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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
BI
5376
Blooom Inc
Overland Park,
Kansas
| $128M | +$2.72M | +2% | 1% | – | 54 | 27.78% | 0.2 |
|
| 5377 |
5377
Cynosure Group
Salt Lake City,
Utah
| $128M | +$9.8M | +8% | 7.53% | 63% | 20 | 10% | 1.4 |
|
| 5378 |
5378
Fure Financial Corporation
Bloomington,
Minnesota
| $127M | -$13.3M | -9% | 7.12% | 59.5% | 100 | 37% | 0.5 |
|
| 5379 |
5379
Prostatis Group
Hanover,
Maryland
| $127M | +$8.01M | +7% | 3.4% | 72.9% | 102 | 33.33% | 0.6 |
|
| 5380 |
5380
Hudson Canyon Capital Management
New York
| $127M | +$1.67M | +1% | 8.79% | 182% | 61 | 9.84% | 0.2 |
|
| 5381 |
5381
Exos Asset Management
New York
| $127M | +$66.2M | +108% | 2.59% | – | 626 | 89.3% | 0 |
|
| 5382 |
WWMSC
5382
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $127M | +$22M | +21% | 5.93% | 36.4% | 676 | 70.86% | 0.7 |
|
| 5383 |
5383
Planning Directions
Glen Mills,
Pennsylvania
| $127M | +$3.69M | +3% | 3.32% | 46.3% | 63 | 4.76% | 1.1 |
|
| 5384 |
5384
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $127M | +$22.2M | +21% | 7.49% | 81.9% | 132 | 19.7% | 0.2 |
|
| 5385 |
5385
FengHe Fund Management
Singapore
| $127M | -$8.81M | -6% | 135% | 779% | 17 | 47.06% | 0.2 |
|
| 5386 |
5386
Nine Masts Capital
Central,
Hong Kong
| $127M | +$10.5M | +9% | 9.3% | 88.1% | 34 | 82.35% | 0.2 |
|
| 5387 |
PHM
5387
Prospect Hill Management
Short Hills,
New Jersey
| $127M | -$5.88M | -4% | 1.33% | 119% | 19 | 21.05% | 0.2 |
|
| 5388 |
5388
McLean Asset Management
Tysons,
Virginia
| $127M | +$13M | +11% | 6.89% | 69.4% | 107 | 13.08% | 0.2 |
|
| 5389 |
5389
F/M Investments
Washington,
District of Columbia
| $127M | +$12M | +10% | 5.37% | 101% | 102 | 56.86% | 0.1 |
|
| 5390 |
5390
Colony Family Offices
Charlotte,
North Carolina
| $127M | +$20.3M | +19% | 4.08% | 53.9% | 53 | 50.94% | 0.1 |
|
| 5391 |
5391
ACT Advisors
Asheville,
North Carolina
| $127M | +$16.2M | +15% | 2.36% | 75.4% | 32 | 12.5% | 0.2 |
|
| 5392 |
5392
Monetta Financial Services
Wheaton,
Illinois
| $126M | -$1.43M | -1% | 7.98% | 275% | 44 | 22.73% | 2.2 |
|
| 5393 |
DGHMC
5393
Dalton, Greiner, Hartman, Maher & Co
New York
| $126M | -$348M | -73% | 19.8% | 63% | 172 | 16.86% | 2.8 |
|
| 5394 |
5394
Old North State Trust
Greensboro,
North Carolina
| $126M | -$2.83M | -2% | 5.58% | – | 483 | 30.85% | 1 |
|
| 5395 |
5395
Tru Independence Asset Management 2
Portland,
Oregon
| $126M | +$7.72M | +7% | 6.1% | – | 458 | 80.79% | 0.2 |
|
| 5396 |
5396
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $126M | +$15.4M | +14% | 6.43% | 38.1% | 34 | 23.53% | 0.2 |
|
| 5397 |
5397
Quantedge Capital
Singapore
| $126M | -$42.8M | -25% | 15.1% | 118% | 109 | 20.18% | 0.2 |
|
| 5398 |
5398
Bank of Marin
Novato,
California
| $126M | +$7.54M | +6% | 4.97% | 80.3% | 132 | 6.06% | 1 |
|
| 5399 |
CWM
5399
Capital Wealth Management
W. Warwick,
Rhode Island
| $126M | +$10.3M | +9% | 6.23% | 51.3% | 33 | 0% | 2 |
|
| 5400 |
RFMS
5400
RWQ Financial Management Services
Naples,
Florida
| $126M | -$976K | -0.8% | 9.32% | 446% | 41 | 31.71% | 0.2 |
|