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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
VC
4626
Voit & Company
Brookfield,
Wisconsin
| $96.9M | -$15.3M | -14% | 16.1% | – | 75 | 36% | 0.9 |
|
| 4627 |
4627
Pacific Financial Group
Bellevue,
Washington
| $96.9M | -$918M | -90% | 14.9% | 61.1% | 84 | 45.24% | 3.8 |
|
| 4628 |
4628
United Bank (Georgia)
Zebulon,
Georgia
| $96.8M | -$50.9M | -34% | 20.2% | 93.7% | 75 | 5.33% | 2.6 |
|
| 4629 |
4629
SkyTop Capital Management
Rutherford,
New Jersey
| $96.8M | -$31.8M | -25% | 17.8% | 50.2% | 23 | 39.13% | 1 |
|
| 4630 |
4630
Wambolt & Associates
Littleton,
Colorado
| $96.7M | -$34.5M | -26% | 22.6% | 62.2% | 179 | 18.44% | 1 |
|
| 4631 |
MCM
4631
Maxim Capital Management
San Francisco,
California
| $96.5M | -$334K | -0.3% | 13.9% | – | 39 | 38.46% | 0.8 |
|
| 4632 |
SMP
4632
Santa Monica Partners
Palm Beach Gardens,
Florida
| $96.4M | -$23.5M | -20% | 14.6% | 102% | 25 | 16% | 2.2 |
|
| 4633 |
4633
Holistic Financial Partners
Indianapolis,
Indiana
| $96.4M | -$70.8M | -42% | 16% | 95.7% | 143 | 54.55% | 0.9 |
|
| 4634 |
4634
Founders Capital Management (Texas)
Houston,
Texas
| $96.4M | -$35.7M | -27% | 18.5% | 131% | 328 | 8.54% | 2.4 |
|
| 4635 |
4635
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $96.4M | -$140M | -59% | 34.4% | 137% | 117 | 73.5% | 0.3 |
|
| 4636 |
4636
Swaine & Leidel Wealth Services
Sebring,
Florida
| $96.4M | -$23.6M | -20% | 19.9% | – | 69 | 34.78% | 0.5 |
|
| 4637 |
4637
Pavion Blue Capital
Newport Beach,
California
| $96.4M | -$4.53M | -4% | 19% | 87.8% | 81 | 34.57% | 0.2 |
|
| 4638 |
4638
Benjamin Edwards Inc
Clayton,
Missouri
| $96.4M | +$47.3M | +97% | 15% | 72.6% | 385 | 34.55% | 0.6 |
|
| 4639 |
4639
Bellevue Asset Management
Bellevue,
Washington
| $96.3M | -$33.3M | -26% | 17% | 56.7% | 652 | 22.7% | 0.2 |
|
| 4640 |
AAM
4640
Ascension Asset Management
New York
| $96.3M | -$19.6M | -17% | 16.4% | – | 76 | 11.84% | 1.9 |
|
| 4641 |
4641
Eidelman Virant Capital
Saint Louis,
Missouri
| $96.3M | -$108M | -53% | 26.6% | 46.2% | 133 | 37.59% | 2.5 |
|
| 4642 |
4642
Westhampton Capital
Winston-Salem,
North Carolina
| $96.3M | -$27.1M | -22% | 17.3% | 105% | 113 | 17.7% | 0.7 |
|
| 4643 |
4643
Red Spruce Capital
Berwyn,
Pennsylvania
| $96.2M | -$23.7M | -20% | 16.2% | 98.4% | 89 | 10.11% | 0.2 |
|
| 4644 |
4644
JNE Partners
London,
United Kingdom
| $96.2M | -$58.8M | -38% | 34% | 100% | 6 | 33.33% | 0.2 |
|
| 4645 |
4645
Townsend & Associates
Westminster,
Colorado
| $96.2M | -$18.2M | -16% | 19.3% | 58% | 74 | 8.11% | 1.8 |
|
| 4646 |
4646
Omnia Family Wealth
Aventura,
Florida
| $96.1M | -$122M | -56% | 7.91% | 87.5% | 95 | 24.21% | 2.8 |
|
| 4647 |
4647
Clarity Wealth Advisors
San Jose,
California
| $96.1M | -$22.8M | -19% | 17.4% | 94.1% | 67 | 20.9% | 0.2 |
|
| 4648 |
4648
Serengeti Asset Management
New York
| $96.1M | -$316M | -77% | 39.3% | 14.9% | 24 | 70.83% | 1.1 |
|
| 4649 |
EAM
4649
Eukles Asset Management
Cincinnati,
Ohio
| $96M | -$26.8M | -22% | 15.5% | 87.9% | 171 | 13.45% | 1.2 |
|
| 4650 |
4650
Rovin Capital
Mesa,
Arizona
| $95.7M | -$19.8M | -17% | 13.2% | 63.8% | 51 | 35.29% | 0.2 |
|