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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Wills Financial Group
Richmond,
Virginia
| $172M | +$11.3M | +7% | 9.51% | 57.5% | 51 | 0% | 4.1 |
|
| 4077 |
4077
Intrepid Capital Management
Jacksonville Beach,
Florida
| $172M | -$4.93M | -3% | 7.67% | 70.2% | 91 | 14.29% | 1.3 |
|
| 4078 |
4078
Astoria Strategic Wealth
Conroe,
Texas
| $172M | +$15.6M | +10% | 4.84% | 42.1% | 28 | 7.14% | 0.6 |
|
| 4079 |
EE
4079
EWG Elevate
Roseville,
California
| $172M | +$23.7M | +16% | 9.34% | 76% | 74 | 33.78% | 0.5 |
|
| 4080 |
4080
ADW Capital Management
Miami Beach,
Florida
| $172M | +$67.5M | +65% | 27.5% | 78.2% | 4 | 0% | 0.7 |
|
| 4081 |
4081
Malaga Cove Capital
Pv Estates,
California
| $172M | +$7.91M | +5% | 13.3% | 97.3% | 177 | 32.2% | 1.4 |
|
| 4082 |
4082
Denver PWM
Denver,
Colorado
| $172M | +$7.82M | +5% | 5.37% | 48.6% | 85 | 21.18% | 1.6 |
|
| 4083 |
4083
Sonata Capital Group
Seattle,
Washington
| $171M | +$13.7M | +9% | 6.8% | 66.5% | 120 | 10% | 3.7 |
|
| 4084 |
4084
Mendon Capital Advisors
Key Largo,
Florida
| $171M | -$25.1M | -13% | 2.63% | – | 67 | 32.84% | 2 |
|
| 4085 |
4085
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $171M | +$48.6M | +40% | 8.61% | 81.9% | 147 | 52.38% | 0.7 |
|
| 4086 |
4086
EnCap Energy Capital Fund IX
Houston,
Texas
| $171M | -$43.1M | -20% | 15.6% | 69.2% | 4 | 0% | 2.5 |
|
| 4087 |
LCH
4087
Lee Capital Holdings
New York
| $171M | +$62M | +57% | 10.9% | 34.4% | 63 | 44.44% | 1 |
|
| 4088 |
4088
Delphi Financial Group
Wilmington,
Delaware
| $171M | -$4.76M | -3% | 3.28% | 66.3% | 25 | 0% | 2.1 |
|
| 4089 |
4089
Teza Capital Management
Chicago,
Illinois
| $171M | -$281M | -62% | 5.37% | 133% | 678 | 70.8% | 0.2 |
|
| 4090 |
ARG
4090
Advisory Resource Group
Tulsa,
Oklahoma
| $171M | +$8.35M | +5% | 0.27% | 72% | 109 | 28.44% | 1 |
|
| 4091 |
4091
Makena Capital Management
Menlo Park,
California
| $170M | +$6.69M | +4% | 6.55% | 85.5% | 68 | 16.18% | 1.4 |
|
| 4092 |
DMK
4092
David M. Knott
| $170M | -$12.7M | -7% | 2.33% | 81% | 104 | 14.42% | 3 |
|
| 4093 |
4093
HGI Capital Management
New York
| $170M | +$8.23M | +5% | 3.11% | 47% | 70 | 48.57% | 0.8 |
|
| 4094 |
4094
Bison Wealth
Atlanta,
Georgia
| $170M | +$12.1M | +8% | 9.99% | 37.4% | 399 | 18.55% | 2 |
|
| 4095 |
4095
Augustine Asset Management
Jacksonville,
Florida
| $170M | +$4.74M | +3% | 8.44% | 316% | 85 | 5.88% | 2.8 |
|
| 4096 |
4096
Crestview Partners III
New York
| $170M | -$8.08M | -5% | 3.33% | 51.2% | 3 | 0% | 2.4 |
|
| 4097 |
4097
Aull & Monroe Investment Management
Mobile,
Alabama
| $170M | +$8.52M | +5% | 7.36% | 98.3% | 125 | 3.2% | 5.5 |
|
| 4098 |
4098
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $170M | +$11.2M | +7% | 4.26% | 65% | 31 | 45.16% | 1.6 |
|
| 4099 |
BE
4099
Bonness Enterprises
Washington,
District of Columbia
| $170M | +$14.1M | +9% | 11% | 98.6% | 42 | 0% | 6.3 |
|
| 4100 |
4100
Monaco Asset Management
Monaco
| $170M | +$79.6M | +88% | 0.95% | 136% | 50 | 52% | 0.3 |
|