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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Piper Sandler & Co
Minneapolis,
Minnesota
| $118M | -$17.9M | -13% | 2.54% | 0.05% | 26 | 19.23% | 0.2 |
|
| 4227 |
4227
Rizvi Traverse Management
West Palm Beach,
Florida
| $118M | -$29.8M | -20% | 23.7% | – | 2 | 0% | 1.3 |
|
| 4228 |
4228
Lipe & Dalton
Syracuse,
New York
| $118M | -$32.6M | -22% | 18.4% | 101% | 108 | 12.96% | 3.1 |
|
| 4229 |
4229
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $118M | -$28.1M | -19% | 18.3% | 82.6% | 90 | 12.22% | 1.1 |
|
| 4230 |
4230
Clare Market Investments
Dallas,
Texas
| $118M | -$20.3M | -15% | 6.83% | – | 103 | 37.86% | 0.8 |
|
| 4231 |
4231
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $118M | -$38.3M | -25% | 22.2% | 73.2% | 111 | 27.93% | 4.7 |
|
| 4232 |
4232
Freedom Day Solutions
Houston,
Texas
| $118M | -$31.6M | -21% | 12.4% | 86.6% | 99 | 29.29% | 1.4 |
|
| 4233 |
4233
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $118M | -$58.7M | -33% | 19.8% | 106% | 39 | 20.51% | 0.2 |
|
| 4234 |
4234
Maltin Wealth Management
Ridgewood,
New Jersey
| $118M | -$37M | -24% | 16.2% | 58.2% | 142 | 59.86% | 0.2 |
|
| 4235 |
4235
Radnor Financial Advisors
Wayne,
Pennsylvania
| $118M | -$28.5M | -19% | 25.2% | 3.04% | 19 | 21.05% | 0.2 |
|
| 4236 |
4236
venBio Partners
San Francisco,
California
| $117M | -$116M | -50% | 19.2% | 564% | 6 | 0% | 1.3 |
|
| 4237 |
4237
Asio Capital
Lexington,
Kentucky
| $117M | -$74.7M | -39% | 20.6% | 98% | 198 | 66.67% | 0.2 |
|
| 4238 |
4238
NWK Group
San Francisco,
California
| $117M | -$4.39M | -4% | 8.71% | 289% | 223 | 40.81% | 0.2 |
|
| 4239 |
4239
Monterey Private Wealth
Monterey,
California
| $117M | -$7.43M | -6% | 18.8% | 29.8% | 86 | 32.56% | 0.2 |
|
| 4240 |
NERM
4240
New England Research & Management
Chicago,
Illinois
| $117M | -$32.1M | -22% | 18.4% | 65% | 177 | 39.55% | 2.7 |
|
| 4241 |
4241
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $117M | +$7.27M | +7% | 18.1% | 83.4% | 19 | 26.32% | 0.2 |
|
| 4242 |
4242
Pinnacle Bancorp
Beatrice,
Nebraska
| $117M | -$27.3M | -19% | 18% | 72.9% | 704 | 14.49% | 2.2 |
|
| 4243 |
4243
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $117M | -$15.6M | -12% | 18.1% | 96.7% | 1 | 0% | 0.3 |
|
| 4244 |
4244
Shaker Investments
Cleveland,
Ohio
| $117M | -$51.5M | -31% | 17.5% | 216% | 90 | 20% | 1.9 |
|
| 4245 |
SPC
4245
Stony Point Capital
New York
| $116M | -$21.5M | -16% | 5.92% | 208% | 28 | 42.86% | 0.2 |
|
| 4246 |
AA
4246
Alta Advisers
London,
United Kingdom
| $116M | -$14.1M | -11% | 9.66% | 129% | 4 | 0% | 2.5 |
|
| 4247 |
MAM
4247
Marketfield Asset Management
New York
| $116M | -$70M | -38% | 20.1% | 61.5% | 39 | 5.13% | 3.2 |
|
| 4248 |
4248
Soapstone Management
Bethesda,
Maryland
| $116M | -$41.3M | -26% | 35.8% | 30.3% | 17 | 17.65% | 1.2 |
|
| 4249 |
4249
Castle Rock Wealth Management
Walnut Creek,
California
| $116M | +$4.94M | +4% | 5.2% | 115% | 200 | 52.5% | 0.5 |
|
| 4250 |
4250
Your Advocates Ltd
Houston,
Texas
| $116M | -$10.7M | -8% | 17.8% | 53.6% | 131 | 80.15% | 0.1 |
|