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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Provident Wealth Management
Brentwood,
Tennessee
| $90.4M | +$4.26M | +5% | 8.16% | 61.1% | 77 | 32.47% | 0.8 |
|
| 5777 |
5777
Lesa Sroufe & Co
Seattle,
Washington
| $90M | +$6.36M | +8% | 11.3% | – | 75 | 17.33% | 3.4 |
|
| 5778 |
5778
Boundary Creek Advisors
New York
| $90M | – | – | 12.3% | 15% | 13 | – | 0 |
|
| 5779 |
GBA
5779
Garrison Bradford & Associates
New York
| $89.7M | +$7.62M | +9% | 6.13% | 62.2% | 55 | 9.09% | 4.2 |
|
| 5780 |
5780
W.L. Ross & Co
Dallas,
Texas
| $89.7M | +$30.1M | +51% | 50.6% | – | 1 | 0% | 1.3 |
|
| 5781 |
5781
Riverview Trust Company
Vancouver,
Washington
| $89.6M | -$797K | -0.9% | 6.69% | 87.6% | 225 | 1.33% | 2.1 |
|
| 5782 |
5782
Lead Edge Capital Management
New York
| $89.6M | +$9M | +11% | 7.59% | 20.2% | 4 | 75% | 0.2 |
|
| 5783 |
5783
Credit Capital Investments
Livingston,
New Jersey
| $89.1M | +$11.7M | +15% | 13.6% | 500% | 32 | 28.13% | 1.1 |
|
| 5784 |
5784
Oppenheimer & Close
New York
| $88.8M | -$3.5M | -4% | 11.4% | 148% | 52 | 15.38% | 3.6 |
|
| 5785 |
5785
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $88.5M | -$24.7M | -22% | 6.75% | 32% | 87 | 28.74% | 0.6 |
|
| 5786 |
TI
5786
Telemetry Investments
New York
| $88.5M | +$29.3M | +49% | 7.48% | 77.4% | 152 | 58.55% | 0.5 |
|
| 5787 |
5787
Indie Asset Partners
Carmel,
Indiana
| $87.9M | +$1.96M | +2% | 6.7% | 119% | 128 | 21.88% | 0.8 |
|
| 5788 |
5788
Mayar Capital
London,
United Kingdom
| $87.8M | – | – | 11.6% | 14.7% | 13 | – | 0 |
|
| 5789 |
5789
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $87.5M | -$4.01M | -4% | 6.88% | 28.6% | 46 | 10.87% | 2.8 |
|
| 5790 |
5790
MU Investments Company
Tokyo,
Japan
| $87.4M | -$24.7M | -22% | 5.84% | 40.4% | 24 | 0% | 4.2 |
|
| 5791 |
5791
Alpha DNA Investment Management
Columbia,
Maryland
| $87M | -$6.82M | -7% | 13.6% | 134% | 838 | 33.65% | 0.2 |
|
| 5792 |
5792
Future Financial Wealth Management
Cincinnati,
Ohio
| $87M | +$292K | +0.3% | 6.84% | 65.2% | 133 | 22.56% | 0.2 |
|
| 5793 |
5793
Mayo Clinic
Rochester,
Minnesota
| $86.9M | +$3.74M | +5% | 17.1% | – | 10 | 30% | 0.9 |
|
| 5794 |
ARIS
5794
Advanced Research Investment Solutions
Los Angeles,
California
| $86.4M | +$19.6M | +29% | 4.08% | 13.1% | 71 | 7.04% | 0.5 |
|
| 5795 |
5795
Marathon Asset Management (New York)
New York
| $86.1M | +$35.4M | +70% | 4.04% | 490% | 26 | 76.92% | 0.5 |
|
| 5796 |
5796
DCM Hybrid RMB Fund International
Menlo Park,
California
| $85.8M | – | – | 14.2% | – | 2 | – | 4.3 |
|
| 5797 |
5797
Freestate Advisors
Overland Park,
Kansas
| $85.7M | -$8.16M | -9% | 3.45% | – | 12 | 75% | 0.2 |
|
| 5798 |
5798
Steinberg Asset Management
New York
| $85.3M | +$3.79M | +5% | 7.39% | 108% | 34 | 14.71% | 3.4 |
|
| 5799 |
5799
Goodwin Investment Advisory
Woodstock,
Georgia
| $85M | +$3.25M | +4% | 6.52% | 60.8% | 153 | 47.06% | 0.1 |
|
| 5800 |
WGA
5800
Weather Gauge Advisory
Williamsburg,
Virginia
| $84.8M | -$1.36M | -2% | 7.9% | 39.9% | 82 | 6.1% | 2.1 |
|