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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Aristides Capital
Louisville,
Kentucky
| $144M | +$11.5M | +9% | 12.7% | 126% | 134 | 56.72% | 0.3 |
|
| 4402 |
4402
Lipe & Dalton
Syracuse,
New York
| $144M | +$6.15M | +4% | 6.51% | 101% | 100 | 9% | 3.4 |
|
| 4403 |
4403
TrueFG
Cedar Park,
Texas
| $144M | +$11.3M | +9% | 5.17% | 54.2% | 31 | 0% | 0.7 |
|
| 4404 |
4404
Wolf Group Capital Advisors
Fairfax,
Virginia
| $144M | +$9.6M | +7% | 8.12% | 28.2% | 90 | 22.22% | 2.2 |
|
| 4405 |
4405
Sloane Robinson
London,
United Kingdom
| $144M | +$20.8M | +17% | 15.1% | 175% | 23 | 26.09% | 0.9 |
|
| 4406 |
BRCA
4406
Birch Run Capital Advisors
Dallas,
Texas
| $144M | -$11.5M | -7% | 11.7% | 8.22% | 24 | 8.33% | 2.2 |
|
| 4407 |
4407
John W. Brooker & Co
Oakland,
California
| $144M | +$3.11M | +2% | 4.75% | 43.4% | 171 | 6.43% | 0.7 |
|
| 4408 |
MAM
4408
Marketfield Asset Management
New York
| $144M | +$11.2M | +8% | 14.9% | 61.5% | 37 | 0% | 3.5 |
|
| 4409 |
4409
NEPC LLC
Boston,
Massachusetts
| $143M | -$24M | -14% | 3.76% | 21.3% | 30 | 16.67% | 0.6 |
|
| 4410 |
4410
Gibraltar Capital Management
Tulsa,
Oklahoma
| $143M | +$7M | +5% | 2.29% | 65% | 51 | 15.69% | 2.2 |
|
| 4411 |
NEGWA
4411
New England Guild Wealth Advisors
Avon,
Connecticut
| $143M | +$7.08M | +5% | 4.98% | 6.04% | 56 | 5.36% | 2.2 |
|
| 4412 |
4412
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $143M | -$9.12M | -6% | 11.3% | 70.1% | 85 | 30.59% | 1.9 |
|
| 4413 |
4413
Jacobsen Capital Management
Salt Lake City,
Utah
| $143M | +$12.1M | +9% | 8.14% | 97.3% | 61 | 11.48% | 1 |
|
| 4414 |
4414
Bellevue Asset Management
Bellevue,
Washington
| $143M | +$45.6M | +47% | 8.02% | 56.7% | 637 | 8.79% | 0.7 |
|
| 4415 |
4415
TL Private Wealth
Southlake,
Texas
| $143M | +$18M | +14% | 6.26% | 50.6% | 46 | 8.7% | 0.6 |
|
| 4416 |
4416
Atwater Malick
Lancaster,
Pennsylvania
| $143M | +$15.8M | +12% | 11.5% | 83.4% | 42 | 7.14% | 1.4 |
|
| 4417 |
4417
Addison Capital
Conshohocken,
Pennsylvania
| $143M | +$12.4M | +10% | 11.9% | 71.4% | 104 | 9.62% | 3.4 |
|
| 4418 |
4418
Acuitas Investments
Seattle,
Washington
| $143M | +$63M | +79% | 9.53% | 120% | 66 | 45.45% | 0.1 |
|
| 4419 |
4419
Client 1st Advisory Group
Dunedin,
Florida
| $143M | +$22.1M | +18% | 5.46% | 64.5% | 65 | 24.62% | 0.5 |
|
| 4420 |
4420
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $143M | +$1.96M | +1% | 4.25% | 40.3% | 78 | 14.1% | 1.1 |
|
| 4421 |
4421
Rain Capital Management
Lake Oswego,
Oregon
| $143M | +$1.98M | +1% | 3.36% | 18.2% | 36 | 0% | 2.7 |
|
| 4422 |
DLG
4422
Daniel L. Goodwin
| $143M | -$16.2M | -10% | 3.28% | 72.6% | 98 | 13.27% | 3.5 |
|
| 4423 |
4423
Colton Groome Financial Advisors
Asheville,
North Carolina
| $142M | +$4.94M | +4% | 6.06% | 65.8% | 58 | 10.34% | 1 |
|
| 4424 |
PC
4424
PA Capital
Richmond,
Virginia
| $142M | +$4.26M | +3% | 16.4% | – | 208 | 37.02% | 0.7 |
|
| 4425 |
SFI
4425
Sonic Fund II
Honolulu,
Hawaii
| $142M | -$58.7M | -29% | 10.9% | 119% | 18 | 5.56% | 0.5 |
|