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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 |
4926
Corre Partners Management
New York
| $160M | -$16.2M | -9% | 7.06% | 109% | 9 | 22.22% | 0.3 |
|
| 4927 |
4927
RFG Holdings
Argyle,
Texas
| $160M | +$6.5M | +4% | 9.7% | 74.2% | 38 | 42.11% | 0.2 |
|
| 4928 |
4928
Clarus Wealth Advisors
Peoria,
Arizona
| $160M | +$9.21M | +6% | 7.28% | 89.7% | 144 | 18.75% | 1.5 |
|
| 4929 |
4929
Northwest Wealth Management
Spencer,
Iowa
| $159M | +$14.6M | +10% | 7.77% | 68.2% | 111 | 8.11% | 2.6 |
|
| 4930 |
4930
Harvest Group Wealth Management
Waltham,
Massachusetts
| $159M | -$8.11M | -5% | 1.58% | 28.1% | 838 | 97.14% | 0.8 |
|
| 4931 |
4931
Amitell Capital
Singapore
| $159M | -$5.19M | -3% | 9.48% | 188% | 58 | 29.31% | 0.2 |
|
| 4932 |
4932
JSF Financial
Los Angeles,
California
| $159M | +$16.2M | +11% | 4.24% | 91% | 105 | 20% | 1.2 |
|
| 4933 |
4933
O'Keefe Stevens Advisory
Rochester,
New York
| $159M | +$13.4M | +9% | 14.3% | 208% | 41 | 12.2% | 2.9 |
|
| 4934 |
4934
Cincinnati Casualty Company
Fairfield,
Ohio
| $159M | +$13M | +9% | 7.91% | 68.7% | 26 | 3.85% | 5.5 |
|
| 4935 |
4935
Juncture Wealth Strategies
Scottsdale,
Arizona
| $159M | +$945K | +0.6% | 6.74% | 76.5% | 126 | 34.13% | 2.6 |
|
| 4936 |
LFWA
4936
LBJ Family Wealth Advisors
Austin,
Texas
| $159M | +$5.21M | +3% | 5.51% | 64.9% | 20 | 5% | 5.4 |
|
| 4937 |
4937
IMS Capital Management
Portland,
Oregon
| $159M | -$1.53M | -1% | 7.5% | 119% | 146 | 27.4% | 3.2 |
|
| 4938 |
4938
1776 Wealth
Atlanta,
Georgia
| $159M | -$1.08M | -0.7% | 1.97% | 90.4% | 124 | 16.13% | 1.1 |
|
| 4939 |
4939
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $159M | +$16.6M | +12% | 8.67% | 67.5% | 91 | 34.07% | 1.1 |
|
| 4940 |
4940
JNE Partners
London,
United Kingdom
| $159M | +$77.1M | +95% | 12.2% | 100% | 9 | 55.56% | 0.4 |
|
| 4941 |
4941
Chapman Investment Management
San Anselmo,
California
| $159M | +$4.87M | +3% | 1.23% | 57.3% | 43 | 23.26% | 0.9 |
|
| 4942 |
4942
Exeter Financial
Scottsdale,
Arizona
| $159M | +$14.4M | +10% | 7.8% | 59.1% | 80 | 6.25% | 2.7 |
|
| 4943 |
4943
Point72 Europe
London,
United Kingdom
| $158M | -$6.88M | -4% | 12.8% | 95.4% | 44 | 70.45% | 0.2 |
|
| 4944 |
WFA
4944
Wade Financial Advisory
Campbell,
California
| $158M | +$9.22M | +6% | 5.56% | 15.9% | 69 | 1.45% | 1.1 |
|
| 4945 |
4945
TRV GP II
Boston,
Massachusetts
| $158M | +$14.7M | +10% | 28.7% | 20.8% | 3 | 0% | 2.5 |
|
| 4946 |
4946
Veery Capital
Wilmington,
Delaware
| $158M | +$9.9M | +7% | 3.77% | 63.4% | 73 | 10.96% | 0.2 |
|
| 4947 |
4947
Recurrent Investment Advisors
Houston,
Texas
| $158M | +$23.3M | +17% | 24.8% | 99.7% | 44 | 2.27% | 1 |
|
| 4948 |
4948
Axar Capital Management
New York
| $158M | -$61.3M | -28% | 27.8% | 680% | 2 | 0% | 2.5 |
|
| 4949 |
4949
Ronit Capital
London,
United Kingdom
| $158M | -$15.9M | -9% | 5.5% | – | 80 | 50% | 0.2 |
|
| 4950 |
4950
Searcy Financial Services
Overland Park,
Kansas
| $158M | -$9.5M | -6% | 4.26% | 60.2% | 20 | 15% | 1.3 |
|