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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $155M | -$10M | -6% | 3.93% | 117% | 41 | 17.07% | 3 |
|
| 6977 |
6977
Archvest Wealth Advisors
Concord,
California
| $155M | -$1.72M | -1% | 0.87% | 53.1% | 78 | 21.79% | 2 |
|
| 6978 |
TL
6978
TowerView LLC
New York
| $155M | +$17M | +12% | 18.3% | 16.3% | 16 | 0% | 5.7 |
|
| 6979 |
6979
OneFund LLC
Saint Petersburg,
Florida
| $155M | -$12.7M | -8% | 1.72% | – | 519 | 3.66% | 1.1 |
|
| 6980 |
MA
6980
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $155M | +$5.19M | +3% | 12.5% | 166% | 57 | 15.79% | 8.4 |
|
| 6981 |
EL
6981
ES4 LLC
Newport Beach,
California
| $155M | +$9.8M | +7% | 1.02% | – | 35 | 17.14% | 0.2 |
|
| 6982 |
6982
AtlasMark Financial
Austin,
Texas
| $155M | $0 | 0% | 2.07% | – | 47 | 0% | 4.3 |
|
| 6983 |
6983
Mountain Lake Investment Management
Boca Raton,
Florida
| $155M | +$23.2M | +18% | 12.5% | 64% | 32 | 37.5% | 1.5 |
|
| 6984 |
ALAM
6984
Asahi Life Asset Management
Tokyo,
Japan
| $155M | -$24.6M | -14% | 1.1% | 133% | 200 | 47% | 2.2 |
|
| 6985 |
6985
Equity Wealth Partners
Independence,
Missouri
| $155M | +$503K | +0.3% | 1.87% | – | 79 | 5.06% | 0.5 |
|
| 6986 |
6986
LeConte Wealth Management
Maryville,
Tennessee
| $155M | +$1.65M | +1% | 0.45% | – | 167 | 26.35% | 0.6 |
|
| 6987 |
6987
Elevate Capital Advisors
Eagle,
Colorado
| $155M | +$3.42M | +2% | 0.01% | – | 88 | 29.55% | 0.8 |
|
| 6988 |
6988
Yorkville Advisors Global
Mountainside,
New Jersey
| $155M | -$4.18M | -3% | 24.4% | – | 52 | 61.54% | 0.2 |
|
| 6989 |
6989
DecisionMap Wealth Management
Great Falls,
Virginia
| $155M | -$7.67M | -5% | 2.79% | – | 142 | 14.79% | 1 |
|
| 6990 |
6990
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $155M | -$1.87M | -1% | 2.49% | 101% | 147 | 14.29% | 3.5 |
|
| 6991 |
6991
Collar Capital Management
Appleton,
Wisconsin
| $155M | +$4.84M | +3% | 5.96% | – | 80 | 16.25% | 1 |
|
| 6992 |
6992
Grantvest Financial Group
Matawan,
New Jersey
| $154M | -$1.57M | -1% | 1.27% | – | 180 | 16.11% | 0.9 |
|
| 6993 |
6993
Leigh Baldwin & Co
Cazenovia,
New York
| $154M | +$2.35M | +2% | 0.01% | – | 176 | 15.34% | 1 |
|
| 6994 |
6994
Albert D. Mason Inc
Boston,
Massachusetts
| $154M | +$2.53M | +2% | 6.92% | 83.4% | 146 | 16.44% | 6.2 |
|
| 6995 |
6995
Steinberg Asset Management
New York
| $154M | +$20M | +15% | 22.8% | 108% | 42 | 9.52% | 4.5 |
|
| 6996 |
6996
Rare Wolf Capital
Bellevue,
Washington
| $154M | -$5.71M | -4% | 6.54% | – | 137 | 17.52% | 0.2 |
|
| 6997 |
AIFAIM
6997
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $154M | -$1.23M | -0.8% | 0.73% | 79.1% | 158 | 8.23% | 3.5 |
|
| 6998 |
6998
Pathfinder Wealth Consulting
Wilmington,
North Carolina
| $154M | -$4.1M | -3% | 1.37% | – | 177 | 14.12% | 0.2 |
|
| 6999 |
6999
Stonekeep Investments
Sante Fe,
New Mexico
| $154M | -$2.14M | -1% | 2.96% | – | 70 | 18.57% | 1.4 |
|
| 7000 |
7000
NDWM LLC
La Jolla,
California
| $154M | +$3.08M | +2% | 1.41% | 50.3% | 39 | 15.38% | 1.4 |
|