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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Lederer & Associates Investment Counsel
Long Beach,
California
| $142M | +$11.6M | +9% | 3.95% | 92.7% | 157 | 46.5% | 1.9 |
|
| 5177 |
SAM
5177
Stenahm Asset Management
Guernsey
| $142M | +$23M | +19% | 20.5% | – | 29 | 31.03% | 0.2 |
|
| 5178 |
5178
Disruptive Technology Advisers
Austin,
Texas
| $142M | -$824M | -85% | 8.21% | – | 2 | 50% | 0.1 |
|
| 5179 |
5179
Seneca House Advisors
Richmond,
Virginia
| $142M | +$3.9M | +3% | 5.44% | 58.2% | 82 | 10.98% | 2.4 |
|
| 5180 |
5180
Eastover Investment Advisors
Charlotte,
North Carolina
| $142M | -$2.82M | -2% | 5.5% | 105% | 55 | 18.18% | 0.9 |
|
| 5181 |
5181
Brown Miller Wealth Management
Mclean,
Virginia
| $141M | +$8.28M | +6% | 4.52% | 121% | 122 | 18.85% | 0.2 |
|
| 5182 |
5182
Garrett Wealth Advisory Group
Weatherford,
Texas
| $141M | +$8.38M | +6% | 5.06% | 74.6% | 52 | 13.46% | 1.5 |
|
| 5183 |
5183
Cooper/Haims Advisors
Victor,
New York
| $141M | +$10.9M | +8% | 5.38% | 58.8% | 83 | 22.89% | 1.7 |
|
| 5184 |
SM
5184
Saya Management
New York
| $141M | -$30.1M | -18% | 8.67% | 34.8% | 18 | 55.56% | 0.5 |
|
| 5185 |
5185
HPS Investment Partners
New York
| $141M | +$33.4M | +31% | 40.3% | 55.9% | 8 | 62.5% | 0.6 |
|
| 5186 |
5186
Oakwell Private Wealth Management
Austin,
Texas
| $141M | +$14M | +11% | 6.08% | 68.2% | 65 | 12.31% | 0.2 |
|
| 5187 |
5187
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $141M | +$23.9M | +20% | 7.46% | 62.6% | 152 | 12.5% | 2.9 |
|
| 5188 |
5188
Annandale Capital
Dallas,
Texas
| $141M | +$21.4M | +18% | 9.24% | 57.2% | 74 | 29.73% | 0.2 |
|
| 5189 |
5189
Altus Wealth Management
Ft Mitchell,
Kentucky
| $141M | +$12M | +9% | 5.02% | 73% | 37 | 18.92% | 0.9 |
|
| 5190 |
5190
Guardian Investment Management
Tiburon,
California
| $141M | +$8.98M | +7% | 9.94% | 103% | 59 | 11.86% | 4.3 |
|
| 5191 |
5191
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $141M | +$2.34M | +2% | 7.8% | 82% | 92 | 6.52% | 4.3 |
|
| 5192 |
5192
Vigilare Wealth Management
Scottsdale,
Arizona
| $141M | +$35.2M | +33% | 5.75% | 59.5% | 216 | 40.28% | 0.6 |
|
| 5193 |
5193
Prosperity Planning
Kansas City,
Missouri
| $141M | +$22.8M | +19% | 8.33% | 43.5% | 89 | 3.37% | 0.2 |
|
| 5194 |
5194
BNC Wealth Management
Beaverton,
Oregon
| $141M | -$17.5M | -11% | 3.14% | 204% | 107 | 38.32% | 0.4 |
|
| 5195 |
GCM
5195
Granby Capital Management
Miami Beach,
Florida
| $141M | +$27.6M | +24% | 6.42% | 50% | 30 | 40% | 0.2 |
|
| 5196 |
5196
Fortis Advisors
Wayne,
Pennsylvania
| $141M | +$27.3M | +24% | 5.69% | 72.8% | 270 | 41.48% | 1.6 |
|
| 5197 |
5197
Abacus Wealth Partners
Santa Monica,
California
| $141M | +$25.9M | +23% | 9.06% | 49.5% | 117 | 26.5% | 0.2 |
|
| 5198 |
5198
Founders Capital Management (Texas)
Houston,
Texas
| $140M | -$913K | -0.6% | 5.43% | 131% | 308 | 12.99% | 3.2 |
|
| 5199 |
ECM
5199
EMC Capital Management
Houston,
Texas
| $140M | +$9.25M | +7% | 7.81% | – | 123 | 27.64% | 0.2 |
|
| 5200 |
5200
Bluestem Financial Advisors
Champaign,
Illinois
| $140M | +$4.01M | +3% | 4.29% | 42.2% | 27 | 0% | 1 |
|