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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
Discipline Wealth Solutions
Greenville,
South Carolina
| $108M | +$7.83M | +8% | 2.89% | 45.9% | 26 | 23.08% | 0.3 |
|
| 6852 |
6852
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $108M | -$52.6M | -33% | 20.7% | 281% | 50 | 32% | 1.4 |
|
| 6853 |
6853
Upper Left Wealth Management
Tampa,
Florida
| $108M | +$5.83M | +6% | 3.54% | 52.7% | 65 | 18.46% | 1.8 |
|
| 6854 |
6854
Coastwise Capital Group
La Jolla,
California
| $108M | +$9.8M | +10% | 9.54% | 88.8% | 125 | 12% | 1.5 |
|
| 6855 |
6855
Northwestern University
Evanston,
Illinois
| $108M | -$4.51M | -4% | 13.7% | 28.2% | 6 | 0% | 2.5 |
|
| 6856 |
6856
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $108M | -$696K | -0.6% | 1.91% | 42.8% | 63 | 11.11% | 0.2 |
|
| 6857 |
6857
Sharp Financial Services
Horsham,
Pennsylvania
| $108M | +$15.3M | +17% | 8.06% | – | 92 | 15.22% | 0.2 |
|
| 6858 |
6858
MeadowBrook Investment Advisors
Livonia,
Michigan
| $107M | +$2.62M | +2% | 9.04% | 81.5% | 350 | 5.71% | 0.2 |
|
| 6859 |
6859
Waycross Investment Management
Bellingham,
Washington
| $107M | +$16.4M | +18% | 5.13% | 49.6% | 60 | 28.33% | 0.9 |
|
| 6860 |
6860
Oder Investment Management
Woodland Hills,
California
| $107M | +$6.28M | +6% | 8.55% | 115% | 94 | 8.51% | 2.2 |
|
| 6861 |
6861
Pathway Capital Management
Irvine,
California
| $107M | +$17.9M | +20% | 38.2% | 659% | 19 | 78.95% | 0.1 |
|
| 6862 |
6862
Kennon-Green & Company
New Albany,
Ohio
| $107M | +$8.82M | +9% | 8.76% | 58.4% | 44 | 2.27% | 1.2 |
|
| 6863 |
6863
Rosalind Advisors
Toronto,
Ontario, Canada
| $107M | -$14.4M | -12% | 12.7% | – | 41 | 46.34% | 0.2 |
|
| 6864 |
OCP
6864
OCO Capital Partners
New York
| $107M | -$59.5M | -36% | 16.7% | 679% | 4 | 25% | 2.2 |
|
| 6865 |
6865
Lesa Sroufe & Co
Seattle,
Washington
| $107M | +$8.86M | +9% | 5.95% | – | 74 | 12.16% | 4.4 |
|
| 6866 |
6866
Orca Investment Management
Roseburg,
Oregon
| $107M | +$2.64M | +3% | 8.3% | 139% | 57 | 5.26% | 6.8 |
|
| 6867 |
6867
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $107M | – | – | 10% | – | 29 | – | 0 |
|
| 6868 |
6868
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $107M | – | – | 4.48% | – | 45 | – | 0 |
|
| 6869 |
6869
Somerset Group
Wayzata,
Minnesota
| $107M | -$12.4M | -10% | 6.05% | 84.6% | 69 | 20.29% | 6.2 |
|
| 6870 |
6870
Orser Capital Management
Southlake,
Texas
| $107M | +$14.9M | +16% | 17.4% | 128% | 42 | 0% | 4.1 |
|
| 6871 |
6871
Signature Resources Capital Management
Newport Beach,
California
| $107M | -$3.06M | -3% | 6.8% | 67.8% | 407 | 0.98% | 0.2 |
|
| 6872 |
6872
Circumference Group
Little Rock,
Arkansas
| $107M | -$7.13M | -6% | 1.2% | – | 37 | 24.32% | 0.2 |
|
| 6873 |
6873
Mosley Wealth Management
Anaheim,
California
| $107M | +$5.15M | +5% | 7.1% | – | 103 | 18.45% | 0.2 |
|
| 6874 |
6874
Foresite Capital Management V
Larkspur,
California
| $107M | +$33.1M | +45% | 43% | 401% | 6 | 33.33% | 2 |
|
| 6875 |
6875
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $106M | +$8.77M | +9% | 10.3% | 88.7% | 130 | 10% | 0.2 |
|