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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Hilltop National Bank
Casper,
Wyoming
| $294M | – | – | 11.3% | – | 801 | – | 0 |
|
| 4202 |
4202
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $294M | +$22.1M | +8% | 7.54% | 59.7% | 276 | 11.23% | 2.1 |
|
| 4203 |
4203
Vista Investment Partners
Oklahoma City,
Oklahoma
| $294M | +$21.1M | +8% | 11.2% | 112% | 169 | 27.81% | 0.2 |
|
| 4204 |
4204
Defender Capital
Charlotte,
North Carolina
| $294M | +$9.02M | +3% | 11.5% | 101% | 41 | 24.39% | 2.5 |
|
| 4205 |
4205
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $294M | +$7.9M | +3% | 13.7% | 141% | 22 | 0% | 5.8 |
|
| 4206 |
SSI
4206
Scott & Selber Inc
Houston,
Texas
| $294M | +$27.3M | +10% | 14.4% | 202% | 96 | 11.46% | 4.7 |
|
| 4207 |
4207
Sozo Ventures GP II
Redwood City,
California
| $294M | +$105M | +56% | 51.4% | 8.44% | 2 | 50% | 1.1 |
|
| 4208 |
4208
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $294M | +$14.5M | +5% | 6.66% | 63.2% | 89 | 8.99% | 3.3 |
|
| 4209 |
4209
Heirloom Wealth Management
Greenwood Village,
Colorado
| $294M | +$33.1M | +13% | 12.2% | 81.8% | 55 | 16.36% | 1.3 |
|
| 4210 |
4210
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $293M | -$272M | -48% | 14.3% | 51.8% | 24 | 41.67% | 1.9 |
|
| 4211 |
E
4211
ETFidea
Syracuse,
New York
| $293M | +$27.4M | +10% | 8.29% | 22.7% | 114 | 7.02% | 1.8 |
|
| 4212 |
4212
Wittenberg Investment Management
Carlisle,
Massachusetts
| $293M | +$5.52M | +2% | 6.65% | 89.9% | 83 | 4.82% | 4.6 |
|
| 4213 |
4213
Kaydan Wealth Management
Fenton,
Michigan
| $293M | +$47.3M | +19% | 4.96% | 58% | 109 | 12.84% | 1.7 |
|
| 4214 |
OFCM
4214
One Fin Capital Management
San Francisco,
California
| $293M | +$30.4M | +12% | 2.35% | 92% | 32 | 53.13% | 0.6 |
|
| 4215 |
4215
KEB Asset Management
Springfield,
Illinois
| $293M | +$21.5M | +8% | 6.96% | 68.9% | 70 | 2.86% | 1.6 |
|
| 4216 |
4216
Weaver Capital Management
Suwanee,
Georgia
| $293M | +$40.5M | +16% | 9.04% | 79.4% | 166 | 21.69% | 0.2 |
|
| 4217 |
4217
Creekmur Asset Management
Morton,
Illinois
| $292M | -$29.3M | -9% | 10.3% | – | 925 | 23.24% | 0.2 |
|
| 4218 |
SM
4218
Scoggin Management
New York
| $292M | -$26.8M | -8% | 5.25% | 889% | 82 | 63.41% | 0.5 |
|
| 4219 |
HCM
4219
Highlander Capital Management
Short Hills,
New Jersey
| $292M | +$11.5M | +4% | 6.75% | 34.4% | 993 | 5.84% | 3.7 |
|
| 4220 |
4220
Stewardship Advisors
Mount Joy,
Pennsylvania
| $292M | +$14.9M | +5% | 4.63% | 46.1% | 62 | 32.26% | 1.7 |
|
| 4221 |
4221
Zega Financial
Palm Beach Gardens,
Florida
| $292M | -$19.5M | -6% | 6.22% | – | 133 | 42.11% | 0.2 |
|
| 4222 |
4222
Verde Capital Management
Clarkston,
Michigan
| $292M | +$27.6M | +10% | 8.8% | 80.3% | 45 | 11.11% | 2.7 |
|
| 4223 |
4223
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $292M | +$28.2M | +11% | 5.81% | 19.4% | 92 | 10.87% | 2.4 |
|
| 4224 |
4224
McLean Asset Management
Tysons,
Virginia
| $292M | +$25.3M | +9% | 7.33% | 69.4% | 156 | 11.54% | 2.1 |
|
| 4225 |
IAA
4225
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $292M | +$61.3M | +27% | 11% | 49.3% | 96 | 17.71% | 2.5 |
|