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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
Spring Capital Management
Amarillo,
Texas
| $183M | +$15.8M | +9% | 2.25% | 73.6% | 55 | 27.27% | 1.6 |
|
| 5827 |
5827
Nierenberg Investment Management Company
Camas,
Washington
| $183M | +$3.04M | +2% | 6.22% | 135% | 67 | 38.81% | 1.3 |
|
| 5828 |
5828
Shared Vision Wealth Group
Carlsbad,
United States
| $183M | -$6.88M | -4% | 3.25% | – | 79 | 6.33% | 1.1 |
|
| 5829 |
5829
Worth Asset Management
Dallas,
Texas
| $183M | -$4.08M | -2% | 0.62% | 115% | 182 | 49.45% | 1.1 |
|
| 5830 |
5830
Heronetta Management
New York
| $183M | +$7.97M | +5% | 4.93% | 59.7% | 24 | 0% | 7.1 |
|
| 5831 |
5831
Allie Family Office
Miami,
Florida
| $183M | +$2.87M | +2% | 2% | 59% | 102 | 7.84% | 2 |
|
| 5832 |
5832
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $183M | +$4.16M | +2% | 3.78% | 84.1% | 79 | 7.59% | 2.1 |
|
| 5833 |
5833
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $183M | +$7.92M | +5% | 5.78% | 38.7% | 42 | 0% | 2.2 |
|
| 5834 |
5834
Carl P. Sherr & Co
Worcester,
Massachusetts
| $183M | -$7.52M | -4% | 2.6% | 78.6% | 121 | 5.79% | 3.4 |
|
| 5835 |
5835
Quantum Financial Planning Services
Spokane,
Washington
| $183M | +$2.56M | +1% | 2.91% | – | 38 | 10.53% | 0.2 |
|
| 5836 |
5836
Marmo Financial Group
Johnson City,
Tennessee
| $183M | -$2.39M | -1% | 3.14% | 47.5% | 30 | 20% | 1.4 |
|
| 5837 |
5837
GoalFusion Wealth Management
Austin,
Texas
| $183M | -$731K | -0.4% | 0.19% | 47.6% | 29 | 20.69% | 2.1 |
|
| 5838 |
5838
Jackson Hill Advisors
Houston,
Texas
| $183M | -$15.4M | -8% | 6.07% | 61.2% | 12 | 8.33% | 2.3 |
|
| 5839 |
5839
R.W. Roge & Company
Bohemia,
New York
| $183M | -$2.8M | -2% | 1.24% | 76.3% | 56 | 16.07% | 2.8 |
|
| 5840 |
5840
Foresite Capital Management VI
Larkspur,
California
| $183M | -$41.9M | -19% | 15.5% | – | 14 | 0% | 0.3 |
|
| 5841 |
SMP
5841
Santa Monica Partners
Palm Beach Gardens,
Florida
| $183M | -$2.66M | -1% | 9.73% | 102% | 18 | 33.33% | 5.1 |
|
| 5842 |
WPEP
5842
Walnut Private Equity Partners
Omaha,
Nebraska
| $183M | -$5.64M | -3% | 1.66% | 48% | 15 | 33.33% | 4.9 |
|
| 5843 |
5843
WestBridge Capital Management
Trianon,
Mauritius
| $182M | -$34M | -16% | 12.7% | 21.9% | 1 | 0% | 2.8 |
|
| 5844 |
5844
DHK Financial Advisors
Portsmouth,
New Hampshire
| $182M | +$17.5M | +11% | 4.79% | 46.1% | 100 | 21% | 1 |
|
| 5845 |
CC
5845
Checkpoint Capital
San Francisco,
California
| $182M | -$14.2M | -7% | 4.92% | – | 21 | 57.14% | 0.4 |
|
| 5846 |
5846
Family CFO
Los Altos,
California
| $182M | +$623K | +0.3% | 1.25% | 89.6% | 96 | 36.46% | 2.5 |
|
| 5847 |
5847
Grand Wealth Management
Grand Rapids,
Michigan
| $182M | +$2.55M | +1% | 0.39% | 54.1% | 69 | 5.8% | 2.1 |
|
| 5848 |
5848
Lifestyle Asset Management
Friendswood,
Texas
| $182M | -$1.63M | -0.9% | 2.84% | 88.3% | 126 | 24.6% | 1 |
|
| 5849 |
5849
Pacific Wealth Management
San Diego,
California
| $182M | -$7.06M | -4% | 1.51% | 72.8% | 21 | 19.05% | 2.1 |
|
| 5850 |
YP
5850
YANKCOM Partnership
Yankton,
South Dakota
| $182M | -$5.21M | -3% | 1.44% | – | 297 | 15.15% | 0.2 |
|