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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
RCA
5201
Rex Capital Advisors
Providence,
Rhode Island
| $140M | +$9.1M | +7% | 8.8% | 7.31% | 26 | 38.46% | 3 |
|
| 5202 |
5202
Western Standard LLC
Los Angeles,
California
| $140M | +$52.9M | +61% | 9.96% | 79.1% | 37 | 37.84% | 0.8 |
|
| 5203 |
5203
Sterling Financial Planning
Sparta,
New Jersey
| $140M | +$16M | +13% | 8.75% | 59.3% | 394 | 11.42% | 0.2 |
|
| 5204 |
5204
BCK Partners
Corning,
New York
| $140M | +$25.3M | +22% | 5.17% | 46% | 28 | 14.29% | 0.2 |
|
| 5205 |
5205
Juniper Investment Company
New York
| $140M | +$12.1M | +9% | 15.4% | 358% | 12 | 16.67% | 1.1 |
|
| 5206 |
5206
Private Wealth Group
Tampa,
Florida
| $140M | +$19.9M | +17% | 5.9% | 52.9% | 39 | 23.08% | 1.4 |
|
| 5207 |
5207
Colorado Capital Management
Boulder,
Colorado
| $140M | +$2.4M | +2% | 4.06% | 60.4% | 74 | 1.35% | 4.1 |
|
| 5208 |
5208
Tabor Asset Management
New York
| $140M | +$27.1M | +24% | 31.1% | 214% | 40 | 52.5% | 0.1 |
|
| 5209 |
5209
Pratt Collard Advisory Partners
Buffalo,
New York
| $140M | +$2.4M | +2% | 4.77% | 91.7% | 102 | 8.82% | 2.5 |
|
| 5210 |
5210
Camarda Financial Advisors
Fleming Island,
Florida
| $140M | +$21.1M | +18% | 8.99% | 196% | 101 | 52.48% | 0.8 |
|
| 5211 |
5211
Prince Street Capital Management
New York
| $140M | -$59.9M | -30% | 6.84% | 302% | 23 | 47.83% | 0.9 |
|
| 5212 |
5212
Banta Asset Management
Newport Beach,
California
| $140M | -$125K | -0.1% | 5.77% | – | 23 | 52.17% | 1 |
|
| 5213 |
5213
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $139M | +$12.5M | +10% | 5.67% | 58.8% | 166 | 13.86% | 1.8 |
|
| 5214 |
5214
Global Financial Private Client
Sarasota,
Florida
| $139M | +$13.5M | +11% | 5.41% | 100% | 595 | 9.24% | 0.9 |
|
| 5215 |
5215
Loudon Investment Management
West Lebanon,
New Hampshire
| $139M | +$11.5M | +9% | 10.8% | 72.5% | 80 | 7.5% | 4.1 |
|
| 5216 |
5216
Field & Main Bank
Henderson,
Kentucky
| $139M | +$5.02M | +4% | 4.71% | 107% | 205 | 14.15% | 4.8 |
|
| 5217 |
5217
Curran Financial Partners
Daniel Island,
South Carolina
| $139M | +$22.5M | +19% | 3.22% | 53.5% | 65 | 21.54% | 0.2 |
|
| 5218 |
5218
Penbrook Management
New York
| $139M | +$9.13M | +7% | 18.4% | 107% | 107 | 14.02% | 4.3 |
|
| 5219 |
5219
Trust Company
Manhattan,
Kansas
| $139M | +$12.2M | +10% | 6.42% | 40.6% | 347 | 20.17% | 3.3 |
|
| 5220 |
5220
Hurlow Wealth Management Group
Bloomington,
Indiana
| $139M | +$11.3M | +9% | 5.04% | 60.7% | 100 | 11% | 1.8 |
|
| 5221 |
JI
5221
Jeereddi Investments
Los Angeles,
California
| $139M | +$16.6M | +14% | 11.1% | 37.7% | 57 | 17.54% | 0.9 |
|
| 5222 |
5222
Pecaut & Co
Sioux City,
Iowa
| $139M | +$5.73M | +4% | 14.9% | 62.8% | 61 | 11.48% | 3.2 |
|
| 5223 |
5223
Anabranch Capital Management
Stamford,
Connecticut
| $138M | -$24.3M | -15% | 6.65% | 139% | 7 | 28.57% | 0.2 |
|
| 5224 |
5224
Masterton Capital Management
New York
| $138M | +$12.2M | +10% | 8.16% | 1.94% | 23 | 43.48% | 0.2 |
|
| 5225 |
5225
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $138M | -$144M | -51% | 5.12% | 81.3% | 1 | 0% | 3.3 |
|