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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $163M | +$19.6M | +14% | 8.18% | 62.6% | 164 | 8.54% | 4.4 |
|
| 5827 |
5827
Ivy Lane Capital Management
Winter Park,
Florida
| $163M | +$6.3M | +4% | 4.16% | 101% | 15 | 40% | 1.2 |
|
| 5828 |
5828
Black Maple Capital Management
Milwaukee,
Wisconsin
| $163M | +$42.9M | +36% | 4.53% | 35.7% | 123 | 41.46% | 0.7 |
|
| 5829 |
MA
5829
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $163M | +$3.31M | +2% | 6.26% | 166% | 60 | 3.33% | 7 |
|
| 5830 |
5830
DG Capital Management
New York
| $163M | +$1.49M | +0.9% | 5.02% | 76.7% | 28 | 25% | 2.1 |
|
| 5831 |
5831
Candelo Capital Management
New York
| $163M | +$35.7M | +28% | 21.9% | – | 39 | 51.28% | 0.2 |
|
| 5832 |
5832
Western Financial Corp
San Diego,
California
| $163M | +$13.7M | +9% | 8.77% | 275% | 130 | 28.46% | 1.3 |
|
| 5833 |
5833
Lagoda Investment Management
New York
| $163M | +$16.1M | +11% | 9.41% | 250% | 41 | 7.32% | 5.3 |
|
| 5834 |
5834
Argus Investors Counsel
New York
| $163M | +$7.15M | +5% | 12.8% | 132% | 114 | 19.3% | 4.7 |
|
| 5835 |
UFAC
5835
Urban Financial Advisory Corp
Chicago,
Illinois
| $163M | +$31.5M | +24% | 6.86% | – | 25 | 16% | 0.2 |
|
| 5836 |
5836
Ted Buchan & Co
San Diego,
California
| $163M | +$25.5M | +19% | 9.11% | 65.2% | 93 | 18.28% | 0.9 |
|
| 5837 |
FC
5837
Fore Capital
New York
| $163M | -$40.7M | -20% | 0.55% | 25.4% | 56 | 42.86% | 0.6 |
|
| 5838 |
SC
5838
Slotnik Capital
Dallas,
Texas
| $163M | -$5.11M | -3% | 24.7% | – | 30 | 83.33% | 0.1 |
|
| 5839 |
5839
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $163M | +$18.6M | +13% | 5.47% | 55.5% | 57 | 3.51% | 0.9 |
|
| 5840 |
5840
Friedenthal Financial
Marlton,
New Jersey
| $163M | +$9.22M | +6% | 10.6% | 105% | 302 | 51.32% | 1.1 |
|
| 5841 |
5841
Worth Asset Management
Dallas,
Texas
| $163M | +$22.6M | +16% | 9.51% | 115% | 151 | 50.33% | 0.8 |
|
| 5842 |
5842
RCS Financial Planning
Annapolis,
Maryland
| $162M | +$9.6M | +6% | 4.61% | 48.2% | 76 | 26.32% | 0.8 |
|
| 5843 |
5843
McCarthy Asset Management
Redwood Shores,
California
| $162M | +$6.21M | +4% | 4.98% | – | 40 | 12.5% | 2.4 |
|
| 5844 |
EL
5844
EQ LLC
Bellevue,
Washington
| $162M | +$27.2M | +20% | 7.47% | 80% | 55 | 25.45% | 2 |
|
| 5845 |
5845
Cox Capital Management
Andover,
Massachusetts
| $162M | +$9.03M | +6% | 6.69% | 106% | 87 | 21.84% | 3.8 |
|
| 5846 |
5846
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $162M | +$10.1M | +7% | 4.04% | 41.2% | 50 | 8% | 1.9 |
|
| 5847 |
5847
Baron Financial Group
Fair Lawn,
New Jersey
| $162M | +$5.24M | +3% | 5.2% | 55.5% | 52 | 5.77% | 2.8 |
|
| 5848 |
5848
MBE Wealth Management
Tomah,
Wisconsin
| $162M | -$33.4M | -17% | 6.93% | 66.5% | 100 | 13% | 2.1 |
|
| 5849 |
5849
Crestwood Capital Management
New York
| $162M | -$6.96M | -4% | 14% | 203% | 18 | 22.22% | 2.5 |
|
| 5850 |
5850
Prosperity Financial Group
San Ramon,
California
| $162M | +$17.8M | +12% | 10.6% | 121% | 156 | 21.79% | 0.8 |
|