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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
PH
4301
Pinnacle Holdings
Tulsa,
Oklahoma
| $216M | +$26.4M | +14% | 15.5% | 79.6% | 240 | 21.67% | 3.9 |
|
| 4302 |
4302
Modus Advisors
Excelsior,
Minnesota
| $216M | +$22.5M | +12% | 3.71% | 89.5% | 94 | 8.51% | 0.9 |
|
| 4303 |
4303
Manchester Financial
Westlake Village,
California
| $216M | +$54.8M | +34% | 6.2% | 73% | 797 | 25.22% | 0.9 |
|
| 4304 |
4304
Level Four Financial
Dallas,
Texas
| $216M | -$15.8M | -7% | 10.1% | – | 375 | 38.93% | 0.2 |
|
| 4305 |
CA
4305
Continental Advisors
Park City,
Utah
| $216M | -$3.2M | -1% | 16.6% | 73.6% | 75 | 13.33% | 3.6 |
|
| 4306 |
4306
Newport Asia
San Francisco,
California
| $216M | +$8.07M | +4% | 7.96% | – | 4 | 0% | 4.6 |
|
| 4307 |
AFT
4307
Alpha Family Trust
Los Angeles,
California
| $216M | +$55.3M | +35% | 0.04% | 215% | 24 | 50% | 0.2 |
|
| 4308 |
4308
Quaker Wealth Management
Moorestown,
New Jersey
| $216M | +$25.1M | +13% | 3.12% | – | 59 | 25.42% | 0.8 |
|
| 4309 |
4309
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $215M | +$20.1M | +10% | 9.69% | 87.3% | 68 | 4.41% | 6.1 |
|
| 4310 |
4310
Mirsky Financial Management
Rochester,
New York
| $215M | +$21.1M | +11% | 4.56% | 39.3% | 47 | 19.15% | 1.4 |
|
| 4311 |
4311
BHK Investment Advisors
Birmingham,
Alabama
| $215M | +$1.05M | +0.5% | 4.89% | 54.6% | 64 | 4.69% | 2.3 |
|
| 4312 |
4312
ACON Equity Management
Washington,
District of Columbia
| $215M | +$102M | +90% | 89.6% | 32.1% | 1 | 0% | 3.3 |
|
| 4313 |
4313
HM Capital Management
Clayton,
Missouri
| $215M | +$17.2M | +9% | 6.78% | 29.6% | 46 | 13.04% | 4.2 |
|
| 4314 |
4314
Steginsky Capital
Port Washington,
New York
| $215M | +$14.7M | +7% | 7.73% | 99.4% | 8 | 0% | 4.2 |
|
| 4315 |
4315
Old Mission Investment Co
Traverse City,
Michigan
| $215M | +$24.4M | +13% | 5.93% | 82% | 101 | 12.87% | 1 |
|
| 4316 |
4316
Mizuho Markets Americas
New York
| $215M | -$321M | -60% | 0.88% | 114% | 36 | 83.33% | 0.1 |
|
| 4317 |
SFG
4317
SageGuard Financial Group
Goodlettsville,
Tennessee
| $215M | +$7.2M | +3% | 4.53% | – | 137 | 14.6% | 0.2 |
|
| 4318 |
4318
Chicago Capital Management
Chicago,
Illinois
| $215M | +$89.4M | +71% | 41% | 270% | 43 | 81.4% | 0.1 |
|
| 4319 |
4319
Financial Life Advisors
San Antonio,
Texas
| $215M | +$21.6M | +11% | 1.33% | 47% | 53 | 7.55% | 1.6 |
|
| 4320 |
4320
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $215M | -$7.9M | -4% | 4.59% | 80% | 654 | 7.19% | 0.8 |
|
| 4321 |
4321
One01 Capital
Burlingame,
California
| $214M | -$21.3M | -9% | 3.21% | 123% | 25 | 80% | 0.1 |
|
| 4322 |
4322
Stadium Capital Management
New Canaan,
Connecticut
| $214M | +$13.8M | +7% | 17.9% | 10.9% | 11 | 27.27% | 1.2 |
|
| 4323 |
ARG
4323
Advisory Resource Group
Tulsa,
Oklahoma
| $214M | +$12.4M | +6% | 11.7% | 72% | 128 | 30.47% | 1.1 |
|
| 4324 |
4324
SimpliFi Inc
San Diego,
California
| $214M | -$537K | -0.3% | 1% | 27.9% | 23 | 4.35% | 1.7 |
|
| 4325 |
4325
Delta Financial Advisors
New Orleans,
Louisiana
| $214M | +$14.3M | +7% | 7.89% | 107% | 111 | 5.41% | 1.5 |
|