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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $136M | -$16.8M | -11% | 18.1% | 961% | 82 | 90.24% | 0.3 |
|
| 5252 |
5252
New Potomac Partners
Bethesda,
Maryland
| $136M | -$2.14M | -2% | 3.93% | 37.2% | 64 | 7.81% | 2.7 |
|
| 5253 |
SIP
5253
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $136M | +$9.49M | +7% | 5.96% | 44% | 46 | 4.35% | 0.2 |
|
| 5254 |
PI
5254
Pachira Investments
Dana Point,
California
| $136M | +$31.5M | +30% | 7.34% | 82.3% | 25 | 16% | 1.5 |
|
| 5255 |
5255
Newbridge Financial Services Group
Boca Raton,
Florida
| $136M | +$14.5M | +12% | 7.07% | 189% | 1,459 | 30.71% | 0.4 |
|
| 5256 |
5256
Briaud Financial Planning
College Station,
Texas
| $136M | -$20.7M | -13% | 1.84% | 113% | 25 | 28% | 0.7 |
|
| 5257 |
5257
Birch Capital Management
Dallas,
Texas
| $136M | +$4.83M | +4% | 3.57% | 62% | 86 | 9.3% | 1.1 |
|
| 5258 |
5258
Friedenthal Financial
Marlton,
New Jersey
| $136M | +$1.76M | +1% | 3.03% | 105% | 63 | 42.86% | 2.4 |
|
| 5259 |
5259
FOCUS Wealth Advisors
Houston,
Texas
| $136M | +$6.25M | +5% | 3.25% | 68.7% | 37 | 8.11% | 0.2 |
|
| 5260 |
5260
North Run Capital
Boston,
Massachusetts
| $136M | +$49.7M | +58% | 27% | 19.4% | 24 | 54.17% | 1.5 |
|
| 5261 |
WFWM
5261
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $136M | +$451K | +0.3% | 3.04% | 53.8% | 26 | 3.85% | 2.5 |
|
| 5262 |
5262
Aurora Investment Counsel
Atlanta,
Georgia
| $136M | +$11.3M | +9% | 13.3% | 31.7% | 129 | 29.46% | 1.1 |
|
| 5263 |
5263
SIH MPH Rollover
New York
| $135M | -$59.6M | -31% | 30.5% | – | 1 | 0% | 0.3 |
|
| 5264 |
5264
Values First Advisors
Gray,
Tennessee
| $135M | +$10M | +8% | 7.84% | 87.6% | 153 | 13.07% | 1 |
|
| 5265 |
5265
Financial Insights
Tacoma,
Washington
| $135M | +$6.37M | +5% | 4.36% | 82.1% | 82 | 6.1% | 1.7 |
|
| 5266 |
PBF
5266
Petix & Botte Financial
La Mesa,
California
| $135M | +$1.76M | +1% | 3.54% | 47.5% | 82 | 9.76% | 1.1 |
|
| 5267 |
RCA
5267
Reitz Capital Advisors
Freeland,
Michigan
| $135M | +$11M | +9% | 4.28% | 11% | 54 | 20.37% | 1.3 |
|
| 5268 |
5268
Your Advocates Ltd
Houston,
Texas
| $135M | -$634K | -0.5% | 3.35% | 53.6% | 168 | 29.76% | 0.8 |
|
| 5269 |
5269
McGinn Penninger Investment Management
Alexandria,
Virginia
| $135M | +$26.6M | +25% | 12.2% | 71.6% | 41 | 19.51% | 0.2 |
|
| 5270 |
5270
Clearstead Trust
Portland,
Maine
| $135M | -$33.1M | -20% | 6.86% | 124% | 188 | 51.06% | 3.4 |
|
| 5271 |
5271
Corrado Advisors
Ramsey,
New Jersey
| $135M | +$5.21M | +4% | 4.51% | 73.1% | 97 | 12.37% | 2 |
|
| 5272 |
5272
JVL Associates
Wyoming,
Michigan
| $135M | +$9.3M | +7% | 6.69% | 81% | 38 | 5.26% | 2.5 |
|
| 5273 |
5273
Omnia Family Wealth
Aventura,
Florida
| $135M | +$25.2M | +23% | 3.01% | 80.6% | 79 | 25.32% | 3.1 |
|
| 5274 |
SC
5274
Samjo Capital
New York
| $135M | +$17.6M | +15% | 27.4% | 89.1% | 22 | 27.27% | 0.2 |
|
| 5275 |
5275
Benchmark Wealth Management
Old Lyme,
Connecticut
| $135M | +$2.97M | +2% | 4.44% | 42.7% | 47 | 10.64% | 1.1 |
|