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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Perspective Wealth Advisors
Loveland,
Colorado
| $154M | +$13.8M | +10% | 0.2% | – | 58 | 10.34% | 0.2 |
|
| 7002 |
7002
Foresight Global Investors
Purchase,
New York
| $154M | -$32.9M | -18% | 4.26% | 69.9% | 31 | 19.35% | 1 |
|
| 7003 |
7003
Fidato Wealth
Middleburg Heights,
Ohio
| $154M | -$2.52M | -2% | 2.72% | 61.1% | 15 | 0% | 2.3 |
|
| 7004 |
7004
SBI Holdings USA
Santa Clara,
California
| $154M | +$26M | +20% | 20.3% | – | 1 | 0% | 0.3 |
|
| 7005 |
AFC
7005
Alpine Fox Capital
Las Vegas,
Nevada
| $154M | -$35.5M | -19% | 15.4% | – | 23 | 47.83% | 0.4 |
|
| 7006 |
7006
Silver Oak Wealth Advisors Services
Los Angeles,
California
| $154M | -$1.09M | -0.7% | 0.18% | – | 39 | 7.69% | 1.1 |
|
| 7007 |
7007
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $154M | -$2.68M | -2% | 0.54% | 55.4% | 77 | 18.18% | 1.6 |
|
| 7008 |
7008
Cravens & Co Advisors
Cookeville,
Tennessee
| $154M | +$1.22M | +0.8% | 0.15% | 70.4% | 71 | 21.13% | 2.2 |
|
| 7009 |
HPM
7009
H. Partners Management
New York
| $154M | -$4.18M | -3% | 24.3% | 13.5% | 3 | 33.33% | 1 |
|
| 7010 |
7010
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
| $154M | -$49.8M | -24% | 5.16% | – | 2 | 50% | 0.1 |
|
| 7011 |
VFS
7011
Valpey Financial Services
Concord,
New Hampshire
| $154M | -$2.91M | -2% | 0.63% | – | 75 | 4% | 0.7 |
|
| 7012 |
GCA
7012
Gallagher Capital Advisors
Argyle,
Texas
| $154M | -$1.19M | -0.8% | 2.83% | – | 76 | 26.32% | 0.8 |
|
| 7013 |
7013
Nova Wealth Management
Bonita Springs,
Florida
| $154M | +$7.65M | +5% | 2.12% | – | 650 | 26.62% | 0.9 |
|
| 7014 |
RFMS
7014
RWQ Financial Management Services
Naples,
Florida
| $153M | -$64M | -29% | 1.12% | 446% | 26 | 38.46% | 1.7 |
|
| 7015 |
BVC
7015
Bright Valley Capital
Hong Kong
| $153M | -$116M | -43% | 1.8% | – | 20 | 60% | 0.6 |
|
| 7016 |
7016
Doheny Asset Management
Los Angeles,
California
| $153M | -$10.4M | -6% | 1.47% | 135% | 66 | 15.15% | 6.7 |
|
| 7017 |
7017
Pacific Park Financial
Lagina Hills,
California
| $153M | -$6.98M | -4% | 1.07% | – | 78 | 11.54% | 0.2 |
|
| 7018 |
7018
Warner Group
Madison,
Connecticut
| $153M | -$9.1M | -6% | 0.28% | – | 83 | 16.87% | 0.4 |
|
| 7019 |
7019
Blue Capital Inc
Omaha,
Nebraska
| $153M | +$12.8M | +9% | 2.39% | – | 122 | 42.62% | 0.5 |
|
| 7020 |
7020
Washington Growth Strategies
Washington,
District of Columbia
| $153M | -$1.61M | -1% | 0.24% | – | 60 | 11.67% | 1.1 |
|
| 7021 |
7021
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $153M | -$3.43M | -2% | 1.32% | 55.7% | 410 | 27.8% | 1.3 |
|
| 7022 |
7022
McGinn Penninger Investment Management
Alexandria,
Virginia
| $153M | -$19.2M | -11% | 0.26% | 51.9% | 35 | 2.86% | 3.4 |
|
| 7023 |
7023
Orser Capital Management
Southlake,
Texas
| $153M | -$24M | -14% | 0.74% | 128% | 55 | 16.36% | 4.7 |
|
| 7024 |
7024
Bravias Capital Group
Iselin,
New Jersey
| $153M | -$12.4M | -8% | 0.62% | – | 117 | 25.64% | 1 |
|
| 7025 |
BCM
7025
Berbice Capital Management
Melville,
New York
| $153M | -$13.7M | -8% | 6.2% | – | 190 | 40% | 0.7 |
|