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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Providence First Trust
Scottsdale,
Arizona
| $102M | -$23.5M | -19% | 6.46% | 68.4% | 99 | 54.55% | 1.3 |
|
| 4952 |
TCM
4952
Taal Capital Management
Boston,
Massachusetts
| $102M | +$9.7M | +11% | 12.3% | – | 20 | 35% | 0.3 |
|
| 4953 |
4953
Stegner Investment Associates
Louisville,
Kentucky
| $102M | – | – | 8.56% | 84.8% | 20 | – | 0 |
|
| 4954 |
4954
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $102M | +$3.29M | +3% | 7.66% | 63.2% | 36 | 8.33% | 2.5 |
|
| 4955 |
4955
Newbridge Financial Services Group
Boca Raton,
Florida
| $102M | – | – | 16.3% | 189% | 1,067 | – | 0 |
|
| 4956 |
4956
Providence Wealth Advisors
Frankfort,
Illinois
| $101M | +$3.21M | +3% | 6.06% | 121% | 92 | 11.96% | 1.8 |
|
| 4957 |
4957
Saddle Point Management
New York
| $101M | +$11.5M | +13% | 12.6% | 13.6% | 2 | 50% | 0.4 |
|
| 4958 |
FCFC
4958
First Citizens Financial Corp
Mason City,
Iowa
| $101M | +$5.2M | +5% | 6.92% | 72.9% | 104 | 11.54% | 0.6 |
|
| 4959 |
4959
Tieton Capital Management
Yakima,
Washington
| $101M | +$21.1M | +26% | 10.8% | 172% | 31 | 9.68% | 3.7 |
|
| 4960 |
4960
LDR Capital Management
New York
| $101M | +$15.2M | +18% | 2.33% | 28.4% | 16 | 12.5% | 1.1 |
|
| 4961 |
4961
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $101M | -$1.84M | -2% | 7.11% | 64.5% | 363 | 50.14% | 1.2 |
|
| 4962 |
4962
CastleArk Alternatives
Chicago,
Illinois
| $101M | +$6.05M | +6% | 24.3% | – | 47 | 38.3% | 1 |
|
| 4963 |
ILM
4963
Indigo Latam Management
Phoenix,
Arizona
| $100M | +$26.9M | +37% | 36.6% | 39.3% | 1 | 0% | 6.8 |
|
| 4964 |
4964
Horan Securities
Cincinnati,
United States
| $100M | +$9.31M | +10% | 7.05% | 50.1% | 416 | 35.1% | 0.7 |
|
| 4965 |
4965
SunTx Capital Management
Dallas,
Texas
| $100M | -$21.6M | -18% | 2.48% | – | 1 | 0% | 0.8 |
|
| 4966 |
4966
Jess S. Morgan & Co
Los Angeles,
California
| $100M | +$8.12M | +9% | 15.3% | 69.3% | 43 | 13.95% | 0.6 |
|
| 4967 |
4967
Ellsworth Advisors
Hudson,
Ohio
| $100M | +$8.83M | +10% | 9.73% | 131% | 90 | 20% | 0.2 |
|
| 4968 |
4968
Fairbanks Capital Management
Rancho Santa Fe,
California
| $100M | -$2.1M | -2% | 10% | 81.3% | 54 | 1.85% | 2 |
|
| 4969 |
4969
Kite Lake Capital Management (UK)
London,
United Kingdom
| $100M | +$35.7M | +56% | 24.4% | 337% | 12 | 58.33% | 0.3 |
|
| 4970 |
4970
Highline Capital Management
New York
| $100M | -$23.2M | -19% | 12.7% | 198% | 27 | 62.96% | 0.4 |
|
| 4971 |
4971
Beaumont Asset Management
Beaumont,
Texas
| $100M | +$4.22M | +4% | 9.28% | 73.1% | 64 | 20.31% | 0.5 |
|
| 4972 |
4972
Game Plan Financial Advisors
Westlake,
Ohio
| $100M | +$30M | +43% | 12.6% | – | 81 | 69.14% | 0.4 |
|
| 4973 |
4973
Summit Place Financial Advisors
Summit,
New Jersey
| $100M | +$36.5M | +58% | 10.2% | 111% | 84 | 52.38% | 0.3 |
|
| 4974 |
4974
Chou Associates Management
Toronto,
Ontario, Canada
| $99.4M | +$8.45M | +9% | 23.8% | 66.4% | 18 | 0% | 4.7 |
|
| 4975 |
4975
RHS Financial
San Francisco,
California
| $99.4M | +$13.8M | +16% | 5.58% | 65.6% | 74 | 22.97% | 1.1 |
|