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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Immersion
Aventura,
Florida
| $145M | -$1.23M | -0.8% | 4.84% | – | 9 | 11.11% | 0.8 |
|
| 7202 |
7202
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $145M | +$2.48M | +2% | 0.78% | 79.6% | 68 | 67.65% | 0.8 |
|
| 7203 |
7203
Fairscale Capital
Nashua,
New Hampshire
| $145M | -$6.23M | -4% | 3.98% | – | 443 | 4.97% | 1.4 |
|
| 7204 |
7204
Custos Family Office
Austin,
Texas
| $145M | -$1.91M | -1% | 2.57% | 57.4% | 67 | 13.43% | 2 |
|
| 7205 |
CFP
7205
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $144M | -$6.82M | -5% | 2.72% | – | 451 | 22.17% | 1 |
|
| 7206 |
7206
Karl Kapital
San Francisco,
California
| $144M | +$31.6M | +28% | 9.06% | – | 29 | 62.07% | 0.1 |
|
| 7207 |
7207
Covestor
London,
United Kingdom
| $144M | -$46.6M | -24% | 2.64% | 134% | 2,911 | 8.14% | 3.3 |
|
| 7208 |
TF
7208
TME Financial
Huntington Beach,
California
| $144M | +$1.94M | +1% | 0.27% | – | 73 | 12.33% | 1.1 |
|
| 7209 |
7209
Exchange Bank
Santa Rosa,
California
| $144M | -$295K | -0.2% | 3.02% | 75.2% | 126 | 11.11% | 2.3 |
|
| 7210 |
TPC
7210
Twin Peaks Capital
Hong Kong,
| $144M | +$2.63M | +2% | 12.6% | – | 19 | 63.16% | 0.1 |
|
| 7211 |
7211
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $144M | -$3.48M | -2% | 2.46% | 85.3% | 74 | 10.81% | 1.9 |
|
| 7212 |
7212
Arrow Capital Management
New York
| $144M | -$27.8M | -16% | 5.9% | – | 16 | 0% | 3.2 |
|
| 7213 |
IFS
7213
Integrated Financial Solutions
Reston,
Virginia
| $144M | -$22.8M | -14% | 9.99% | – | 37 | 21.62% | 0.6 |
|
| 7214 |
7214
Macroview Investment Management
Bethesda,
Maryland
| $144M | -$2.31M | -2% | 0.82% | 76.6% | 106 | 13.21% | 4.6 |
|
| 7215 |
7215
Hillman Capital Management
Bethesda,
Maryland
| $144M | -$14.9M | -9% | 4.05% | 20.2% | 62 | 19.35% | 3.2 |
|
| 7216 |
7216
Impact Investors
San Francisco,
California
| $144M | -$194K | -0.1% | 0.3% | – | 118 | 31.36% | 0.9 |
|
| 7217 |
AL
7217
Advaya LLP
London,
United Kingdom
| $144M | -$9.36M | -6% | 5.22% | – | 9 | 44.44% | 0.2 |
|
| 7218 |
7218
Anchor Capital Management Group
Aliso Viejo,
California
| $144M | -$53.8M | -27% | 5.04% | – | 18 | 22.22% | 1.1 |
|
| 7219 |
7219
Gladwyn Financial Advisors
Chantilly,
Virginia
| $144M | +$1.41M | +1% | 1.44% | – | 87 | 1.15% | 0.7 |
|
| 7220 |
7220
Aureum Wealth Management
North Palm Beach,
Florida
| $144M | +$35.9M | +33% | 0.04% | – | 63 | 26.98% | 0.2 |
|
| 7221 |
7221
Pincus Capital Management
New York
| $144M | -$6.21M | -4% | 1.55% | – | 52 | 5.77% | 0.2 |
|
| 7222 |
7222
GordonMD Global Investments
Beverely Hills,
California
| $144M | +$4.1M | +3% | 1.79% | – | 16 | 18.75% | 0.2 |
|
| 7223 |
CWMA
7223
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $143M | +$6.38M | +5% | 2.28% | – | 52 | 11.54% | 1.1 |
|
| 7224 |
7224
Wernau Asset Management
Gloucester,
Massachusetts
| $143M | -$41.5M | -22% | 3.92% | – | 52 | 9.62% | 1.1 |
|
| 7225 |
AAM
7225
Ackerman Asset Management
Rockville,
Maryland
| $143M | -$7.03M | -5% | 4.92% | – | 39 | 25.64% | 0.7 |
|