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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
Eagle Health Investments
Greenwich,
Connecticut
| $381M | -$24.2M | -6% | 16.3% | 241% | 25 | 24% | 1.7 |
|
| 4177 |
4177
Holistic Planning
Nacogdoches,
Texas
| $381M | +$31.5M | +9% | 5.9% | 61.9% | 239 | 11.72% | 1.1 |
|
| 4178 |
4178
Astoria Portfolio Advisors
New York
| $381M | +$25M | +7% | 7.33% | 75.4% | 307 | 28.34% | 1.6 |
|
| 4179 |
4179
Parus Finance (UK)
London,
United Kingdom
| $381M | +$31.1M | +9% | 19.5% | 199% | 34 | 17.65% | 3.9 |
|
| 4180 |
4180
Great Oak Capital Partners
South Easton,
Massachusetts
| $381M | +$31.6M | +9% | 6.07% | – | 44 | 20.45% | 1.2 |
|
| 4181 |
4181
One Charles Private Wealth Services
Hingham,
Massachusetts
| $381M | +$24.7M | +7% | 3.99% | 99.7% | 171 | 5.85% | 2.7 |
|
| 4182 |
4182
Singapore Technologies Telemedia
Singapore
| $381M | -$103M | -21% | 26.6% | 185% | 1 | 0% | 8.5 |
|
| 4183 |
4183
West Virginia University Foundation
Morgantown,
West Virginia
| $380M | +$48.7M | +15% | 7.88% | – | 2 | 0% | 0.8 |
|
| 4184 |
4184
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $380M | +$25M | +7% | 10.7% | 166% | 211 | 5.21% | 7.7 |
|
| 4185 |
4185
CM Wealth Advisors
Beachwood,
Ohio
| $379M | +$39.4M | +12% | 8.88% | 64.7% | 90 | 10% | 2.1 |
|
| 4186 |
4186
BOCHK Asset Management
Hong Kong
| $379M | +$34.2M | +10% | 11.2% | 503% | 100 | 60% | 0.4 |
|
| 4187 |
4187
Discipline Wealth Solutions
Greenville,
South Carolina
| $379M | +$118M | +45% | 6.4% | 45.9% | 156 | 41.67% | 0.6 |
|
| 4188 |
4188
Cadent Capital Advisors
Tulsa,
Oklahoma
| $379M | +$68.2M | +22% | 10.7% | 106% | 216 | 35.65% | 1.8 |
|
| 4189 |
4189
Navalign LLC
Encino,
California
| $379M | +$16.4M | +5% | 6.2% | 50.7% | 123 | 7.32% | 3.4 |
|
| 4190 |
4190
Flagstone Financial Management
Lincoln,
Nebraska
| $379M | +$30.1M | +9% | 5.63% | 46.2% | 63 | 7.94% | 1.9 |
|
| 4191 |
4191
Eleva Capital
Paris,
France
| $379M | -$84.9M | -18% | 29.7% | – | 37 | 70.27% | 0.2 |
|
| 4192 |
4192
Strata Wealth Advisors
Dallas,
Texas
| $379M | +$15.9M | +4% | 6.88% | 73.6% | 104 | 27.88% | 1.3 |
|
| 4193 |
4193
Rivermont Capital Management
New York
| $379M | +$64.9M | +21% | 24.7% | 555% | 23 | 43.48% | 0.9 |
|
| 4194 |
4194
Lead Edge Capital Management
New York
| $378M | +$17.2M | +5% | 7.77% | 20.2% | 9 | 11.11% | 1.3 |
|
| 4195 |
4195
Freedom Investment Management
Hartford,
Connecticut
| $378M | -$875M | -70% | 6.78% | 71.9% | 739 | 81.73% | 3.7 |
|
| 4196 |
4196
Peak Financial Management
Wellesley,
Massachusetts
| $378M | +$26.7M | +8% | 6.62% | 58.2% | 106 | 15.09% | 4.1 |
|
| 4197 |
4197
Strategic Investment Solutions
Orland Park,
Illinois
| $378M | +$47.5M | +14% | 9.4% | – | 680 | 16.32% | 1.6 |
|
| 4198 |
4198
GSG Advisors
Mount Laurel,
New Jersey
| $378M | +$32.9M | +10% | 10.8% | 99.3% | 129 | 10.08% | 1.5 |
|
| 4199 |
4199
Turiya Advisors Asia
Hong Kong
| $378M | +$136M | +56% | 10.5% | 247% | 6 | 66.67% | 0.2 |
|
| 4200 |
4200
Hartford Financial Management
Hartford,
Connecticut
| $378M | +$11.9M | +3% | 7.83% | 87.9% | 352 | 4.83% | 6.8 |
|