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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Silicon Hills Wealth Management
Austin,
Texas
| $96.8M | +$13.3M | +16% | 7.43% | 30.9% | 75 | 6.67% | 0.6 |
|
| 5002 |
5002
Essex Private Wealth Management
Topsfield,
Massachusetts
| $96.7M | +$10.5M | +12% | 6.91% | 29.3% | 62 | 8.06% | 0.6 |
|
| 5003 |
5003
Atlas Venture Associates IX
Boston,
Massachusetts
| $96.7M | +$3.16M | +3% | 30.8% | 89.8% | 6 | 0% | 2.9 |
|
| 5004 |
ECT
5004
Ebor Charitable Trust
Jackson,
Wyoming
| $96.6M | +$6.78M | +8% | 7.58% | 66.1% | 2 | 0% | 0.8 |
|
| 5005 |
5005
Capital Square
Chattanooga,
Tennessee
| $96.5M | +$2.99M | +3% | 5.72% | 62.5% | 147 | 11.56% | 0.6 |
|
| 5006 |
QGA
5006
Q Global Advisors
Fort Worth,
Texas
| $96.4M | +$31.2M | +48% | 14.4% | 79% | 71 | 19.72% | 0.3 |
|
| 5007 |
5007
Aldebaran Financial
| $96.2M | +$11.1M | +13% | 8.87% | 115% | 89 | 22.47% | 4.4 |
|
| 5008 |
5008
Strategic Financial Planning
Plano,
Texas
| $96.1M | +$6.32M | +7% | 6.11% | 47.5% | 29 | 0% | 0.7 |
|
| 5009 |
5009
Stonepine Capital Management
Bend,
Oregon
| $96.1M | +$44.5M | +86% | 0.58% | 231% | 19 | 42.11% | 1.3 |
|
| 5010 |
5010
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $96.1M | +$70.2M | +271% | 9.85% | 94.2% | 27 | 70.37% | 1.4 |
|
| 5011 |
5011
Vigilare Wealth Management
Scottsdale,
Arizona
| $96M | -$2.54M | -3% | 10.4% | 59.5% | 147 | 22.45% | 0.5 |
|
| 5012 |
5012
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $95.9M | -$146M | -60% | 5.66% | 135% | 88 | 64.77% | 0.4 |
|
| 5013 |
DIS
5013
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $95.9M | +$2.22M | +2% | 5.31% | 93.8% | 43 | 13.95% | 3.2 |
|
| 5014 |
5014
Vaughan & Co Securities
Ridgewood,
New Jersey
| $95.8M | +$4.9M | +5% | 5.41% | 70.7% | 52 | 9.62% | 0.7 |
|
| 5015 |
5015
Cynosure Group
Salt Lake City,
Utah
| $95.7M | +$10.6M | +12% | 10.9% | 63% | 15 | 6.67% | 1.3 |
|
| 5016 |
SV
5016
Stilwell Value
New York
| $95.6M | +$1.3M | +1% | 7.44% | 87.9% | 43 | 16.28% | 2.5 |
|
| 5017 |
CCA
5017
Covey Capital Advisors
Atlanta,
Georgia
| $95.5M | +$16M | +20% | 18.1% | 118% | 34 | 23.53% | 2.4 |
|
| 5018 |
5018
Koch Industries
Wichita,
Kansas
| $95.5M | +$699K | +0.7% | 0.82% | 56.9% | 2 | 0% | 3.8 |
|
| 5019 |
5019
Accel Growth Fund IV Associates
Palo Alto,
California
| $95.4M | -$74.6M | -44% | 8.15% | 61.4% | 2 | 0% | 0.8 |
|
| 5020 |
AFA
5020
Alta Fundamental Advisers
New York
| $95.2M | +$13.8M | +17% | 16.3% | 340% | 18 | 38.89% | 1.3 |
|
| 5021 |
5021
Vienna Insurance Group
Warsaw,
Poland
| $94.8M | -$4.37M | -4% | 12.3% | 230% | 15 | 20% | 0.7 |
|
| 5022 |
5022
LifeSteps Financial
Claremont,
California
| $94.8M | +$8.17M | +9% | 8.29% | 98.4% | 79 | 10.13% | 0.6 |
|
| 5023 |
BC
5023
Breakline Capital
New York
| $94.6M | -$10.8M | -10% | 14.9% | – | 62 | 59.68% | 0.5 |
|
| 5024 |
5024
HCSF Management
San Francisco,
California
| $94.5M | -$2.35M | -2% | 7.3% | 58.8% | 11 | 18.18% | 2.6 |
|
| 5025 |
5025
Cairn Investment Group
Vancouver,
Washington
| $94.4M | +$12.1M | +15% | 4.48% | 67.4% | 75 | 14.67% | 0.7 |
|