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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Kore Private Wealth
New York
| $649M | +$132M | +26% | 18.5% | 35.9% | 354 | 28.25% | 1.2 |
|
| 2252 |
2252
Girard Partners
King Of Prussia,
Pennsylvania
| $649M | +$51.7M | +9% | 11.6% | 25.7% | 221 | 10.86% | 3.9 |
|
| 2253 |
CI
2253
CPMG Inc
Dallas,
Texas
| $649M | +$47.9M | +8% | 23.4% | 878% | 19 | 31.58% | 1.4 |
|
| 2254 |
2254
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $649M | +$130M | +25% | 4.74% | 42.7% | 3 | 0% | 0.7 |
|
| 2255 |
MFP
2255
Michael F. Price
| $649M | +$97.2M | +18% | 25.2% | 42.6% | 125 | 13.6% | 3 |
|
| 2256 |
2256
Maple Capital Management
Montpelier,
Vermont
| $649M | +$31.2M | +5% | 12.2% | 114% | 105 | 5.71% | 4.1 |
|
| 2257 |
2257
Forte Capital
Rochester,
New York
| $648M | +$106M | +20% | 17.1% | 98.3% | 202 | 11.39% | 2.1 |
|
| 2258 |
2258
Bell Bank
Fargo,
North Dakota
| $648M | +$78.5M | +14% | 13.2% | 71% | 170 | 15.29% | 3.4 |
|
| 2259 |
2259
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $648M | +$91.1M | +16% | 20.5% | 127% | 510 | 4.71% | 4.2 |
|
| 2260 |
2260
Maltese Capital Management
New York
| $648M | +$58.9M | +10% | 33.8% | 114% | 176 | 31.82% | 2.3 |
|
| 2261 |
CAM
2261
Coltrane Asset Management
New York
| $646M | -$78.2M | -11% | 0% | 50.3% | 7 | 85.71% | 0.1 |
|
| 2262 |
2262
Manchester Capital Management
Manchester,
Vermont
| $646M | +$2.21M | +0.3% | 13.8% | 86.7% | 811 | 23.8% | 3.3 |
|
| 2263 |
2263
Indus Capital Partners
New York
| $645M | -$31.2M | -5% | 21.1% | 117% | 49 | 26.53% | 1.3 |
|
| 2264 |
2264
John G. Ullman & Associates
Corning,
New York
| $645M | +$162M | +34% | 14.3% | 162% | 158 | 22.78% | 2.7 |
|
| 2265 |
2265
Ropes Wealth Advisors
Boston,
Massachusetts
| $645M | +$128M | +25% | 21.3% | 71% | 961 | 43.81% | 2 |
|
| 2266 |
2266
Financial Synergies Wealth Advisors
Houston,
Texas
| $643M | +$252M | +65% | 13.4% | 79% | 64 | 18.75% | 0.9 |
|
| 2267 |
2267
Tygh Capital Management
Portland,
Oregon
| $643M | +$115M | +22% | 33.9% | 251% | 97 | 22.68% | 1.2 |
|
| 2268 |
2268
Adventist Health System West
Roseville,
California
| $642M | +$36.8M | +6% | 13.8% | 60.2% | 5 | 20% | 1.5 |
|
| 2269 |
2269
Northstar Investment Advisors
Denver,
Colorado
| $642M | +$86.1M | +15% | 9.72% | 85.8% | 145 | 11.72% | 3.4 |
|
| 2270 |
2270
Gabelli & Co Investment Advisers
Rye,
New York
| $642M | +$86.9M | +16% | 23.7% | 241% | 408 | 62.99% | 0.8 |
|
| 2271 |
2271
Abner Herrman & Brock
Jersey City,
New Jersey
| $642M | +$48.6M | +8% | 11.9% | 156% | 127 | 15.75% | 3.8 |
|
| 2272 |
2272
Marks Group Wealth Management
Minnetonka,
Minnesota
| $642M | +$88.3M | +16% | 13.9% | 71.4% | 263 | 9.89% | 0.8 |
|
| 2273 |
2273
Suncoast Equity Management
Tampa,
Florida
| $641M | +$72.1M | +13% | 8.68% | 96.1% | 48 | 27.08% | 2.5 |
|
| 2274 |
2274
BTR Capital Management
Oakland,
California
| $640M | +$74.8M | +13% | 13.6% | 35% | 173 | 13.29% | 4.3 |
|
| 2275 |
2275
Thomas White International
Chicago,
Illinois
| $640M | +$98.5M | +18% | 12.2% | 34.9% | 327 | 14.98% | 2.3 |
|