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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Piershale Financial Group
Barrington,
Illinois
| $174M | +$2.09M | +1% | 10.7% | 82% | 27 | 48.15% | 1.4 |
|
| 4052 |
4052
Knightsbridge Asset Management
Newport Beach,
California
| $174M | +$19.2M | +12% | 9.28% | 156% | 45 | 11.11% | 1.6 |
|
| 4053 |
4053
Pacific Edge Advisors
Corona Del Mar,
California
| $174M | +$4.21M | +2% | 4.35% | 31.3% | 36 | 5.56% | 2.1 |
|
| 4054 |
4054
Legacy Financial Strategies
Overland Park,
Kansas
| $174M | +$44.2M | +34% | 7.94% | 76.7% | 63 | 11.11% | 1.8 |
|
| 4055 |
4055
Weaver Consulting Group
Huntington Beach,
California
| $174M | +$1.86M | +1% | 5.92% | 56.4% | 1,069 | 9.45% | 1.1 |
|
| 4056 |
4056
AH Equity Partners III (Parallel)
Menlo Park,
California
| $174M | -$79M | -31% | 16.5% | 33.1% | 1 | 0% | 1.5 |
|
| 4057 |
4057
Meritech Capital Associates IV
Palo Alto,
California
| $173M | -$6.01M | -3% | 38.1% | – | 1 | 0% | 1.8 |
|
| 4058 |
4058
Anfield Capital Management
Irvine,
California
| $173M | -$79.5M | -31% | 7.64% | 65.3% | 105 | 46.67% | 0.6 |
|
| 4059 |
4059
TFG Advisers
Auburn Hills,
Michigan
| $173M | +$19.3M | +13% | 8.25% | 61.8% | 178 | 12.36% | 1.4 |
|
| 4060 |
4060
Horiko Capital Management
New York
| $173M | +$22.4M | +15% | 14.1% | 297% | 26 | 0% | 1.4 |
|
| 4061 |
4061
Houlihan Financial Resource Group
Ashburn,
Virginia
| $173M | – | – | 7.2% | 57.1% | 309 | – | 0.2 |
|
| 4062 |
4062
Gleason Group
Prospect,
Kentucky
| $173M | +$11.6M | +7% | 8.45% | 69.1% | 188 | 6.91% | 0.7 |
|
| 4063 |
4063
Affiance Financial
St. Louis Park,
Minnesota
| $173M | -$10.8M | -6% | 12.4% | 57.8% | 138 | 7.25% | 2.7 |
|
| 4064 |
4064
JW Asset Management
Miami Beach,
Florida
| $173M | +$22.1M | +15% | 21.5% | 251% | 9 | 22.22% | 2.7 |
|
| 4065 |
4065
Kestrel Investment Management
San Mateo,
California
| $173M | +$15.7M | +10% | 12.2% | 99.8% | 45 | 20% | 1.4 |
|
| 4066 |
PH
4066
Pinnacle Holdings
Tulsa,
Oklahoma
| $173M | -$36.6M | -17% | 1.69% | 75.9% | 239 | 23.01% | 3.7 |
|
| 4067 |
4067
Pettee Investors
Rowayton,
Connecticut
| $173M | +$11.3M | +7% | 7.81% | 102% | 118 | 8.47% | 3.8 |
|
| 4068 |
SCM
4068
SCW Capital Management
Dallas,
Texas
| $173M | +$16.1M | +10% | 14.2% | 179% | 13 | 53.85% | 0.8 |
|
| 4069 |
4069
J. Safra Asset Management
New York
| $173M | +$39.6M | +30% | 11.1% | 93.8% | 20 | 30% | 1.5 |
|
| 4070 |
4070
Biltmore Wealth Management
Tempe,
Arizona
| $172M | +$17.2M | +11% | 4.74% | 59.8% | 44 | 4.55% | 1.9 |
|
| 4071 |
4071
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $172M | +$7.4M | +4% | 6.62% | 27.4% | 35 | 5.71% | 1.3 |
|
| 4072 |
4072
Miramar Capital
Northbrook,
Illinois
| $172M | +$10.2M | +6% | 12.2% | 47.3% | 53 | 11.32% | 1.3 |
|
| 4073 |
4073
Golden Gate Private Equity
San Francisco,
California
| $172M | -$110M | -39% | 24.5% | 8.72% | 23 | 78.26% | 2.1 |
|
| 4074 |
4074
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $172M | +$13.8M | +9% | 9.52% | 81.3% | 94 | 11.7% | 2.2 |
|
| 4075 |
4075
Marlowe Partners
New York
| $172M | +$3.84M | +2% | 6.58% | 16.3% | 20 | 40% | 0.9 |
|