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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 |
SLG
6901
Sanchez Levi Garrett
| $159M | – | – | 0.99% | – | 74 | – | 0 |
|
| 6902 |
6902
swisspartners Advisors
Zurich,
Switzerland
| $159M | +$21.4M | +16% | 24.5% | 75.9% | 24 | 4.17% | 3.3 |
|
| 6903 |
6903
Hahn Capital Management
Walnut Creek,
California
| $159M | -$26.3M | -14% | 2.41% | 71.7% | 33 | 15.15% | 7.3 |
|
| 6904 |
6904
RIHO Partners
Tucson,
Arizona
| $159M | +$862K | +0.5% | 2.05% | – | 14 | 14.29% | 0.2 |
|
| 6905 |
6SA
6905
6th Street Advisors
Daphne,
Alabama
| $159M | – | – | 1.12% | – | 59 | – | 0 |
|
| 6906 |
6906
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $159M | +$21.1M | +15% | 1.79% | – | 101 | 16.83% | 1.4 |
|
| 6907 |
6907
Propel Bio Management
Los Angeles,
California
| $159M | +$41.5M | +35% | 0.95% | – | 42 | 61.9% | 0.4 |
|
| 6908 |
6908
Objectivity Squared
Charleston,
South Carolina
| $159M | -$20.1M | -11% | 1.97% | – | 58 | 6.9% | 1.6 |
|
| 6909 |
6909
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $159M | +$385K | +0.2% | 1.72% | – | 864 | 17.48% | 0.7 |
|
| 6910 |
6910
Blue Door Asset Management
Stamford,
Connecticut
| $159M | -$88.4M | -36% | 0.36% | 127% | 28 | 53.57% | 1 |
|
| 6911 |
6911
Oppenheimer & Close
New York
| $159M | +$11.9M | +8% | 7.64% | 149% | 61 | 14.75% | 4.5 |
|
| 6912 |
6912
Jericho Financial
Westerville,
Ohio
| $159M | -$7.46M | -4% | 3.06% | – | 40 | 0% | 1.2 |
|
| 6913 |
6913
10Elms LLP
Tulsa,
Oklahoma
| $159M | +$49.5M | +45% | 0.38% | – | 483 | 6.42% | 1.1 |
|
| 6914 |
6914
Refined Wealth Management
Salt Lake City,
Utah
| $158M | +$9.9M | +7% | 0.95% | 99.4% | 57 | 36.84% | 2 |
|
| 6915 |
6915
Elevate Wealth Advisory
Athens,
Georgia
| $158M | +$12.1M | +8% | 1.45% | 49.5% | 128 | 7.03% | 1.9 |
|
| 6916 |
6916
Martin Capital Advisors
San Antonio,
Texas
| $158M | -$12.2M | -7% | 3.87% | 140% | 74 | 4.05% | 3.3 |
|
| 6917 |
GFG
6917
Genesis Financial Group
Paramus,
New Jersey
| $158M | -$14M | -8% | 1.12% | – | 126 | 38.1% | 0.2 |
|
| 6918 |
LC
6918
Lalia Capital
New York
| $158M | +$30.5M | +24% | 11.5% | – | 15 | 53.33% | 0.1 |
|
| 6919 |
6919
Christian Investment Advisors
New Braunfels,
Texas
| $158M | +$34.9M | +28% | 1.76% | – | 12 | 16.67% | 0.9 |
|
| 6920 |
6920
Vannoy Advisory Group
Austin,
Texas
| $158M | +$173K | +0.1% | 0.56% | 52.5% | 29 | 3.45% | 2.1 |
|
| 6921 |
CC
6921
Corsicana & Co
Corsicana,
Texas
| $158M | -$20.2M | -11% | 2.05% | – | 283 | 10.95% | 3 |
|
| 6922 |
6922
LifeSteps Financial
Claremont,
California
| $158M | +$1.65M | +1% | 2.45% | 98.4% | 98 | 9.18% | 4.1 |
|
| 6923 |
6923
RiverTree Advisors
Winter Park,
Florida
| $158M | +$1.04M | +0.7% | 1% | 25.4% | 66 | 16.67% | 1.6 |
|
| 6924 |
6924
Pantera Capital Partners
San Francisco,
California
| $158M | -$6.35M | -4% | 21.1% | – | 18 | 38.89% | 0.3 |
|
| 6925 |
6925
Deepwater Asset Management
Minneapolis,
Minnesota
| $158M | -$185M | -54% | 8.54% | 142% | 53 | 39.62% | 0.8 |
|