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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Hengehold Capital Management
Cincinnati,
Ohio
| $672M | +$52.6M | +8% | 10.3% | 54.5% | 144 | 10.42% | 3.4 |
|
| 2202 |
2202
Endeavour Capital Advisors
Greenwich,
Connecticut
| $672M | +$298M | +80% | 37.5% | 76.7% | 63 | 25.4% | 1.8 |
|
| 2203 |
2203
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $670M | +$70.3M | +12% | 11.8% | 73.7% | 139 | 17.99% | 2.8 |
|
| 2204 |
2204
TruWealth Advisors
Metairie,
Louisiana
| $670M | – | – | 9.18% | 56.3% | 109 | – | 0 |
|
| 2205 |
2205
Elm Partners Management
Philadelphia,
Pennsylvania
| $669M | +$74.6M | +13% | 13% | 51.4% | 43 | 6.98% | 1.7 |
|
| 2206 |
2206
Red Cedar Investment Management
Grand Rapids,
Michigan
| $669M | +$122M | +22% | 15.5% | 88.8% | 94 | 30.85% | 0.6 |
|
| 2207 |
2207
United Bank (Virginia)
Vienna,
Virginia
| $669M | +$95.8M | +17% | 14.2% | 76.1% | 170 | 21.76% | 2.4 |
|
| 2208 |
2208
Permian Investment Partners
Dallas,
Texas
| $669M | +$160M | +31% | 32.6% | 78.6% | 9 | 22.22% | 1 |
|
| 2209 |
2209
Advocacy Wealth Management Services
Atlanta,
Georgia
| $668M | +$47.4M | +8% | 5.74% | 48.3% | 153 | 18.3% | 2.4 |
|
| 2210 |
PAM
2210
Private Asset Management
San Diego,
California
| $667M | +$66.2M | +11% | 17.1% | 38.2% | 148 | 8.78% | 4.3 |
|
| 2211 |
2211
Omega Fund Management
Boston,
Massachusetts
| $667M | +$297M | +80% | 30.9% | 106% | 20 | 25% | 2.3 |
|
| 2212 |
2212
Bowie Capital Management
Richardson,
Texas
| $666M | +$39.4M | +6% | 11.7% | 32.5% | 44 | 18.18% | 1.9 |
|
| 2213 |
NTCM
2213
Nine Ten Capital Management
Chicago,
Illinois
| $665M | +$184M | +38% | 75.9% | 150% | 9 | 0% | 2.4 |
|
| 2214 |
2214
Estate Counselors
Thiensville,
Wisconsin
| $665M | +$20.4M | +3% | 8.62% | 61.3% | 140 | 23.57% | 1.8 |
|
| 2215 |
2215
Cypress Capital Group
Palm Beach,
Florida
| $664M | +$63.6M | +11% | 9.03% | 111% | 280 | 14.64% | 3.6 |
|
| 2216 |
2216
North Point Portfolio Managers
Orange Village,
Ohio
| $663M | +$75.5M | +13% | 14.2% | 72.8% | 77 | 11.69% | 4.1 |
|
| 2217 |
PIMG
2217
Patriot Investment Management Group
Knoxville,
Tennessee
| $662M | -$176M | -21% | 12% | 52.9% | 218 | 22.94% | 1.5 |
|
| 2218 |
2218
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $661M | +$86.5M | +15% | 12.9% | 83.4% | 345 | 18.26% | 3.1 |
|
| 2219 |
2219
Caldwell Trust
Venice,
Florida
| $661M | +$52.7M | +9% | 10.6% | 97.5% | 742 | 6.47% | 0.9 |
|
| 2220 |
2220
WBI Investments
Red Bank,
New Jersey
| $661M | +$10.7M | +2% | 10.4% | 105% | 211 | 66.82% | 0.6 |
|
| 2221 |
2221
Stonebridge Capital Advisors
St Paul,
Minnesota
| $660M | +$103M | +18% | 15.2% | 96.6% | 194 | 9.28% | 4.3 |
|
| 2222 |
2222
Van Hulzen Asset Management
El Dorado Hills,
California
| $660M | -$4.11M | -0.6% | 12.4% | 93% | 314 | 23.57% | 2 |
|
| 2223 |
2223
Stairway Partners
Chicago,
Illinois
| $660M | +$158M | +32% | 15.7% | 48.1% | 10 | 0% | 6.7 |
|
| 2224 |
2224
Intrust Bank
Wichita,
Kansas
| $660M | +$96.9M | +17% | 14.8% | 113% | 372 | 10.75% | 3.7 |
|
| 2225 |
2225
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $659M | – | – | 9.9% | 39.2% | 773 | – | 0 |
|