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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 |
SAM
4051
Security Asset Management
New York
| $243M | +$3.78M | +2% | 2.57% | 67.4% | 91 | 6.59% | 3.9 |
|
| 4052 |
4052
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $243M | +$23.4M | +11% | 6.69% | 71.4% | 249 | 19.28% | 1.4 |
|
| 4053 |
4053
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $243M | -$276M | -53% | 5.97% | 92.1% | 424 | 43.4% | 0.7 |
|
| 4054 |
4054
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $243M | +$13.3M | +6% | 5.6% | 55.5% | 73 | 5.48% | 1.9 |
|
| 4055 |
GA
4055
Gagnon Advisors
New York
| $243M | +$20.4M | +9% | 5.98% | 214% | 32 | 15.63% | 3.4 |
|
| 4056 |
4056
Archer Investment Corporation
Carmel,
Indiana
| $242M | +$32M | +15% | 5.36% | 76.1% | 785 | 14.52% | 1.3 |
|
| 4057 |
SCM
4057
Stormborn Capital Management
Greenwich,
Connecticut
| $242M | +$50.8M | +27% | 16.5% | 256% | 47 | 70.21% | 0.2 |
|
| 4058 |
4058
Weybosset Research & Management
Province,
Rhode Island
| $242M | +$24.9M | +11% | 11.1% | 74.8% | 54 | 16.67% | 3.8 |
|
| 4059 |
4059
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $242M | +$34.4M | +17% | 8.66% | 82.6% | 130 | 16.15% | 1.4 |
|
| 4060 |
4060
Wisconsin Capital Management
Madison,
Wisconsin
| $242M | -$17M | -7% | 0.98% | 166% | 63 | 23.81% | 3 |
|
| 4061 |
SFI
4061
Sonic Fund II
Honolulu,
Hawaii
| $242M | +$35.2M | +17% | 12% | 119% | 23 | 13.04% | 0.8 |
|
| 4062 |
4062
NewGen Asset Management
Toronto,
Ontario, Canada
| $242M | +$168M | +228% | 6.1% | 352% | 59 | 66.1% | 0.1 |
|
| 4063 |
4063
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $242M | +$8.52M | +4% | 4.67% | 70.4% | 107 | 38.32% | 0.2 |
|
| 4064 |
4064
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $242M | +$21.2M | +10% | 9.67% | 81% | 93 | 0% | 4.4 |
|
| 4065 |
4065
Asio Capital
Lexington,
Kentucky
| $242M | +$33.5M | +16% | 9.71% | 98% | 98 | 25.51% | 0.9 |
|
| 4066 |
IP
4066
Indigo Partners
Phoenix,
Arizona
| $242M | +$31.2M | +15% | 14.8% | 2.56% | 1 | 0% | 0.3 |
|
| 4067 |
4067
Brightlight Capital Management
Westport,
Connecticut
| $241M | -$4.37M | -2% | 5.99% | 202% | 11 | 9.09% | 1 |
|
| 4068 |
4068
Guidance Point Advisors
Wellesley,
Massachusetts
| $241M | +$23.6M | +11% | 9.15% | 71.8% | 88 | 9.09% | 1.6 |
|
| 4069 |
APW
4069
Aurora Private Wealth
Rockaway,
New Jersey
| $241M | +$4.78M | +2% | 7.71% | – | 242 | 22.31% | 0.9 |
|
| 4070 |
4070
Beech Hill Advisors
New York
| $241M | +$16.1M | +7% | 6.87% | 117% | 91 | 13.19% | 2.9 |
|
| 4071 |
4071
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $241M | +$22.1M | +10% | 3.6% | 63.7% | 50 | 10% | 1.5 |
|
| 4072 |
4072
Hill City Capital
Boston,
Massachusetts
| $241M | +$56.6M | +31% | 25.7% | 151% | 20 | 25% | 0.2 |
|
| 4073 |
4073
INCA Investments
Miami,
Florida
| $241M | -$66.5M | -22% | 3.83% | 120% | 9 | 11.11% | 5.3 |
|
| 4074 |
4074
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $241M | +$76.4M | +46% | 4.8% | – | 2 | 50% | 0.3 |
|
| 4075 |
4075
Richard P. Slaughter Associates
Austin,
Texas
| $241M | +$4.26M | +2% | 8.99% | 55.7% | 114 | 19.3% | 1 |
|