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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
TWS
4926
Thomas W. Smith
| $148M | -$13M | -8% | 2.07% | – | 8 | 0% | 5.7 |
|
| 4927 |
4927
David J. Yvars Group
University Park,
Florida
| $148M | – | – | 12.8% | 143% | 79 | – | 0 |
|
| 4928 |
4928
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $148M | +$12.9M | +10% | 8.75% | 50.2% | 21 | 4.76% | 0.5 |
|
| 4929 |
4929
Soundwatch Capital
Rowayton,
Connecticut
| $147M | -$161M | -52% | 11.9% | 79.6% | 26 | 11.54% | 0.5 |
|
| 4930 |
4930
Fullen Financial Group
Columbus,
Ohio
| $147M | +$16.2M | +12% | 11.4% | 28.4% | 56 | 1.79% | 0.5 |
|
| 4931 |
4931
Yale University
New Haven,
Connecticut
| $147M | +$115M | +351% | 13.8% | 33.7% | 14 | 78.57% | 0.5 |
|
| 4932 |
4932
Landaas & Company
Milwaukee,
Wisconsin
| $147M | +$15.4M | +12% | 13.3% | 68.3% | 64 | 14.06% | 2.3 |
|
| 4933 |
4933
SAIF Advisors
Admiralty,
Hong Kong
| $147M | – | – | 10.6% | – | 3 | – | 1.3 |
|
| 4934 |
4934
Brendel Financial Advisors
Hanover,
New Hampshire
| $147M | +$22.1M | +18% | 25.3% | 139% | 94 | 35.11% | 1.2 |
|
| 4935 |
4935
Monte Financial Group
Guilford,
Connecticut
| $147M | +$14.7M | +11% | 15.5% | 66.7% | 63 | 12.7% | 2.2 |
|
| 4936 |
4936
ICICI Prudential Asset Management
Mumbai,
India
| $147M | – | – | 13.1% | 79.3% | 45 | – | 1.4 |
|
| 4937 |
4937
Rede Wealth
Charlottesville,
Virginia
| $147M | – | – | 9.51% | 84.4% | 92 | – | 0 |
|
| 4938 |
4938
Kelly Financial Services
Braintree,
Massachusetts
| $147M | +$7.55M | +5% | 11.2% | 64.3% | 627 | 10.69% | 1.4 |
|
| 4939 |
KCM
4939
Knoll Capital Management
Miami,
Florida
| $147M | +$24.7M | +20% | 21.1% | 258% | 31 | 3.23% | 1.6 |
|
| 4940 |
4940
Sustainable Insight Capital Management
New York
| $147M | – | – | 17.1% | 168% | 111 | – | 0.7 |
|
| 4941 |
GWM
4941
Gray Wealth Management
Bangor,
Maine
| $147M | +$18.9M | +15% | 10.2% | 22.1% | 106 | 10.38% | 0.6 |
|
| 4942 |
4942
First Round Capital Management III
Philadelphia,
Pennsylvania
| $146M | – | – | 31.3% | – | 2 | – | 0 |
|
| 4943 |
4943
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $146M | +$18M | +14% | 12.7% | 64.8% | 59 | 1.69% | 1.2 |
|
| 4944 |
4944
HC Advisors
Sandy Springs,
Georgia
| $146M | +$22.3M | +18% | 12.4% | 70.7% | 90 | 18.89% | 0.4 |
|
| 4945 |
4945
Cincinnati Casualty Company
Fairfield,
Ohio
| $146M | +$18M | +14% | 15.3% | 68.7% | 25 | 4% | 5.5 |
|
| 4946 |
4946
Pavion Blue Capital
Newport Beach,
California
| $146M | +$16M | +12% | 15.1% | 87.8% | 95 | 13.68% | 0.8 |
|
| 4947 |
4947
One Advisory Partners
Overland Park,
Kansas
| $146M | +$14.3M | +11% | 9.61% | 58.3% | 30 | 23.33% | 0.4 |
|
| 4948 |
4948
Cribstone Capital Management
Augusta,
Maine
| $146M | +$23.5M | +19% | 10.6% | 22.4% | 371 | 23.99% | 2.8 |
|
| 4949 |
4949
O'Keefe Stevens Advisory
Rochester,
New York
| $146M | +$17.4M | +14% | 17.9% | 208% | 39 | 5.13% | 2.7 |
|
| 4950 |
4950
L2 Asset Management
Wayland,
Massachusetts
| $146M | +$21.4M | +17% | 18.9% | 139% | 87 | 22.99% | 0.6 |
|