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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Orleans Capital Management
Mandeville,
Louisiana
| $131M | +$8.67M | +7% | 10% | 94.6% | 85 | 15.29% | 0.5 |
|
| 4577 |
4577
Vista Investment Management
Pittsburgh,
Pennsylvania
| $131M | +$14.6M | +13% | 6.16% | 54.4% | 144 | 10.42% | 2.1 |
|
| 4578 |
PA
4578
PSI Advisors
Tampa,
Florida
| $131M | +$7M | +6% | 7.09% | 58.2% | 122 | 12.3% | 0.6 |
|
| 4579 |
4579
Harborview Advisors
Portland,
Maine
| $131M | +$10.1M | +8% | 5.57% | 27.1% | 94 | 9.57% | 1.7 |
|
| 4580 |
4580
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $131M | +$6.34M | +5% | 4.57% | 45.1% | 24 | 8.33% | 5.3 |
|
| 4581 |
4581
Durational Capital Management
New York
| $131M | – | – | 1.79% | – | 1 | – | 0 |
|
| 4582 |
4582
Okabena Investment Services
Minneapolis,
Minnesota
| $131M | +$16.7M | +15% | 8.44% | 83.9% | 89 | 31.46% | 0.4 |
|
| 4583 |
4583
VeraBank
Henderson,
Texas
| $130M | +$8.22M | +7% | 8.59% | 69.5% | 109 | 9.17% | 1.4 |
|
| 4584 |
TL
4584
TowerView LLC
New York
| $130M | +$690K | +0.5% | 5.9% | 16.3% | 24 | 20.83% | 3.5 |
|
| 4585 |
4585
Hixon Zuercher
Findlay,
Ohio
| $130M | +$13.9M | +12% | 12.1% | 101% | 57 | 12.28% | 0.5 |
|
| 4586 |
EWG
4586
Executive Wealth Group
Kirkland,
Washington
| $130M | +$5.18M | +4% | 5.64% | 14.9% | 45 | 6.67% | 2.1 |
|
| 4587 |
4587
Pavion Blue Capital
Newport Beach,
California
| $130M | +$15.4M | +13% | 8.7% | 87.8% | 89 | 13.48% | 0.6 |
|
| 4588 |
4588
R.W. Roge & Company
Bohemia,
New York
| $130M | +$11.1M | +9% | 6.11% | 76.3% | 35 | 8.57% | 0.6 |
|
| 4589 |
4589
Truvvo Partners
New York
| $130M | +$1.61M | +1% | 10.9% | 21.1% | 47 | 19.15% | 1.6 |
|
| 4590 |
4590
UBP Investment Advisors
Geneva,
Switzerland
| $130M | +$4.01M | +3% | 4.94% | 11.2% | 68 | 23.53% | 1.6 |
|
| 4591 |
4591
Stewart Asset Management
New York
| $129M | +$5.15M | +4% | 16.3% | 42.5% | 28 | 0% | 0.7 |
|
| 4592 |
4592
Field & Main Bank
Henderson,
Kentucky
| $129M | +$12.1M | +10% | 12.2% | 107% | 193 | 13.99% | 4.6 |
|
| 4593 |
WMA
4593
Wealth Management Associates
Cherry Hill,
New Jersey
| $129M | +$10.8M | +9% | 8.3% | 111% | 166 | 15.06% | 1.1 |
|
| 4594 |
4594
Capstone Financial Group
Oklahoma City,
Oklahoma
| $129M | +$7.68M | +6% | 8.64% | – | 173 | 21.39% | 0.6 |
|
| 4595 |
SVC
4595
Strycker View Capital
New York
| $129M | +$38.2M | +42% | 6.6% | 114% | 29 | 65.52% | 0.3 |
|
| 4596 |
4596
Auxano Advisors
Bellevue,
Washington
| $129M | +$8.91M | +7% | 12.2% | 103% | 48 | 18.75% | 0.4 |
|
| 4597 |
MC
4597
MRJ Capital
New York
| $129M | +$11.9M | +10% | 11.7% | 127% | 53 | 11.32% | 3.9 |
|
| 4598 |
4598
Naman Capital
Sao Paulo,
Brazil
| $129M | +$6.46M | +5% | 5.17% | 89.9% | 17 | 0% | 1.2 |
|
| 4599 |
4599
Clarus Wealth Advisors
Peoria,
Arizona
| $129M | +$10.3M | +9% | 8.97% | 89.7% | 140 | 20.71% | 1.3 |
|
| 4600 |
4600
Grace Capital
Quincy,
Massachusetts
| $129M | +$12.5M | +11% | 7.31% | 127% | 250 | 18.8% | 1.3 |
|