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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
PCC
7201
Park Circle Company
Baltimore,
Maryland
| $114M | +$1.57M | +1% | 5.17% | 70.5% | 115 | 9.57% | 4 |
|
| 7202 |
7202
Hickory Point Bank & Trust
Decatur,
Illinois
| $114M | +$1.02M | +0.9% | 0.31% | – | 131 | 15.27% | 0.2 |
|
| 7203 |
7203
Schrum Private Wealth Management
St. Augustine,
Florida
| $114M | -$4.3M | -4% | 2.08% | 60.9% | 132 | 12.12% | 2.3 |
|
| 7204 |
7204
Twin City Private Wealth
Winston-Salem,
North Carolina
| $114M | +$553K | +0.5% | 2.69% | – | 98 | 7.14% | 0.9 |
|
| 7205 |
CAM
7205
Crown Advisors Management
Larkspur,
California
| $114M | -$42.2M | -27% | 7.7% | 284% | 40 | 15% | 2.8 |
|
| 7206 |
7206
Rik Saylor Financial
Fairfield,
Ohio
| $114M | +$5.39M | +5% | 1.73% | – | 82 | 8.54% | 0.2 |
|
| 7207 |
7207
Canandaigua National Trust of Florida
Canandaigua,
New York
| $113M | -$14.7M | -11% | 0.34% | – | 125 | 28.8% | 0.4 |
|
| 7208 |
7208
13D Management
New York
| $113M | -$21.6M | -16% | 6.2% | 157% | 25 | 32% | 1.5 |
|
| 7209 |
7209
Shotwell Rutter Baer
Lansing,
Michigan
| $113M | -$5.33M | -4% | 0.57% | 45.5% | 34 | 2.94% | 1 |
|
| 7210 |
TP
7210
Thunderbird Partners
London,
United Kingdom
| $113M | +$51.4M | +83% | 1.31% | 38% | 9 | 77.78% | 0.1 |
|
| 7211 |
7211
Forge Financial Services
Edmond,
Oklahoma
| $113M | -$5.76M | -5% | 2.73% | – | 21 | 4.76% | 0.2 |
|
| 7212 |
7212
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $113M | -$3.21M | -3% | 0.94% | 96.8% | 348 | 4.02% | 3.5 |
|
| 7213 |
7213
QVIDTVM Management
The Woodlands,
Texas
| $113M | -$11M | -9% | 8.51% | 19.5% | 9 | 22.22% | 1.4 |
|
| 7214 |
7214
Cathy Pareto & Associates
Coral Gables,
Florida
| $113M | +$4.25M | +4% | 1.72% | – | 88 | 19.32% | 0.2 |
|
| 7215 |
7215
Opinicus Capital
Tampa,
Florida
| $113M | -$5.86M | -5% | 4.6% | 129% | 102 | 12.75% | 1 |
|
| 7216 |
7216
Monetta Financial Services
Wheaton,
Illinois
| $113M | -$11.3M | -9% | 4.28% | 275% | 61 | 32.79% | 2.4 |
|
| 7217 |
7217
Adams Street Partners
Chicago,
Illinois
| $113M | +$142K | +0.1% | 32.7% | 399% | 8 | 37.5% | 2.9 |
|
| 7218 |
7218
IDG China Venture Capital Fund V Associates
Hong Kong
| $113M | -$16.8M | -13% | 13% | 7.34% | 1 | 0% | 3.3 |
|
| 7219 |
7219
Axim Planning & Wealth
Springboro,
Ohio
| $113M | +$18.9M | +20% | 26.1% | 32.3% | 57 | 49.12% | 1 |
|
| 7220 |
7220
SageOak Financial
Tulsa,
Oklahoma
| $113M | +$3.35M | +3% | 0.36% | – | 46 | 32.61% | 0.2 |
|
| 7221 |
7221
CPR Investments
Rochester,
Michigan
| $113M | +$1.92M | +2% | 1.25% | 84% | 45 | 40% | 1 |
|
| 7222 |
7222
Aspire Growth Partners
Miromar Lakes,
Florida
| $113M | +$10.5M | +10% | 2.53% | – | 116 | 17.24% | 0.2 |
|
| 7223 |
7223
bLong Financial
Memphis,
Tennessee
| $113M | -$8.75M | -7% | 2.38% | – | 84 | 15.48% | 0.2 |
|
| 7224 |
7224
Seek First
Campbell,
California
| $113M | – | – | 5.45% | – | 53 | – | 0 |
|
| 7225 |
7225
Hickory Asset Management
Concord,
Ohio
| $113M | -$5.13M | -4% | 2.71% | – | 92 | 5.43% | 0.2 |
|