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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
J. Safra Asset Management
New York
| $214M | +$21.2M | +11% | 4.61% | 93.8% | 33 | 12.12% | 1.1 |
|
| 4327 |
4327
Atlanta Financial Associates
Atlanta,
Georgia
| $214M | -$368K | -0.2% | 2.67% | – | 78 | 0% | 0.8 |
|
| 4328 |
SIM
4328
SW Investment Management
Telluride,
Colorado
| $214M | +$50.1M | +31% | 33.5% | 143% | 14 | 42.86% | 0.2 |
|
| 4329 |
4329
NovaPoint Capital
Atlanta,
Georgia
| $213M | +$21.8M | +11% | 7.47% | 94% | 124 | 20.97% | 0.9 |
|
| 4330 |
4330
Access Financial Services
Minneapolis,
Minnesota
| $213M | +$8.97M | +4% | 4.4% | 51.1% | 112 | 30.36% | 2 |
|
| 4331 |
4331
Diker Management
New York
| $213M | +$15.4M | +8% | 4.93% | 210% | 40 | 30% | 2 |
|
| 4332 |
CNBT
4332
Cornerstone National Bank & Trust
Palatine,
Illinois
| $213M | +$27.7M | +15% | 1.87% | 38.5% | 62 | 6.45% | 1.1 |
|
| 4333 |
4333
Peloton Wealth Strategists
Indianapolis,
Indiana
| $213M | +$11.1M | +5% | 6.57% | 58.1% | 90 | 20% | 2.5 |
|
| 4334 |
SCM
4334
Stonehill Capital Management
New York
| $213M | -$117M | -36% | 2.96% | 117% | 18 | 27.78% | 1.7 |
|
| 4335 |
4335
Seven Springs Wealth Group
Brentwood,
Tennessee
| $212M | +$18.8M | +10% | 7.09% | 59.2% | 276 | 54.35% | 1.1 |
|
| 4336 |
ICM
4336
ISZO Capital Management
New York
| $212M | +$117M | +122% | 72.3% | 68.2% | 6 | 16.67% | 1.3 |
|
| 4337 |
4337
Harbert Fund Advisors
Birmingham,
Alabama
| $212M | +$79.9M | +61% | 20.6% | 70.8% | 34 | 70.59% | 0.6 |
|
| 4338 |
HA
4338
HYA Advisors
Springfield,
Missouri
| $212M | +$23.3M | +12% | 7.86% | – | 141 | 10.64% | 1 |
|
| 4339 |
SST
4339
S Squared Technology
New York
| $212M | +$37.1M | +21% | 19.6% | 223% | 41 | 24.39% | 2.1 |
|
| 4340 |
4340
DeDora Capital
Napa,
California
| $211M | +$8.67M | +4% | 4.57% | 91.2% | 98 | 11.22% | 2.2 |
|
| 4341 |
4341
Unio Capital
Princeton,
New Jersey
| $211M | +$8.01M | +4% | 7.33% | 97.8% | 57 | 8.77% | 2.3 |
|
| 4342 |
AB
4342
Atlas Brown
Louisville,
Kentucky
| $211M | +$17.7M | +9% | 6.59% | 115% | 172 | 6.98% | 4.3 |
|
| 4343 |
4343
Oakcliff Capital Partners
New York
| $211M | -$41.1M | -16% | 2.78% | 133% | 10 | 0% | 2.7 |
|
| 4344 |
4344
Sitrin Capital Management
Century City,
California
| $211M | +$10.5M | +5% | 6.78% | 139% | 42 | 21.43% | 2.1 |
|
| 4345 |
4345
BCS Wealth Management
Johnson City,
Tennessee
| $211M | +$18.1M | +9% | 4.41% | 51% | 163 | 15.34% | 0.9 |
|
| 4346 |
4346
TMD Wealth Management
Scottsdale,
Arizona
| $210M | +$32M | +18% | 1.64% | 2.41% | 45 | 28.89% | 0.2 |
|
| 4347 |
4347
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $210M | +$17.3M | +9% | 4.14% | 65% | 38 | 31.58% | 1.9 |
|
| 4348 |
4348
Neumann Capital Management
Foster City,
California
| $210M | +$12.2M | +6% | 8.2% | 89.9% | 82 | 6.1% | 4.9 |
|
| 4349 |
4349
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $210M | +$17M | +9% | 9.81% | 66.8% | 112 | 7.14% | 4.2 |
|
| 4350 |
4350
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $210M | +$11.3M | +6% | 3.71% | 73.9% | 373 | 13.14% | 1 |
|