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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Precept Management
Dallas,
Texas
| $247M | -$161M | -39% | 16.7% | 110% | 84 | 59.52% | 1 |
|
| 3852 |
3852
Sovereign Investment Advisors
Phoenix,
Arizona
| $247M | -$8.67M | -3% | 10.6% | 46.6% | 31 | 3.23% | 0.8 |
|
| 3853 |
3853
Retirement Capital Strategies
San Jose,
California
| $247M | +$30.2M | +14% | 18.4% | 65.8% | 77 | 32.47% | 1.6 |
|
| 3854 |
3854
Point View Wealth Management
Summit,
New Jersey
| $246M | +$34.9M | +16% | 18.6% | 27% | 280 | 8.93% | 4.2 |
|
| 3855 |
3855
Harvey Capital Management
Palm Beach,
Florida
| $246M | +$22.3M | +10% | 13.1% | 147% | 86 | 25.58% | 2.7 |
|
| 3856 |
3856
Thomas Story & Son
Culver,
Indiana
| $246M | +$22.5M | +10% | 10.1% | 101% | 65 | 6.15% | 4.2 |
|
| 3857 |
3857
Mathes Company
New York
| $246M | +$31.7M | +15% | 14.4% | 121% | 123 | 9.76% | 4.1 |
|
| 3858 |
3858
EnerVest
Houston,
Texas
| $246M | +$65.9M | +37% | 36.6% | 20.5% | 1 | 0% | 2 |
|
| 3859 |
ACM
3859
AIGH Capital Management
Baltimore,
Maryland
| $246M | – | – | 46.5% | 3,026% | 45 | – | 0 |
|
| 3860 |
3860
Affinity Capital Advisors
Berkeley,
California
| $246M | +$69.4M | +39% | 14.5% | 72.7% | 117 | 12.82% | 0.8 |
|
| 3861 |
3861
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $246M | -$14.6M | -6% | 8.24% | 55.4% | 149 | 36.24% | 4.9 |
|
| 3862 |
3862
Seven Post Investment Office
San Francisco,
California
| $246M | -$7.76M | -3% | 8.19% | 44.4% | 52 | 28.85% | 1.7 |
|
| 3863 |
3863
Brightlight Capital Management
Westport,
Connecticut
| $246M | +$34.1M | +16% | 32.8% | 202% | 11 | 9.09% | 0.9 |
|
| 3864 |
NME
3864
Notis-McConarty Edward
| $246M | +$18.3M | +8% | 12% | 104% | 98 | 5.1% | 5.3 |
|
| 3865 |
3865
NinePointTwo Capital
Los Angeles,
California
| $246M | – | – | 10.2% | 1.62% | 56 | – | 0 |
|
| 3866 |
KFO
3866
Kopp Family Office
Bloomington,
Minnesota
| $246M | +$61.4M | +33% | 41.6% | 47.9% | 13 | 0% | 0.5 |
|
| 3867 |
3867
Stewardship Advisors
Mount Joy,
Pennsylvania
| $246M | +$45.7M | +23% | 8.86% | 46.1% | 47 | 25.53% | 0.6 |
|
| 3868 |
3868
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $245M | +$33.5M | +16% | 11.8% | 130% | 82 | 28.05% | 0.6 |
|
| 3869 |
SGH
3869
Sivik Global Healthcare
Greenwich,
Connecticut
| $245M | +$12.8M | +6% | 12.9% | 83.8% | 47 | 38.3% | 1.2 |
|
| 3870 |
3870
Globe Life
Mckinney,
Texas
| $245M | +$27.5M | +13% | 11.7% | 67.5% | 1 | 0% | 4 |
|
| 3871 |
3871
Advisors Management Group
La Crosse,
Wisconsin
| $245M | +$4.49M | +2% | 8.05% | 132% | 115 | 17.39% | 2.9 |
|
| 3872 |
3872
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $245M | +$40.2M | +20% | 16.9% | 150% | 79 | 58.23% | 0.5 |
|
| 3873 |
3873
IAG Wealth Partners
Waukesha,
Wisconsin
| $245M | +$28.1M | +13% | 13.6% | 54.1% | 367 | 7.9% | 0.9 |
|
| 3874 |
3874
Clear Perspective Advisors
Aurora,
Illinois
| $245M | +$31.7M | +15% | 12.1% | 88.5% | 150 | 14.67% | 2.2 |
|
| 3875 |
3875
Providence Capital Advisors
Charlotte,
North Carolina
| $245M | +$55M | +29% | 13.1% | 60% | 343 | 37.9% | 1.2 |
|