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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
HIH
4776
HRS Investment Holdings
New York
| $87.9M | -$43.2M | -33% | 20.1% | 21.5% | 1 | 0% | 1.3 |
|
| 4777 |
4777
Okabena Investment Services
Minneapolis,
Minnesota
| $87.8M | -$19.8M | -18% | 13.5% | 83.9% | 78 | 24.36% | 0.2 |
|
| 4778 |
4778
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $87.7M | -$44M | -33% | 17.9% | 67.5% | 82 | 30.49% | 0.8 |
|
| 4779 |
OCM
4779
Ogborne Capital Management
San Francisco,
California
| $87.6M | -$133M | -60% | 20.7% | 251% | 16 | 62.5% | 0.4 |
|
| 4780 |
4780
CornerStone Partners
Charlottesville,
Virginia
| $87.5M | -$38.4M | -30% | 24.7% | – | 12 | 16.67% | 0.3 |
|
| 4781 |
4781
Abacus FCF Advisors
Orlando,
Florida
| $87.5M | -$39.1M | -31% | 13.5% | 197% | 108 | 41.67% | 1.4 |
|
| 4782 |
4782
Insight Folios
Charlotte,
North Carolina
| $87.4M | -$25.3M | -22% | 24.9% | 32.9% | 46 | 28.26% | 0.2 |
|
| 4783 |
LFGH
4783
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $87.2M | -$39.5M | -31% | 14% | 12.9% | 31 | 35.48% | 1.4 |
|
| 4784 |
4784
Pacific Sun Financial
Los Angeles,
California
| $87.1M | -$26.3M | -23% | 23.2% | 79.1% | 144 | 14.58% | 1.8 |
|
| 4785 |
4785
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $87M | -$104M | -54% | 9.03% | 103% | 42 | 40.48% | 3.8 |
|
| 4786 |
4786
Spreng Capital Management
Bucyrus,
Ohio
| $87M | -$20.7M | -19% | 15.7% | 84.4% | 83 | 14.46% | 0.2 |
|
| 4787 |
4787
Tranquility Partners
Brentwood,
Tennessee
| $86.9M | -$23.9M | -22% | 19.3% | 77.3% | 173 | 35.84% | 0.6 |
|
| 4788 |
4788
LifeSteps Financial
Claremont,
California
| $86.9M | -$19.1M | -18% | 13.6% | 98.4% | 95 | 22.11% | 0.2 |
|
| 4789 |
4789
Somerset Group
Wayzata,
Minnesota
| $86.9M | -$28M | -24% | 19.4% | 95.6% | 70 | 20% | 4.4 |
|
| 4790 |
4790
Birch Capital Management
Dallas,
Texas
| $86.9M | -$15.2M | -15% | 14.4% | 62% | 92 | 14.13% | 0.2 |
|
| 4791 |
4791
Chronos Wealth Management
Clearwater,
Florida
| $86.7M | -$15.1M | -15% | 12.9% | 92.3% | 45 | 17.78% | 0.2 |
|
| 4792 |
4792
Mangham Associates
Charlottesville,
Virginia
| $86.7M | -$30.3M | -26% | 19.6% | 24.4% | 5 | 40% | 1.1 |
|
| 4793 |
4793
CoreCommodity Management
Stamford,
Connecticut
| $86.6M | -$92.7M | -52% | 35.6% | 65.8% | 184 | 25% | 3 |
|
| 4794 |
JC
4794
JCSD Capital
Walnut Creek,
California
| $86.5M | -$47.5M | -35% | 23.8% | – | 49 | 20.41% | 1.9 |
|
| 4795 |
4795
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $86.5M | -$19.1M | -18% | 19.1% | 62% | 218 | 32.11% | 0.2 |
|
| 4796 |
4796
Royal Harbor Partners
Houston,
Texas
| $86.4M | -$17.6M | -17% | 16.5% | 54.6% | 87 | 55.17% | 0.1 |
|
| 4797 |
4797
Brooktree Capital Management
Gand Rapids,
Michigan
| $86.3M | -$22.7M | -21% | 21.3% | 92.6% | 117 | 25.64% | 0.2 |
|
| 4798 |
4798
Mine & Arao Wealth Creation & Management
Campbell,
California
| $86.2M | -$20.4M | -19% | 16.1% | 105% | 254 | 14.96% | 0.2 |
|
| 4799 |
4799
DigitalBridge Group
Boca Raton,
Florida
| $86.1M | -$23.6M | -22% | 15.4% | 161% | 46 | 60.87% | 0.2 |
|
| 4800 |
4800
New Silk Road Investment
Singapore
| $86.1M | -$34.9M | -29% | 21.3% | 21.2% | 17 | 58.82% | 1 |
|