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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
Adaptive Financial Consulting
Beachwood,
Ohio
| $149M | +$17M | +13% | 0.98% | 33.4% | 19 | 21.05% | 1.1 |
|
| 5077 |
SV
5077
Stilwell Value
New York
| $149M | +$16.3M | +12% | 15.2% | 87.9% | 41 | 17.07% | 2.9 |
|
| 5078 |
5078
LPWM LLC
Minneapolis,
Minnesota
| $149M | +$14.7M | +11% | 6.73% | 59.4% | 59 | 13.56% | 1 |
|
| 5079 |
5079
Bluegrass Capital Partners
Palm Beach,
Florida
| $149M | +$31.9M | +27% | 1.08% | 60.1% | 17 | 17.65% | 0.2 |
|
| 5080 |
5080
Founders Fund VII Management
San Francisco,
California
| $149M | -$29.7M | -17% | 16.6% | 64.7% | 2 | 0% | 0.3 |
|
| 5081 |
MIP
5081
Ma Investment Partnership
Hillsborough,
California
| $149M | -$748K | -0.5% | 0.8% | – | 12 | 0% | 0.3 |
|
| 5082 |
5082
Demars Financial Group
Spokane Valley,
Washington
| $149M | +$7.35M | +5% | 2.62% | 69.1% | 81 | 16.05% | 0.7 |
|
| 5083 |
MAM
5083
Marketfield Asset Management
New York
| $149M | +$6.65M | +5% | 9.59% | 61.5% | 41 | 12.2% | 3.7 |
|
| 5084 |
5084
Keystone Wealth Partners
Chandler,
Arizona
| $149M | +$22.6M | +18% | 4.6% | – | 33 | 27.27% | 0.2 |
|
| 5085 |
5085
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $148M | +$7.29M | +5% | 6.05% | 83.3% | 95 | 21.05% | 3.5 |
|
| 5086 |
FIM
5086
FWL Investment Management
Dallas,
Texas
| $148M | +$17.9M | +14% | 7.9% | 165% | 55 | 29.09% | 0.2 |
|
| 5087 |
MI
5087
Moneywise Inc
Forest,
Virginia
| $148M | +$8.43M | +6% | 7.15% | 60.8% | 51 | 9.8% | 2.4 |
|
| 5088 |
5088
Michael & Susan Dell Foundation
New York
| $148M | -$7.82M | -5% | 2.58% | 238% | 3 | 0% | 0.5 |
|
| 5089 |
5089
Brightline Capital Management
Miami,
Florida
| $148M | +$15.7M | +12% | 22.9% | 810% | 19 | 52.63% | 0.3 |
|
| 5090 |
5090
Dean Capital Management
Overland Park,
Kansas
| $148M | -$20.6M | -12% | 17.8% | 89.7% | 143 | 55.94% | 0.9 |
|
| 5091 |
5091
R.W. Roge & Company
Bohemia,
New York
| $148M | +$10.7M | +8% | 3.57% | 76.3% | 39 | 5.13% | 1 |
|
| 5092 |
5092
Roubaix Capital
Denver,
Colorado
| $148M | +$18.3M | +14% | 26.2% | 159% | 78 | 70.51% | 0.3 |
|
| 5093 |
5093
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $148M | +$5.64M | +4% | 5.33% | – | 163 | 11.66% | 3.5 |
|
| 5094 |
5094
Boyar Asset Management
New York
| $148M | +$15.3M | +12% | 12.8% | 87% | 83 | 7.23% | 4.3 |
|
| 5095 |
5095
Portland Hill Asset Management
London,
United Kingdom
| $148M | +$5.76M | +4% | 6.2% | 30.2% | 33 | 18.18% | 2.4 |
|
| 5096 |
5096
Ascension Capital Advisors
Houston,
Texas
| $148M | +$4.42M | +3% | 6.99% | 59.3% | 37 | 43.24% | 0.8 |
|
| 5097 |
MJB
5097
Mark J. Bradley
| $148M | +$2.61M | +2% | 3.28% | – | 52 | 3.85% | 0.2 |
|
| 5098 |
5098
Brooks Moore & Associates
Chattanooga,
Tennessee
| $148M | +$18.5M | +14% | 7.72% | 63.7% | 99 | 10.1% | 1.7 |
|
| 5099 |
5099
Apogem Capital
New York
| $148M | -$2.77M | -2% | 14.8% | – | 233 | 54.08% | 0.1 |
|
| 5100 |
5100
Doheny Asset Management
Los Angeles,
California
| $148M | +$3.64M | +3% | 5.77% | 135% | 107 | 14.02% | 4.1 |
|