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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Susquehanna International Securities
Dublin,
Ireland
| $138M | -$52M | -27% | 21.4% | 2.8% | 60 | 46.67% | 0.7 |
|
| 5077 |
5077
Seneca House Advisors
Richmond,
Virginia
| $138M | +$11.3M | +9% | 12% | 58.2% | 78 | 10.26% | 2.2 |
|
| 5078 |
5078
Colorado Capital Management
Boulder,
Colorado
| $138M | +$16.4M | +14% | 14.9% | 60.4% | 74 | 5.41% | 3.9 |
|
| 5079 |
RMSCM
5079
R.M. Sincerbeaux Capital Management
New York
| $138M | +$20.4M | +17% | 15% | 84.4% | 48 | 6.25% | 5.6 |
|
| 5080 |
5080
Redwood Grove Capital
Palo Alto,
California
| $137M | – | – | 36.4% | 79.8% | 24 | – | 0 |
|
| 5081 |
5081
Pratt Collard Advisory Partners
Buffalo,
New York
| $137M | +$15.2M | +12% | 20.6% | 91.7% | 99 | 7.07% | 2.4 |
|
| 5082 |
5082
R.W. Roge & Company
Bohemia,
New York
| $137M | +$7.37M | +6% | 9.63% | 76.3% | 38 | 13.16% | 0.8 |
|
| 5083 |
5083
Townsend & Associates
Westminster,
Colorado
| $137M | +$9.6M | +8% | 12.6% | 58% | 71 | 8.45% | 2.1 |
|
| 5084 |
5084
Ponoi II Management
San Francisco,
California
| $137M | – | – | 40.8% | – | 5 | – | 0 |
|
| 5085 |
5085
Israel Discount Bank of New York
New York
| $137M | -$17.2M | -11% | 10.6% | 40.8% | 89 | 12.36% | 3.1 |
|
| 5086 |
5086
Kendall Capital Management
Rockville,
Maryland
| $137M | +$22.1M | +19% | 18.2% | 130% | 130 | 8.46% | 1.9 |
|
| 5087 |
5087
Red Cedar Capital
Omaha,
Nebraska
| $137M | +$22.6M | +20% | 23.9% | 43% | 145 | 4.14% | 2.8 |
|
| 5088 |
5088
William Marsh Rice University
Houston,
Texas
| $137M | +$44.1M | +47% | 3.49% | 1.81% | 6 | 66.67% | 1.4 |
|
| 5089 |
5089
Donald L. Hagan LLC
Sarasota,
Florida
| $137M | +$10.7M | +8% | 9.77% | 47.9% | 89 | 17.98% | 1.9 |
|
| 5090 |
5090
SWMG LLC
Fort Worth,
Texas
| $137M | – | – | 17.8% | 68.7% | 58 | – | 0 |
|
| 5091 |
5091
Tieton Capital Management
Yakima,
Washington
| $137M | +$35.6M | +35% | 48.2% | 155% | 31 | 3.23% | 3.8 |
|
| 5092 |
5092
Capital Wealth Alliance
Scottsdale,
Arizona
| $137M | +$25.4M | +23% | 12.1% | 124% | 125 | 34.4% | 0.6 |
|
| 5093 |
5093
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $137M | +$15.2M | +12% | 11.5% | 36.4% | 121 | 17.36% | 2.2 |
|
| 5094 |
CCM
5094
Conway Capital Management
Burbank,
California
| $137M | – | – | 19.9% | 164% | 69 | – | 0 |
|
| 5095 |
5095
Bluestem Financial Advisors
Champaign,
Illinois
| $136M | +$17.7M | +15% | 11.3% | 42.2% | 27 | 3.7% | 0.8 |
|
| 5096 |
5096
SYM Financial Corp
Winona Lake,
Indiana
| $136M | +$2.88M | +2% | 18.5% | 64.3% | 96 | 28.13% | 1.5 |
|
| 5097 |
5097
Mork Capital Management
Healdsburg,
California
| $136M | +$45M | +49% | 29.9% | 61.9% | 113 | 29.2% | 2.2 |
|
| 5098 |
5098
Cascade Investment Advisors
Oregon City,
Oregon
| $136M | +$18.5M | +16% | 18.8% | 79.1% | 268 | 9.7% | 2.6 |
|
| 5099 |
5099
Coyle Financial Counsel
Glenview,
Illinois
| $136M | +$16.7M | +14% | 14.1% | 67.3% | 59 | 18.64% | 1.8 |
|
| 5100 |
LAM
5100
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $136M | +$20.1M | +17% | 13.8% | 124% | 80 | 13.75% | 0.4 |
|