.2 |
|
| 4881 |
4881
Lebenthal Global Advisors
Hauppauge,
New York
| $163M | +$21.5M | +15% | 5.9% | 57.2% | 600 | 80.33% | 0.2 |
|
| 4882 |
4882
Auxano Advisors
Bellevue,
Washington
| $163M | +$11.6M | +8% | 0.57% | 103% | 64 | 20.31% | 0.7 |
|
| 4883 |
EWG
4883
Executive Wealth Group
Kirkland,
Washington
| $162M | +$14.3M | +10% | 6.62% | 14.9% | 45 | 0% | 2.6 |
|
| 4884 |
4884
Twin Lakes Capital Management
Redwood Shores,
California
| $162M | +$22.5M | +16% | 13% | 131% | 220 | 65% | 0.1 |
|
| 4885 |
4885
Redwood Grove Capital
Palo Alto,
California
| $162M | +$24.9M | +18% | 13.4% | 79.8% | 27 | 25.93% | 0.2 |
|
| 4886 |
4886
Memorial Sloan Kettering Cancer Center
New York
| $162M | -$74M | -31% | 14.8% | 14.8% | 4 | 0% | 0.3 |
|
| 4887 |
4887
Watchman Group
Plano,
Texas
| $162M | +$11.5M | +8% | 9.96% | 54% | 79 | 10.13% | 1 |
|
| 4888 |
4888
Sequent Asset Management
Houston,
Texas
| $162M | +$10M | +7% | 3.71% | 51.3% | 73 | 24.66% | 2.8 |
|
| 4889 |
4889
Americana Partners
Houston,
Texas
| $162M | +$31.7M | +24% | 8.03% | 93.9% | 119 | 21.01% | 0.8 |
|
| 4890 |
4890
AllSquare Wealth Management
Albany,
New York
| $162M | +$12.1M | +8% | 6.72% | 62.4% | 509 | 9.23% | 3.2 |
|
| 4891 |
4891
Kendall Capital Management
Rockville,
Maryland
| $162M | +$24.5M | +18% | 15.2% | 130% | 143 | 13.29% | 1.9 |
|
| 4892 |
EP
4892
Elkhorn Partners
Omaha,
Nebraska
| $162M | +$11.7M | +8% | 11.7% | 32.2% | 52 | 38.46% | 3.7 |
|
| 4893 |
4893
Townsend Asset Management
Raleigh,
North Carolina
| $162M | +$11.5M | +8% | 6.41% | 88.5% | 192 | 10.94% | 1 |
|
| 4894 |
4894
JRM Investment Counsel
Omaha,
Nebraska
| $161M | +$13.5M | +9% | 8.62% | 65.5% | 17 | 5.88% | 4.5 |
|
| 4895 |
DA
4895
DSC Advisors
Chicago,
Illinois
| $161M | +$40.5M | +33% | 9.83% | 3.18% | 94 | 61.7% | 1.2 |
|
| 4896 |
4896
Cohanzick Management
Pleasantville,
New York
| $161M | +$35.2M | +28% | 2.33% | 1.18% | 155 | 85.16% | 0.1 |
|
| 4897 |
4897
StrongBox Wealth
Lee's Summit,
Missouri
| $161M | +$7.03M | +5% | 1.79% | 63.9% | 104 | 21.15% | 0.7 |
|
| 4898 |
4898
Bellevue Asset Management
Bellevue,
Washington
| $161M | -$2.16M | -1% | 5.84% | 56.7% | 666 | 7.96% | 1 |
|
| 4899 |
4899
Columbia Trust
Portland,
Oregon
| $161M | +$17M | +12% | 5.54% | 36% | 140 | 7.86% | 1 |
|
| 4900 |
4900
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $161M | +$135M | +506% | 11.5% | 261% | 67 | 59.7% | 1 |
|