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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Baron Financial Group
Fair Lawn,
New Jersey
| $145M | +$20M | +16% | 3.89% | 55.5% | 256 | 5.86% | 0.5 |
|
| 5127 |
5127
HBC Financial Services
Seattle,
Washington
| $145M | +$16.1M | +12% | 6.46% | 12.6% | 212 | 29.25% | 0.8 |
|
| 5128 |
5128
Arrow Investment Advisors
Laurel,
Maryland
| $145M | +$3.69M | +3% | 6.46% | 38.1% | 68 | 26.47% | 0.9 |
|
| 5129 |
LM
5129
Lasry Marc
| $145M | -$118M | -45% | 4.58% | 14.8% | 8 | 37.5% | 1.8 |
|
| 5130 |
5130
Harvey Partners
Tarrytown,
New York
| $145M | +$946K | +0.7% | 19.4% | 174% | 53 | 37.74% | 1.1 |
|
| 5131 |
5131
Westhampton Capital
Winston-Salem,
North Carolina
| $145M | +$10.7M | +8% | 5.94% | 105% | 111 | 9.01% | 1.5 |
|
| 5132 |
5132
Beaton Management Company
Haverhill,
Massachusetts
| $145M | +$9.35M | +7% | 7.64% | 110% | 129 | 2.33% | 2.7 |
|
| 5133 |
5133
Delphi Management Partners VIII
San Mateo,
California
| $145M | -$7.34M | -5% | 24.3% | – | 5 | 0% | 1.3 |
|
| 5134 |
5134
Costello Asset Management
Feasterville,
Pennsylvania
| $145M | +$12.5M | +9% | 6.5% | 81.5% | 266 | 13.91% | 0.9 |
|
| 5135 |
5135
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $145M | +$11.6M | +9% | 7.47% | 128% | 87 | 12.64% | 1 |
|
| 5136 |
5136
CNB Bank
Clearfield,
Pennsylvania
| $145M | +$12.1M | +9% | 6.33% | 106% | 450 | 17.56% | 2.3 |
|
| 5137 |
5137
Treybourne Wealth Planners
Greenwood,
Indiana
| $144M | +$5.46M | +4% | 6.63% | – | 47 | 19.15% | 0.2 |
|
| 5138 |
5138
Cox Capital Management
Andover,
Massachusetts
| $144M | +$13.1M | +10% | 6.88% | 106% | 89 | 11.24% | 1.9 |
|
| 5139 |
5139
Coyle Financial Counsel
Glenview,
Illinois
| $144M | +$7.95M | +6% | 5.06% | 67.3% | 63 | 19.05% | 1.9 |
|
| 5140 |
5140
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $144M | +$12.6M | +10% | 9.16% | 62.6% | 385 | 26.49% | 1 |
|
| 5141 |
5141
Bordeaux Wealth Advisors
Menlo Park,
California
| $144M | +$11.1M | +8% | 0.31% | 141% | 62 | 8.06% | 0.2 |
|
| 5142 |
SC
5142
Steph & Co
Marinette,
Wisconsin
| $144M | +$13M | +10% | 7.01% | 61.6% | 243 | 8.23% | 1.1 |
|
| 5143 |
5143
First Financial Corp
Terre Haute,
Indiana
| $144M | +$8.43M | +6% | 8.44% | 95.3% | 368 | 5.43% | 5 |
|
| 5144 |
5144
Axis Capital Holdings
Pembroke,
| $144M | +$15M | +12% | 5.87% | 76% | 3 | 0% | 4.3 |
|
| 5145 |
5145
Quaero Capital
Geneve,
Switzerland
| $144M | +$9.7M | +7% | 22.7% | 62.4% | 60 | 30% | 0.2 |
|
| 5146 |
TWS
5146
Thomas W. Smith
| $144M | -$4.1M | -3% | 22.4% | – | 8 | 0% | 5.9 |
|
| 5147 |
5147
Spreng Capital Management
Bucyrus,
Ohio
| $144M | +$17.1M | +14% | 6.4% | 72.5% | 105 | 13.33% | 1 |
|
| 5148 |
5148
Privium Fund Management (UK)
London,
United Kingdom
| $144M | +$14M | +11% | 13.3% | 34.4% | 90 | 84.44% | 0.1 |
|
| 5149 |
5149
Sunburst Financial Group
Vestavia Hills,
Alabama
| $144M | +$10.8M | +8% | 5.49% | 55.7% | 63 | 6.35% | 1.1 |
|
| 5150 |
5150
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $144M | +$7.87M | +6% | 5.53% | 61.1% | 116 | 6.03% | 4.5 |
|