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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
APEIRON Capital Ltd
Hong Kong
| $179M | +$76.5M | +75% | 23.7% | 362% | 12 | 41.67% | 0.7 |
|
| 4852 |
4852
Shaker Investments
Cleveland,
Ohio
| $179M | +$17.9M | +11% | 7.28% | 216% | 91 | 21.98% | 2.9 |
|
| 4853 |
4853
Atomi Financial Group
New York
| $179M | – | – | 6.26% | 153% | 224 | – | 0 |
|
| 4854 |
4854
D. Scott Neal
Lexington,
Kentucky
| $179M | -$27M | -13% | 3.79% | 105% | 64 | 12.5% | 2.6 |
|
| 4855 |
CC
4855
Claybrook Capital
Wellesley,
Massachusetts
| $179M | +$16.2M | +10% | 3.2% | 7.15% | 142 | 9.86% | 1.4 |
|
| 4856 |
4856
Miller Equity Capital Advisors
Irving,
Texas
| $179M | +$24.8M | +16% | 7.32% | 23.7% | 50 | 2% | 2.7 |
|
| 4857 |
4857
Eastover Investment Advisors
Charlotte,
North Carolina
| $179M | +$4.24M | +2% | 4.05% | 105% | 49 | 12.24% | 2.4 |
|
| 4858 |
4858
Intergy Private Wealth
Colorado Springs,
Colorado
| $179M | +$18.8M | +12% | 8.38% | 73.8% | 71 | 12.68% | 0.9 |
|
| 4859 |
4859
Addison Advisors
Middlebury,
Vermont
| $179M | +$11.6M | +7% | 5.24% | 54.5% | 809 | 25.34% | 1.6 |
|
| 4860 |
4860
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $178M | +$9.14M | +5% | 9.43% | 60.2% | 53 | 20.75% | 2.9 |
|
| 4861 |
4861
Lumature Wealth Partners
Alpharetta,
Georgia
| $178M | -$478K | -0.3% | 5.02% | – | 422 | 13.74% | 1.7 |
|
| 4862 |
YRHAM
4862
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $178M | +$19.5M | +12% | 20.5% | 2,310% | 23 | 69.57% | 0.3 |
|
| 4863 |
CPFP
4863
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $178M | -$9.9M | -5% | 2.61% | – | 242 | 21.07% | 1.6 |
|
| 4864 |
4864
Game Creek Capital
Boston,
Massachusetts
| $178M | +$3.99M | +2% | 4.03% | 176% | 68 | 19.12% | 2.7 |
|
| 4865 |
4865
LSP Investment Advisors
New York
| $178M | -$49.2M | -22% | 3.12% | 79.5% | 28 | 17.86% | 1.6 |
|
| 4866 |
4866
DG Capital Management
New York
| $178M | +$4.59M | +3% | 9.93% | 76.7% | 45 | 46.67% | 1.6 |
|
| 4867 |
4867
Kestrel Investment Management
San Mateo,
California
| $178M | +$5.23M | +3% | 4% | 99.8% | 43 | 20.93% | 1.5 |
|
| 4868 |
4868
Divergent Planning
Bethesda,
Maryland
| $178M | +$18.7M | +12% | 4.7% | 43.3% | 22 | 18.18% | 1.3 |
|
| 4869 |
4869
Anatole Investment Management
Central,
Hong Kong
| $178M | – | – | 33.2% | 3,486% | 2 | – | 0 |
|
| 4870 |
4870
Vigilare Wealth Management
Scottsdale,
Arizona
| $177M | +$5.75M | +3% | 4.83% | 59.5% | 120 | 24.17% | 2 |
|
| 4871 |
4871
Guinness Atkinson Asset Management
Pasadena,
California
| $177M | +$18.2M | +11% | 16.5% | 148% | 104 | 0% | 4.8 |
|
| 4872 |
4872
Fifth Lane Capital
Austin,
Texas
| $177M | +$66.1M | +60% | 11.5% | 80.4% | 262 | 54.96% | 0.4 |
|
| 4873 |
SI
4873
Saxon Interests
Houston,
Texas
| $177M | +$1.66M | +0.9% | 5.21% | 81.2% | 182 | 18.13% | 0.9 |
|
| 4874 |
4874
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $177M | +$11.4M | +7% | 3.86% | 78% | 176 | 15.91% | 1 |
|
| 4875 |
4875
Consilio Wealth Advisors
Bellevue,
Washington
| $177M | +$20.2M | +13% | 6.96% | 66.4% | 50 | 12% | 0.8 |
|