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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Robertson Opportunity Capital
Dallas,
Texas
| $235M | -$12.8M | -5% | 15.9% | 93.4% | 30 | 6.67% | 4.3 |
|
| 4127 |
4127
KB Financial Partners
Princeton,
New Jersey
| $235M | – | – | 3.95% | – | 622 | – | 0 |
|
| 4128 |
4128
Blue Zone Wealth Advisors
Los Angeles,
California
| $235M | +$27.9M | +13% | 4.15% | 91.1% | 88 | 21.59% | 0.7 |
|
| 4129 |
SFSIG
4129
San Francisco Sentry Investment Group
San Francisco,
California
| $235M | +$22.1M | +10% | 6.37% | 436% | 743 | 7.67% | 3.1 |
|
| 4130 |
4130
OneAscent Wealth Management
Birmingham,
Alabama
| $235M | +$13.8M | +6% | 3.46% | 50.6% | 239 | 21.76% | 0.2 |
|
| 4131 |
4131
Forefront Analytics
West Conshohocken,
Pennsylvania
| $235M | +$4.45M | +2% | 2.78% | 50.9% | 74 | 24.32% | 1.8 |
|
| 4132 |
4132
Malaga Cove Capital
Pv Estates,
California
| $234M | +$21.6M | +10% | 8.84% | 97.3% | 170 | 20% | 1.5 |
|
| 4133 |
4133
First United Bank & Trust
Oakland,
Maryland
| $234M | +$27.1M | +13% | 7.14% | 78% | 158 | 11.39% | 3.6 |
|
| 4134 |
4134
DFPG Investments
Sandy,
Utah
| $234M | +$16.6M | +8% | 5.72% | 38.2% | 181 | 22.65% | 1.3 |
|
| 4135 |
4135
West Oak Capital
Westlake Village,
California
| $234M | +$18.7M | +9% | 5.64% | 110% | 374 | 14.97% | 3.8 |
|
| 4136 |
OR
4136
Olympiad Research
Stamford,
Connecticut
| $234M | +$59.8M | +34% | 15% | 187% | 198 | 52.02% | 0.3 |
|
| 4137 |
4137
Riversedge Advisors
Wilmington,
Delaware
| $234M | +$18.1M | +8% | 3.99% | 71.3% | 50 | 10% | 1.1 |
|
| 4138 |
4138
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $234M | +$16.7M | +8% | 7.22% | – | 91 | 8.79% | 4.4 |
|
| 4139 |
DMK
4139
David M. Knott
| $234M | +$12.8M | +6% | 17.2% | 81% | 149 | 39.6% | 2.5 |
|
| 4140 |
4140
Knuff & Co
Foster City,
California
| $234M | -$8.96M | -4% | 2.5% | 108% | 168 | 13.1% | 1.6 |
|
| 4141 |
HCM
4141
Hudson Capital Management
Ramsey,
New Jersey
| $234M | +$7.91M | +4% | 6.21% | 66.8% | 71 | 19.72% | 2.1 |
|
| 4142 |
4142
Allied Investment Advisors
Billings,
Montana
| $234M | +$25.4M | +12% | 11.4% | 68.4% | 53 | 9.43% | 2.5 |
|
| 4143 |
4143
Physicians Financial Services
Raleigh,
North Carolina
| $233M | +$26.2M | +13% | 4.98% | 116% | 118 | 11.02% | 3.7 |
|
| 4144 |
4144
Ashburton (Jersey)
St Helier,
Jersey
| $233M | -$8.54M | -4% | 9.33% | – | 75 | 20% | 2.4 |
|
| 4145 |
BUF
4145
Builders Union Fund
Wilmington,
Delaware
| $233M | – | – | 1.65% | – | 8 | – | 0 |
|
| 4146 |
4146
Builders Union
London,
United Kingdom
| $233M | -$47M | -17% | 1.65% | – | 10 | 30% | 0.2 |
|
| 4147 |
4147
Uncommon Cents Investing
Janesville,
Wisconsin
| $233M | +$11.2M | +5% | 9.64% | 91.4% | 129 | 3.1% | 2.2 |
|
| 4148 |
4148
Rollins Financial
Atlanta,
Georgia
| $233M | +$14M | +6% | 1.97% | – | 93 | 13.98% | 0.2 |
|
| 4149 |
4149
Bison Wealth
Atlanta,
Georgia
| $233M | +$19.1M | +9% | 5.34% | 37.4% | 488 | 19.47% | 2 |
|
| 4150 |
AMC
4150
Asset Management Corp
Northbrook,
Illinois
| $233M | +$54.2M | +30% | 4.6% | 57.1% | 211 | 31.75% | 0.7 |
|