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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
M28 Capital Management
Stamford,
Connecticut
| $109M | -$19.3M | -15% | 37.2% | 73.5% | 14 | 21.43% | 0.2 |
|
| 6227 |
6227
Atlas Venture Associates IX
Boston,
Massachusetts
| $109M | -$120M | -53% | 48.1% | 89.8% | 7 | 0% | 4 |
|
| 6228 |
6228
Matisse Capital
Portland,
Oregon
| $109M | -$36M | -25% | 4.29% | 73.3% | 157 | 34.39% | 2 |
|
| 6229 |
6229
Saber Capital Management
Fuquay Varina,
North Carolina
| $109M | -$17.8M | -14% | 18.1% | – | 16 | 31.25% | 0.2 |
|
| 6230 |
UAML
6230
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $109M | +$4.12M | +4% | 2.69% | 144% | 250 | 48.8% | 0.3 |
|
| 6231 |
RWIA
6231
Roger Wittlin Investment Advisory
San Francisco,
California
| $109M | -$18.7M | -15% | 5.94% | 61.3% | 30 | 33.33% | 0.2 |
|
| 6232 |
6232
ClientFirst Wealth Management
Little Rock,
Arkansas
| $109M | -$2.81M | -3% | 4.57% | – | 30 | 0% | 0.3 |
|
| 6233 |
6233
Shearwater Capital
Denver,
Colorado
| $109M | -$7.55M | -7% | 6.59% | 74.4% | 38 | 2.63% | 0.2 |
|
| 6234 |
6234
Lane Generational
Dover,
Massachusetts
| $109M | -$7.67M | -7% | 9.85% | 172% | 38 | 18.42% | 0.2 |
|
| 6235 |
6235
Basepoint Wealth
Cedar Rapids,
Iowa
| $108M | +$6.4M | +6% | 9.23% | 118% | 87 | 19.54% | 0.2 |
|
| 6236 |
6236
Euclidean Technologies Management
Seattle,
Washington
| $108M | -$11.3M | -9% | 6.9% | 124% | 102 | 30.39% | 1.1 |
|
| 6237 |
6237
Darrow Company
Needham,
Massachusetts
| $108M | -$5.15M | -5% | 4.58% | 44.5% | 26 | 7.69% | 0.3 |
|
| 6238 |
6238
Avaii Wealth Management
Appleton,
Wisconsin
| $108M | +$8.42M | +8% | 2.73% | 100% | 142 | 52.11% | 0.2 |
|
| 6239 |
TA
6239
TCM Advisors
Martinsburg,
West Virginia
| $108M | -$5.12M | -5% | 3.15% | 56.1% | 57 | 98.25% | 0 |
|
| 6240 |
CSI
6240
Cross Staff Investments
Pittsford,
New York
| $108M | -$3.82M | -3% | 1.63% | 80.3% | 128 | 7.81% | 0.2 |
|
| 6241 |
6241
Credit Capital Investments
Livingston,
New Jersey
| $108M | +$4.95M | +5% | 2.04% | 500% | 78 | 64.1% | 0.7 |
|
| 6242 |
6242
MY Wealth Management
Germantown,
Maryland
| $108M | -$5.81M | -5% | 6.38% | 41.2% | 30 | 23.33% | 0.2 |
|
| 6243 |
6243
Redwood Financial Network
Solon,
Ohio
| $108M | – | – | 4.62% | 82.2% | 153 | – | 0 |
|
| 6244 |
6244
Harper Investing
Santa Clara,
California
| $108M | – | – | 5.25% | 58.7% | 50 | – | 0 |
|
| 6245 |
6245
Paragon Capital Management (Utah)
Provo,
Utah
| $108M | -$9.23M | -8% | 4.87% | 72.3% | 82 | 35.37% | 0.2 |
|
| 6246 |
JCG
6246
John C. Goff
| $108M | +$22.1M | +26% | 29.4% | – | 25 | 44% | 0.2 |
|
| 6247 |
6247
Velan Capital Investment Management
Alpharetta,
Georgia
| $108M | -$21.1M | -16% | 9.6% | 2,395% | 31 | 38.71% | 0.2 |
|
| 6248 |
LCM
6248
Lynx1 Capital Management
San Juan,
Puerto Rico
| $108M | -$6.91M | -6% | 24.4% | 883% | 14 | 28.57% | 0.2 |
|
| 6249 |
6249
Terra Nova Asset Management
New York
| $108M | -$25.9M | -19% | 5.69% | 172% | 99 | 24.24% | 2.2 |
|
| 6250 |
6250
Corundum Group
Colorado Springs,
Colorado
| $108M | -$46M | -30% | 4.38% | 89.5% | 114 | 21.93% | 2.9 |
|