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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Cowen Investment Management
New York
| $259M | +$42.1M | +19% | 3.5% | 1.87% | 283 | 81.27% | 0.1 |
|
| 3927 |
3927
CRA Financial Services
Northfield,
New Jersey
| $258M | +$20.5M | +9% | 4.8% | 91.9% | 184 | 13.04% | 1.5 |
|
| 3928 |
3928
Jacob Asset Management of New York
Hermosa Beach,
California
| $258M | +$126M | +95% | 23.3% | 22.7% | 83 | 24.1% | 1 |
|
| 3929 |
MKC
3929
M. Kraus & Co
Shelburne,
Vermont
| $258M | +$18.1M | +8% | 5.1% | 65.9% | 72 | 13.89% | 3.8 |
|
| 3930 |
3930
Elevated Capital Advisors
Sandy,
Utah
| $258M | +$26.8M | +12% | 2.55% | 50.2% | 182 | 21.98% | 1.2 |
|
| 3931 |
KCP
3931
KDI Capital Partners
Raleigh,
North Carolina
| $258M | +$36.4M | +16% | 4.79% | 77.1% | 32 | 9.38% | 3.5 |
|
| 3932 |
3932
High Note Wealth
Deephaven,
Minnesota
| $257M | +$21.9M | +9% | 4.66% | 82.8% | 81 | 7.41% | 0.2 |
|
| 3933 |
3933
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $257M | +$25.4M | +11% | 3.27% | 62.6% | 169 | 23.67% | 0.6 |
|
| 3934 |
CAGAS
3934
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $257M | +$18.9M | +8% | 5.15% | 54.8% | 578 | 15.4% | 1.2 |
|
| 3935 |
3935
Friess Associates
Greenville,
Delaware
| $257M | -$1.1B | -81% | 24.4% | 256% | 129 | 54.26% | 0.6 |
|
| 3936 |
3936
Elgethun Capital Management
Sioux Falls,
South Dakota
| $257M | +$22.8M | +10% | 11.6% | 61.5% | 102 | 2.94% | 2.8 |
|
| 3937 |
NME
3937
Notis-McConarty Edward
| $257M | +$11.2M | +5% | 4.76% | 91.2% | 97 | 4.12% | 5.5 |
|
| 3938 |
3938
Rezny Wealth Management
Fort Myers,
Florida
| $257M | +$16.8M | +7% | 6.61% | 99.6% | 14 | 14.29% | 2.3 |
|
| 3939 |
3939
Opes Wealth Management
Menlo Park,
California
| $256M | +$48.8M | +24% | 3.77% | 54.1% | 86 | 16.28% | 1.1 |
|
| 3940 |
3940
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $256M | +$12.6M | +5% | 4.63% | 84.7% | 152 | 3.95% | 4.3 |
|
| 3941 |
3941
Alpha Paradigm Partners
Chicago,
Illinois
| $256M | -$32.7M | -11% | 16.3% | – | 689 | 72.13% | 0.1 |
|
| 3942 |
3942
Marino Stram & Associates
Braintree,
Massachusetts
| $256M | +$30.7M | +14% | 7.58% | 72.2% | 138 | 12.32% | 1.9 |
|
| 3943 |
3943
Ayalon Insurance Company
Ramat Gan,
Israel
| $256M | +$35.2M | +16% | 7.2% | 99.6% | 169 | 24.85% | 1.9 |
|
| 3944 |
3944
Clear Perspective Advisors
Aurora,
Illinois
| $256M | +$11M | +4% | 6.28% | 88.5% | 168 | 25% | 2.2 |
|
| 3945 |
3945
Hidden Lake Asset Management
New York
| $256M | +$281K | +0.1% | 6.8% | 849% | 34 | 88.24% | 0.1 |
|
| 3946 |
3946
Souders Financial Advisors
Cincinnati,
Ohio
| $255M | +$25.9M | +11% | 6.46% | 59.8% | 131 | 21.37% | 0.7 |
|
| 3947 |
3947
Muzinich & Co
New York
| $255M | +$12.2M | +5% | 15.3% | 13.5% | 61 | 42.62% | 3.4 |
|
| 3948 |
3948
WESPAC Advisors SoCal
Pasadena,
California
| $255M | +$2.96M | +1% | 3.1% | 135% | 85 | 27.06% | 2.6 |
|
| 3949 |
3949
Pine Ridge Advisers
New York
| $255M | +$18.9M | +8% | 5.28% | 90.1% | 25 | 8% | 0.2 |
|
| 3950 |
3950
Old Port Advisors
Portland,
Maine
| $255M | +$24.7M | +11% | 7.7% | 114% | 221 | 17.19% | 1.9 |
|