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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Retirement Income Solutions
Ann Arbor,
Michigan
| $226M | -$11.2M | -5% | 8.24% | 60.8% | 80 | 5% | 2 |
|
| 3577 |
3577
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $226M | +$39.4M | +21% | 11.7% | 51.8% | 24 | 25% | 1.2 |
|
| 3578 |
HA
3578
Hamel Associates
Chatham,
New Jersey
| $226M | +$17.8M | +9% | 10.2% | 59.4% | 65 | 4.62% | 5 |
|
| 3579 |
SM
3579
Scoggin Management
New York
| $225M | -$147M | -39% | 0.38% | 889% | 61 | 78.69% | 0.5 |
|
| 3580 |
3580
Inscription Capital
Houston,
Texas
| $225M | +$44.3M | +24% | 7.48% | – | 179 | 25.14% | 0.9 |
|
| 3581 |
3581
Laidlaw Wealth Management
New York City,
New York
| $225M | +$33.6M | +18% | 8.85% | 150% | 218 | 22.48% | 0.5 |
|
| 3582 |
3582
Paragon Wealth Strategies
Jacksonville,
Florida
| $225M | +$48.7M | +28% | 15.8% | 59.8% | 36 | 52.78% | 0.7 |
|
| 3583 |
PGCM
3583
Prescott Group Capital Management
Tulsa,
Oklahoma
| $225M | +$22.5M | +11% | 12.9% | 135% | 110 | 24.55% | 2.5 |
|
| 3584 |
3584
Versant Capital Management
Phoenix,
Arizona
| $224M | +$6.29M | +3% | 5.04% | 97.3% | 1,626 | 3.51% | 3.4 |
|
| 3585 |
3585
Newport Asia
San Francisco,
California
| $224M | -$79.6M | -26% | 13.2% | – | 6 | 16.67% | 3.4 |
|
| 3586 |
3586
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $224M | +$12.3M | +6% | 4.16% | 69.7% | 60 | 0% | 5.8 |
|
| 3587 |
3587
Kalos Management
Alpharetta,
Georgia
| $224M | -$13.2M | -6% | 8.09% | 48.5% | 249 | 19.28% | 1.2 |
|
| 3588 |
3588
Harvey Capital Management
Palm Beach,
Florida
| $224M | +$22M | +11% | 13.7% | 147% | 85 | 24.71% | 2.6 |
|
| 3589 |
3589
Element Pointe Advisors
Miami,
Florida
| $224M | +$31.7M | +16% | 11.9% | 75.1% | 115 | 27.83% | 0.9 |
|
| 3590 |
3590
Community Bank of Raymore
Raymore,
Missouri
| $224M | +$7.2M | +3% | 4.22% | 91.9% | 57 | 8.77% | 4 |
|
| 3591 |
3591
Lineweaver Wealth Advisors
Valley View,
Ohio
| $224M | +$27.1M | +14% | 6.85% | 68.4% | 91 | 14.29% | 0.5 |
|
| 3592 |
3592
Thomas Story & Son
Culver,
Indiana
| $224M | +$13.7M | +7% | 11.1% | 101% | 63 | 9.52% | 4.2 |
|
| 3593 |
LJHT
3593
Laurie J. Hall Trustee
| $224M | – | – | 9.41% | 105% | 326 | – | 4 |
|
| 3594 |
3594
Benin Management Corp
Wilton,
Connecticut
| $224M | +$1.4M | +0.6% | 10.5% | 91.7% | 91 | 7.69% | 5.5 |
|
| 3595 |
3595
Firestone Capital Management
Coral Gables,
Florida
| $223M | +$7.82M | +4% | 5.89% | 56.9% | 469 | 15.14% | 0.7 |
|
| 3596 |
3596
Johanson Financial Advisors
Campbell,
California
| $223M | +$23.2M | +12% | 10% | 101% | 101 | 7.92% | 2.6 |
|
| 3597 |
3597
Marathon Asset Management (New York)
New York
| $223M | -$1.59B | -88% | 2.43% | 490% | 9 | 44.44% | 1.8 |
|
| 3598 |
SSI
3598
Scott & Selber Inc
Houston,
Texas
| $223M | +$21.2M | +11% | 12.7% | 202% | 89 | 15.73% | 2.3 |
|
| 3599 |
3599
Glen Eagle Advisors
Kingston,
New Jersey
| $223M | +$28.5M | +15% | 8.6% | 68.5% | 974 | 13.66% | 2.3 |
|
| 3600 |
3600
Moller Wealth Partners
| $223M | -$5.55M | -2% | 4.12% | 44.1% | 49 | 18.37% | 5.4 |
|