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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Cruiser Capital Advisors
Stamford,
Connecticut
| $111M | +$5.71M | +5% | 20% | 192% | 66 | 69.7% | 0.5 |
|
| 5602 |
KCA
5602
Karn Couzens & Associates
Farmington,
Connecticut
| $111M | +$5.8M | +5% | 3.51% | – | 66 | 7.58% | 0.2 |
|
| 5603 |
A
5603
Atomvest
Hong Kong
| $111M | +$1.02M | +0.9% | 23.1% | 90% | 2 | 0% | 0.3 |
|
| 5604 |
5604
Financial Management Concepts
Winter Springs,
Florida
| $111M | +$7.89M | +8% | 6.21% | – | 27 | 29.63% | 0.2 |
|
| 5605 |
5605
Accretive Wealth Partners
Parsippany,
New Jersey
| $111M | +$9.9M | +10% | 4.87% | 64.4% | 100 | 11% | 0.2 |
|
| 5606 |
VFG
5606
V2 Financial group
Naperville,
Illinois
| $111M | +$12.2M | +12% | 6.38% | 63.3% | 69 | 27.54% | 0.2 |
|
| 5607 |
5607
Bluesphere Advisors
East Norriton,
Pennsylvania
| $111M | +$17.4M | +19% | 4.77% | 105% | 97 | 21.65% | 0.2 |
|
| 5608 |
5608
Cadence Wealth Management
Westborough,
Massachusetts
| $111M | – | – | 0.19% | 56.4% | 32 | – | 0 |
|
| 5609 |
5609
Silicon Hills Wealth Management
Austin,
Texas
| $111M | +$90K | +0.1% | 4.03% | 30.9% | 88 | 14.77% | 0.9 |
|
| 5610 |
5610
ELCO Management
New York
| $111M | -$5.46M | -5% | 9.42% | 98.3% | 139 | 20.86% | 2.5 |
|
| 5611 |
5611
Cassia Capital Partners
Winston Salem,
North Carolina
| $110M | +$6.99M | +7% | 2.05% | 59.9% | 27 | 33.33% | 0.2 |
|
| 5612 |
5612
Valley Brook Capital Group
Venetia,
Pennsylvania
| $110M | +$9.34M | +9% | 6.05% | 122% | 492 | 19.92% | 0.2 |
|
| 5613 |
5613
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $110M | +$9.25M | +9% | 3.03% | 82.6% | 59 | 10.17% | 4.5 |
|
| 5614 |
5614
Apis Capital Advisors
New York
| $110M | +$6.7M | +6% | 19% | 1,532% | 54 | 50% | 0.4 |
|
| 5615 |
5615
Northern Capital Management (Washington)
Spokane,
Washington
| $110M | +$7.28M | +7% | 7.4% | 90.9% | 42 | 4.76% | 0.2 |
|
| 5616 |
5616
Selective Wealth Management
Forest,
Virginia
| $110M | -$44.9M | -29% | 8.68% | 74.4% | 440 | 23.86% | 1 |
|
| 5617 |
5617
Range Financial Group
Tigard,
Oregon
| $110M | – | – | 11.3% | 195% | 134 | – | 0 |
|
| 5618 |
EFEM
5618
Eos Focused Equity Management
New York
| $110M | +$7.22M | +7% | 9.33% | 55.7% | 36 | 27.78% | 0.8 |
|
| 5619 |
TLCM
5619
Tiger Legatus Capital Management
New York
| $110M | +$20M | +22% | 7.68% | 19.1% | 19 | 36.84% | 0.9 |
|
| 5620 |
5620
7G Capital Management
New York
| $109M | -$17M | -13% | 3.37% | 137% | 5 | 20% | 0.3 |
|
| 5621 |
5621
Zeit Capital
Greenwood Village,
Colorado
| $109M | +$4.24M | +4% | 4.36% | 56.5% | 42 | 14.29% | 0.2 |
|
| 5622 |
5622
Heartland Bank & Trust
Bloomington,
Illinois
| $109M | -$3.2M | -3% | 5.39% | 105% | 122 | 17.21% | 0.2 |
|
| 5623 |
5623
Touchstone Capital
Pittsburgh,
Pennsylvania
| $109M | +$10.9M | +11% | 12.7% | – | 15 | 0% | 0.3 |
|
| 5624 |
ASA
5624
Armstrong Shaw Associates
New Canaan,
Connecticut
| $109M | +$7.39M | +7% | 8.36% | 51.2% | 43 | 9.3% | 4.2 |
|
| 5625 |
5625
Laurel Wealth Planning
Edina,
Minnesota
| $109M | +$6.8M | +7% | 5.05% | 59.5% | 142 | 11.97% | 0.2 |
|