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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $600M | +$12.2M | +2% | 7.73% | 73.7% | 120 | 5.83% | 3 |
|
| 2102 |
2102
Skylands Capital
Milwaukee,
Wisconsin
| $600M | +$33.9M | +6% | 11.1% | 61% | 140 | 14.29% | 3.6 |
|
| 2103 |
2103
GSA Capital Partners
London,
United Kingdom
| $600M | +$420M | +234% | 7.06% | 94.7% | 1,485 | 79.06% | 0.2 |
|
| 2104 |
2104
First Business Financial Services
Madison,
Wisconsin
| $599M | +$41.2M | +7% | 6.49% | 80.9% | 123 | 1.63% | 2.5 |
|
| 2105 |
2105
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $598M | +$35.5M | +6% | 6.42% | 62.2% | 275 | 10.91% | 1.1 |
|
| 2106 |
2106
CDAM (UK)
London,
United Kingdom
| $598M | +$42.6M | +8% | 8.37% | 7.89% | 14 | 7.14% | 1.7 |
|
| 2107 |
2107
Girard Partners
King Of Prussia,
Pennsylvania
| $598M | +$43.6M | +8% | 9.3% | 25.7% | 220 | 10.45% | 3.8 |
|
| 2108 |
2108
BRR OpCo
Columbus,
Ohio
| $597M | +$18.6M | +3% | 9.23% | 23.6% | 195 | 16.41% | 3.1 |
|
| 2109 |
2109
Crescent Park Management
East Palo Alto,
California
| $596M | +$111M | +23% | 21.4% | 87% | 29 | 20.69% | 1.3 |
|
| 2110 |
2110
Towle & Co
Denver,
Colorado
| $596M | +$61.2M | +11% | 14.3% | 172% | 34 | 17.65% | 2.3 |
|
| 2111 |
2111
Hikari Tsushin Inc
Tokyo,
Japan
| $595M | +$77M | +15% | 13.4% | 59.5% | 38 | 0% | 4.5 |
|
| 2112 |
2112
Holowesko Partners
Nassau,
Bahamas
| $595M | -$241M | -29% | 3.05% | 51.1% | 30 | 23.33% | 2.5 |
|
| 2113 |
2113
Atlas Venture Advisors
Boston,
Massachusetts
| $594M | +$203M | +52% | 63.3% | 34.6% | 8 | 0% | 1.3 |
|
| 2114 |
2114
Elm Partners Management
Philadelphia,
Pennsylvania
| $594M | +$34.2M | +6% | 6.5% | 46.9% | 45 | 6.67% | 1.5 |
|
| 2115 |
2115
Abner Herrman & Brock
Jersey City,
New Jersey
| $593M | +$36.5M | +7% | 13.5% | 156% | 129 | 19.38% | 3.7 |
|
| 2116 |
2116
Arax Advisory Partners
Denver,
Colorado
| $593M | +$31.4M | +6% | 5.61% | 64.7% | 727 | 12.52% | 1.9 |
|
| 2117 |
2117
RVW Wealth
Los Angeles,
California
| $592M | +$45.1M | +8% | 5.83% | 65.8% | 99 | 9.09% | 0.9 |
|
| 2118 |
2118
Hartline Investment Corp
Winnetka,
Illinois
| $592M | +$115M | +24% | 34.7% | 222% | 115 | 13.91% | 3.8 |
|
| 2119 |
2119
Raub Brock Capital Management
Larkspur,
California
| $590M | +$51.9M | +10% | 9.06% | 54.7% | 62 | 27.42% | 2.4 |
|
| 2120 |
2120
Hilltop Holdings
Dallas,
Texas
| $590M | +$48M | +9% | 8.39% | 96.7% | 458 | 24.24% | 2.6 |
|
| 2121 |
2121
Maltese Capital Management
New York
| $589M | -$155M | -21% | 2.98% | 114% | 183 | 25.14% | 2.2 |
|
| 2122 |
2122
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $589M | +$39.9M | +7% | 5.37% | 26.9% | 152 | 26.97% | 0.9 |
|
| 2123 |
2123
North Point Portfolio Managers
Orange Village,
Ohio
| $588M | +$33.9M | +6% | 8.09% | 72.8% | 73 | 13.7% | 4.4 |
|
| 2124 |
2124
Citizens Business Bank
Ontario,
California
| $588M | +$21M | +4% | 7.61% | 120% | 242 | 9.09% | 4.3 |
|
| 2125 |
2125
Monarch Alternative Capital
New York
| $588M | -$150M | -20% | 0.44% | 497% | 7 | 57.14% | 0.5 |
|