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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Psagot Value Holdings
Tel Aviv,
Israel
| $240M | -$98.9M | -29% | 13.2% | 45.9% | 637 | 65.31% | 1.5 |
|
| 4177 |
4177
Verde Capital Management
Clarkston,
Michigan
| $240M | +$30.5M | +15% | 13.4% | 80.3% | 40 | 5% | 2.3 |
|
| 4178 |
4178
Chesapeake Wealth Management
Williamsburg,
Virginia
| $240M | +$11.4M | +5% | 6.88% | 74.9% | 157 | 3.18% | 4 |
|
| 4179 |
4179
Nextech Invest
Zurich,
Switzerland
| $240M | -$11.8M | -5% | 12.1% | 982% | 14 | 14.29% | 1.2 |
|
| 4180 |
4180
Blueshift Asset Management
Red Bank,
New Jersey
| $239M | +$23.8M | +11% | 8.32% | 41.1% | 487 | 68.99% | 0.3 |
|
| 4181 |
4181
Clare Market Investments
Dallas,
Texas
| $239M | +$25.9M | +12% | 16.5% | – | 143 | 27.97% | 2.1 |
|
| 4182 |
4182
Whitener Capital Management
Rocky Mount,
North Carolina
| $239M | +$10.3M | +5% | 6.06% | 113% | 141 | 7.09% | 3.8 |
|
| 4183 |
4183
Navalign LLC
Encino,
California
| $239M | -$3.32M | -1% | 6.81% | 58.7% | 128 | 12.5% | 1.8 |
|
| 4184 |
4184
Sapphire Ventures
Austin,
Texas
| $239M | -$46.1M | -16% | 22.6% | 7.75% | 10 | 10% | 1.8 |
|
| 4185 |
4185
Drive Wealth Management
Lehi,
Utah
| $239M | +$38.8M | +19% | 5.42% | 105% | 321 | 31.15% | 0.6 |
|
| 4186 |
4186
Reverence Capital Partners
New York
| $239M | +$1.83M | +0.8% | 11.8% | 17.1% | 2 | 0% | 0.8 |
|
| 4187 |
4187
True Wealth Design
Akron,
Ohio
| $238M | +$22.4M | +10% | 4.76% | 57% | 900 | 15.11% | 0.2 |
|
| 4188 |
4188
Oakview Capital Management
Dallas,
Texas
| $238M | +$4.71M | +2% | 1.69% | 21.2% | 18 | 16.67% | 2.1 |
|
| 4189 |
TA
4189
TrueWealth Advisors
Birmingham,
Alabama
| $238M | +$9.8M | +4% | 2.11% | 60.9% | 197 | 15.23% | 1.4 |
|
| 4190 |
4190
Breakwater Capital Group
Paramus,
New Jersey
| $238M | +$47.2M | +25% | 5.43% | 67.4% | 192 | 16.15% | 0.2 |
|
| 4191 |
4191
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $238M | +$13.3M | +6% | 9.28% | 245% | 385 | 47.01% | 0.7 |
|
| 4192 |
4192
First Sabrepoint Capital Management
Dallas,
Texas
| $238M | +$34.1M | +17% | 6.7% | 218% | 33 | 42.42% | 1 |
|
| 4193 |
WFA
4193
Wade Financial Advisory
Campbell,
California
| $238M | +$17.3M | +8% | 6.65% | 15.9% | 82 | 15.85% | 2.3 |
|
| 4194 |
4194
Canvas Wealth Advisors
Shawnee,
Kansas
| $238M | -$1.12M | -0.5% | 12.1% | 133% | 162 | 26.54% | 1.2 |
|
| 4195 |
4195
TIFF Advisory Services
Radnor,
Pennsylvania
| $238M | -$8.55M | -3% | 1.7% | 84.2% | 26 | 42.31% | 0.9 |
|
| 4196 |
4196
Private Wealth Advisors (California)
Fresno,
California
| $238M | -$59.4M | -20% | 4.88% | 63.6% | 91 | 20.88% | 2.4 |
|
| 4197 |
4197
Marathon Asset Management (New York)
New York
| $238M | -$36.7M | -13% | 2.5% | 490% | 13 | 38.46% | 2.1 |
|
| 4198 |
DI
4198
Disciplined Investments
Tulsa,
Oklahoma
| $237M | +$33M | +16% | 3.87% | 54.1% | 1,724 | 7.66% | 1.3 |
|
| 4199 |
4199
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $237M | -$23.4M | -9% | 2.48% | 73.6% | 31 | 6.45% | 5 |
|
| 4200 |
4200
Astoria Portfolio Advisors
New York
| $237M | +$23.4M | +11% | 3.72% | 80.2% | 226 | 28.76% | 0.7 |
|