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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Argent Advisors
Monroe,
Louisiana
| $253M | +$24.7M | +11% | 7.25% | 63.1% | 142 | 7.75% | 3 |
|
| 4602 |
4602
Delta Financial Advisors
New Orleans,
Louisiana
| $253M | +$22.1M | +10% | 10.4% | 107% | 119 | 5.88% | 3.9 |
|
| 4603 |
ACM
4603
Altium Capital Management
New York
| $253M | +$105M | +72% | 57.3% | – | 95 | 54.74% | 0.7 |
|
| 4604 |
4604
Bernzott Capital Advisors
Camarillo,
California
| $253M | -$3.58M | -1% | 7.79% | 46.2% | 43 | 16.28% | 3 |
|
| 4605 |
4605
TNF
Billings,
Montana
| $253M | +$589K | +0.2% | 6.62% | 21.3% | 121 | 9.09% | 1.8 |
|
| 4606 |
IC
4606
Immersion Capital
London,
United Kingdom
| $252M | +$20.2M | +9% | 8.84% | 63.4% | 9 | 0% | 2.1 |
|
| 4607 |
4607
Impact Partnership Wealth
Marietta,
Georgia
| $252M | -$21.3M | -8% | 5.9% | 47.3% | 885 | 27.34% | 0.6 |
|
| 4608 |
4608
LongView Wealth Management
Atlanta,
Georgia
| $252M | +$28.3M | +13% | 7.62% | 60.8% | 182 | 9.89% | 0.2 |
|
| 4609 |
4609
Union Heritage Capital
Bloomfield Hills,
Michigan
| $252M | +$59.3M | +31% | 11% | 82.1% | 59 | 10.17% | 2.5 |
|
| 4610 |
4610
Cornell Pochily Investment Advisors
Ithaca,
New York
| $252M | +$10.7M | +4% | 9.2% | 97% | 176 | 7.39% | 4.4 |
|
| 4611 |
4611
Monolith Management
Hong Kong
| $252M | +$61.1M | +32% | 35.3% | – | 16 | 62.5% | 0.1 |
|
| 4612 |
WC
4612
Weil Company
San Diego,
California
| $252M | +$24.4M | +11% | 6.39% | 71.7% | 164 | 25% | 2.6 |
|
| 4613 |
FCP
4613
Fosse Capital Partners
London,
United Kingdom
| $252M | +$5.2M | +2% | 11.9% | 80% | 3 | 0% | 3.3 |
|
| 4614 |
4614
Susquehanna International Securities
Dublin,
Ireland
| $252M | +$114M | +82% | 9.94% | 2.8% | 66 | 54.55% | 0.6 |
|
| 4615 |
4615
Astor Investment Management
Chicago,
Illinois
| $252M | -$9.24M | -4% | 4.27% | 23.3% | 36 | 36.11% | 1.5 |
|
| 4616 |
KLCM
4616
KG&L Capital Management
Saint Francisville,
Louisiana
| $252M | +$12.6M | +5% | 9.34% | 91.9% | 185 | 12.43% | 2.6 |
|
| 4617 |
4617
Adams Street Partners
Chicago,
Illinois
| $252M | -$72.9M | -22% | 12.1% | 399% | 18 | 55.56% | 3 |
|
| 4618 |
4618
Wynnefield Capital
New York
| $252M | -$6.98M | -3% | 5.69% | 52.1% | 25 | 16% | 3.5 |
|
| 4619 |
4619
Townsend Asset Management
Raleigh,
North Carolina
| $252M | +$32.8M | +15% | 10.7% | 88.5% | 206 | 11.17% | 3 |
|
| 4620 |
4620
Cadent Capital Advisors
Tulsa,
Oklahoma
| $251M | +$48.5M | +24% | 8.16% | 106% | 143 | 15.38% | 1.8 |
|
| 4621 |
4621
WJ Wealth Management
Glendale,
Arizona
| $251M | +$21.3M | +9% | 10.8% | 95.6% | 78 | 17.95% | 1.7 |
|
| 4622 |
4622
DecisionPoint Financial
Mesa,
Arizona
| $251M | +$18.1M | +8% | 3.79% | 48% | 283 | 28.62% | 0.8 |
|
| 4623 |
4623
Brown University
Providence,
Rhode Island
| $251M | -$25.7M | -9% | 15.9% | 40.1% | 10 | 20% | 1.4 |
|
| 4624 |
ECG
4624
EPIQ Capital Group
San Francisco,
California
| $251M | +$31.1M | +14% | 9.35% | 6.25% | 72 | 29.17% | 2 |
|
| 4625 |
4625
Vance Wealth
Santa Clarita,
California
| $251M | +$20.5M | +9% | 7.31% | 66.4% | 95 | 13.68% | 1.4 |
|