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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Stockman Wealth Management
Billings,
Montana
| $490M | +$40.8M | +9% | 7.52% | 77.5% | 214 | 11.68% | 3.4 |
|
| 3052 |
3052
Discerene Group
Stamford,
Connecticut
| $489M | +$170M | +53% | 7.99% | 48.6% | 15 | 6.67% | 0.8 |
|
| 3053 |
3053
Tekne Capital Management
New York
| $489M | -$94M | -16% | 26.6% | 516% | 16 | 18.75% | 1.4 |
|
| 3054 |
3054
Advance Capital Management
Southfield,
Michigan
| $489M | – | – | 2.35% | 54.4% | 86 | – | 0 |
|
| 3055 |
3055
Globeflex Capital
San Diego,
California
| $488M | +$30.2M | +7% | 11.5% | 186% | 515 | 22.91% | 1.8 |
|
| 3056 |
3056
Center for Financial Planning
Southfied,
Michigan
| $488M | +$77.1M | +19% | 8.57% | 64.4% | 578 | 16.44% | 1.5 |
|
| 3057 |
LWANC
3057
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $488M | +$35.5M | +8% | 8.77% | 71.1% | 718 | 6.69% | 2 |
|
| 3058 |
3058
Strid Group
Newtown Square,
Pennsylvania
| $488M | +$40.9M | +9% | 5.7% | 55.2% | 42 | 7.14% | 2.5 |
|
| 3059 |
3059
Infrastructure Capital Advisors
New York
| $488M | -$152M | -24% | 0.15% | 52% | 65 | 53.85% | 2.1 |
|
| 3060 |
3060
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $488M | -$84M | -15% | 6.58% | 282% | 33 | 33.33% | 1.6 |
|
| 3061 |
NFAM
3061
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $488M | -$84.3M | -15% | 9.97% | 104% | 133 | 73.68% | 0.2 |
|
| 3062 |
3062
Windham Capital Management
Boston,
Massachusetts
| $487M | +$8.62M | +2% | 3.42% | 8.3% | 82 | 6.1% | 2.7 |
|
| 3063 |
3063
Farmers Trust Company
Youngstown,
Ohio
| $486M | +$36.6M | +8% | 12.4% | 73.5% | 171 | 6.43% | 4.8 |
|
| 3064 |
3064
Foresite Capital Management IV
Larkspur,
California
| $486M | -$193M | -28% | 23.7% | 151% | 12 | 25% | 1 |
|
| 3065 |
PWW
3065
Pettyjohn Wood & White
Lynchburg,
Virginia
| $485M | +$34.9M | +8% | 9.11% | 70.9% | 164 | 6.1% | 5.4 |
|
| 3066 |
3066
Bourgeon Capital Management
Darien,
Connecticut
| $485M | +$17.4M | +4% | 7.44% | 121% | 301 | 10.63% | 2.1 |
|
| 3067 |
3067
Liquid Strategies
Atlanta,
Georgia
| $485M | +$69.4M | +17% | 5.51% | 52.4% | 7 | 0% | 1.9 |
|
| 3068 |
3068
CastleKnight Management
New York
| $485M | – | – | 6.64% | 259% | 190 | – | 0 |
|
| 3069 |
3069
Affinity Wealth Management
Wilmington,
Delaware
| $485M | -$24.1M | -5% | 10.6% | 116% | 131 | 32.06% | 1.5 |
|
| 3070 |
3070
Dorsey Wright & Associates
Pasadena,
California
| $485M | +$28.6M | +6% | 10.9% | 311% | 358 | 43.58% | 0.5 |
|
| 3071 |
3071
Cable Hill Partners
Portland,
Oregon
| $485M | +$69M | +17% | 7.92% | 20.3% | 164 | 15.85% | 2.8 |
|
| 3072 |
3072
JBJ Investment Partners
Charleston,
South Carolina
| $485M | +$3.02M | +0.6% | 4.61% | 46.2% | 67 | 17.91% | 1.6 |
|
| 3073 |
3073
Kerrisdale Advisers
Miami,
Florida
| $484M | -$438M | -48% | 4.66% | 78.8% | 66 | 53.03% | 0.9 |
|
| 3074 |
3074
Engine No 1 LLC
San Francisco,
California
| $484M | +$94.8M | +24% | 10.7% | 536% | 308 | 26.95% | 0.3 |
|
| 3075 |
3075
Willow Creek Wealth Management
Sebastopol,
California
| $484M | +$32.4M | +7% | 5.25% | – | 123 | 8.13% | 2.4 |
|