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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Safir Wealth Advisors
Greenland,
New Hampshire
| $108M | – | – | 6.75% | 52.1% | 41 | – | 0 |
|
| 5552 |
5552
Flagship Private Wealth
Woburn,
Massachusetts
| $108M | – | – | 12.2% | 70.2% | 308 | – | 0 |
|
| 5553 |
CIA
5553
CSat Investment Advisory
Detroit,
Michigan
| $108M | -$1.02B | -90% | 18.7% | 87.4% | 1,095 | 53.06% | 2.5 |
|
| 5554 |
GG
5554
Golden Green
Seneca,
South Carolina
| $108M | – | – | 22.3% | 92.4% | 128 | – | 0 |
|
| 5555 |
5555
Panview Asian Equity Master Fund
Central,
Hong Kong
| $107M | – | – | 70.9% | 145% | 7 | – | 0 |
|
| 5556 |
5556
Aldebaran Financial
| $107M | +$11.3M | +12% | 11.9% | 115% | 84 | 14.29% | 4.4 |
|
| 5557 |
HA
5557
Havens Advisors
New York
| $107M | -$579K | -0.5% | 20.9% | 460% | 53 | 73.58% | 0.2 |
|
| 5558 |
5558
Accel Wealth Management
Waverly,
Iowa
| $107M | – | – | 13.5% | 82.4% | 857 | – | 0 |
|
| 5559 |
5559
Tatro Capital
Lexington,
Kentucky
| $107M | +$19.8M | +23% | 11.3% | – | 88 | 36.36% | 0.5 |
|
| 5560 |
5560
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $107M | -$365K | -0.3% | 11% | 38.4% | 11 | 18.18% | 1.1 |
|
| 5561 |
CSA
5561
Cottage Street Advisors
Marion,
Massachusetts
| $107M | -$29.2M | -21% | 14.5% | 95.8% | 93 | 25.81% | 3.6 |
|
| 5562 |
5562
Innova Wealth Partners
Newtown,
Pennsylvania
| $107M | – | – | 10% | 72.5% | 58 | – | 0 |
|
| 5563 |
5563
Aurora Investment Managers
Naples,
Florida
| $107M | -$3.58M | -3% | 25.5% | 74.4% | 36 | 41.67% | 0.6 |
|
| 5564 |
5564
Palladiem
Bryn Mawr,
Pennsylvania
| $107M | – | – | 11.2% | – | 58 | – | 1.6 |
|
| 5565 |
5565
Smart Portfolios LLC
Seattle,
Washington
| $107M | +$18.5M | +21% | 5.64% | 41.3% | 48 | 50% | 1.4 |
|
| 5566 |
5566
Chubb Ltd
Zurich,
Switzerland
| $107M | +$102M | +1,985% | 4.41% | 64.2% | 4 | 50% | 2.5 |
|
| 5567 |
5567
Courant Investment Management
Franklin,
Tennessee
| $106M | -$15.6M | -13% | 28.5% | 35.2% | 12 | 8.33% | 2.5 |
|
| 5568 |
5568
HCSF Management
San Francisco,
California
| $106M | +$11.9M | +13% | 23.8% | 58.8% | 10 | 20% | 2.6 |
|
| 5569 |
5569
Satovsky Asset Management
New York
| $106M | – | – | 12% | 53.6% | 25 | – | 0 |
|
| 5570 |
RCIM
5570
Russell Clark Investment Management
London,
United Kingdom
| $106M | +$15.6M | +17% | 21.6% | 174% | 52 | 34.62% | 1.2 |
|
| 5571 |
5571
Colony Family Offices
Charlotte,
North Carolina
| $106M | – | – | 11.3% | 53.9% | 28 | – | 0 |
|
| 5572 |
5572
Spinnaker Capital
Boston,
Massachusetts
| $106M | +$33.4M | +46% | 46.6% | 12.4% | 3 | 33.33% | 3 |
|
| 5573 |
5573
Beam Wealth Advisors
Covington,
Louisiana
| $106M | -$831K | -0.8% | 11.8% | 69.2% | 147 | 22.45% | 0.7 |
|
| 5574 |
5574
Jetstream Capital
Brentwood,
Tennessee
| $106M | – | – | 44.1% | – | 14 | – | 0 |
|
| 5575 |
WF
5575
Williams Financial
North Bennington,
Vermont
| $106M | – | – | 5.94% | 33.1% | 24 | – | 0 |
|