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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Bell & Brown Wealth Advisors
Newport Beach,
California
| $138M | +$10.4M | +8% | 14.1% | 125% | 71 | 4.23% | 2.1 |
|
| 4477 |
4477
Briaud Financial Planning
College Station,
Texas
| $138M | +$7.37M | +6% | 4.83% | 113% | 21 | 28.57% | 0.6 |
|
| 4478 |
FFG
4478
Fortem Financial Group
Palm Desert,
California
| $138M | +$8.7M | +7% | 9.26% | 183% | 167 | 37.72% | 1 |
|
| 4479 |
4479
Salem Capital Management
Woburn,
Massachusetts
| $138M | -$1.49M | -1% | 7.89% | 32.3% | 65 | 12.31% | 5.6 |
|
| 4480 |
NERM
4480
New England Research & Management
Chicago,
Illinois
| $138M | -$1.65M | -1% | 8.39% | 65% | 168 | 36.9% | 2.7 |
|
| 4481 |
4481
American Trust Investment Advisors
Lebanon,
New Hampshire
| $138M | +$14.5M | +12% | 11% | 91% | 72 | 15.28% | 2.4 |
|
| 4482 |
4482
Institutional Venture Management XIV
Menlo Park,
California
| $138M | -$25.4M | -16% | 5.49% | 18.1% | 4 | 0% | 2.1 |
|
| 4483 |
4483
Seafarer Capital Partners
Larkspur,
California
| $138M | -$5.44M | -4% | 15.1% | 61.3% | 5 | 60% | 1.4 |
|
| 4484 |
4484
1776 Wealth
Atlanta,
Georgia
| $138M | -$7.89M | -5% | 10.9% | 90.4% | 342 | 68.42% | 0.7 |
|
| 4485 |
4485
CTC (Chicago Trading Company)
Chicago,
Illinois
| $138M | +$10.2M | +8% | 13.1% | 192% | 70 | 14.29% | 1.7 |
|
| 4486 |
4486
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $138M | +$18.3M | +15% | 5.75% | 47.5% | 26 | 34.62% | 1.8 |
|
| 4487 |
4487
AllSquare Wealth Management
Albany,
New York
| $138M | +$4.85M | +4% | 5.87% | 62.4% | 496 | 7.06% | 3 |
|
| 4488 |
4488
C-J Advisory
San Jose,
California
| $138M | +$5.07M | +4% | 5.1% | 39.2% | 31 | 3.23% | 3.4 |
|
| 4489 |
AW
4489
Alpha Windward
Westwood,
Massachusetts
| $137M | +$7.15M | +5% | 8.09% | 33.6% | 442 | 16.06% | 3 |
|
| 4490 |
4490
HighVista Strategies
Boston,
Massachusetts
| $137M | +$16.5M | +14% | 18.9% | 622% | 147 | 55.1% | 0.4 |
|
| 4491 |
WC
4491
Weil Company
San Diego,
California
| $137M | +$18.9M | +16% | 12.7% | 71.7% | 117 | 18.8% | 1.6 |
|
| 4492 |
4492
Adalta Capital Management
New York
| $137M | +$11.5M | +9% | 11.1% | 80.4% | 76 | 22.37% | 2 |
|
| 4493 |
4493
Detalus Advisors
St. Louis,
Missouri
| $137M | +$7.56M | +6% | 6.56% | 75.7% | 95 | 8.42% | 0.7 |
|
| 4494 |
4494
Kiley Juergens Wealth Management
Olympia,
Washington
| $137M | +$17.1M | +14% | 11.5% | 106% | 49 | 12.24% | 2 |
|
| 4495 |
4495
Investment Counsel
Petoskey,
Michigan
| $137M | +$2.94M | +2% | 7.47% | 50.1% | 56 | 5.36% | 4.1 |
|
| 4496 |
SL
4496
SOF Ltd
George Town,
Cayman Islands
| $137M | +$19.9M | +17% | 17% | 42.3% | 1 | 0% | 3.8 |
|
| 4497 |
4497
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $137M | +$1.14M | +0.8% | 6.69% | 66.8% | 135 | 8.89% | 2.3 |
|
| 4498 |
4498
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $137M | +$8.89M | +7% | 8.23% | 82% | 59 | 23.73% | 1.7 |
|
| 4499 |
4499
StrongBox Wealth
Lee's Summit,
Missouri
| $137M | +$26.8M | +24% | 5.94% | 63.9% | 86 | 12.79% | 0.4 |
|
| 4500 |
4500
S.E.E.D. Planning Group
Binghamton,
New York
| $136M | +$8.5M | +7% | 5.77% | 57.3% | 60 | 10% | 0.6 |
|