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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Ariston Services Group
San Diego,
California
| $120M | +$4.27M | +4% | 2.91% | 71.7% | 71 | 5.63% | 0.9 |
|
| 7077 |
7077
Barnett & Company
Chattanooga,
Tennessee
| $120M | -$33.1M | -22% | 0.11% | 65.9% | 89 | 21.35% | 3.9 |
|
| 7078 |
7078
Ulland Investment Advisors
Minneapolis,
Minnesota
| $120M | -$37.2M | -24% | 5.69% | 161% | 230 | 10% | 2.2 |
|
| 7079 |
7079
CNO Financial Group
Carmel,
Indiana
| $120M | – | – | 0.98% | – | 9 | – | 1.4 |
|
| 7080 |
7080
David Wealth Management
Fairfax,
Virginia
| $120M | -$1.53M | -1% | 1.48% | – | 50 | 6% | 0.2 |
|
| 7081 |
7081
Michelson Medical Research Foundation
Los Angeles,
California
| $120M | +$190K | +0.2% | 1.55% | 52.2% | 30 | 23.33% | 1.5 |
|
| 7082 |
7082
Robinson Smith Wealth Advisors
South Portland,
Maine
| $119M | +$1.52M | +1% | 1.52% | 62.6% | 88 | 12.5% | 1.1 |
|
| 7083 |
7083
Accelerate Investment Advisors
Aliso Viejo,
California
| $119M | +$6.05M | +5% | 0.72% | – | 124 | 26.61% | 0.4 |
|
| 7084 |
7084
EDMP Inc
Lutz,
Florida
| $119M | +$14.1M | +13% | 6.05% | 78% | 73 | 13.7% | 4 |
|
| 7085 |
7085
Courant Investment Management
Franklin,
Tennessee
| $119M | +$1.21M | +1% | 4.54% | 35.2% | 8 | 0% | 5 |
|
| 7086 |
7086
Objectivity Squared
Charleston,
South Carolina
| $119M | -$24.5M | -17% | 2.28% | – | 51 | 17.65% | 1.1 |
|
| 7087 |
7087
Applied Fundamental Research
Cambridge,
Massachusetts
| $119M | -$8.54M | -7% | 2.68% | 44.6% | 13 | 15.38% | 2.6 |
|
| 7088 |
7088
Persistent Asset Partners
Hong Kong
| $119M | -$1.36M | -1% | 2.11% | – | 221 | 57.01% | 0.1 |
|
| 7089 |
TCM
7089
TAM Capital Management
Stamford,
Connecticut
| $119M | -$157M | -57% | 10.8% | 4.15% | 9 | 77.78% | 0.5 |
|
| 7090 |
7090
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $119M | -$2.52M | -2% | 0.2% | 86.3% | 115 | 8.7% | 2.6 |
|
| 7091 |
AAA
7091
American Alpha Advisors
New York
| $119M | +$5.34M | +5% | 2.36% | – | 116 | 68.1% | 0.2 |
|
| 7092 |
7092
Lansing Management
New York
| $119M | +$5.61M | +5% | 1.85% | 76.9% | 8 | 12.5% | 2.9 |
|
| 7093 |
BF
7093
Baring Financial
Bellingham,
Washington
| $119M | +$6.92M | +6% | 3.18% | – | 66 | 7.58% | 0.2 |
|
| 7094 |
DW
7094
Durante & Waters
Brewster,
New York
| $119M | -$2.15M | -2% | 1.84% | 59.1% | 30 | 3.33% | 1.2 |
|
| 7095 |
7095
Coastwise Capital Group
La Jolla,
California
| $119M | -$6.33M | -5% | 1.95% | 88.8% | 128 | 9.38% | 2.2 |
|
| 7096 |
7096
Guardian Investment Management
Tiburon,
California
| $119M | -$21.3M | -15% | 2.82% | 103% | 59 | 6.78% | 6.4 |
|
| 7097 |
7097
TT Capital Management
Coto De Caza,
California
| $119M | -$6.63M | -5% | 1.52% | – | 82 | 23.17% | 0.2 |
|
| 7098 |
7098
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $119M | +$1.03M | +0.9% | 0.44% | 88.7% | 135 | 11.11% | 1.1 |
|
| 7099 |
7099
Legacy Advisory Services
Exton,
Pennsylvania
| $118M | +$1.17M | +1% | 0.9% | 59.4% | 59 | 28.81% | 0.9 |
|
| 7100 |
7100
Accredited Wealth Management
Louisville,
Kentucky
| $118M | +$4.12M | +4% | 0.38% | – | 421 | 30.17% | 0.2 |
|