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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Tamar Securities
Woodland Hills,
California
| $315M | +$2.63M | +0.8% | 5.64% | 101% | 60 | 20% | 1.8 |
|
| 3452 |
3452
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $315M | – | – | 8.8% | 61.6% | 132 | – | 0 |
|
| 3453 |
3453
Stanley Capital Management
Houston,
Texas
| $315M | +$26.3M | +9% | 14.6% | 158% | 45 | 15.56% | 3.5 |
|
| 3454 |
MWM
3454
Mascoma Wealth Management
Hanover,
New Hampshire
| $315M | +$26.3M | +9% | 5.85% | 43.7% | 661 | 12.41% | 1.4 |
|
| 3455 |
3455
Crescent Park Management
East Palo Alto,
California
| $315M | -$104M | -25% | 8.32% | 100% | 34 | 38.24% | 2.1 |
|
| 3456 |
3456
Retirement Income Solutions
Ann Arbor,
Michigan
| $315M | +$36.2M | +13% | 7.6% | 67.6% | 128 | 19.53% | 2.7 |
|
| 3457 |
3457
Kora Management
Brooklyn,
New York
| $315M | -$19.7M | -6% | 2.37% | 307% | 4 | 0% | 1.7 |
|
| 3458 |
3458
Sage Rhino Capital
Menlo Park,
California
| $315M | +$65.7M | +26% | 7.58% | 93.9% | 218 | 16.06% | 2.5 |
|
| 3459 |
3459
Perennial Advisors
New York
| $315M | +$9.6M | +3% | 8.25% | – | 93 | 9.68% | 4.1 |
|
| 3460 |
ST
3460
Skorpios Trust
Limassol,
Cyprus
| $314M | -$39.9M | -11% | 22.8% | 174% | 4 | 0% | 1 |
|
| 3461 |
3461
West Paces Advisors
Atlanta,
Georgia
| $314M | +$32.9M | +12% | 8.41% | 57.7% | 568 | 14.08% | 3.9 |
|
| 3462 |
3462
Cloverfields Capital Group
Minneapolis,
Minnesota
| $314M | +$18.5M | +6% | 7.9% | 96.1% | 85 | 27.06% | 1.1 |
|
| 3463 |
3463
Hohimer Wealth Management
Seattle,
Washington
| $313M | +$2.09M | +0.7% | 12.3% | 111% | 206 | 24.27% | 2 |
|
| 3464 |
3464
Welch Capital Partners
Harrison,
New York
| $313M | +$8.21M | +3% | 5.24% | 79.2% | 33 | 12.12% | 2.9 |
|
| 3465 |
3465
Mason & Associates (California)
Los Angeles,
California
| $313M | +$30.9M | +11% | 6.24% | 68.5% | 90 | 20% | 0.8 |
|
| 3466 |
3466
Nine Masts Capital
Central,
Hong Kong
| $313M | +$54.7M | +21% | 3.49% | 88.1% | 62 | 50% | 0.4 |
|
| 3467 |
3467
Bison Wealth
Atlanta,
Georgia
| $313M | +$58.3M | +23% | 8.34% | 37.4% | 288 | 19.44% | 3.1 |
|
| 3468 |
3468
PPSC Investment Service
Tokyo,
Japan
| $313M | – | – | 10.8% | 193% | 4 | – | 0 |
|
| 3469 |
3469
WestHill Financial Advisors
San Rafael,
California
| $313M | +$19.7M | +7% | 6.51% | 62.9% | 121 | 11.57% | 1.5 |
|
| 3470 |
PFMOSF
3470
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $313M | +$25.4M | +9% | 18.1% | 209% | 46 | 73.91% | 0.4 |
|
| 3471 |
3471
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $313M | $0 | 0% | 3.1% | 64.8% | 54 | 0% | 3.1 |
|
| 3472 |
3472
Perkins Coie Trust Company
Seattle,
Washington
| $313M | +$52M | +20% | 10.1% | 83.2% | 237 | 5.06% | 6.6 |
|
| 3473 |
3473
JT Stratford LLC
Gainesville,
Georgia
| $313M | +$31.6M | +11% | 6.49% | 113% | 229 | 25.76% | 2.3 |
|
| 3474 |
3474
Requisite Capital Management
Dallas,
Texas
| $313M | +$16.4M | +6% | 6.15% | 42.6% | 75 | 41.33% | 1.8 |
|
| 3475 |
3475
ALM First Financial Advisors
Dallas,
Texas
| $313M | – | – | 5.12% | 50.5% | 16 | – | 0 |
|