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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Washburn Capital Management
Vero Beach,
Florida
| $144M | +$17.3M | +14% | 11.6% | 123% | 55 | 9.09% | 0.7 |
|
| 4977 |
4977
Albert D. Mason Inc
Boston,
Massachusetts
| $144M | +$21.8M | +18% | 14.6% | 83.4% | 149 | 5.37% | 4.3 |
|
| 4978 |
4978
Millrace Asset Group
Berwyn,
Pennsylvania
| $144M | +$20M | +16% | 50.4% | 113% | 99 | 43.43% | 0.7 |
|
| 4979 |
LR
4979
Library Research
Hong Kong
| $144M | – | – | 4.55% | 22.4% | 6 | – | 0 |
|
| 4980 |
4980
Hutner Capital Management
Manchester,
Vermont
| $144M | +$9.06M | +7% | 7.65% | 52.2% | 44 | 2.27% | 3.4 |
|
| 4981 |
4981
Hixon Zuercher
Findlay,
Ohio
| $144M | +$13.4M | +10% | 9.98% | 101% | 58 | 3.45% | 0.7 |
|
| 4982 |
4982
Ategra Capital Management
Vienna,
Virginia
| $144M | +$31.7M | +28% | 20.7% | 114% | 103 | 20.39% | 1.2 |
|
| 4983 |
4983
TRV GP II
Boston,
Massachusetts
| $144M | -$10.5M | -7% | 0.53% | 20.8% | 3 | 0% | 2.3 |
|
| 4984 |
4984
Beddow Capital Management
Jackson,
Wyoming
| $144M | +$27.2M | +23% | 16.6% | 50.7% | 58 | 18.97% | 3.8 |
|
| 4985 |
4985
Delta Capital Management
Red Bank,
New Jersey
| $144M | +$21.1M | +17% | 15.1% | 129% | 80 | 18.75% | 4.2 |
|
| 4986 |
4986
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $143M | +$8.86M | +7% | 11.2% | 100% | 75 | 5.33% | 2 |
|
| 4987 |
4987
Verity Asset Management
Durham,
North Carolina
| $143M | +$12M | +9% | 13.4% | 87% | 187 | 34.22% | 1.3 |
|
| 4988 |
JPLA
4988
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $143M | +$36.1M | +34% | 18% | 84% | 511 | 79.84% | 0.3 |
|
| 4989 |
AAM
4989
Ascension Asset Management
New York
| $143M | +$18.2M | +15% | 15.5% | – | 102 | 96.08% | 0.4 |
|
| 4990 |
4990
Ascension Capital Advisors
Houston,
Texas
| $143M | +$14.6M | +11% | 15.5% | 64.1% | 46 | 41.3% | 0.8 |
|
| 4991 |
4991
Providence Equity Partners
Providence,
Rhode Island
| $143M | – | – | 35.3% | 12.4% | 5 | – | 0 |
|
| 4992 |
DA
4992
Dash Acquisitions
Woodland Hills,
California
| $143M | – | – | 6.91% | 76.2% | 36 | – | 0 |
|
| 4993 |
4993
JSF Financial
Los Angeles,
California
| $143M | +$15.8M | +12% | 13.9% | 91% | 97 | 25.77% | 1.1 |
|
| 4994 |
IAS
4994
Investment Advisory Services
The Woodlands,
Texas
| $143M | +$16.2M | +13% | 11.5% | 74.9% | 89 | 13.48% | 0.8 |
|
| 4995 |
4995
Mendel Money Management
Northbrook,
Illinois
| $143M | +$15M | +12% | 11.8% | 88.8% | 65 | 9.23% | 3.1 |
|
| 4996 |
4996
OmniStar Financial Group
Wilmington,
North Carolina
| $143M | +$10.1M | +8% | 8.97% | 75.6% | 138 | 26.81% | 1.6 |
|
| 4997 |
SC
4997
Sovarnum Capital
New York
| $143M | – | – | 23.9% | – | 63 | – | 0.7 |
|
| 4998 |
4998
Seaview Investment Managers
Miami,
Florida
| $143M | +$33.9M | +31% | 20.8% | 155% | 154 | 28.57% | 0.2 |
|
| 4999 |
4999
Maltin Wealth Management
Ridgewood,
New Jersey
| $143M | +$2M | +1% | 10.1% | 58.2% | 96 | 13.54% | 0.7 |
|
| 5000 |
CA
5000
Crumly & Associates
Springfield,
Illinois
| $142M | +$25.5M | +22% | 14% | 58.1% | 86 | 36.05% | 0.5 |
|