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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
626 Financial
Portage,
Michigan
| $156M | – | – | 6.23% | 81.1% | 106 | – | 0 |
|
| 4977 |
4977
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $156M | -$281K | -0.2% | 1.5% | 203% | 104 | 20.19% | 0.2 |
|
| 4978 |
4978
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $156M | -$4.94M | -3% | 5.84% | 34.2% | 51 | 5.88% | 2.5 |
|
| 4979 |
4979
Seelaus Asset Management
Chatham,
New Jersey
| $156M | +$18.2M | +13% | 8.01% | 134% | 237 | 25.74% | 1.4 |
|
| 4980 |
4980
Fulcrum Asset Management
London,
United Kingdom
| $156M | -$140M | -47% | 8.06% | – | 181 | 0% | 0.1 |
|
| 4981 |
4981
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $156M | +$15M | +11% | 4.47% | 199% | 83 | 33.73% | 0.2 |
|
| 4982 |
4982
Twin Securities
New York
| $156M | +$14.4M | +10% | 7.47% | 506% | 26 | 88.46% | 0.2 |
|
| 4983 |
SVC
4983
Strycker View Capital
New York
| $156M | +$50.4M | +48% | 21.9% | 114% | 34 | 91.18% | 0 |
|
| 4984 |
4984
Kelleher Financial Advisors
New York
| $156M | +$22.7M | +17% | 6.49% | 80.3% | 123 | 20.33% | 2.7 |
|
| 4985 |
4985
Kite Lake Capital Management (UK)
London,
United Kingdom
| $156M | +$34.9M | +29% | 11.7% | 337% | 7 | 57.14% | 0.3 |
|
| 4986 |
4986
Ferguson Shapiro
Decatur,
Georgia
| $156M | +$20.9M | +16% | 7.88% | 42.7% | 37 | 56.76% | 0.4 |
|
| 4987 |
4987
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $156M | +$9.07M | +6% | 6.79% | 64.8% | 63 | 6.35% | 1.3 |
|
| 4988 |
4988
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $155M | +$22.9M | +17% | 11.8% | 85.5% | 29 | 6.9% | 3.4 |
|
| 4989 |
4989
Argent Advisors
Monroe,
Louisiana
| $155M | -$7.97M | -5% | 9.82% | 63.1% | 162 | 22.22% | 0.9 |
|
| 4990 |
SMP
4990
Santa Monica Partners
Palm Beach Gardens,
Florida
| $155M | +$20.1M | +15% | 26.9% | 102% | 25 | 0% | 2.6 |
|
| 4991 |
4991
Jefferies Financial Group
New York
| $155M | -$39M | -20% | 13.4% | 146% | 7 | 28.57% | 1.8 |
|
| 4992 |
4992
Brookmont Capital Management
Dallas,
Texas
| $155M | +$13.3M | +9% | 10.9% | 32.2% | 55 | 12.73% | 5.1 |
|
| 4993 |
4993
Gitterman Wealth Management
Edison,
New Jersey
| $155M | – | – | 2.13% | 33% | 65 | – | 0 |
|
| 4994 |
4994
Game Plan Financial Advisors
Westlake,
Ohio
| $155M | +$14.4M | +10% | 9.79% | – | 111 | 27.03% | 0.5 |
|
| 4995 |
4995
Swaine & Leidel Wealth Services
Sebring,
Florida
| $155M | +$17.2M | +12% | 7.26% | – | 76 | 30.26% | 0.9 |
|
| 4996 |
4996
Act Wealth Management
Plano,
Texas
| $155M | -$719K | -0.5% | 3.96% | 70% | 36 | 22.22% | 0.2 |
|
| 4997 |
RM
4997
Rudius Management
New York
| $155M | +$74.2M | +92% | 12.9% | 8.92% | 4 | 25% | 0.2 |
|
| 4998 |
4998
Altman Advisors
Chicago,
Illinois
| $155M | -$4.35M | -3% | 0.74% | 143% | 87 | 16.09% | 1.3 |
|
| 4999 |
4999
HC Advisors
Sandy Springs,
Georgia
| $155M | +$8.44M | +6% | 4.58% | 63.5% | 102 | 27.45% | 0.6 |
|
| 5000 |
EAM
5000
Eukles Asset Management
Cincinnati,
Ohio
| $155M | +$10M | +7% | 6.23% | 87.9% | 216 | 21.76% | 1.6 |
|