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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
YRHAM
3101
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $371M | +$225M | +153% | 82.3% | 1,944% | 20 | 70% | 0.2 |
|
| 3102 |
3102
Holowesko Partners
Nassau,
Bahamas
| $371M | -$223M | -38% | 16% | 56.1% | 31 | 22.58% | 2.3 |
|
| 3103 |
3103
Strid Group
Newtown Square,
Pennsylvania
| $371M | +$44.3M | +14% | 15.4% | 55.2% | 36 | 13.89% | 2 |
|
| 3104 |
3104
First Trust Direct Indexing
Boston,
Massachusetts
| $371M | – | – | 16.7% | 69% | 1,127 | – | 0 |
|
| 3105 |
3105
Prentice Capital Management
Greenwich,
Connecticut
| $371M | +$108M | +41% | 55.3% | 128% | 36 | 66.67% | 0.3 |
|
| 3106 |
3106
University of Notre Dame du Lac
South Bend,
Indiana
| $371M | +$52.1M | +16% | 16.2% | – | 38 | 52.63% | 1.3 |
|
| 3107 |
3107
Patten Group
Chattanooga,
Tennessee
| $370M | +$114M | +45% | 12.8% | 99% | 235 | 11.91% | 3.6 |
|
| 3108 |
3108
RP Investment Advisors
Toronto,
Ontario, Canada
| $370M | +$82.4M | +29% | 4.33% | 17.4% | 74 | 86.49% | 0.1 |
|
| 3109 |
3109
Source Financial Advisors
New York
| $370M | – | – | 24.4% | 18.5% | 109 | – | 0 |
|
| 3110 |
3110
Paradigm Financial Advisors
Des Peres,
Missouri
| $370M | +$17.2M | +5% | 14.1% | 114% | 179 | 30.73% | 2.8 |
|
| 3111 |
3111
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $369M | +$146M | +66% | 12.2% | 96.7% | 263 | 63.88% | 0.5 |
|
| 3112 |
3112
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $369M | +$113M | +44% | 11.8% | 66.9% | 33 | 24.24% | 1.4 |
|
| 3113 |
3113
EAM Global Investors
Solana Beach,
California
| $369M | +$96M | +35% | 75.1% | 2,399% | 209 | 77.99% | 0.2 |
|
| 3114 |
3114
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $368M | -$8.56M | -2% | 12.4% | 60.5% | 205 | 35.61% | 0.7 |
|
| 3115 |
3115
Firsthand Capital Management
San Jose,
California
| $368M | +$116M | +46% | 48.8% | 265% | 58 | 18.97% | 2.3 |
|
| 3116 |
3116
Summit Wealth Partners
Orlando,
Florida
| $368M | +$35.1M | +11% | 8.94% | 44.9% | 160 | 17.5% | 0.8 |
|
| 3117 |
3117
Acuta Capital Partners
Redwood City,
California
| $367M | -$744K | -0.2% | 47.1% | 7,269% | 60 | 43.33% | 0.5 |
|
| 3118 |
3118
SOA Wealth Advisors
New York
| $367M | – | – | 18.3% | 94.4% | 912 | – | 0 |
|
| 3119 |
3119
Greystone Financial Group
Bloomfield Hills,
Michigan
| $367M | – | – | 13.7% | 79.3% | 98 | – | 0 |
|
| 3120 |
CAN
3120
Claraphi Advisory Network
Aliso Viejo,
United States
| $367M | +$91.1M | +33% | 25.6% | 88.3% | 314 | 30.89% | 1.3 |
|
| 3121 |
3121
Bright Rock Capital Management
Hanover,
Massachusetts
| $367M | +$30.1M | +9% | 15.1% | 53.1% | 79 | 10.13% | 4 |
|
| 3122 |
LA
3122
Lynch & Associates
Newburgh,
Indiana
| $367M | +$33.2M | +10% | 11.9% | 73.5% | 108 | 7.41% | 5.4 |
|
| 3123 |
3123
First National Corp
Rockland,
Massachusetts
| $367M | +$46.2M | +14% | 12.5% | 56.3% | 160 | 15% | 1.4 |
|
| 3124 |
3124
Haverford Financial Services
Radnor,
Pennsylvania
| $367M | +$41.9M | +13% | 14.1% | 75.9% | 63 | 9.52% | 3.5 |
|
| 3125 |
3125
Cable Hill Partners
Portland,
Oregon
| $367M | +$29.1M | +9% | 8.47% | 20.3% | 111 | 12.61% | 3.4 |
|