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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
3G Capital Partners
New York
| $105M | +$57.5M | +122% | 28.4% | 351% | 14 | 35.71% | 0.6 |
|
| 4927 |
VCA
4927
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $104M | +$12.1M | +13% | 3.03% | 30.6% | 18 | 55.56% | 0.5 |
|
| 4928 |
4928
Chicago Capital Management
Chicago,
Illinois
| $104M | +$65.1M | +165% | 94.9% | 270% | 24 | 95.83% | 0 |
|
| 4929 |
4929
Solas Capital Management
Darien,
Connecticut
| $104M | -$3.97M | -4% | 16.1% | 62.5% | 29 | 20.69% | 1 |
|
| 4930 |
4930
Horton Capital Management
Philadelphia,
Pennsylvania
| $104M | -$28.7M | -22% | 18.3% | – | 8 | 0% | 0.7 |
|
| 4931 |
4931
Diamant Asset Management
Ridgefield,
Connecticut
| $104M | +$9.04M | +10% | 11.9% | 66.9% | 66 | 6.06% | 2.3 |
|
| 4932 |
4932
Copperleaf Capital
Raleigh,
North Carolina
| $104M | +$7.51M | +8% | 4.14% | 102% | 54 | 9.26% | 0.6 |
|
| 4933 |
4933
Adams Chetwood Wealth Management
Durham,
North Carolina
| $104M | +$5.52M | +6% | 8.04% | – | 70 | 2.86% | 0.7 |
|
| 4934 |
4934
ARQ Wealth Advisors
Scottsdale,
Arizona
| $104M | +$970K | +0.9% | 6.84% | 59.3% | 43 | 6.98% | 0.4 |
|
| 4935 |
4935
Pin Oak Investment Advisors
Houston,
Texas
| $104M | -$3.88M | -4% | 2.76% | 62.7% | 409 | 12.96% | 2 |
|
| 4936 |
4936
Crestview Partners II
New York
| $104M | -$31.4M | -23% | 5.11% | 157% | 2 | 0% | 3.5 |
|
| 4937 |
VC
4937
Voit & Company
Brookfield,
Wisconsin
| $103M | +$9.5M | +10% | 13.6% | – | 54 | 14.81% | 1.3 |
|
| 4938 |
4938
Raging Capital Management
Rocky Hill,
New Jersey
| $103M | -$14.2M | -12% | 5.98% | 6.41% | 16 | 31.25% | 1.7 |
|
| 4939 |
4939
Cook & Bynum Capital Management
Birmingham,
Alabama
| $103M | -$5.4M | -5% | 4.98% | 46.8% | 6 | 33.33% | 3.2 |
|
| 4940 |
4940
Ramiah Investment Group
Brookfield,
Wisconsin
| $103M | +$8.52M | +9% | 11.1% | 62.2% | 89 | 28.09% | 0.5 |
|
| 4941 |
4941
Corundum Group
Colorado Springs,
Colorado
| $103M | +$19.8M | +24% | 8.06% | 89.5% | 88 | 30.68% | 2.1 |
|
| 4942 |
4942
Engrave Wealth Partners
The Woodlands,
Texas
| $103M | -$9.16M | -8% | 12.1% | 39.9% | 478 | 92.05% | 0.6 |
|
| 4943 |
4943
Empirical Capital Management
Hendersonville,
Tennessee
| $103M | +$33M | +47% | 37% | 205% | 19 | 15.79% | 1.7 |
|
| 4944 |
4944
Catalyst Private Wealth
San Mateo,
California
| $103M | – | – | 3.76% | 120% | 312 | – | 0 |
|
| 4945 |
4945
Sanctuary Wealth Management
Pocatello,
Idaho
| $103M | +$7.64M | +8% | 8.17% | – | 36 | 13.89% | 1.4 |
|
| 4946 |
4946
Horizon Financial Services
Winston Salem,
North Carolina
| $103M | – | – | 5.3% | 42.6% | 96 | – | 0 |
|
| 4947 |
4947
University of Massachusetts Foundation
Newton,
Massachusetts
| $103M | -$9.21M | -8% | 7.25% | 53.6% | 4 | 0% | 0.8 |
|
| 4948 |
CFG
4948
CMC Financial Group
Atlanta,
Georgia
| $103M | -$31.9M | -24% | 8.19% | 102% | 25 | 24% | 0.9 |
|
| 4949 |
4949
Swaine & Leidel Wealth Services
Sebring,
Florida
| $103M | +$4.43M | +5% | 6.12% | – | 57 | 21.05% | 0.8 |
|
| 4950 |
4950
Planned Solutions
Folsom,
California
| $102M | – | – | 6.66% | 68.3% | 344 | – | 0 |
|