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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Vienna Insurance Group
Warsaw,
Poland
| $89.4M | -$5.36M | -6% | 16.9% | 230% | 15 | 13.33% | 0.9 |
|
| 5752 |
5752
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $89.2M | +$44.2M | +98% | 43.5% | 20.3% | 12 | 75% | 0.5 |
|
| 5753 |
GII
5753
Gryphon International Investment
Toronto,
Ontario, Canada
| $89.1M | -$44.1M | -33% | 0% | 5.67% | 21 | 4.76% | 3.3 |
|
| 5754 |
JC
5754
JCSD Capital
Walnut Creek,
California
| $89M | +$6.87M | +8% | 32.5% | – | 65 | 24.62% | 1.2 |
|
| 5755 |
5755
Spectrum Wealth Advisory Group
Granite Bay,
California
| $88.5M | -$67.4M | -43% | 15.2% | 76.1% | 44 | 22.73% | 1.1 |
|
| 5756 |
5756
Sagil Capital
London,
United Kingdom
| $88.5M | -$23.7M | -21% | 31.7% | 100% | 24 | 37.5% | 1.2 |
|
| 5757 |
5757
Peak Planning Group
Centennial,
Colorado
| $88M | +$16.6M | +23% | 11.2% | 111% | 61 | 19.67% | 0.2 |
|
| 5758 |
5758
Horizon Investments
Charlotte,
North Carolina
| $87.9M | -$2.72B | -97% | 22.1% | 99.6% | 416 | 85.58% | 0.7 |
|
| 5759 |
5759
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $87.6M | – | – | 11.5% | 46.9% | 91 | – | 0 |
|
| 5760 |
5760
Western Standard LLC
Los Angeles,
California
| $87.4M | -$648K | -0.7% | 36.2% | 79.1% | 44 | 56.82% | 0.7 |
|
| 5761 |
5761
Georgetown University
Washington,
District of Columbia
| $87.4M | +$23.9M | +38% | 17.4% | 89.4% | 12 | 33.33% | 0.6 |
|
| 5762 |
5762
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $87.3M | – | – | 5.99% | 59.1% | 44 | – | 0 |
|
| 5763 |
5763
Eos Management LP
New York
| $87.1M | -$157M | -64% | 15% | 149% | 27 | 7.41% | 4.3 |
|
| 5764 |
5764
PBMares Wealth Management
Williamsburg,
Virginia
| $87M | +$19M | +28% | 15% | 67.7% | 128 | 20.31% | 0.8 |
|
| 5765 |
5765
Horton Capital Management
Philadelphia,
Pennsylvania
| $86.7M | -$17.3M | -17% | 11.7% | – | 9 | 33.33% | 0.9 |
|
| 5766 |
5766
Future Financial Wealth Management
Cincinnati,
Ohio
| $86.7M | – | – | 11.9% | 65.2% | 122 | – | 0 |
|
| 5767 |
5767
IDG-Accel China Growth Fund III Associates
Hong Kong
| $86.6M | +$31.6M | +57% | 83% | – | 6 | 0% | 1 |
|
| 5768 |
5768
Avondale Wealth Management
West Lake Hills,
Texas
| $86.3M | +$20.1M | +30% | 11.3% | 83.8% | 104 | 13.46% | 2 |
|
| 5769 |
WGA
5769
Weather Gauge Advisory
Williamsburg,
Virginia
| $86.2M | +$1.33M | +2% | 13.7% | 39.9% | 81 | 4.94% | 1.8 |
|
| 5770 |
5770
Raffles Associates
New York
| $86.1M | +$27.2M | +46% | 27.2% | 50% | 40 | 32.5% | 2 |
|
| 5771 |
5771
Provident Wealth Management
Brentwood,
Tennessee
| $86.1M | -$164K | -0.2% | 15% | 61.1% | 289 | 79.24% | 0.7 |
|
| 5772 |
5772
North Run Capital
Boston,
Massachusetts
| $86M | -$492K | -0.6% | 29.4% | 19.4% | 19 | 21.05% | 2 |
|
| 5773 |
5773
Foresite Capital Management III
Larkspur,
California
| $86M | -$48.3M | -36% | 21.6% | 444% | 10 | 20% | 1.6 |
|
| 5774 |
5774
Newfoundland Capital Management
Sao Paulo,
Brazil
| $85.9M | -$724M | -89% | 14.2% | 49.5% | 76 | 67.11% | 0.8 |
|
| 5775 |
5775
Indie Asset Partners
Carmel,
Indiana
| $85.9M | +$6.07M | +8% | 12.8% | 115% | 119 | 30.25% | 0.6 |
|