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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Foresite Capital Management V
Larkspur,
California
| $135M | – | – | 28.8% | 401% | 12 | – | 0 |
|
| 5127 |
5127
CoreFirst Bank & Trust
Topeka,
Kansas
| $135M | – | – | 12.9% | 61.4% | 427 | – | 0 |
|
| 5128 |
5128
Investment Research & Advisory Group
Atlanta,
Georgia
| $135M | +$14.3M | +12% | 13% | 105% | 166 | 19.88% | 0.9 |
|
| 5129 |
5129
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $135M | – | – | 15.4% | 99.4% | 117 | – | 0 |
|
| 5130 |
5130
TPG Financial Advisors
Portland,
Oregon
| $135M | +$17.6M | +15% | 10.7% | – | 37 | 2.7% | 1.5 |
|
| 5131 |
5131
Recurrent Investment Advisors
Houston,
Texas
| $135M | +$40.7M | +43% | 31.9% | 99.7% | 44 | 11.36% | 0.8 |
|
| 5132 |
5132
Ferguson Shapiro
Decatur,
Georgia
| $135M | -$11.3M | -8% | 12.6% | 42.7% | 36 | 50% | 0.3 |
|
| 5133 |
5133
Insight Folios
Charlotte,
North Carolina
| $135M | +$26.7M | +25% | 21.4% | 32.9% | 40 | 2.5% | 0.9 |
|
| 5134 |
5134
Luken Investment Analytics
Brentwood,
Tennessee
| $135M | – | – | 11.6% | 51% | 109 | – | 0 |
|
| 5135 |
5135
Field & Main Bank
Henderson,
Kentucky
| $134M | +$4.93M | +4% | 12.3% | 107% | 205 | 17.07% | 4.5 |
|
| 5136 |
VIA
5136
Vantis Investment Advisers
Miami,
Florida
| $134M | -$76.3M | -36% | 7.85% | 39.6% | 28 | 60.71% | 0.2 |
|
| 5137 |
5137
Key Financial Inc
West Chester,
Pennsylvania
| $134M | +$36.9M | +38% | 14.7% | 64.1% | 755 | 85.3% | 0.1 |
|
| 5138 |
5138
Northwest Capital Management
Lake Oswego,
Oregon
| $134M | +$13.5M | +11% | 9.32% | 57% | 67 | 17.91% | 1.8 |
|
| 5139 |
5139
AlphaCore Capital
La Jolla,
California
| $134M | +$23.9M | +22% | 15.7% | 91.5% | 63 | 15.87% | 0.8 |
|
| 5140 |
5140
Westhampton Capital
Winston-Salem,
North Carolina
| $134M | +$11.7M | +10% | 13.4% | 105% | 105 | 4.76% | 1.3 |
|
| 5141 |
5141
Quaero Capital
Geneve,
Switzerland
| $134M | – | – | 45.2% | 62.4% | 51 | – | 0 |
|
| 5142 |
5142
Friedenthal Financial
Marlton,
New Jersey
| $134M | +$9.4M | +8% | 8.32% | 105% | 59 | 32.2% | 2.5 |
|
| 5143 |
AA
5143
Alta Advisers
London,
United Kingdom
| $134M | +$2.15M | +2% | 6.56% | 129% | 4 | 0% | 3.3 |
|
| 5144 |
5144
Weitzel Financial Services
Dubuque,
Iowa
| $134M | – | – | 9.21% | 46.3% | 27 | – | 0 |
|
| 5145 |
5145
LPWM LLC
Minneapolis,
Minnesota
| $134M | +$10.8M | +9% | 13.6% | 59.4% | 54 | 9.26% | 0.8 |
|
| 5146 |
5146
Investment Management Associates
Greenwood Village,
Colorado
| $134M | – | – | 26% | 50.4% | 55 | – | 0 |
|
| 5147 |
5147
Harbor Group
Bedford,
New Hampshire
| $134M | – | – | 18.6% | 43% | 53 | – | 0 |
|
| 5148 |
5148
Founders Circle Capital
Campbell,
California
| $134M | – | – | 40.5% | 28% | 5 | – | 0 |
|
| 5149 |
SSCM
5149
Summit Street Capital Management
New York
| $134M | +$20.8M | +18% | 31.7% | 217% | 36 | 5.56% | 2.6 |
|
| 5150 |
5150
Caprin Asset Management
Henrico,
Virginia
| $134M | +$1.52M | +1% | 0.73% | 7.87% | 19 | 5.26% | 4 |
|