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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
IFS
3201
Ifrah Financial Services
Little Rock,
Arkansas
| $279M | +$4.19M | +2% | 5.57% | 64.1% | 186 | 8.6% | 3.4 |
|
| 3202 |
3202
Kingfisher Capital
Charlotte,
North Carolina
| $278M | +$53.3M | +24% | 8.07% | 58.5% | 164 | 22.56% | 2.6 |
|
| 3203 |
SC
3203
Saybrook Capital
Winston Salem,
North Carolina
| $278M | +$30.1M | +12% | 11.5% | 72.5% | 47 | 4.26% | 5.5 |
|
| 3204 |
3204
Wealth Alliance
Mellville,
New York
| $278M | +$25.1M | +10% | 8.89% | 75.7% | 330 | 13.94% | 0.4 |
|
| 3205 |
3205
SkyOak Wealth
Southfield,
Michigan
| $278M | +$7.25M | +3% | 8.76% | 80.7% | 258 | 27.91% | 0.6 |
|
| 3206 |
VDBMI
3206
Van Den Berg Management I
Austin,
Texas
| $278M | +$33.6M | +14% | 5.79% | 187% | 42 | 23.81% | 2.3 |
|
| 3207 |
3207
Aveo Capital Partners
Englewood,
Colorado
| $278M | +$228M | +459% | 4.79% | 19.1% | 195 | 69.74% | 0.6 |
|
| 3208 |
3208
Cahill Financial Advisors
Edina,
Minnesota
| $278M | +$19.1M | +7% | 7.04% | 55.9% | 172 | 12.21% | 3.6 |
|
| 3209 |
3209
Zhang Financial
Portage,
Michigan
| $277M | +$18.1M | +7% | 7.57% | 67.9% | 102 | 14.71% | 4.2 |
|
| 3210 |
3210
Martin Investment Management
Palm Beach Gardens,
Florida
| $277M | +$37.3M | +16% | 10.4% | 44% | 49 | 16.33% | 3.4 |
|
| 3211 |
3211
GenWealth Group
Maplewood,
New Jersey
| $277M | +$18.9M | +7% | 6.93% | 73.9% | 71 | 8.45% | 2.1 |
|
| 3212 |
3212
Fulcrum Capital
Seattle,
Washington
| $276M | +$12.6M | +5% | 12.1% | 102% | 69 | 17.39% | 1.8 |
|
| 3213 |
3213
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $276M | +$26.3M | +11% | 8.86% | 80.3% | 112 | 28.57% | 1.5 |
|
| 3214 |
3214
Beck Bode LLC
Dedham,
Massachusetts
| $276M | +$32.5M | +13% | 14.6% | 155% | 327 | 84.4% | 0.2 |
|
| 3215 |
3215
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $276M | +$22.9M | +9% | 9.44% | 72.3% | 68 | 7.35% | 5.1 |
|
| 3216 |
CAN
3216
Claraphi Advisory Network
Aliso Viejo,
United States
| $276M | +$41.7M | +18% | 16.9% | 88.3% | 326 | 36.2% | 1.3 |
|
| 3217 |
3217
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $276M | +$6.68M | +2% | 5.19% | 47% | 127 | 24.41% | 2.6 |
|
| 3218 |
3218
Stratos Investment Management
Beachwood,
Ohio
| $275M | +$38.9M | +16% | 8.16% | 58.2% | 113 | 9.73% | 1 |
|
| 3219 |
AGC
3219
Alden Global Capital
Brandon,
Florida
| $275M | +$42.6M | +18% | 11.6% | 99.8% | 25 | 40% | 0.3 |
|
| 3220 |
PI
3220
Pennant Investors
Summit,
New Jersey
| $275M | +$38.5M | +16% | 5.53% | 372% | 24 | 33.33% | 1.2 |
|
| 3221 |
3221
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $275M | +$19M | +7% | 7.07% | 59.2% | 76 | 6.58% | 2.2 |
|
| 3222 |
3222
Motive Capital Fund I GP
New York
| $275M | – | – | 1.22% | – | 1 | – | 0 |
|
| 3223 |
3223
Perseverance Asset Management International
George Town,
Cayman Islands
| $275M | +$1.01M | +0.4% | 5.34% | 120% | 20 | 20% | 0.6 |
|
| 3224 |
3224
Sargent Investment Group
Bethesda,
Maryland
| $275M | +$8.62M | +3% | 9.87% | 113% | 167 | 12.57% | 1.2 |
|
| 3225 |
3225
Marathon Capital Management
Hunt Valley,
Maryland
| $275M | +$14.4M | +6% | 9.77% | 74% | 156 | 16.03% | 2.1 |
|