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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $94.4M | +$2.68M | +3% | 8.25% | 82.6% | 56 | 5.36% | 4.2 |
|
| 5027 |
5027
Juniper Investment Company
New York
| $94.3M | +$4.17M | +5% | 8.57% | 358% | 9 | 0% | 1 |
|
| 5028 |
5028
Canaan Partners IX
Menlo Park,
California
| $94.2M | -$56.4M | -37% | 29.6% | – | 1 | 0% | 0.8 |
|
| 5029 |
5029
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $94.1M | -$60.6M | -39% | 6.64% | 68.6% | 254 | 85.43% | 1.1 |
|
| 5030 |
5030
Altai Capital Management
West Hollywood,
California
| $93.9M | -$1.37M | -1% | 28.2% | 24.9% | 6 | 50% | 1 |
|
| 5031 |
5031
Recurrent Investment Advisors
Houston,
Texas
| $93.9M | -$12.3M | -12% | 10.2% | 99.7% | 41 | 7.32% | 0.6 |
|
| 5032 |
5032
Element Wealth
Ridgeland,
Mississippi
| $93.6M | +$6.46M | +7% | 6.67% | 59.6% | 139 | 10.79% | 0.6 |
|
| 5033 |
EFEM
5033
Eos Focused Equity Management
New York
| $93.4M | +$7.94M | +9% | 17.3% | 55.7% | 45 | 53.33% | 0.5 |
|
| 5034 |
5034
Mangham Associates
Charlottesville,
Virginia
| $93.3M | -$467K | -0.5% | 8.09% | 24.4% | 5 | 0% | 1.6 |
|
| 5035 |
5035
Aufman Associates
Sewickley,
Pennsylvania
| $93M | +$4.91M | +6% | 7.42% | 141% | 41 | 24.39% | 0.6 |
|
| 5036 |
LCM
5036
Lafitte Capital Management
Austin,
Texas
| $93M | +$17.1M | +22% | 18.9% | 55.2% | 10 | 40% | 2.4 |
|
| 5037 |
5037
William Marsh Rice University
Houston,
Texas
| $92.9M | +$45.7M | +97% | 0.38% | 1.81% | 5 | 80% | 0.8 |
|
| 5038 |
CNFG
5038
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $92.9M | +$4.06M | +5% | 8.19% | 52.6% | 72 | 2.78% | 3.9 |
|
| 5039 |
WIM
5039
Wilen Investment Management
Bonita Springs,
Florida
| $92M | +$14.4M | +19% | 9.41% | 79.9% | 55 | 9.09% | 5 |
|
| 5040 |
5040
Jentner Corp
Akron,
Ohio
| $91.9M | +$3.99M | +5% | 7.71% | 38.9% | 29 | 10.34% | 3.1 |
|
| 5041 |
5041
Pacifica Partners
Surrey,
Canada
| $91.9M | +$2M | +2% | 5.89% | 127% | 394 | 12.44% | 0.7 |
|
| 5042 |
5042
P.A.W. Capital
Greenwich,
Connecticut
| $91.9M | +$3.47M | +4% | 20.5% | 54.6% | 64 | 18.75% | 3.6 |
|
| 5043 |
DIM
5043
DC Investments Management
Mclean,
Virginia
| $91.6M | -$180M | -66% | 1.59% | 56.3% | 329 | 81.46% | 0.8 |
|
| 5044 |
5044
Mork Capital Management
Healdsburg,
California
| $91.4M | +$6.25M | +7% | 9.56% | 61.9% | 92 | 4.35% | 2.4 |
|
| 5045 |
5045
Charter Research & Investment Group
Southport,
Connecticut
| $91.3M | +$4.59M | +5% | 9.68% | 82.3% | 78 | 6.41% | 4.3 |
|
| 5046 |
5046
Moulton Wealth Management
Spokane,
Washington
| $91.3M | +$12.1M | +15% | 1.66% | 47.8% | 15 | 6.67% | 0.6 |
|
| 5047 |
HM
5047
Harvest Management
New York
| $91M | +$63M | +225% | 41.9% | 610% | 52 | 67.31% | 0.7 |
|
| 5048 |
5048
New Capital Management
Houston,
Texas
| $90.9M | +$17.2M | +23% | 12.4% | 55.4% | 130 | 7.69% | 2.6 |
|
| 5049 |
5049
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $90.9M | -$26.9M | -23% | 9.08% | 95.3% | 72 | 27.78% | 0.5 |
|
| 5050 |
RCIM
5050
Russell Clark Investment Management
London,
United Kingdom
| $90.7M | +$25.9M | +40% | 12.9% | 174% | 46 | 32.61% | 1.1 |
|