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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Acuta Capital Partners
Redwood City,
California
| $277M | -$90.1M | -25% | 21.4% | 7,269% | 64 | 48.44% | 0.6 |
|
| 3777 |
3777
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $277M | +$19.3M | +7% | 5.16% | 75.1% | 541 | 21.07% | 1.6 |
|
| 3778 |
3778
Bard Associates
Chicago,
Illinois
| $277M | +$23.5M | +9% | 20.4% | 241% | 162 | 8.02% | 4.6 |
|
| 3779 |
3779
Jones Road Capital Management
New York
| $277M | +$28.3M | +11% | 5.52% | 88.5% | 89 | 56.18% | 0.1 |
|
| 3780 |
3780
Prism Advisors
Studio City,
California
| $277M | +$12.2M | +5% | 4.68% | 54.6% | 56 | 14.29% | 1.8 |
|
| 3781 |
3781
Inspire Advisors
Meridian,
Idaho
| $277M | +$8.86M | +3% | 8.34% | 60.2% | 838 | 91.41% | 0.2 |
|
| 3782 |
3782
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $277M | +$24.1M | +10% | 10.1% | 83.6% | 172 | 5.81% | 4.4 |
|
| 3783 |
3783
Pasadena Private Wealth
Pasadena,
California
| $276M | +$11.8M | +4% | 4.01% | 53% | 101 | 26.73% | 1.1 |
|
| 3784 |
3784
Emerald Advisors
Bellevue,
Washington
| $276M | -$14.1M | -5% | 3.65% | 71.8% | 89 | 13.48% | 0.9 |
|
| 3785 |
3785
Peak Financial Management
Wellesley,
Massachusetts
| $276M | +$10.4M | +4% | 3.42% | 58.2% | 73 | 9.59% | 2.4 |
|
| 3786 |
3786
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $276M | -$346M | -56% | 6.97% | 82.6% | 191 | 17.28% | 3.8 |
|
| 3787 |
3787
Harvey Capital Management
Palm Beach,
Florida
| $276M | +$29.3M | +12% | 3.33% | 147% | 85 | 21.18% | 2.7 |
|
| 3788 |
3788
First Ascent Asset Management
Denver,
Colorado
| $276M | +$38.2M | +16% | 2.91% | 4.15% | 25 | 12% | 1 |
|
| 3789 |
3789
Kellner Capital
New York
| $276M | +$85.9M | +45% | 15.5% | 390% | 46 | 65.22% | 0.2 |
|
| 3790 |
3790
Providence Capital Advisors
Charlotte,
North Carolina
| $275M | +$30.5M | +12% | 7.41% | 47.4% | 351 | 23.08% | 1.5 |
|
| 3791 |
3791
Wall Capital Group
Phoenix,
Arizona
| $275M | +$21M | +8% | 5.43% | – | 25 | 40% | 2 |
|
| 3792 |
3792
Oakview Capital Management
Dallas,
Texas
| $275M | +$38.4M | +16% | 17.4% | 21.2% | 17 | 11.76% | 2 |
|
| 3793 |
3793
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $275M | +$19M | +7% | 6.77% | 93.2% | 158 | 7.59% | 3.2 |
|
| 3794 |
3794
Soundwatch Capital
Rowayton,
Connecticut
| $274M | +$127M | +86% | 5.68% | 79.6% | 27 | 11.11% | 0.7 |
|
| 3795 |
WFI
3795
West Family Investments
Carlsbad,
California
| $274M | -$54M | -16% | 12.4% | 131% | 124 | 41.13% | 3.1 |
|
| 3796 |
3796
Versant Capital Management
Phoenix,
Arizona
| $274M | +$20.6M | +8% | 7.66% | 97.3% | 1,662 | 6.32% | 3.7 |
|
| 3797 |
3797
Johanson Financial Advisors
Campbell,
California
| $274M | +$26.4M | +11% | 4.15% | 101% | 116 | 10.34% | 2.6 |
|
| 3798 |
3798
Koch Industries
Wichita,
Kansas
| $274M | -$27.7M | -9% | 6.43% | 56.9% | 5 | 40% | 1.1 |
|
| 3799 |
SGH
3799
Sivik Global Healthcare
Greenwich,
Connecticut
| $274M | +$28.9M | +12% | 5.45% | 83.8% | 58 | 53.45% | 1 |
|
| 3800 |
3800
Taylor Wealth Management Partners
Boston,
Massachusetts
| $274M | +$14.1M | +5% | 4.35% | 62% | 71 | 9.86% | 1.8 |
|