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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
Proathlete Wealth Management
Boca Raton,
Florida
| $266M | +$22.9M | +9% | 2.34% | 73.9% | 60 | 1.67% | 0.9 |
|
| 4802 |
4802
Rivermont Capital Management
New York
| $266M | +$53.3M | +25% | 13% | 555% | 24 | 50% | 0.8 |
|
| 4803 |
SM
4803
Samjo Management
New York
| $265M | -$24.6M | -8% | 0.62% | – | 62 | 27.42% | 0.8 |
|
| 4804 |
PAM
4804
Pegasus Asset Management
Montebello,
New York
| $265M | +$3.11M | +1% | 4.55% | 101% | 70 | 5.71% | 5.4 |
|
| 4805 |
PH
4805
Pinnacle Holdings
Tulsa,
Oklahoma
| $265M | +$8.85M | +3% | 3.61% | 79.6% | 263 | 18.25% | 4.7 |
|
| 4806 |
4806
Kelleher Financial Advisors
New York
| $265M | +$2.52M | +1% | 2.35% | 80.3% | 122 | 9.02% | 4.6 |
|
| 4807 |
4807
Royal Harbor Partners
Houston,
Texas
| $265M | +$7.6M | +3% | 0.31% | 54.6% | 52 | 26.92% | 1.9 |
|
| 4808 |
4808
Left Brain Wealth Management
Naperville,
Illinois
| $265M | +$49.8M | +23% | 18.2% | 376% | 104 | 35.58% | 1 |
|
| 4809 |
4809
Carmel Capital Management
Carmel,
California
| $265M | -$1.91M | -0.7% | 5.84% | 247% | 28 | 7.14% | 2.9 |
|
| 4810 |
4810
Radcliff Management
New York
| $265M | +$79.8M | +43% | 43.2% | 47.6% | 1 | 0% | 3 |
|
| 4811 |
4811
Pineridge Advisors
St. Charles,
Missouri
| $265M | +$371K | +0.1% | 1.5% | – | 693 | 20.92% | 0.8 |
|
| 4812 |
MCF
4812
MKA Charitable Fund
San Francisco,
California
| $265M | +$9.04M | +4% | 3.63% | 17.1% | 1 | 0% | 1 |
|
| 4813 |
4813
Robinswood Financial
Kirkland,
Washington
| $264M | -$4.46M | -2% | 2.44% | 43.1% | 367 | 7.08% | 1.1 |
|
| 4814 |
AW
4814
Atlas Wealth
Cincinnati,
Ohio
| $264M | +$32.6M | +14% | 1.3% | 43.5% | 101 | 24.75% | 1.3 |
|
| 4815 |
4815
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $264M | +$4.72M | +2% | 1.16% | 65.5% | 397 | 7.81% | 4.5 |
|
| 4816 |
SCI
4816
Silver Coast Investments
San Diego,
United States
| $264M | -$7.17M | -3% | 3.43% | – | 110 | 18.18% | 0.8 |
|
| 4817 |
4817
Coalescence Partners Investment Management
New York
| $264M | +$41M | +18% | 0.42% | – | 17 | 17.65% | 0.6 |
|
| 4818 |
4818
Omega Financial Group
Santa Barbara,
California
| $264M | +$395K | +0.1% | 1.42% | 47% | 83 | 6.02% | 4.2 |
|
| 4819 |
4819
Aubrey Capital Management
Edinburgh,
United Kingdom
| $264M | +$4.83M | +2% | 8.46% | 319% | 69 | 39.13% | 1.2 |
|
| 4820 |
4820
Retirement Capital Strategies
San Jose,
California
| $264M | +$8.48M | +3% | 2.17% | 59% | 93 | 47.31% | 2 |
|
| 4821 |
4821
Palogic Value Management
Dallas,
Texas
| $264M | -$30.1M | -10% | 3.81% | 31.3% | 194 | 18.04% | 1.5 |
|
| 4822 |
4822
JVL Associates
Wyoming,
Michigan
| $264M | +$4.46M | +2% | 2.48% | 81% | 58 | 8.62% | 3.7 |
|
| 4823 |
4823
Accel Wealth Management
Waverly,
Iowa
| $264M | -$4.85M | -2% | 2.57% | 82.4% | 269 | 11.52% | 2.3 |
|
| 4824 |
4824
Segra Capital Management
Palm Beach,
Florida
| $264M | +$7.27M | +3% | 0.61% | 19% | 12 | 50% | 0.9 |
|
| 4825 |
4825
Global Trust Asset Management
West Palm Beach,
Florida
| $264M | -$6.23M | -2% | 2.88% | 178% | 551 | 17.06% | 3.7 |
|