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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
HFAS
5051
Hummer Financial Advisory Services
Chicago,
Illinois
| $66.3M | -$26.3M | -28% | 16.7% | 71.8% | 108 | 31.48% | 0.2 |
|
| 5052 |
5052
Millrace Asset Group
Berwyn,
Pennsylvania
| $66.2M | -$25.7M | -28% | 12.3% | 113% | 89 | 58.43% | 0.8 |
|
| 5053 |
5053
Lucas Capital Management
Red Bank,
New Jersey
| $66.2M | -$18.2M | -22% | 18.6% | 44.5% | 50 | 26% | 4.9 |
|
| 5054 |
5054
AlphaSimPlex Group
Boston,
Massachusetts
| $66.1M | -$199M | -75% | 22.2% | 35.5% | 267 | 67.79% | 1 |
|
| 5055 |
5055
Roubaix Capital
Denver,
Colorado
| $65.9M | -$38M | -37% | 23.2% | 159% | 64 | 70.31% | 0.3 |
|
| 5056 |
5056
Central Asset Investments & Management Holdings
Hong Kong
| $65.8M | -$55.8M | -46% | 0.33% | 3,078% | 29 | 68.97% | 0.3 |
|
| 5057 |
5057
Mittleman Investment Management
Melville,
New York
| $65.4M | -$71M | -52% | 47.3% | 11.6% | 7 | 14.29% | 4.4 |
|
| 5058 |
5058
Virtue Capital Management
Brentwood,
Tennessee
| $65.4M | -$281M | -81% | 3.19% | 97.9% | 234 | 88.03% | 1.3 |
|
| 5059 |
5059
Mad River Investors
Boston,
Massachusetts
| $65.2M | -$51.8M | -44% | 31.5% | 169% | 23 | 17.39% | 4 |
|
| 5060 |
ICM
5060
ISZO Capital Management
New York
| $65.2M | -$4.27M | -6% | 34% | 68.2% | 10 | 60% | 0.3 |
|
| 5061 |
5061
Total Clarity Wealth Management
St. Charles,
Illinois
| $64.7M | -$68.5M | -51% | 13.8% | 73.2% | 695 | 86.47% | 0.2 |
|
| 5062 |
5062
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $64.7M | -$77.9M | -55% | 51.5% | 81.3% | 1 | 0% | 2.3 |
|
| 5063 |
5063
Horizon Bancorp
Michigan City,
Indiana
| $64.7M | -$41.9M | -39% | 19.1% | 35.3% | 320 | 31.56% | 0.2 |
|
| 5064 |
5064
Juniper Investment Company
New York
| $64.6M | -$38.2M | -37% | 39.2% | 358% | 9 | 0% | 0.5 |
|
| 5065 |
BRC
5065
Bell Rock Capital
Rehoboth Beach,
Delaware
| $64.4M | -$51.7M | -45% | 16.2% | – | 384 | 83.07% | 2.5 |
|
| 5066 |
5066
&Partners
Nashville,
Tennessee
| $64.3M | -$19.8M | -24% | 25.7% | 78.4% | 181 | 31.49% | 0.9 |
|
| 5067 |
DRD
5067
Dennis R. Delaney
| $63.9M | -$14.1M | -18% | 14.7% | 98.2% | 49 | 2.04% | 3.6 |
|
| 5068 |
5068
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $63.9M | -$49.4M | -44% | 17.5% | 52.3% | 26 | 30.77% | 2 |
|
| 5069 |
5069
Selective Wealth Management
Forest,
Virginia
| $63.8M | -$18.8M | -23% | 19.7% | 74.4% | 357 | 11.48% | 0.5 |
|
| 5070 |
5070
Oppenheimer & Close
New York
| $63.7M | -$31.7M | -33% | 27.2% | 148% | 52 | 17.31% | 3.3 |
|
| 5071 |
5071
PBMares Wealth Management
Williamsburg,
Virginia
| $63.5M | -$20.5M | -24% | 18.2% | 67.7% | 133 | 26.32% | 0.2 |
|
| 5072 |
5072
Flowering Tree Investment Management
Singapore
| $63.5M | -$36.9M | -37% | 2.65% | 47.4% | 4 | 50% | 1.9 |
|
| 5073 |
5073
DG Capital Management
New York
| $63.4M | +$11.4M | +22% | 15.2% | 82% | 18 | 55.56% | 0.7 |
|
| 5074 |
5074
Avondale Wealth Management
West Lake Hills,
Texas
| $63.3M | -$4.86M | -7% | 17.2% | 83.8% | 103 | 9.71% | 1.8 |
|
| 5075 |
5075
Spinnaker Capital
Boston,
Massachusetts
| $63.2M | -$54.3M | -46% | 46.2% | 12.4% | 2 | 0% | 2.3 |
|