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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Divergent Planning
Bethesda,
Maryland
| $117M | +$12.8M | +12% | 4.7% | 43.3% | 17 | 17.65% | 0.2 |
|
| 5527 |
ASBI
5527
American State Bank (Iowa)
Sioux Center,
Iowa
| $117M | +$11.8M | +11% | 8.97% | 149% | 295 | 9.83% | 0.2 |
|
| 5528 |
5528
Conrad N. Hilton Foundation
Agoura Hills,
California
| $117M | +$109M | +1,392% | 5.12% | – | 3 | 100% | 0 |
|
| 5529 |
5529
Hel Ved Capital Management
Central,
Hong Kong
| $117M | – | – | 0.04% | 1,351% | 10 | – | 0 |
|
| 5530 |
5530
Deer IX & Co
Larchmont,
New York
| $117M | -$83.4M | -42% | 24.2% | – | 3 | 33.33% | 0.3 |
|
| 5531 |
5531
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $117M | +$14.9M | +15% | 9.78% | – | 69 | 8.7% | 2.9 |
|
| 5532 |
5532
ION Crossover Partners
Herzliya Pituach,
Israel
| $117M | -$4.6M | -4% | 10.4% | – | 2 | 0% | 0.5 |
|
| 5533 |
5533
Smart Portfolios LLC
Seattle,
Washington
| $116M | +$9.6M | +9% | 1.7% | 41.3% | 42 | 35.71% | 1.2 |
|
| 5534 |
5534
Verger Capital Management
Winston-Salem,
North Carolina
| $116M | +$2.19M | +2% | 3.4% | 58.3% | 13 | 7.69% | 4.6 |
|
| 5535 |
5535
Fi3 Financial Advisors
Indianapolis,
Indiana
| $116M | – | – | 9.92% | 83.1% | 49 | – | 0 |
|
| 5536 |
5536
TPB Wealth Advisors
San Antonio,
Texas
| $116M | +$15.3M | +15% | 2.19% | – | 37 | 37.84% | 0.2 |
|
| 5537 |
5537
Ivy Lane Capital Management
Winter Park,
Florida
| $116M | +$11.7M | +11% | 9.38% | 101% | 9 | 22.22% | 0.2 |
|
| 5538 |
5538
Washington University
St Louis,
Missouri
| $116M | -$17.5M | -13% | 12.8% | 30.4% | 3 | 33.33% | 0.2 |
|
| 5539 |
5539
Pacific Wealth Management
San Diego,
California
| $116M | -$40.9M | -26% | 5.02% | 72.8% | 14 | 35.71% | 0.2 |
|
| 5540 |
GFI
5540
Global Frontier Investments
Charleston,
South Carolina
| $116M | +$13.1M | +13% | 20.7% | – | 18 | 5.56% | 0.7 |
|
| 5541 |
GG
5541
Golden Green
Seneca,
South Carolina
| $116M | +$8.45M | +8% | 9.81% | 92.4% | 204 | 55.88% | 0.1 |
|
| 5542 |
CGFI
5542
Cypress Growth Fund III
Menlo Park,
California
| $116M | -$203K | -0.2% | 2.35% | – | 35 | 5.71% | 0.2 |
|
| 5543 |
WF
5543
Williams Financial
North Bennington,
Vermont
| $116M | +$10M | +9% | 1.69% | 33.1% | 50 | 58% | 0.1 |
|
| 5544 |
FA
5544
Financial Advantage
Columbia,
Maryland
| $116M | +$7.8M | +7% | 7.38% | 24.3% | 134 | 12.69% | 2.2 |
|
| 5545 |
5545
CAMG Solamere Management
Charlotte,
North Carolina
| $116M | -$3.41M | -3% | 11.1% | 51.7% | 102 | 23.53% | 2.5 |
|
| 5546 |
5546
Rovin Capital
Mesa,
Arizona
| $116M | -$11.3M | -9% | 6.19% | 63.8% | 53 | 24.53% | 0.7 |
|
| 5547 |
5547
MMA Asset Management
Conshohocken,
Pennsylvania
| $116M | +$12.7M | +12% | 5.85% | 61.2% | 99 | 24.24% | 0.2 |
|
| 5548 |
5548
American Asset Management
Boca Raton,
Florida
| $115M | -$1.92M | -2% | 4.05% | 42.5% | 8 | 0% | 3.8 |
|
| 5549 |
5549
CMG Global Holdings
Plano,
Texas
| $115M | – | – | 8.55% | 80.8% | 82 | – | 0 |
|
| 5550 |
5550
Trinity Wealth Management
Berwyn,
Pennsylvania
| $115M | +$5.22M | +5% | 1.69% | 56.7% | 27 | 18.52% | 1 |
|