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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
Dean Jacobson Financial Services
Fort Worth,
Texas
| $130M | -$901K | -0.7% | 0.38% | 59.6% | 13 | 46.15% | 1.5 |
|
| 6852 |
6852
Coign Capital Advisors
Draper,
Utah
| $130M | +$21.4M | +20% | 1.23% | – | 80 | 12.5% | 0.2 |
|
| 6853 |
6853
Zeit Capital
Greenwood Village,
Colorado
| $130M | -$429K | -0.3% | 0.96% | 56.5% | 26 | 7.69% | 3.8 |
|
| 6854 |
6854
Lauer Wealth
Valparaiso,
Indiana
| $130M | -$19.7M | -13% | 4.95% | 89.4% | 63 | 50.79% | 0.8 |
|
| 6855 |
6855
Davidson Kahn Capital Management
Sherman Oaks,
California
| $130M | +$21.4M | +20% | 6.62% | – | 56 | 7.14% | 0.2 |
|
| 6856 |
6856
C.V. Starr & Co
New York
| $130M | +$1.64M | +1% | 7.66% | – | 8 | 62.5% | 0.8 |
|
| 6857 |
6857
Sterling Wealth Advisors
Plantation,
Florida
| $130M | +$2.29M | +2% | 0.35% | – | 18 | 0% | 0.3 |
|
| 6858 |
6858
Frazier Financial Advisors
Columbus,
Ohio
| $130M | +$3.63M | +3% | 1.11% | – | 669 | 11.96% | 1.1 |
|
| 6859 |
6859
Renaissance Capital
Stamford,
Connecticut
| $130M | -$22.9M | -15% | 6.53% | 392% | 30 | 23.33% | 0.9 |
|
| 6860 |
6860
Hopwood Financial Services
Reston,
Virginia
| $130M | -$2.46M | -2% | 2.48% | – | 321 | 9.97% | 0.2 |
|
| 6861 |
6861
Privium Fund Management (UK)
London,
United Kingdom
| $129M | +$6.48M | +5% | 5.71% | 34.4% | 23 | 60.87% | 0.4 |
|
| 6862 |
6862
Campion Asset Management
Falls Church,
Virginia
| $129M | -$3.14M | -2% | 1.59% | 70.2% | 86 | 3.49% | 3.5 |
|
| 6863 |
6863
Primoris Wealth Advisors
North Palm Beach,
Florida
| $129M | -$2.28M | -2% | 0.92% | 206% | 105 | 21.9% | 1.8 |
|
| 6864 |
6864
Axos Invest
Las Vegas,
Nevada
| $129M | -$8.31M | -6% | 0.1% | – | 24 | 8.33% | 0.5 |
|
| 6865 |
6865
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $129M | -$7.65M | -6% | 4.26% | 61.6% | 6 | 0% | 2 |
|
| 6866 |
6866
Plan A Wealth
Lincoln,
Nebraska
| $129M | +$19.7M | +18% | 3.63% | – | 130 | 34.62% | 0.2 |
|
| 6867 |
6867
Darden Wealth Group
Ann Arbor,
Michigan
| $129M | -$19.5M | -13% | 7.96% | 243% | 107 | 9.35% | 1.1 |
|
| 6868 |
XXIP
6868
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $129M | -$44.4M | -26% | 5.04% | 66.6% | 1 | 0% | 3.3 |
|
| 6869 |
6869
Canerector Inc
Toronto,
Ontario, Canada
| $129M | -$77.2M | -37% | 0.21% | – | 10 | 0% | 0.3 |
|
| 6870 |
6870
Widmann Financial Services
Bowie,
Maryland
| $129M | -$484K | -0.4% | 0.71% | 75.2% | 106 | 8.49% | 2.5 |
|
| 6871 |
6871
4D Advisors
Redondo Beach,
California
| $129M | -$14.8M | -10% | 1.82% | – | 50 | 66% | 0.1 |
|
| 6872 |
6872
Cravens & Co Advisors
Cookeville,
Tennessee
| $129M | -$2.63M | -2% | 0.69% | 70.4% | 66 | 19.7% | 1.8 |
|
| 6873 |
6873
BCK Capital Management
Stamford,
Connecticut
| $129M | -$9.5M | -7% | 9.44% | 161% | 80 | 50% | 0.9 |
|
| 6874 |
6874
Leibman Financial Services
Louisville,
Nebraska
| $129M | -$8.41M | -6% | 4.38% | 59.2% | 58 | 13.79% | 1 |
|
| 6875 |
FSBI
6875
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $129M | -$2.37M | -2% | 3.4% | – | 102 | 7.84% | 0.2 |
|