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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Bridge Advisory
Pasadena,
California
| $161M | -$51M | -24% | 1.24% | 6.7% | 95 | 38.95% | 0.2 |
|
| 4902 |
BP
4902
Banbury Partners
Charlotte,
North Carolina
| $161M | -$174M | -52% | 5.09% | 138% | 20 | 35% | 1.1 |
|
| 4903 |
4903
Newport Wealth Strategies
Irvine,
California
| $161M | +$27.5M | +21% | 5.9% | 51.5% | 114 | 24.56% | 1.7 |
|
| 4904 |
PFA
4904
Professional Financial Advisors
North Platte,
Nebraska
| $161M | +$34.1M | +27% | 6.37% | 59.2% | 417 | 20.14% | 0.5 |
|
| 4905 |
4905
Kelly Financial Services
Braintree,
Massachusetts
| $161M | +$14.2M | +10% | 3.8% | 64.3% | 663 | 12.82% | 1.5 |
|
| 4906 |
TL
4906
TowerView LLC
New York
| $161M | +$20.9M | +15% | 13% | 16.3% | 31 | 48.39% | 2.4 |
|
| 4907 |
4907
John W. Brooker & Co
Oakland,
California
| $161M | +$7.94M | +5% | 2.75% | 43.4% | 184 | 13.04% | 1 |
|
| 4908 |
4908
Tranquility Partners
Brentwood,
Tennessee
| $161M | +$19.3M | +14% | 7.22% | 77.3% | 196 | 20.41% | 1 |
|
| 4909 |
4909
WD Rutherford
Portland,
Oregon
| $161M | +$2.7M | +2% | 1.47% | 189% | 123 | 8.13% | 0.2 |
|
| 4910 |
4910
Elm Advisors
Burlingame,
California
| $161M | -$3.1M | -2% | 6.64% | 50.5% | 274 | 68.25% | 5.4 |
|
| 4911 |
4911
Vista Investment Management
Pittsburgh,
Pennsylvania
| $161M | +$11.4M | +8% | 6.48% | 54.4% | 157 | 6.37% | 2.4 |
|
| 4912 |
4912
Jetstream Capital
Brentwood,
Tennessee
| $161M | +$54.6M | +52% | 27% | – | 31 | 74.19% | 0.1 |
|
| 4913 |
CCP
4913
Cunning Capital Partners
Morrisville,
North Carolina
| $161M | -$26.7M | -14% | 6.78% | 268% | 63 | 76.19% | 0.3 |
|
| 4914 |
4914
Ovata Capital Management
Hong Kong
| $160M | -$155M | -49% | 2.03% | 69.1% | 76 | 63.16% | 0.3 |
|
| 4915 |
4915
Affinia Financial Group
Burlington,
Massachusetts
| $160M | +$16.5M | +11% | 5.2% | 37.5% | 31 | 32.26% | 0.7 |
|
| 4916 |
4916
Attestor
London,
United Kingdom
| $160M | +$83.4M | +108% | 6.56% | 55.7% | 2 | 50% | 1.1 |
|
| 4917 |
4917
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $160M | +$7.88M | +5% | 5.95% | 82% | 66 | 27.27% | 1.8 |
|
| 4918 |
4918
First Pacific Financial
Vancouver,
Washington
| $160M | -$3.41M | -2% | 7.32% | 53.6% | 101 | 13.86% | 0.3 |
|
| 4919 |
CC
4919
Codex Capital
New York
| $160M | -$6.92M | -4% | 1.43% | 84.4% | 36 | 2.78% | 0.5 |
|
| 4920 |
MC
4920
MRJ Capital
New York
| $160M | +$12M | +8% | 9.61% | 127% | 50 | 4% | 4.2 |
|
| 4921 |
4921
Voleon Capital Management
Berkeley,
California
| $160M | -$776M | -83% | 6.4% | – | 45 | 88.89% | 0.2 |
|
| 4922 |
4922
Sovereign Financial Group
Stamford,
Connecticut
| $160M | +$21.2M | +15% | 4.76% | 90.7% | 172 | 23.26% | 0.2 |
|
| 4923 |
4923
Harrington Investments
Napa,
California
| $160M | +$9.5M | +6% | 5.4% | 109% | 78 | 5.13% | 3 |
|
| 4924 |
4924
Merk Investments
Menlo Park,
California
| $160M | -$26.1M | -14% | 17.2% | 303% | 19 | 21.05% | 0.9 |
|
| 4925 |
SCM
4925
SCW Capital Management
Dallas,
Texas
| $160M | -$43.7M | -21% | 13% | 179% | 10 | 30% | 1.1 |
|