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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Columbia Advisory Partners
Spokane,
Washington
| $115M | +$7.83M | +7% | 1.37% | 69.7% | 78 | 25.64% | 1.4 |
|
| 7177 |
HC
7177
Hoese & Co
Glencoe,
Minnesota
| $115M | +$121K | +0.1% | 0.69% | 51% | 166 | 7.83% | 2.9 |
|
| 7178 |
7178
Brightline Capital Management
Miami,
Florida
| $115M | -$30.5M | -21% | 15.2% | 810% | 15 | 33.33% | 0.6 |
|
| 7179 |
7179
Vista Finance
Clayton,
Missouri
| $115M | +$17.9M | +18% | 3.18% | 50.7% | 57 | 8.77% | 0.8 |
|
| 7180 |
7180
Chico Wealth RIA
Chico,
California
| $115M | +$858K | +0.8% | 0.84% | 74.7% | 32 | 12.5% | 1.9 |
|
| 7181 |
7181
Birchview Capital
Burlington,
Vermont
| $115M | -$7.74M | -6% | 4.62% | 327% | 72 | 11.11% | 3.2 |
|
| 7182 |
7182
Brucke Financial
Indianapolis,
Indiana
| $115M | -$1.15M | -1% | 1.08% | – | 146 | 10.27% | 0.2 |
|
| 7183 |
TF
7183
TME Financial
Huntington Beach,
California
| $115M | +$8.04M | +8% | 0.02% | – | 75 | 17.33% | 0.2 |
|
| 7184 |
7184
Clayton Partners
Berkeley,
California
| $115M | -$29.6M | -20% | 0.41% | 109% | 40 | 20% | 2.4 |
|
| 7185 |
7185
Tide Cove Capital Partners
San Diego,
California
| $115M | -$1.19M | -1% | 1.96% | – | 11 | 0% | 0.3 |
|
| 7186 |
7186
Octahedron Capital Management
Burlingame,
California
| $115M | +$9.6M | +9% | 6.11% | 234% | 24 | 37.5% | 1 |
|
| 7187 |
AA
7187
Alpha Advisors
Richmond,
Virginia
| $115M | +$17.7M | +18% | 1.53% | – | 45 | 17.78% | 0.2 |
|
| 7188 |
7188
LifePlan Financial
Mankato,
Minnesota
| $115M | +$1.5M | +1% | 1.66% | 69.9% | 94 | 13.83% | 1 |
|
| 7189 |
7189
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $115M | +$17.5M | +18% | 18% | – | 1 | 0% | 0.3 |
|
| 7190 |
7190
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $115M | -$20.9M | -15% | 0.76% | 64.9% | 85 | 15.29% | 2.5 |
|
| 7191 |
7191
Tassel Capital Management
Matthews,
North Carolina
| $114M | +$1.64M | +1% | 0.05% | – | 42 | 21.43% | 0.2 |
|
| 7192 |
7192
First Community Trust
Dubuque,
Iowa
| $114M | -$25.7M | -18% | 4% | 128% | 331 | 8.76% | 2.5 |
|
| 7193 |
7193
Savoir Faire Capital Management
Norwalk,
Connecticut
| $114M | -$96.2M | -46% | 6.85% | 0.01% | 54 | 33.33% | 0.8 |
|
| 7194 |
7194
SharpePoint
Phoenix,
Arizona
| $114M | +$3.1M | +3% | 1.31% | – | 86 | 25.58% | 0.2 |
|
| 7195 |
7195
Roberts Capital Advisors
Denver,
Colorado
| $114M | -$5.36M | -4% | 6.78% | – | 110 | 51.82% | 2.1 |
|
| 7196 |
OP
7196
Orvieto Partners
Boston,
Massachusetts
| $114M | -$4.54M | -4% | 11.9% | – | 39 | 15.38% | 0.2 |
|
| 7197 |
7197
Madison Park Capital Advisors
Seattle,
Washington
| $114M | -$11.4M | -9% | 1.99% | 62.4% | 63 | 14.29% | 1 |
|
| 7198 |
7198
Saxony Capital Management
St. Louis,
Missouri
| $114M | +$330K | +0.3% | 1.11% | 90% | 146 | 26.03% | 0.9 |
|
| 7199 |
7199
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $114M | +$328K | +0.3% | 0.78% | – | 71 | 21.13% | 0.2 |
|
| 7200 |
7200
Elm3 Financial Group
Alpharetta,
Georgia
| $114M | -$3.47M | -3% | 3.95% | – | 105 | 18.1% | 0.2 |
|