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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
Kingstone Capital Partners Texas
Frisco,
Texas
| $162M | -$9.01M | -5% | 5.45% | – | 62 | 14.52% | 1 |
|
| 6852 |
6852
Accel XI Associates
Palo Alto,
California
| $162M | -$351M | -68% | 20.3% | – | 1 | 0% | 0.3 |
|
| 6853 |
6853
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $162M | +$5.04M | +3% | 3.33% | – | 140 | 3.57% | 0.9 |
|
| 6854 |
6854
Panoramic Capital Partners
Lake Oswego,
Oregon
| $162M | -$734K | -0.5% | 3% | – | 65 | 7.69% | 1 |
|
| 6855 |
6855
M3 Advisory Group
Needham Heights,
Massachusetts
| $162M | -$1.78M | -1% | 1.89% | – | 155 | 12.26% | 1.7 |
|
| 6856 |
6856
Bay Capital Advisors
Virginia Beach,
Virginia
| $162M | -$1.66M | -1% | 1.82% | – | 116 | 12.07% | 1.1 |
|
| 6857 |
BC
6857
Bulwark Capital
Fernandina Beach,
Florida
| $162M | +$21.6M | +15% | 1.47% | – | 101 | 5.94% | 0.7 |
|
| 6858 |
6858
Lagoda Investment Management
New York
| $162M | -$10.5M | -6% | 15.3% | 250% | 28 | 21.43% | 6.4 |
|
| 6859 |
6859
Themes Management Co
Greenwich,
Connecticut
| $162M | +$28.3M | +21% | 22.1% | – | 175 | 33.14% | 0.2 |
|
| 6860 |
6860
Investment Partners Asset Management
Metuchen,
New Jersey
| $162M | +$1.32M | +0.8% | 1.66% | 86.1% | 170 | 10.59% | 1.8 |
|
| 6861 |
6861
Manuka Financial
Richmond,
Virginia
| $162M | +$844K | +0.5% | 0.12% | – | 57 | 1.75% | 1.1 |
|
| 6862 |
6862
Herbst Group
Westport,
Connecticut
| $162M | -$8.04M | -5% | 0.59% | 142% | 79 | 46.84% | 1.7 |
|
| 6863 |
CFA
6863
Collaborative Fund Advisors
Reno,
Nevada
| $162M | – | – | 0.43% | – | 160 | – | 0 |
|
| 6864 |
6864
Greenhouse Wealth Management
Westport,
Connecticut
| $162M | -$7.37M | -4% | 2.93% | 87.2% | 62 | 11.29% | 3.9 |
|
| 6865 |
6865
Guerra Pan Advisors
Montclair,
New Jersey
| $162M | -$6.88M | -4% | 3.57% | 149% | 124 | 11.29% | 2.8 |
|
| 6866 |
6866
Carter Financial Group
Barrington,
Illinois
| $162M | -$6.91M | -4% | 3.05% | – | 131 | 11.45% | 1.5 |
|
| 6867 |
6867
Petra Financial Advisors
Colorado Srpings,
Colorado
| $162M | -$8.8M | -5% | 5.63% | 129% | 160 | 40.63% | 1.8 |
|
| 6868 |
FC
6868
Fore Capital
New York
| $162M | -$144M | -47% | 0.54% | 25.4% | 65 | 72.31% | 0.5 |
|
| 6869 |
6869
GEN Financial Management
Plymouth,
Minnesota
| $162M | +$2.71M | +2% | 1% | – | 51 | 7.84% | 1 |
|
| 6870 |
6870
Accordant Advisory Group
Annapolis,
Maryland
| $161M | +$16.5M | +11% | 9.3% | – | 264 | 43.56% | 0.8 |
|
| 6871 |
6871
BayBridge Capital Group
Pleasanton,
California
| $161M | $0 | 0% | 1.16% | 78.5% | 95 | 0% | 1.5 |
|
| 6872 |
6872
Coastline Complete Wealth
Bluffton,
South Carolina
| $161M | +$2.56M | +2% | 3.68% | – | 59 | 22.03% | 0.2 |
|
| 6873 |
6873
Lavelle Capital
San Francisco,
California
| $161M | +$3.29M | +2% | 9.27% | – | 102 | 44.12% | 0.2 |
|
| 6874 |
6874
Innealta Capital
Austin,
Texas
| $161M | -$23.8M | -13% | 2.32% | 69.8% | 99 | 38.38% | 2.5 |
|
| 6875 |
6875
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $161M | +$1.77M | +1% | 2.06% | – | 72 | 16.67% | 0.9 |
|