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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Naman Capital
Sao Paulo,
Brazil
| $182M | +$37.6M | +26% | 0.65% | 89.9% | 18 | 5.56% | 1.7 |
|
| 4652 |
4652
Monterey Private Wealth
Monterey,
California
| $182M | +$8.2M | +5% | 4.11% | 29.8% | 100 | 12% | 0.9 |
|
| 4653 |
4653
GYL Financial Synergies
West Hartford,
Connecticut
| $182M | +$8.11M | +5% | 5.52% | 36% | 188 | 15.43% | 1.5 |
|
| 4654 |
4654
Stevens Capital Management
Radnor,
Pennsylvania
| $182M | -$22M | -11% | 4.55% | 108% | 236 | 80.08% | 0.2 |
|
| 4655 |
CHA
4655
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $182M | +$11.8M | +7% | 6.3% | 39.7% | 795 | 8.68% | 1.3 |
|
| 4656 |
4656
Global Trust Asset Management
West Palm Beach,
Florida
| $181M | -$491K | -0.3% | 7.11% | 178% | 447 | 15.21% | 2.1 |
|
| 4657 |
4657
Jacobsen Capital Management
Salt Lake City,
Utah
| $181M | +$12.6M | +7% | 5.02% | 97.3% | 60 | 13.33% | 1.3 |
|
| 4658 |
4658
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $181M | -$5.9M | -3% | 5.57% | 47.2% | 255 | 32.55% | 0.3 |
|
| 4659 |
4659
Portland Investment Counsel
Burlington,
Ontario, Canada
| $181M | +$64.6M | +55% | 20% | 108% | 43 | 37.21% | 2.1 |
|
| 4660 |
4660
Vishria Bird Financial Group
Memphis,
Tennessee
| $181M | +$5.7M | +3% | 6.27% | 74.3% | 56 | 16.07% | 1.4 |
|
| 4661 |
4661
Running Point Capital Advisors
El Segundo,
California
| $181M | +$10.2M | +6% | 2.7% | 52.1% | 142 | 15.49% | 0.2 |
|
| 4662 |
4662
Collaborative Holdings Management
New York
| $181M | +$39.4M | +28% | 41.3% | 591% | 29 | 75.86% | 0.1 |
|
| 4663 |
4663
Brick & Kyle Associates
Newtown,
Pennsylvania
| $181M | +$20.7M | +13% | 4.97% | 116% | 58 | 3.45% | 3.8 |
|
| 4664 |
4664
Gables Capital Management
Miami,
Florida
| $181M | +$9.7M | +6% | 8.37% | 173% | 387 | 8.79% | 2.2 |
|
| 4665 |
4665
J. Arnold Wealth Management
Youngstown,
Ohio
| $181M | +$11.6M | +7% | 8.95% | 46.2% | 118 | 40.68% | 0.6 |
|
| 4666 |
PK
4666
Pflug Koory
Omaha,
Nebraska
| $181M | +$11.9M | +7% | 10.3% | – | 517 | 19.73% | 2.7 |
|
| 4667 |
4667
Sycale Advisors
New York
| $181M | +$40.5M | +29% | 1.3% | 31.5% | 25 | 56% | 0.5 |
|
| 4668 |
4668
Ategra Capital Management
Vienna,
Virginia
| $181M | +$37M | +26% | 14.7% | 114% | 112 | 17.86% | 1.3 |
|
| 4669 |
4669
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $181M | +$7.75M | +4% | 3.12% | 34.5% | 48 | 16.67% | 1 |
|
| 4670 |
4670
Moseley Investment Management
Bradenton,
Florida
| $181M | +$8.42M | +5% | 0.95% | 96.6% | 168 | 13.1% | 1.2 |
|
| 4671 |
PL
4671
Polianta Ltd
St Helier,
Jersey
| $180M | -$599K | -0.3% | 7.79% | 31.6% | 105 | 78.1% | 0.2 |
|
| 4672 |
4672
Lipe & Dalton
Syracuse,
New York
| $180M | +$17.6M | +11% | 12.8% | 101% | 106 | 11.32% | 3.6 |
|
| 4673 |
4673
Kelso & Company
New York
| $180M | – | – | 18.6% | – | 1 | – | 0 |
|
| 4674 |
4674
Morgens Waterfall Vintiadis & Co
New York
| $180M | -$4.95M | -3% | 6.57% | 594% | 38 | 34.21% | 1.4 |
|
| 4675 |
4675
Gemsstock Ltd
London,
United Kingdom
| $180M | +$16M | +10% | 12.2% | 149% | 18 | 50% | 0.4 |
|