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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
WestHill Financial Advisors
San Rafael,
California
| $281M | +$27.4M | +11% | 4.14% | 62.9% | 91 | 12.09% | 0.2 |
|
| 3752 |
3752
AXS Investments
Port Chester,
New York
| $281M | – | – | 3.16% | 107% | 156 | – | 0 |
|
| 3753 |
3753
Firestone Capital Management
Coral Gables,
Florida
| $281M | +$18.2M | +7% | 5.55% | 56.9% | 519 | 15.8% | 1 |
|
| 3754 |
SVG
3754
Sun Valley Gold
Sun Valley,
Idaho
| $281M | +$63.6M | +29% | 9.4% | 160% | 14 | 28.57% | 2 |
|
| 3755 |
3755
Semmax Financial Advisors
Winston Salem,
North Carolina
| $281M | +$38.9M | +16% | 6.1% | – | 305 | 19.02% | 1.7 |
|
| 3756 |
3756
Crossvault Capital Management
San Antonio,
Texas
| $281M | +$11.9M | +4% | 4.75% | 56.4% | 83 | 15.66% | 3.8 |
|
| 3757 |
3757
Kelman-Lazarov Inc
Memphis,
Tennessee
| $281M | +$20M | +8% | 7.63% | 51.6% | 87 | 5.75% | 3.2 |
|
| 3758 |
3758
Xcel Wealth Management
Holly Hill,
Florida
| $280M | +$48.7M | +21% | 5.79% | 98.8% | 131 | 11.45% | 1.3 |
|
| 3759 |
3759
Defender Capital
Charlotte,
North Carolina
| $280M | +$50.6M | +22% | 8.24% | 101% | 39 | 25.64% | 1 |
|
| 3760 |
3760
Atlas Principals
Charlotte,
North Carolina
| $280M | +$39.1M | +16% | 6.4% | – | 61 | 70.49% | 0.3 |
|
| 3761 |
3761
Cobalt Capital Management
Short Hills,
New Jersey
| $280M | -$12.4M | -4% | 14.9% | 235% | 47 | 65.96% | 0.4 |
|
| 3762 |
3762
Steel Partners Holdings
New York
| $280M | -$7.73M | -3% | 17.9% | – | 4 | 25% | 6.2 |
|
| 3763 |
3763
Summit Financial Strategies
Columbus,
Ohio
| $279M | -$11.6M | -4% | 7.71% | 59.4% | 88 | 34.09% | 3.1 |
|
| 3764 |
JWCA
3764
J.W. Coons Advisors
Columbus,
Ohio
| $279M | +$18M | +7% | 6.05% | 61.2% | 222 | 9.46% | 0.8 |
|
| 3765 |
3765
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $279M | +$75.7M | +37% | 22% | 146% | 96 | 7.29% | 0.2 |
|
| 3766 |
3766
Wellington Shields & Co
New York
| $279M | -$98K | -0% | 5.13% | 127% | 213 | 16.9% | 1.7 |
|
| 3767 |
3767
Peninsula Wealth
San Francisco,
California
| $279M | +$12.6M | +5% | 4.39% | 30% | 20 | 5% | 2.1 |
|
| 3768 |
3768
Holderness Investments Company
Greensboro,
North Carolina
| $278M | +$20.7M | +8% | 9.03% | 144% | 212 | 10.85% | 3.4 |
|
| 3769 |
3769
Turiya Advisors Asia
Hong Kong
| $278M | +$7.84M | +3% | 18.7% | 247% | 5 | 40% | 0.6 |
|
| 3770 |
H2CM
3770
H/2 Credit Manager
Stamford,
Connecticut
| $278M | +$25.5M | +10% | 16.2% | 97.4% | 12 | 25% | 0.2 |
|
| 3771 |
3771
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $278M | +$3.85M | +1% | 6.72% | 101% | 133 | 7.52% | 4.5 |
|
| 3772 |
GDWAM
3772
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| $278M | +$175M | +169% | 140% | – | 3 | 33.33% | 0.2 |
|
| 3773 |
3773
Greylock XIII
Menlo Park,
California
| $278M | -$249M | -47% | 34% | – | 1 | 0% | 0.3 |
|
| 3774 |
3774
Wind River Trust Company
Jackson,
Wyoming
| $278M | +$638K | +0.2% | 5.79% | 62.1% | 10 | 0% | 5.7 |
|
| 3775 |
3775
CGN Advisors
Manhattan,
Kansas
| $278M | +$28.1M | +11% | 3.18% | 48.9% | 208 | 12.98% | 0.2 |
|