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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
PAM
2226
Private Asset Management
San Diego,
California
| $715M | +$47.6M | +7% | 5.35% | 38.2% | 161 | 12.42% | 4.1 |
|
| 2227 |
2227
Investure LLC
Charlottesville,
Virginia
| $714M | +$25.1M | +4% | 7.26% | 65.9% | 13 | 7.69% | 1.8 |
|
| 2228 |
2228
Baker Hughes Holdings
Houston,
Texas
| $714M | -$788M | -52% | 52.3% | 38.6% | 3 | 33.33% | 0.3 |
|
| 2229 |
2229
Citizens Business Bank
Ontario,
California
| $713M | +$34.5M | +5% | 8.57% | 120% | 252 | 9.52% | 4.4 |
|
| 2230 |
2230
Stairway Partners
Chicago,
Illinois
| $713M | +$53M | +8% | 5.53% | 48.1% | 10 | 0% | 7 |
|
| 2231 |
2231
Nicolet Advisory Services
Green Bay,
Wisconsin
| $713M | -$410K | -0.1% | 4.2% | 62.7% | 196 | 17.35% | 1.6 |
|
| 2232 |
2232
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $712M | +$41.5M | +6% | 4.57% | 73.7% | 141 | 6.38% | 3 |
|
| 2233 |
2233
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $712M | +$52.7M | +8% | 3.14% | 39.2% | 878 | 14.69% | 0.2 |
|
| 2234 |
2234
CSM Advisors
Warrendale,
Pennsylvania
| $711M | – | – | 13.7% | 105% | 89 | – | 0 |
|
| 2235 |
2235
Inherent Group
New York
| $709M | +$241M | +52% | 7.55% | 61.7% | 51 | 60.78% | 0.3 |
|
| 2236 |
2236
McAdam LLC
Philadelphia,
Pennsylvania
| $709M | +$56M | +9% | 5.47% | 65.4% | 173 | 13.29% | 1.6 |
|
| 2237 |
2237
Cabot Wealth Management
Salem,
Massachusetts
| $709M | +$57.8M | +9% | 5.7% | 75.9% | 167 | 18.56% | 3.3 |
|
| 2238 |
2238
Capital Investment Advisory Services
Raleigh,
North Carolina
| $708M | +$34.7M | +5% | 4.7% | 75.7% | 780 | 16.41% | 1.8 |
|
| 2239 |
2239
Tygh Capital Management
Portland,
Oregon
| $707M | +$64.7M | +10% | 13.2% | 251% | 100 | 25% | 1.2 |
|
| 2240 |
2240
Anderson Hoagland & Co
St Louis,
Missouri
| $707M | +$76.6M | +12% | 8.06% | 104% | 113 | 13.27% | 2.1 |
|
| 2241 |
2241
Orgel Wealth Management
Altoona,
Wisconsin
| $706M | +$219M | +45% | 6.83% | 39.6% | 58 | 18.97% | 2 |
|
| 2242 |
2242
Arctis Global
San Juan,
Puerto Rico
| $705M | +$242M | +52% | 36.9% | 69.5% | 20 | 35% | 0.2 |
|
| 2243 |
HSC
2243
Harbor Spring Capital
New York
| $705M | -$354M | -33% | 2.9% | – | 27 | 22.22% | 2.3 |
|
| 2244 |
2244
Cypress Capital Group
Palm Beach,
Florida
| $705M | +$40.9M | +6% | 4.69% | 111% | 295 | 16.27% | 3.7 |
|
| 2245 |
2245
Teton Advisors
Rye,
New York
| $704M | -$7.45M | -1% | 14.9% | 139% | 407 | 8.6% | 4.8 |
|
| 2246 |
2246
Benefit Street Partners
New York
| $704M | +$16M | +2% | 31.7% | – | 48 | 33.33% | 0.9 |
|
| 2247 |
2247
Cantor Fitzgerald Investment Advisors
New York
| $703M | -$822K | -0.1% | 3.31% | 73.4% | 67 | 0% | 2.4 |
|
| 2248 |
2248
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $703M | +$55.1M | +9% | 11.4% | 127% | 521 | 4.61% | 4.3 |
|
| 2249 |
2249
Elm Partners Management
Philadelphia,
Pennsylvania
| $703M | +$33.9M | +5% | 4.97% | 46.9% | 42 | 2.38% | 1.9 |
|
| 2250 |
2250
CRV LLC
Palo Alto,
California
| $703M | -$525M | -43% | 8.41% | – | 8 | 0% | 0.3 |
|