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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Svenska Handelsbanken
Stockholm,
Sweden
| $75.3M | -$20.4M | -21% | 14.1% | – | 47 | 10.64% | 2.8 |
|
| 4952 |
4952
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $75.1M | -$113M | -60% | 0.01% | 281% | 184 | 64.13% | 0.7 |
|
| 4953 |
4953
Security National Bank of So Dak
Sioux City,
Iowa
| $75.1M | -$23.5M | -24% | 16.6% | 67.7% | 83 | 15.66% | 4.4 |
|
| 4954 |
TWS
4954
Thomas W. Smith
| $75.1M | -$51M | -40% | 39% | – | 10 | 10% | 5.9 |
|
| 4955 |
4955
Riverpark Capital Management
New York
| $75.1M | -$38.4M | -34% | 11.6% | 152% | 67 | 37.31% | 2.2 |
|
| 4956 |
4956
Jefferies Financial Group
New York
| $75.1M | -$93.5M | -55% | 28.7% | 146% | 18 | 61.11% | 1.3 |
|
| 4957 |
PA
4957
Paragon Advisors
College Station,
Texas
| $75M | -$17.6M | -19% | 15% | 138% | 80 | 38.75% | 0.2 |
|
| 4958 |
4958
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $75M | -$31.7M | -30% | 32.3% | 80.2% | 74 | 12.16% | 2.1 |
|
| 4959 |
FP
4959
Factorial Partners
Mt. Kisco,
New York
| $75M | -$39.3M | -34% | 28.8% | 88.7% | 114 | 24.56% | 1.2 |
|
| 4960 |
4960
Voss Capital
Houston,
Texas
| $74.8M | -$589M | -89% | 18.3% | 78.4% | 143 | 75.52% | 0.1 |
|
| 4961 |
4961
Samalin Investment Counsel
Chappaqua,
New York
| $74.7M | -$44.3M | -37% | 19.1% | 68.3% | 567 | 75.31% | 0.2 |
|
| 4962 |
4962
RHS Financial
San Francisco,
California
| $74.7M | -$21M | -22% | 12.5% | 65.6% | 78 | 38.46% | 0.9 |
|
| 4963 |
4963
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $74.6M | -$13.1M | -15% | 22.9% | 90.8% | 62 | 33.87% | 0.2 |
|
| 4964 |
DIS
4964
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $74.6M | -$26.1M | -26% | 22.5% | 93.8% | 38 | 15.79% | 3.2 |
|
| 4965 |
4965
MKD Wealth Coaches
Troy,
Michigan
| $74.5M | -$43M | -37% | 11.6% | – | 57 | 45.61% | 0.9 |
|
| 4966 |
4966
Concentrum Wealth Management
San Jose,
California
| $74.4M | -$14.4M | -16% | 13.8% | 200% | 50 | 42% | 1 |
|
| 4967 |
NED
4967
Nancy E. Dempze
| $74.4M | -$16M | -18% | 14.4% | 94.5% | 71 | 21.13% | 3.5 |
|
| 4968 |
AM
4968
Account Management
Boxford,
Massachusetts
| $74.3M | -$16.4M | -18% | 19.2% | 88.3% | 24 | 16.67% | 4.6 |
|
| 4969 |
4969
P.A.W. Capital
Greenwich,
Connecticut
| $74.3M | -$19.5M | -21% | 17.5% | 30.2% | 64 | 12.5% | 3.4 |
|
| 4970 |
JI
4970
Jeereddi Investments
Los Angeles,
California
| $74.2M | -$41.7M | -36% | 26.5% | 37.7% | 55 | 25.45% | 0.2 |
|
| 4971 |
4971
Legg Mason Asset Management
Tokyo,
Japan
| $74.2M | -$18.7M | -20% | 19.5% | – | 149 | 14.77% | 2.1 |
|
| 4972 |
4972
Hansberger Growth Investors
Madison,
Wisconsin
| $74.1M | -$14.5M | -16% | 21.1% | 36.4% | 24 | 12.5% | 3 |
|
| 4973 |
4973
Atlas Venture Advisors
Boston,
Massachusetts
| $73.9M | +$7.67M | +12% | 18.2% | 34.6% | 7 | 0% | 0.9 |
|
| 4974 |
4974
Lesa Sroufe & Co
Seattle,
Washington
| $73.7M | -$30.9M | -30% | 22.3% | – | 66 | 18.18% | 3.4 |
|
| 4975 |
4975
VERITY Wealth Advisors
Sausalito,
United States
| $73.6M | -$30.3M | -29% | 15.8% | 68.4% | 49 | 12.24% | 1.2 |
|