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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 |
4501
Sound Financial Strategies Group
Madison,
Mississippi
| $195M | +$12.3M | +7% | 3.6% | 27.1% | 101 | 37.62% | 0.4 |
|
| 4502 |
4502
Nikulski Financial
Bettendorf,
Iowa
| $195M | +$12.7M | +7% | 5.76% | 107% | 126 | 15.87% | 1.8 |
|
| 4503 |
4503
Wealth Alliance Advisory Group
Wichita,
Kansas
| $195M | +$10.1M | +5% | 8.37% | 72.7% | 161 | 11.18% | 2 |
|
| 4504 |
4504
Madrona Financial Services
Everett,
Washington
| $195M | +$15.8M | +9% | 3.21% | 85.1% | 61 | 14.75% | 2.3 |
|
| 4505 |
4505
ICICI Prudential Asset Management
Mumbai,
India
| $195M | +$47.8M | +33% | 8.94% | 79.3% | 51 | 23.53% | 1.5 |
|
| 4506 |
4506
BigSur Wealth Management
Miami,
Florida
| $195M | +$17.8M | +10% | 8.61% | 94.8% | 133 | 20.3% | 2.2 |
|
| 4507 |
SM
4507
Salzhauer Michael
| $195M | +$54.3M | +39% | 26.6% | 98% | 124 | 21.77% | 2.7 |
|
| 4508 |
4508
Eads & Heald Wealth Management
Atlanta,
Georgia
| $195M | +$9.09M | +5% | 5.12% | 93.3% | 138 | 5.07% | 5.3 |
|
| 4509 |
4509
Prentiss Smith & Co
Brattleboro,
Vermont
| $195M | -$15M | -7% | 6.96% | 67.4% | 80 | 11.25% | 4 |
|
| 4510 |
4510
Richmond Hill Investments
New York
| $194M | +$10M | +5% | 6.32% | 55.2% | 8 | 12.5% | 3 |
|
| 4511 |
4511
Gibraltar Capital Management
Tulsa,
Oklahoma
| $194M | +$26.5M | +16% | 14.7% | 65% | 73 | 28.77% | 1.9 |
|
| 4512 |
4512
Soditic Asset Management
Tonbridge,
United Kingdom
| $194M | +$94.1M | +94% | 5.78% | 23.4% | 21 | 28.57% | 0.2 |
|
| 4513 |
4513
Stolper & Co
Tulsa,
Oklahoma
| $194M | +$15.9M | +9% | 11.2% | 77.1% | 93 | 12.9% | 0.9 |
|
| 4514 |
CLCM
4514
Crawford Lake Capital Management
Lakewood,
New Jersey
| $194M | -$302M | -61% | 16.1% | 571% | 95 | 96.84% | 0 |
|
| 4515 |
4515
TFG Advisers
Auburn Hills,
Michigan
| $194M | +$3.13M | +2% | 4.57% | 61.8% | 194 | 7.73% | 1.7 |
|
| 4516 |
4516
KCS Wealth Advisory
Los Angeles,
California
| $194M | +$42.3M | +28% | 6.41% | 45.3% | 153 | 6.54% | 2.2 |
|
| 4517 |
4517
Sourcerock Group
Denver,
Colorado
| $194M | +$53.5M | +38% | 61.2% | 59.1% | 23 | 78.26% | 0.1 |
|
| 4518 |
4518
Kadensa Capital
Central,
Hong Kong
| $194M | -$62.9M | -25% | 21.8% | 191% | 21 | 76.19% | 0.3 |
|
| 4519 |
4519
Phoenician Capital
New York
| $193M | +$14.5M | +8% | 7.07% | 41.1% | 17 | 35.29% | 1 |
|
| 4520 |
4520
Geneva Partners
Lake Geneva,
Wisconsin
| $193M | +$4.12M | +2% | 7.89% | 417% | 109 | 44.04% | 1.5 |
|
| 4521 |
ACM
4521
Asymmetry Capital Management
San Francisco,
California
| $193M | -$26M | -12% | 9.67% | 300% | 46 | 65.22% | 0.3 |
|
| 4522 |
TMC
4522
Trellus Management Company
Delray Beach,
Florida
| $193M | +$71.9M | +59% | 8.21% | 268% | 83 | 60.24% | 1.3 |
|
| 4523 |
4523
Polunin Capital Partners
London,
United Kingdom
| $193M | -$63.2M | -25% | 1.03% | 268% | 14 | 28.57% | 1.7 |
|
| 4524 |
4524
Financial Strategies Group
Okemos,
Michigan
| $193M | +$13.7M | +8% | 4.12% | 44.9% | 77 | 20.78% | 0.8 |
|
| 4525 |
4525
Financial Management Network
Mission Viejo,
California
| $193M | +$30.5M | +19% | 5.41% | 62.5% | 130 | 19.23% | 0.2 |
|