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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 |
NFP
4626
Novak Financial Planning
Bel Air,
Maryland
| $170M | – | – | 11.1% | – | 112 | – | 0 |
|
| 4627 |
I2I
4627
Insight 2811 Inc
Chicago,
Illinois
| $170M | +$9.27M | +6% | 4.83% | 31.3% | 85 | 32.94% | 3 |
|
| 4628 |
AICPI
4628
ABG Innovation Capital Partners III
Central, Hong Kong,
Hong Kong
| $170M | – | – | 50.1% | 5.56% | 7 | – | 0 |
|
| 4629 |
CHA
4629
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $170M | +$19.4M | +13% | 14.2% | 39.7% | 773 | 9.31% | 1.1 |
|
| 4630 |
4630
Secure Asset Management
Troy,
Michigan
| $170M | +$23.9M | +16% | 14.9% | 97.2% | 161 | 17.39% | 0.7 |
|
| 4631 |
4631
Peoples Bank (Ohio)
Marietta,
Ohio
| $170M | +$22.6M | +15% | 16.1% | 78.9% | 104 | 9.62% | 3.1 |
|
| 4632 |
4632
Game Creek Capital
Boston,
Massachusetts
| $170M | +$36.7M | +28% | 17.2% | 177% | 65 | 29.23% | 1.4 |
|
| 4633 |
4633
Innealta Capital
Austin,
Texas
| $170M | +$16.1M | +10% | 13.6% | 69.8% | 46 | 21.74% | 1.1 |
|
| 4634 |
4634
Red Door Wealth Management
Memphis,
Tennessee
| $170M | +$33.9M | +25% | 12% | 117% | 110 | 10.91% | 0.9 |
|
| 4635 |
LCH
4635
Lee Capital Holdings
New York
| $170M | -$1.33M | -0.8% | 11.9% | 34.4% | 95 | 55.79% | 0.8 |
|
| 4636 |
IGYL
4636
I.G.Y. Ltd
London,
United Kingdom
| $170M | +$8.33M | +5% | 5.21% | 80.5% | 3 | 0% | 0.8 |
|
| 4637 |
4637
Roman Butler Fullerton & Co
St Louis,
Missouri
| $169M | +$16.5M | +11% | 12.9% | 134% | 180 | 20.56% | 1.3 |
|
| 4638 |
4638
J. Arnold Wealth Management
Youngstown,
Ohio
| $169M | +$34.7M | +26% | 9.99% | 46.2% | 96 | 36.46% | 0.5 |
|
| 4639 |
DL
4639
DOHJ LLC
Seattle,
Washington
| $169M | +$9.6M | +6% | 8.95% | 51.5% | 84 | 8.33% | 0.7 |
|
| 4640 |
4640
Zeno Research
New York
| $169M | – | – | 17.8% | 25.2% | 25 | – | 0 |
|
| 4641 |
4641
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $169M | +$33M | +24% | 11.1% | 64.9% | 124 | 12.1% | 0.8 |
|
| 4642 |
4642
Emerson Wealth
Bloomfield Hills,
Michigan
| $169M | +$20.9M | +14% | 16.4% | 18.1% | 22 | 0% | 1.6 |
|
| 4643 |
4643
West Branch Capital
Amherst,
Massachusetts
| $169M | +$12.5M | +8% | 11.3% | 156% | 93 | 16.13% | 1.8 |
|
| 4644 |
4644
Quantedge Capital
Singapore
| $169M | – | – | 22.1% | 118% | 107 | – | 0 |
|
| 4645 |
4645
Karani Asset Management
New York
| $169M | +$20.1M | +13% | 24.7% | – | 65 | 27.69% | 0.8 |
|
| 4646 |
4646
Kiley Juergens Wealth Management
Olympia,
Washington
| $169M | +$32.3M | +24% | 14.2% | 121% | 53 | 16.98% | 1.9 |
|
| 4647 |
PK
4647
Pflug Koory
Omaha,
Nebraska
| $169M | +$20.9M | +14% | 15% | – | 435 | 9.2% | 3 |
|
| 4648 |
4648
Congress Park Capital
Saratoga Springs,
New York
| $169M | +$7.38M | +5% | 18.3% | 99.9% | 119 | 23.53% | 1.6 |
|
| 4649 |
4649
Aspen Investment Management
Grand Rapids,
Michigan
| $169M | +$18.9M | +13% | 12.9% | 92.6% | 136 | 11.03% | 4.7 |
|
| 4650 |
4650
Jacobsen Capital Management
Salt Lake City,
Utah
| $169M | +$25.5M | +18% | 14.1% | 97.3% | 59 | 5.08% | 1.2 |
|