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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Pine Brook Road Advisors
Bedford,
New York
| $128M | -$11.9M | -9% | 7.83% | – | 2 | 0% | 1.3 |
|
| 6902 |
6902
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $128M | -$1.14M | -0.9% | 2.95% | 74.9% | 45 | 2.22% | 1.7 |
|
| 6903 |
6903
Paragon Financial Partners
Woodland Hills,
California
| $128M | -$5.14M | -4% | 3.2% | 90.6% | 71 | 2.82% | 2.9 |
|
| 6904 |
BWM
6904
BCO Wealth Management
Carlsbad,
New Mexico
| $128M | +$7.3M | +6% | 0.46% | – | 34 | 11.76% | 0.3 |
|
| 6905 |
BFS
6905
Burr Financial Services
Pleasant Hill,
California
| $127M | -$20.7M | -14% | 12.1% | 478% | 35 | 14.29% | 0.9 |
|
| 6906 |
6906
Guerra Pan Advisors
Montclair,
New Jersey
| $127M | -$10.7M | -8% | 5.94% | 149% | 112 | 6.25% | 2.5 |
|
| 6907 |
6907
Asset Planning Inc
Cypress,
California
| $127M | -$3.86M | -3% | 1.79% | – | 332 | 13.55% | 0.2 |
|
| 6908 |
6908
Investment Partners Asset Management
Metuchen,
New Jersey
| $127M | +$1.26K | +0% | 0.73% | 86.1% | 157 | 10.83% | 1.1 |
|
| 6909 |
6909
Valley Brook Capital Group
Venetia,
Pennsylvania
| $127M | -$6.46M | -5% | 1.3% | 122% | 118 | 10.17% | 3.3 |
|
| 6910 |
6910
Del-Sette Capital Management
Schenectady,
New York
| $127M | +$4.14M | +3% | 2.61% | 112% | 42 | 30.95% | 1.8 |
|
| 6911 |
6911
MidAtlantic Capital Management
Richmond,
Virginia
| $127M | -$9.22M | -7% | 3.2% | 61.2% | 246 | 68.29% | 1.2 |
|
| 6912 |
6912
Applied Capital LLC
Hollywood,
Florida
| $127M | -$1.78M | -1% | 2.55% | 78.3% | 92 | 10.87% | 1.7 |
|
| 6913 |
6913
David J. Yvars Group
University Park,
Florida
| $127M | -$36.8M | -22% | 5.05% | 143% | 80 | 18.75% | 3 |
|
| 6914 |
6914
EHP Funds Inc
Toronto,
Canada
| $127M | +$19.2M | +18% | 0.68% | 173% | 71 | 78.87% | 0.4 |
|
| 6915 |
6915
Climber Capital
Nyon,
Switzerland
| $127M | +$5.62M | +5% | 2.68% | – | 63 | 23.81% | 0.2 |
|
| 6916 |
6916
Terra Nova Asset Management
New York
| $127M | -$4.24M | -3% | 2.07% | 172% | 93 | 18.28% | 3.3 |
|
| 6917 |
6917
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $127M | -$4.41M | -3% | 4.38% | – | 485 | 88.25% | 0.6 |
|
| 6918 |
6918
OmniStar Financial Group
Wilmington,
North Carolina
| $127M | +$2.49M | +2% | 4.38% | 75.6% | 172 | 61.63% | 0.9 |
|
| 6919 |
TA
6919
TPG Advisors
Northfield,
Illinois
| $127M | -$1.16M | -0.9% | 0.74% | – | 96 | 14.58% | 0.7 |
|
| 6920 |
6920
4J Wealth Management
Alexandria,
Virginia
| $127M | +$3.29M | +3% | 1.49% | 74.7% | 92 | 11.96% | 2.7 |
|
| 6921 |
6921
Thompson Davis & Co
Richmond,
Virginia
| $127M | -$28.7M | -18% | 14.9% | 179% | 157 | 36.94% | 2.4 |
|
| 6922 |
6922
Live Oak Investment Partners
Austin,
Texas
| $127M | -$4.4M | -3% | 0.55% | – | 86 | 100% | 1.9 |
|
| 6923 |
6923
Sierra Ocean
Ripon,
California
| $127M | +$4.23M | +3% | 0.8% | – | 1,138 | 16.43% | 0.2 |
|
| 6924 |
6924
Vienna Asset Management
Saratoga,
California
| $127M | -$21.2M | -14% | 9.88% | – | 52 | 23.08% | 1.6 |
|
| 6925 |
6925
Littlejohn Financial Services
Roseburg,
Oregon
| $127M | +$14.9M | +13% | 2.13% | – | 68 | 35.29% | 0.2 |
|