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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
VARA
4251
Value Aligned Research Advisors
Princeton,
New Jersey
| $221M | – | – | 6.01% | 1,641% | 24 | – | 0 |
|
| 4252 |
4252
Syverson Strege & Co
West Des Moines,
Iowa
| $221M | +$23.5M | +12% | 10.1% | 74% | 331 | 12.08% | 1.6 |
|
| 4253 |
QC
4253
Qalhat Capital
Tortola,
British Virgin Islands
| $221M | -$109M | -33% | 8.15% | 90.3% | 17 | 23.53% | 0.8 |
|
| 4254 |
4254
Thrive Capital Management (New York)
New York
| $221M | -$73.1M | -25% | 23.9% | 205% | 9 | 0% | 1 |
|
| 4255 |
4255
Vickerman Investment Advisors
Spokane,
Washington
| $220M | +$13.1M | +6% | 8.45% | 47.3% | 76 | 17.11% | 1.1 |
|
| 4256 |
F1I
4256
Fund 1 Investments
Rincon,
Puerto Rico
| $220M | – | – | 23.4% | 128% | 49 | – | 0 |
|
| 4257 |
AIP
4257
Ahrens Investment Partners
Lafayette,
Louisiana
| $220M | +$30.3M | +16% | 7.94% | 82.3% | 207 | 35.27% | 2.7 |
|
| 4258 |
4258
Gradient Capital Advisors
San Diego,
California
| $220M | +$10.7M | +5% | 6.43% | 78.5% | 138 | 8.7% | 3.1 |
|
| 4259 |
4259
Standpoint Asset Management
Scottsdale,
Arizona
| $220M | – | – | 9.55% | 71.9% | 8 | – | 0 |
|
| 4260 |
4260
Mountain Capital Investment Advisors
Westminster,
Colorado
| $220M | +$29M | +15% | 9.17% | 70.1% | 93 | 31.18% | 1.7 |
|
| 4261 |
4261
Lantz Financial
Naperville,
Illinois
| $220M | +$27.7M | +14% | 9.75% | 74.3% | 193 | 21.24% | 2.2 |
|
| 4262 |
VM
4262
Venator Management
Pittsburgh,
Pennsylvania
| $220M | -$14.5M | -6% | 1.16% | 101% | 32 | 21.88% | 1.2 |
|
| 4263 |
4263
TNF
Billings,
Montana
| $220M | +$24.3M | +12% | 7.28% | 21.3% | 113 | 15.04% | 1.1 |
|
| 4264 |
4264
Roanoke Asset Management
Jersey City,
New Jersey
| $220M | +$9.7M | +5% | 10.8% | 50.3% | 110 | 1.82% | 5.7 |
|
| 4265 |
WC
4265
Weil Company
San Diego,
California
| $220M | +$56.9M | +35% | 10.1% | 71.7% | 149 | 25.5% | 2.4 |
|
| 4266 |
4266
Passive Capital Management
Baltimore,
Maryland
| $220M | +$30.5M | +16% | 5.76% | 37.7% | 58 | 27.59% | 0.7 |
|
| 4267 |
WA
4267
Wealthstar Advisors
Plano,
Texas
| $220M | +$9.7M | +5% | 6.2% | – | 97 | 7.22% | 2.4 |
|
| 4268 |
4268
Arisaig Partners (Asia)
Singapore
| $219M | +$1.16M | +0.5% | 1.04% | – | 8 | 0% | 1 |
|
| 4269 |
4269
Ledge Wealth Management
Sartell,
Minnesota
| $219M | +$55.8M | +34% | 6.96% | – | 74 | 13.51% | 0.6 |
|
| 4270 |
4270
MGO Private Wealth
Irvine,
California
| $219M | +$8.88M | +4% | 5.99% | 51.5% | 146 | 23.29% | 0.2 |
|
| 4271 |
4271
Quantamental Technologies
White Plains,
New York
| $219M | -$38.3M | -15% | 10.2% | 24.2% | 715 | 72.45% | 0.2 |
|
| 4272 |
4272
Concentric Capital Strategies
Stamford,
Connecticut
| $219M | -$64.4M | -23% | 17.7% | 165% | 231 | 76.19% | 0.2 |
|
| 4273 |
4273
RPD Fund Management
New York
| $218M | -$34.3M | -14% | 2.58% | – | 6 | 16.67% | 1 |
|
| 4274 |
4274
Frontier Asset Management
Sheridan,
Wyoming
| $218M | +$103M | +89% | 6.02% | 57.1% | 61 | 40.98% | 0.5 |
|
| 4275 |
4275
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $218M | +$7.23M | +3% | 3.19% | – | 338 | 11.54% | 0.7 |
|