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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
CAM
5051
Crown Advisors Management
Larkspur,
California
| $140M | -$14.2M | -9% | 23.2% | 251% | 47 | 36.17% | 1.3 |
|
| 5052 |
5052
Matrix Private Capital Group
New York
| $139M | +$41.2M | +42% | 14.7% | 62.5% | 225 | 28% | 0.7 |
|
| 5053 |
RGM
5053
ROAM Global Management
New York
| $139M | – | – | 11.3% | – | 17 | – | 0 |
|
| 5054 |
5054
Successful Portfolios
Clearwater,
Florida
| $139M | +$14.1M | +11% | 10.3% | 110% | 185 | 7.03% | 2 |
|
| 5055 |
5055
Mountaineer Partners Management
New York
| $139M | +$23.6M | +20% | 30.4% | 129% | 22 | 50% | 0.8 |
|
| 5056 |
5056
Mine & Arao Wealth Creation & Management
Campbell,
California
| $139M | +$17.7M | +15% | 11.8% | 105% | 275 | 4.73% | 0.9 |
|
| 5057 |
5057
Lansing Management
New York
| $139M | +$22.7M | +19% | 16.6% | 76.9% | 6 | 0% | 2 |
|
| 5058 |
5058
Orleans Capital Management
Mandeville,
Louisiana
| $139M | +$7.94M | +6% | 11.2% | 107% | 81 | 12.35% | 0.7 |
|
| 5059 |
5059
Fusion Capital
Mt. Pleasant,
South Carolina
| $139M | +$24.1M | +21% | 11.9% | 108% | 69 | 10.14% | 0.7 |
|
| 5060 |
5060
Ranch Capital Advisors
Sarasota,
Florida
| $139M | +$14.5M | +12% | 11.5% | 99.2% | 954 | 9.01% | 0.7 |
|
| 5061 |
5061
Piper Sandler & Co
Minneapolis,
Minnesota
| $139M | +$5.33M | +4% | 7.35% | 0.05% | 30 | 40% | 0.3 |
|
| 5062 |
5062
Sovereign Financial Group
Stamford,
Connecticut
| $139M | – | – | 12.6% | 98% | 137 | – | 0 |
|
| 5063 |
5063
Treybourne Wealth Planners
Greenwood,
Indiana
| $139M | – | – | 15.1% | – | 43 | – | 0 |
|
| 5064 |
5064
Banyan Capital Management
Atlanta,
Georgia
| $139M | +$18.9M | +16% | 16.4% | 44.4% | 20 | 10% | 1.7 |
|
| 5065 |
5065
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $138M | – | – | 13.9% | 82% | 89 | – | 4.1 |
|
| 5066 |
HCM
5066
Hall Capital Management
Barrington,
Rhode Island
| $138M | +$12.1M | +10% | 10.4% | – | 88 | 12.5% | 4.1 |
|
| 5067 |
5067
Curi Wealth Management
Raleigh,
North Carolina
| $138M | – | – | 13.1% | 16.2% | 535 | – | 0 |
|
| 5068 |
5068
Brown University
Providence,
Rhode Island
| $138M | -$2.31M | -2% | 5.29% | 40.1% | 10 | 70% | 0.3 |
|
| 5069 |
5069
New Potomac Partners
Bethesda,
Maryland
| $138M | +$12.6M | +10% | 13.1% | 37.2% | 129 | 52.71% | 2.6 |
|
| 5070 |
5070
Ellsworth Advisors
Hudson,
Ohio
| $138M | +$37.8M | +38% | 10.9% | 131% | 131 | 41.22% | 0.3 |
|
| 5071 |
5071
Legacy Bridge
West Des Moines,
Iowa
| $138M | +$28.4M | +26% | 16.7% | 236% | 296 | 4.39% | 1.6 |
|
| 5072 |
5072
Swaine & Leidel Wealth Services
Sebring,
Florida
| $138M | +$35.3M | +34% | 13.8% | – | 65 | 24.62% | 0.9 |
|
| 5073 |
5073
Goepper Burkhardt
Greenville,
South Carolina
| $138M | – | – | 10.8% | 58.2% | 59 | – | 0 |
|
| 5074 |
5074
Seelaus Asset Management
Chatham,
New Jersey
| $138M | +$13.4M | +11% | 13.6% | 134% | 211 | 28.91% | 1.3 |
|
| 5075 |
5075
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $138M | +$22.2M | +19% | 14% | 68.6% | 97 | 16.49% | 0.8 |
|