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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
CWM
3951
Cordatus Wealth Management
Newtown,
Pennsylvania
| $237M | +$28.9M | +14% | 16% | 108% | 162 | 27.16% | 1 |
|
| 3952 |
WA
3952
Winfield Associates
Cleveland,
Ohio
| $237M | +$26.6M | +13% | 11.3% | 77.8% | 140 | 13.57% | 3.4 |
|
| 3953 |
3953
Oakview Capital Management
Dallas,
Texas
| $237M | +$7.52M | +3% | 23.5% | 21.2% | 17 | 5.88% | 1.9 |
|
| 3954 |
3954
Richard P. Slaughter Associates
Austin,
Texas
| $237M | +$18.3M | +8% | 20.3% | 55.7% | 104 | 11.54% | 0.9 |
|
| 3955 |
3955
DG Capital Management
New York
| $236M | +$70.2M | +42% | 26.2% | 82% | 44 | 56.82% | 0.5 |
|
| 3956 |
APW
3956
Aurora Private Wealth
Rockaway,
New Jersey
| $236M | +$2.68M | +1% | 13.4% | – | 230 | 18.7% | 0.7 |
|
| 3957 |
3957
Covenant Partners
Nashville,
Tennessee
| $236M | +$29.6M | +14% | 19.4% | 70.3% | 205 | 19.02% | 1.3 |
|
| 3958 |
3958
Memorial Sloan Kettering Cancer Center
New York
| $236M | – | – | 17.8% | 14.8% | 4 | – | 0 |
|
| 3959 |
3959
Paradiem
Covington,
Louisiana
| $236M | – | – | 18.8% | 114% | 88 | – | 0 |
|
| 3960 |
3960
Pine Ridge Advisers
New York
| $236M | – | – | 12.2% | 90.1% | 24 | – | 0 |
|
| 3961 |
3961
Venator Capital Management
Toronto,
Ontario, Canada
| $236M | +$47.8M | +25% | 28.4% | 154% | 41 | 41.46% | 0.6 |
|
| 3962 |
3962
Sutton Wealth Advisors
Tampa,
Florida
| $236M | +$29M | +14% | 15% | 40.9% | 1,261 | 6.03% | 3.2 |
|
| 3963 |
3963
One01 Capital
Burlingame,
California
| $236M | – | – | 42.3% | 123% | 17 | – | 0 |
|
| 3964 |
3964
High Note Wealth
Deephaven,
Minnesota
| $235M | – | – | 10.9% | 82.8% | 75 | – | 0 |
|
| 3965 |
3965
Canvas GP 1
Portola Valley,
California
| $235M | – | – | 198% | – | 1 | – | 0 |
|
| 3966 |
ARI
3966
Applied Research Investments
Wilmington,
Delaware
| $235M | +$57.7M | +33% | 16% | – | 48 | 18.75% | 0.4 |
|
| 3967 |
3967
Anfield Capital Management
Irvine,
California
| $235M | +$61.4M | +35% | 12.4% | 65.3% | 90 | 25.56% | 0.6 |
|
| 3968 |
3968
Orchard Capital Management
Chicago,
Illinois
| $235M | – | – | 41.3% | 128% | 44 | – | 0 |
|
| 3969 |
3969
Stamos Capital Partners
Menlo Park,
California
| $234M | -$34.7M | -13% | 18% | 44.5% | 77 | 42.86% | 0.8 |
|
| 3970 |
3970
Strategic Investment Management
Arlington,
Virginia
| $234M | -$66.7M | -22% | 15.5% | 53.4% | 13 | 15.38% | 4.2 |
|
| 3971 |
3971
Elgethun Capital Management
Sioux Falls,
South Dakota
| $234M | +$51.6M | +28% | 23% | 60.7% | 103 | 11.65% | 2.6 |
|
| 3972 |
3972
Kalos Management
Alpharetta,
Georgia
| $234M | +$9.9M | +4% | 16.6% | 48.5% | 269 | 19.7% | 1.3 |
|
| 3973 |
SSI
3973
Scott & Selber Inc
Houston,
Texas
| $234M | +$10.6M | +5% | 13.9% | 202% | 109 | 33.03% | 2 |
|
| 3974 |
3974
Maytus Capital Management
New York
| $234M | +$16.9M | +8% | 27.7% | 442% | 56 | 66.07% | 0.3 |
|
| 3975 |
3975
Blume Capital Management
Berkeley,
California
| $234M | +$36.6M | +19% | 18.8% | 102% | 246 | 13.82% | 3.9 |
|