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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 |
LAM
4776
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $116M | +$10.7M | +10% | 11% | 124% | 70 | 1.43% | 0.3 |
|
| 4777 |
4777
Invesco Senior Secured Management
New York
| $116M | -$14.9M | -11% | 9.32% | 18.1% | 20 | 5% | 2 |
|
| 4778 |
4778
Sycale Advisors
New York
| $116M | -$14.6M | -11% | 14.9% | 31.5% | 20 | 45% | 0.5 |
|
| 4779 |
4779
Brooks Moore & Associates
Chattanooga,
Tennessee
| $116M | +$9.17M | +9% | 6.31% | 63.7% | 89 | 10.11% | 1.4 |
|
| 4780 |
4780
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $116M | -$2.23M | -2% | 9.18% | 65.5% | 300 | 11.67% | 3 |
|
| 4781 |
BRA
4781
Blue Rock Advisors
Wayzata,
Minnesota
| $116M | +$89.6M | +342% | 11.8% | – | 111 | 82.88% | 0.1 |
|
| 4782 |
4782
Mountaineer Partners Management
New York
| $116M | +$41.3M | +55% | 14.1% | 158% | 16 | 18.75% | 0.9 |
|
| 4783 |
4783
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $116M | +$4.94M | +4% | 8.74% | 63.8% | 88 | 12.5% | 0.7 |
|
| 4784 |
4784
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $116M | -$8.75M | -7% | 19.4% | 961% | 61 | 44.26% | 0.6 |
|
| 4785 |
4785
Penbrook Management
New York
| $115M | +$13.7M | +13% | 15.4% | 107% | 107 | 9.35% | 4.1 |
|
| 4786 |
4786
Clearshares
New York
| $115M | -$9.8M | -8% | 4.26% | – | 37 | 13.51% | 1.2 |
|
| 4787 |
4787
Global Financial Private Client
Sarasota,
Florida
| $115M | +$268K | +0.2% | 7.38% | 100% | 529 | 15.5% | 0.7 |
|
| 4788 |
SWG
4788
Summit Wealth Group
White River Junction,
Vermont
| $115M | +$5.8M | +5% | 4.82% | 53% | 30 | 6.67% | 0.7 |
|
| 4789 |
4789
Beacon Financial Advisory
Cleveland,
Ohio
| $115M | +$23.2M | +25% | 6.85% | 76.8% | 190 | 31.58% | 0.5 |
|
| 4790 |
4790
Birch Capital Management
Dallas,
Texas
| $115M | +$8.27M | +8% | 9.91% | 62% | 113 | 22.12% | 0.6 |
|
| 4791 |
4791
JLP Asset Management
New York
| $115M | -$10M | -8% | 2.83% | 16.1% | 29 | 0% | 1.3 |
|
| 4792 |
4792
Kendall Capital Management
Rockville,
Maryland
| $115M | +$10.5M | +10% | 7.25% | 130% | 130 | 14.62% | 1.8 |
|
| 4793 |
4793
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $115M | – | – | 12.4% | 72% | 1,322 | – | 0 |
|
| 4794 |
4794
Cordasco Financial Network
Naples,
Florida
| $115M | +$6.12M | +6% | 6.68% | 31.1% | 563 | 14.92% | 2.6 |
|
| 4795 |
4795
Fusion Capital
Mt. Pleasant,
South Carolina
| $115M | +$10.7M | +10% | 9.1% | 108% | 72 | 27.78% | 0.5 |
|
| 4796 |
4796
PFG Private Wealth Management
Lutz,
Florida
| $115M | +$8.52M | +8% | 4.53% | 52.6% | 50 | 20% | 0.6 |
|
| 4797 |
4797
Guardian Investment Management
Tiburon,
California
| $115M | +$4.36M | +4% | 6.54% | 103% | 57 | 7.02% | 4.3 |
|
| 4798 |
4798
Total Clarity Wealth Management
St. Charles,
Illinois
| $115M | +$5.67M | +5% | 7.94% | 73.2% | 139 | 20.14% | 0.6 |
|
| 4799 |
4799
JNE Partners
London,
United Kingdom
| $115M | +$35M | +44% | 12% | 100% | 6 | 33.33% | 0.4 |
|
| 4800 |
4800
Red Cedar Capital
Omaha,
Nebraska
| $114M | +$3.95M | +4% | 8.05% | 43% | 146 | 2.05% | 2.5 |
|