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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Steel Grove Capital Advisors
Memphis,
Tennessee
| $306M | $0 | 0% | 8.32% | 106% | 147 | 20.41% | 2.7 |
|
| 3602 |
CDIA
3602
Capital Directions Investment Advisors
Atlanta,
Georgia
| $306M | +$7.43M | +2% | 0% | 7.53% | 385 | 99.48% | 0 |
|
| 3603 |
3603
Patriot Financial Partners
Radnor,
Pennsylvania
| $305M | +$71.9M | +31% | 33.6% | 16.6% | 15 | 6.67% | 2.1 |
|
| 3604 |
3604
FFT Wealth Management
Philadelphia,
Pennsylvania
| $305M | +$14.2M | +5% | 9.16% | 65.6% | 27 | 11.11% | 2.8 |
|
| 3605 |
3605
Kathryn A. Hall
| $305M | +$17.9M | +6% | 21% | 95.2% | 58 | 13.79% | 1.3 |
|
| 3606 |
3606
FORA Capital
Miami,
Florida
| $305M | -$351M | -54% | 9.17% | 162% | 1,266 | 72.2% | 0.2 |
|
| 3607 |
3607
Sage Rhino Capital
Menlo Park,
California
| $304M | +$51.2M | +20% | 4.69% | 93.9% | 193 | 11.92% | 1.4 |
|
| 3608 |
3608
Marks Wealth
Annapolis,
Maryland
| $304M | +$16M | +6% | 14.1% | 165% | 55 | 63.64% | 0.1 |
|
| 3609 |
3609
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $304M | +$4.26M | +1% | 4.39% | – | 1,169 | 86.57% | 0.9 |
|
| 3610 |
3610
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $304M | +$24.4M | +9% | 3.87% | 40.2% | 99 | 7.07% | 2.5 |
|
| 3611 |
OCM
3611
Ogborne Capital Management
San Francisco,
California
| $304M | -$68.6M | -18% | 6.04% | 251% | 15 | 53.33% | 1.1 |
|
| 3612 |
3612
Union Square Park Capital Management
New York
| $304M | +$52.2M | +21% | 35.6% | 75.8% | 128 | 67.19% | 0.1 |
|
| 3613 |
3613
Southern Wealth Management
Dallas,
Texas
| $304M | +$39.8M | +15% | 4.62% | 50% | 57 | 3.51% | 1.1 |
|
| 3614 |
3614
Community Bank of Raymore
Raymore,
Missouri
| $303M | +$38.6M | +15% | 11.4% | 91.9% | 68 | 17.65% | 3.7 |
|
| 3615 |
3615
Alera Investment Advisors
Deerfield,
Illinois
| $303M | +$19.9M | +7% | 5.31% | 28.9% | 91 | 9.89% | 1.4 |
|
| 3616 |
3616
Golden State Wealth Management
Santa Ana,
California
| $303M | -$41.8M | -12% | 3.81% | – | 248 | 24.19% | 0.9 |
|
| 3617 |
3617
Newfoundland Capital Management
Sao Paulo,
Brazil
| $303M | +$217M | +253% | 12.7% | 49.5% | 58 | 79.31% | 0.5 |
|
| 3618 |
3618
Concentric Wealth Management
Lafayette,
California
| $303M | +$31.2M | +11% | 8.11% | 33.4% | 129 | 3.88% | 2.9 |
|
| 3619 |
3619
Paradiem
Covington,
Louisiana
| $303M | +$66.7M | +28% | 11.4% | 107% | 107 | 23.36% | 0.2 |
|
| 3620 |
3620
HT Partners
Centerbrook,
Connecticut
| $303M | +$6.47M | +2% | 3.02% | 71.1% | 48 | 6.25% | 2.8 |
|
| 3621 |
3621
SeaBridge Investment Advisors
Summit,
New Jersey
| $303M | +$25.3M | +9% | 8.5% | 139% | 137 | 10.22% | 4.6 |
|
| 3622 |
3622
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $302M | +$21.9M | +8% | 12.9% | 67.9% | 141 | 13.48% | 3.4 |
|
| 3623 |
3623
Mill Road Capital Management
Greenwich,
Connecticut
| $302M | +$19.4M | +7% | 40.8% | 85.1% | 28 | 42.86% | 1.3 |
|
| 3624 |
3624
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $302M | +$255K | +0.1% | 17.8% | 116% | 17 | 11.76% | 5.1 |
|
| 3625 |
EEP
3625
Edgehill Endowment Partners
Hamden,
Connecticut
| $302M | +$17.6M | +6% | 3.21% | 11.6% | 6 | 0% | 2.3 |
|