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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Peninsula Asset Management
Bradenton,
Florida
| $180M | +$15.7M | +10% | 6.06% | 54.2% | 46 | 4.35% | 5.6 |
|
| 4677 |
4677
Venrock Management VI
Palo Alto,
California
| $180M | -$92.6M | -34% | 27.5% | – | 2 | 0% | 0.6 |
|
| 4678 |
4678
Addison Capital
Conshohocken,
Pennsylvania
| $180M | +$14.4M | +9% | 7.2% | 71.4% | 115 | 10.43% | 3.4 |
|
| 4679 |
4679
Secure Asset Management
Troy,
Michigan
| $180M | +$9.9M | +6% | 3.83% | 97.2% | 189 | 25.93% | 0.7 |
|
| 4680 |
4680
Seascape Capital Management
Portsmouth,
New Hampshire
| $180M | +$8.48M | +5% | 4.87% | 111% | 91 | 8.79% | 0.9 |
|
| 4681 |
4681
Pacific Capital Wealth Advisors
Corona,
California
| $180M | +$3.73M | +2% | 2.84% | 54.1% | 69 | 11.59% | 1 |
|
| 4682 |
4682
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $180M | +$16.7M | +10% | 2.54% | 30.7% | 43 | 9.3% | 0.7 |
|
| 4683 |
4683
Prentice Wealth Management
Rochester,
New York
| $180M | – | – | 4.67% | 47.8% | 336 | – | 0 |
|
| 4684 |
4684
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $179M | +$18M | +11% | 7.19% | 60.9% | 55 | 30.91% | 0.6 |
|
| 4685 |
4685
JFG Wealth Management
Denver,
Colorado
| $179M | -$4.84M | -3% | 5.27% | 65.2% | 46 | 52.17% | 1.2 |
|
| 4686 |
4686
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $179M | +$3.58M | +2% | 3.92% | 70.1% | 77 | 15.58% | 1.9 |
|
| 4687 |
4687
Aspen Investment Management
Grand Rapids,
Michigan
| $179M | +$10.5M | +6% | 7.85% | 92.6% | 155 | 21.94% | 4.6 |
|
| 4688 |
4688
Waycross Partners
Louisville,
Kentucky
| $179M | +$18.9M | +12% | 8.2% | 98.4% | 116 | 36.21% | 0.2 |
|
| 4689 |
4689
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $179M | +$30.1M | +20% | 5.11% | 57.8% | 931 | 21.05% | 0.6 |
|
| 4690 |
VAM
4690
Velanne Asset Management
London,
United Kingdom
| $179M | +$10.5M | +6% | 6.26% | 29.6% | 20 | 15% | 1.7 |
|
| 4691 |
4691
Colton Groome Financial Advisors
Asheville,
North Carolina
| $179M | +$23.9M | +15% | 5.23% | 65.8% | 75 | 28% | 1 |
|
| 4692 |
4692
Congress Park Capital
Saratoga Springs,
New York
| $179M | +$10.1M | +6% | 4.38% | 99.9% | 137 | 24.82% | 1.6 |
|
| 4693 |
BOCM
4693
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $179M | +$12M | +7% | 8.23% | 49.6% | 39 | 30.77% | 2.9 |
|
| 4694 |
4694
Mountain Lake Investment Management
Boca Raton,
Florida
| $179M | +$26.9M | +18% | 34.3% | 64% | 30 | 23.33% | 1.7 |
|
| 4695 |
4695
Trellis Advisors
Ellensburg,
Washington
| $178M | +$12.5M | +8% | 4.87% | 23.3% | 80 | 11.25% | 1.9 |
|
| 4696 |
4696
Game Creek Capital
Boston,
Massachusetts
| $178M | +$8.61M | +5% | 13.3% | 176% | 74 | 35.14% | 1.4 |
|
| 4697 |
4697
Financial & Tax Architects
St Louis,
Missouri
| $178M | – | – | 5.19% | 50.2% | 97 | – | 0 |
|
| 4698 |
4698
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $178M | +$5.15M | +3% | 7.14% | 13.1% | 79 | 11.39% | 2.1 |
|
| 4699 |
NEGWA
4699
New England Guild Wealth Advisors
Avon,
Connecticut
| $178M | +$9.27M | +5% | 4.55% | 6.04% | 70 | 14.29% | 2.1 |
|
| 4700 |
4700
360 Financial
Wayzata,
Minnesota
| $178M | +$9.47M | +6% | 4.51% | 82.5% | 89 | 17.98% | 0.9 |
|