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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
6C
4701
6elm Capital
New York
| $178M | +$75.5M | +74% | 31.7% | – | 20 | 75% | 0.1 |
|
| 4702 |
HWMA
4702
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $178M | – | – | 5.76% | – | 725 | – | 0 |
|
| 4703 |
4703
MTM Investment Management
Spartanburg,
South Carolina
| $177M | +$15.6M | +10% | 8.81% | 87.7% | 267 | 18.73% | 0.2 |
|
| 4704 |
4704
Bull Street Advisors
Savannah,
Georgia
| $177M | +$11.4M | +7% | 4.42% | 48.5% | 93 | 3.23% | 1.4 |
|
| 4705 |
4705
FundX Investment Group
San Francisco,
California
| $177M | -$62.4M | -26% | 3.74% | 94.6% | 49 | 53.06% | 0.7 |
|
| 4706 |
4706
Prudent Investors Network
Lake Forest,
California
| $177M | +$12.4M | +8% | 2.91% | – | 27 | 11.11% | 0.8 |
|
| 4707 |
4707
Truvestments Capital
Sarasota,
Florida
| $177M | +$32.9M | +23% | 8.53% | 131% | 699 | 15.45% | 0.8 |
|
| 4708 |
SCA
4708
Sassicaia Capital Advisers
Jericho,
New York
| $177M | +$129M | +266% | 19% | 4,519% | 87 | 88.51% | 0 |
|
| 4709 |
WC
4709
Weil Company
San Diego,
California
| $177M | +$9.6M | +6% | 10.6% | 71.7% | 159 | 27.67% | 1.5 |
|
| 4710 |
4710
ValueWorks
New York
| $177M | +$19.9M | +13% | 29.2% | 190% | 33 | 21.21% | 3.3 |
|
| 4711 |
4711
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $177M | +$10.5M | +6% | 4.28% | 47.5% | 30 | 13.33% | 2 |
|
| 4712 |
4712
PYA Waltman Capital
Knoxville,
Tennessee
| $176M | +$8.42M | +5% | 3.86% | 62.4% | 57 | 26.32% | 0.9 |
|
| 4713 |
4713
WC Walker & Associates
Fullerton,
California
| $176M | +$2.28M | +1% | 4.81% | – | 66 | 4.55% | 0.2 |
|
| 4714 |
SEP
4714
Southland Equity Partners
Wildwood,
Missouri
| $176M | +$27.8M | +19% | 3.28% | 66.1% | 152 | 22.37% | 0.2 |
|
| 4715 |
4715
Swiss Re
Zurich,
Switzerland
| $176M | +$19.1M | +12% | 6.86% | – | 3 | 33.33% | 2.7 |
|
| 4716 |
4716
Lantz Financial
Naperville,
Illinois
| $176M | +$15.5M | +10% | 6.94% | 74.3% | 138 | 14.49% | 1.5 |
|
| 4717 |
4717
Profit Investment Management
North Bethesda,
Maryland
| $176M | +$19.7M | +13% | 13.1% | 101% | 93 | 7.53% | 4.5 |
|
| 4718 |
4718
1492 Capital Management
Milwaukee,
Wisconsin
| $176M | +$2.1M | +1% | 20% | 332% | 129 | 44.19% | 1.1 |
|
| 4719 |
4719
Clarity Wealth Advisors
San Jose,
California
| $175M | +$10.4M | +6% | 4.09% | 94.1% | 61 | 11.48% | 1.1 |
|
| 4720 |
CP
4720
CPV Partners
Stamford,
Connecticut
| $175M | +$793K | +0.5% | 16.7% | 105% | 4 | 25% | 1.1 |
|
| 4721 |
MHR
4721
Matthew Hamilton Rosenberg
| $175M | +$15M | +9% | 4.96% | 52% | 563 | 5.86% | 0.8 |
|
| 4722 |
4722
Westshore Wealth
Newport Beach,
California
| $175M | – | – | 5.02% | 58.8% | 142 | – | 0.4 |
|
| 4723 |
4723
Golden State Equity Partners
South Coast Metro,
California
| $175M | +$29.9M | +21% | 6.47% | – | 235 | 51.91% | 0.2 |
|
| 4724 |
4724
Gunma Bank
Gunma,
Japan
| $175M | +$65.5M | +60% | 6.72% | 24.5% | 39 | 66.67% | 0.8 |
|
| 4725 |
4725
GPM Growth Investors
Bloomfield Hills,
Michigan
| $175M | +$12.6M | +8% | 5.28% | – | 41 | 19.51% | 0.9 |
|