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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
HA
4501
Havens Advisors
New York
| $103M | -$11.5M | -10% | 4.59% | 460% | 41 | 51.22% | 0.4 |
|
| 4502 |
SCA
4502
Sander Capital Advisors
Seattle,
Washington
| $103M | -$63.7M | -38% | 4.63% | 113% | 8 | 25% | 1.8 |
|
| 4503 |
4503
ICM Asset Management
Spokane,
Washington
| $103M | -$19.1M | -16% | 14.4% | 58.9% | 39 | 28.21% | 2.9 |
|
| 4504 |
4504
Infrastructure Capital Advisors
New York
| $103M | -$441M | -81% | 56.5% | 52% | 128 | 70.31% | 1.2 |
|
| 4505 |
WPA
4505
Winning Points Advisors
Boca Raton,
Florida
| $102M | -$54.4M | -35% | 20.2% | – | 78 | 21.79% | 2.7 |
|
| 4506 |
4506
Aldebaran Financial
| $102M | -$29.3M | -22% | 17% | 115% | 89 | 8.99% | 4.3 |
|
| 4507 |
DA
4507
DSC Advisors
Chicago,
Illinois
| $102M | -$106M | -51% | 27.8% | 3.18% | 89 | 70.79% | 2.7 |
|
| 4508 |
4508
Sanders Morris Harris
Houston,
Texas
| $102M | -$338M | -77% | 20.7% | 85.8% | 305 | 45.57% | 1.5 |
|
| 4509 |
KMWM
4509
Keudell/Morrison Wealth Management
Salem,
Oregon
| $102M | -$42.4M | -29% | 18.1% | – | 163 | 22.09% | 0.9 |
|
| 4510 |
4510
NFP Retirement Inc
Aliso Viejo,
California
| $102M | -$5.31M | -5% | 15.7% | 51.3% | 94 | 19.15% | 0.2 |
|
| 4511 |
RWG
4511
Regal Wealth Group
Seal Beach,
California
| $102M | -$52.4M | -34% | 18.8% | 17% | 215 | 18.14% | 3 |
|
| 4512 |
SVC
4512
Strycker View Capital
New York
| $102M | -$109M | -52% | 20.7% | 114% | 19 | 73.68% | 0.7 |
|
| 4513 |
4513
First City Capital Management
Savannah,
Georgia
| $102M | -$43.3M | -30% | 18.5% | 86.4% | 141 | 23.4% | 5.3 |
|
| 4514 |
4514
Sixth Street Partners
Dallas,
Texas
| $102M | – | – | 14.1% | 10.1% | 6 | – | 0 |
|
| 4515 |
4515
GS Investments
Minneapolis,
Minnesota
| $102M | -$18.9M | -16% | 18.3% | 108% | 136 | 30.88% | 2.1 |
|
| 4516 |
CLCM
4516
Crawford Lake Capital Management
Lakewood,
New Jersey
| $102M | -$556M | -85% | 15.7% | 571% | 97 | 97.94% | 0.1 |
|
| 4517 |
4517
Grace Capital
Quincy,
Massachusetts
| $102M | -$20.9M | -17% | 16.3% | 127% | 204 | 16.67% | 1.3 |
|
| 4518 |
4518
OmniStar Financial Group
Wilmington,
North Carolina
| $102M | -$17M | -14% | 14.3% | 75.6% | 330 | 67.88% | 0.5 |
|
| 4519 |
4519
Burrage Capital Management
Boston,
Massachusetts
| $102M | -$47.6M | -32% | 23.9% | – | 38 | 42.11% | 0.2 |
|
| 4520 |
1C
4520
1623 Capital
Alexandria,
Virginia
| $101M | -$3.43M | -3% | 10.7% | 11.9% | 34 | 8.82% | 0.2 |
|
| 4521 |
4521
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $101M | -$25.5M | -20% | 17.3% | 65.5% | 322 | 14.91% | 2.5 |
|
| 4522 |
4522
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $101M | -$21.2M | -17% | 16.9% | 136% | 95 | 17.89% | 1.6 |
|
| 4523 |
4523
IFG Advisors
St. Louis,
Missouri
| $101M | -$19.9M | -16% | 19.6% | 78.7% | 91 | 38.46% | 0.3 |
|
| 4524 |
4524
Deer VII & Co
Larchmont,
New York
| $101M | -$1.59M | -2% | 5.17% | 241% | 4 | 25% | 1.1 |
|
| 4525 |
4525
Ninepoint Partners
Toronto,
Ontario, Canada
| $101M | -$205M | -67% | 22.8% | 82.6% | 94 | 63.83% | 0.8 |
|