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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
State of Wyoming
Cheyenne,
Wyoming
| $215M | +$59.3M | +38% | 8.68% | 135% | 2,028 | 45.56% | 0.3 |
|
| 4802 |
4802
PRW Wealth Management
Quincy,
Massachusetts
| $215M | +$15.2M | +8% | 8.04% | 42.3% | 113 | 23.01% | 0.8 |
|
| 4803 |
4803
Vishria Bird Financial Group
Memphis,
Tennessee
| $215M | +$24.3M | +13% | 7.32% | 74.3% | 69 | 15.94% | 1.7 |
|
| 4804 |
4804
Investors Financial Group
Plymouth,
Minnesota
| $215M | +$25.7M | +14% | 7.77% | – | 216 | 10.19% | 1.3 |
|
| 4805 |
CSWG
4805
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $215M | +$23.6M | +12% | 7.21% | 76% | 69 | 4.35% | 1.6 |
|
| 4806 |
WC
4806
Weil Company
San Diego,
California
| $214M | +$22.2M | +12% | 14.5% | 71.7% | 153 | 16.34% | 2 |
|
| 4807 |
4807
Brick & Kyle Associates
Newtown,
Pennsylvania
| $214M | +$17.2M | +9% | 10.8% | 116% | 62 | 9.68% | 4.3 |
|
| 4808 |
4808
AKKR Management Company
Menlo Park,
California
| $214M | – | – | 8.04% | – | 14 | – | 0 |
|
| 4809 |
4809
Sycale Advisors
New York
| $214M | -$9.3M | -4% | 8.35% | 31.5% | 22 | 27.27% | 0.8 |
|
| 4810 |
4810
OLP Capital Management
Causeway Bay,
Hong Kong
| $214M | -$255M | -54% | 30.1% | 146% | 7 | 28.57% | 0.7 |
|
| 4811 |
4811
EVR Research
Richmond,
Virginia
| $214M | +$33.7M | +19% | 7.39% | 165% | 32 | 43.75% | 0.5 |
|
| 4812 |
4812
Palmer Knight Company
Jacksonville,
Florida
| $214M | +$22M | +11% | 11% | 90.5% | 30 | 10% | 2.2 |
|
| 4813 |
4813
Prentice Wealth Management
Rochester,
New York
| $214M | +$6.85M | +3% | 6.08% | 47.8% | 344 | 69.48% | 0.7 |
|
| 4814 |
4814
Pertento Partners
London,
United Kingdom
| $214M | – | – | 4.73% | 196% | 13 | – | 0 |
|
| 4815 |
4815
TCG Crossover Management
Palo Alto,
California
| $214M | – | – | 2.5% | 3,013% | 15 | – | 0 |
|
| 4816 |
4816
Union Heritage Capital
Bloomfield Hills,
Michigan
| $214M | +$247K | +0.1% | 11.4% | 82.1% | 60 | 5% | 0.7 |
|
| 4817 |
4817
Insight Folios
Charlotte,
North Carolina
| $213M | +$31.7M | +17% | 7.47% | 32.9% | 139 | 15.11% | 0.7 |
|
| 4818 |
MS
4818
Madden Securities
Dallas,
Texas
| $213M | +$28.6M | +15% | 10.4% | 108% | 120 | 16.67% | 1.4 |
|
| 4819 |
4819
Seascape Capital Management
Portsmouth,
New Hampshire
| $213M | +$18.1M | +9% | 9.61% | 111% | 95 | 15.79% | 1.4 |
|
| 4820 |
4820
Redwood Grove Capital
Palo Alto,
California
| $213M | +$37.5M | +21% | 7.08% | 79.8% | 27 | 18.52% | 0.8 |
|
| 4821 |
4821
DHJJ Financial Advisors
Naperville,
Illinois
| $213M | +$19.8M | +10% | 7.2% | 62.5% | 132 | 6.82% | 0.8 |
|
| 4822 |
4822
Flight Deck Capital
San Francisco,
California
| $213M | – | – | 7.01% | 379% | 17 | – | 0 |
|
| 4823 |
SVG
4823
Sun Valley Gold
Sun Valley,
Idaho
| $213M | -$69.3M | -25% | 7.71% | 160% | 16 | 31.25% | 2.8 |
|
| 4824 |
CC
4824
Claybrook Capital
Wellesley,
Massachusetts
| $213M | +$15.2M | +8% | 3.48% | 7.15% | 138 | 14.49% | 0.7 |
|
| 4825 |
4825
United Fire Group
Cedar Rapids,
Iowa
| $213M | +$12.5M | +6% | 8.87% | 27.4% | 52 | 5.77% | 7 |
|