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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
Solidarity Wealth
Lehi,
Utah
| $277M | +$1.19M | +0.4% | 10.8% | 85.9% | 97 | 23.71% | 1.3 |
|
| 4177 |
4177
Brown University
Providence,
Rhode Island
| $277M | +$27M | +11% | 10.9% | 40.1% | 8 | 12.5% | 1.5 |
|
| 4178 |
4178
My Legacy Advisors
Bend,
Oregon
| $277M | +$31M | +13% | 9.49% | 49.1% | 215 | 12.56% | 1.3 |
|
| 4179 |
4179
Lantz Financial
Naperville,
Illinois
| $277M | +$25.6M | +10% | 9.32% | 74.3% | 204 | 11.76% | 2.7 |
|
| 4180 |
4180
Hartree Partners
New York
| $277M | +$26M | +10% | 2.62% | 138% | 83 | 60.24% | 0.5 |
|
| 4181 |
4181
BlackBarn Capital Partners
New York
| $277M | – | – | 9.59% | – | 22 | – | 0 |
|
| 4182 |
4182
Whitener Capital Management
Rocky Mount,
North Carolina
| $276M | +$26.7M | +11% | 10.9% | 113% | 158 | 10.76% | 3.9 |
|
| 4183 |
4183
Northcape Wealth Management
Williamsville,
New York
| $276M | +$14.9M | +6% | 9.47% | 74% | 149 | 12.75% | 1.3 |
|
| 4184 |
LIC
4184
Laurus Investment Counsel
Toronto,
Canada
| $276M | +$37.9M | +16% | 18.1% | 14.1% | 40 | 12.5% | 3.3 |
|
| 4185 |
HCM
4185
Hudson Capital Management
Ramsey,
New Jersey
| $276M | +$24.9M | +10% | 9.04% | 66.8% | 73 | 20.55% | 3.4 |
|
| 4186 |
4186
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $276M | +$19.3M | +8% | 9.93% | 63% | 173 | 8.67% | 3.9 |
|
| 4187 |
4187
Truxt Investmentos
Rio De Janeiro,
Brazil
| $276M | -$114M | -29% | 17.8% | – | 26 | 69.23% | 1.3 |
|
| 4188 |
4188
HighVista Strategies
Boston,
Massachusetts
| $276M | +$59.5M | +28% | 16.9% | 622% | 157 | 35.67% | 0.7 |
|
| 4189 |
4189
Ayalon Insurance Company
Ramat Gan,
Israel
| $275M | +$38.5M | +16% | 12.4% | 99.6% | 88 | 19.32% | 3.7 |
|
| 4190 |
PCA
4190
Prospect Capital Advisors
Sausalito,
California
| $275M | +$40.9M | +17% | 14.9% | 202% | 33 | 30.3% | 3 |
|
| 4191 |
4191
Davidson Capital Management
Corpus Christi,
Texas
| $275M | +$74.2M | +37% | 11.3% | 79.4% | 125 | 40% | 1.5 |
|
| 4192 |
4192
Laidlaw Wealth Management
New York City,
New York
| $275M | -$27.3M | -9% | 11.3% | 150% | 282 | 21.63% | 2.1 |
|
| 4193 |
CCP
4193
Caden Capital Partners
Santa Monica,
California
| $275M | -$80.3M | -23% | 10.4% | 19.1% | 18 | 44.44% | 0.7 |
|
| 4194 |
4194
Ogorek Anthony Joseph
Williamsville,
New York
| $275M | +$21.6M | +9% | 8.76% | 66.3% | 305 | 13.44% | 3.2 |
|
| 4195 |
4195
EHP Funds Inc
Toronto,
Canada
| $275M | +$61M | +29% | 11% | 173% | 300 | 48.33% | 1 |
|
| 4196 |
4196
Canvas Wealth Advisors
Shawnee,
Kansas
| $275M | +$31.7M | +13% | 12.7% | 133% | 136 | 18.38% | 1.7 |
|
| 4197 |
FAP
4197
Financial Advisory Partners
Winter Park,
Florida
| $275M | +$27M | +11% | 9.86% | 52.9% | 66 | 4.55% | 1.8 |
|
| 4198 |
4198
LECAP Asset Management
London,
United Kingdom
| $275M | – | – | 14.2% | 35.6% | 279 | – | 0 |
|
| 4199 |
CWM
4199
Cedar Wealth Management
Walnut Creek,
California
| $275M | +$21.8M | +9% | 9.13% | 68.1% | 303 | 11.22% | 3.2 |
|
| 4200 |
4200
Semmax Financial Advisors
Winston Salem,
North Carolina
| $275M | +$24.9M | +10% | 8.2% | – | 420 | 16.9% | 2.7 |
|