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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $142M | -$168K | -0.1% | 0.34% | 96.8% | 421 | 5.23% | 3.6 |
|
| 7252 |
7252
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $142M | -$11.2M | -7% | 0.66% | 92.3% | 133 | 4.51% | 3.4 |
|
| 7253 |
7253
Avant Financial Advisors
Austin,
Texas
| $142M | +$3.11M | +2% | 0.69% | – | 67 | 2.99% | 1.2 |
|
| 7254 |
7254
White & Co Financial Planning
Sunnyside,
Washington
| $142M | +$8.47M | +6% | 0.87% | – | 20 | 5% | 1.2 |
|
| 7255 |
7255
Avant Capital
Lafayette,
Louisiana
| $142M | -$3.44M | -2% | 0.3% | – | 81 | 8.64% | 3.1 |
|
| 7256 |
7256
Teton Advisors
Rye,
New York
| $142M | -$1.93M | -1% | 10.4% | 139% | 159 | 8.18% | 9.4 |
|
| 7257 |
7257
Innovative Wealth Building
California,
Maryland
| $142M | +$4.98M | +4% | 2.92% | – | 71 | 15.49% | 0.9 |
|
| 7258 |
7258
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $142M | +$1.52M | +1% | 1.1% | – | 70 | 10% | 1.1 |
|
| 7259 |
7259
Opulen Financial Group
Arlington,
Virginia
| $142M | +$4.82M | +4% | 0.42% | – | 117 | 10.26% | 1 |
|
| 7260 |
7260
HFG Advisors
Cincinatti,
Ohio
| $142M | +$4.09M | +3% | 0.37% | 69.7% | 125 | 18.4% | 2.3 |
|
| 7261 |
SR
7261
Summer Road
West Palm Beach,
Florida
| $142M | +$4.32M | +3% | 12.9% | 214% | 25 | 20% | 1.4 |
|
| 7262 |
7262
Trium Capital
London,
United Kingdom
| $142M | +$13.1M | +10% | 14.4% | 215% | 88 | 71.59% | 0.6 |
|
| 7263 |
7263
EJF Capital
Arlington,
Virginia
| $142M | -$34.2M | -19% | 0.01% | 127% | 81 | 20.99% | 2.2 |
|
| 7264 |
7264
Seek First
Campbell,
California
| $142M | -$3.2M | -2% | 0.8% | – | 62 | 11.29% | 0.9 |
|
| 7265 |
KFP
7265
Kerr Financial Planning
Fresno,
California
| $142M | +$67.9M | +92% | 10.5% | – | 545 | 11.01% | 0.4 |
|
| 7266 |
7266
Opinicus Capital
Tampa,
Florida
| $142M | -$1.61M | -1% | 1.19% | 129% | 107 | 13.08% | 1.8 |
|
| 7267 |
7267
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $142M | +$1.52M | +1% | 1.06% | 79% | 91 | 7.69% | 3.6 |
|
| 7268 |
7268
Acuta Capital Partners
Redwood City,
California
| $142M | -$5.53M | -4% | 42.3% | 7,269% | 36 | 41.67% | 1 |
|
| 7269 |
7269
Mount Vernon Associates
Baltimore,
Maryland
| $142M | -$7.14M | -5% | 4.64% | 136% | 61 | 3.28% | 7.4 |
|
| 7270 |
7270
Yorktown Energy Partners XI
New York
| $142M | -$1.34M | -0.9% | 15.9% | 105% | 4 | 0% | 4.3 |
|
| 7271 |
7271
Networth Advisors
Canonsburg,
Pennsylvania
| $141M | +$5.98M | +4% | 0.41% | – | 448 | 29.02% | 0.2 |
|
| 7272 |
IA
7272
IF Advisors
San Antonio,
Texas
| $141M | +$18.4M | +15% | 0.47% | – | 54 | 25.93% | 0.2 |
|
| 7273 |
MAM
7273
Maytree Asset Management
Hong Kong
| $141M | +$6.58M | +5% | 44.3% | 441% | 27 | 62.96% | 0.4 |
|
| 7274 |
HFAS
7274
Hummer Financial Advisory Services
Chicago,
Illinois
| $141M | -$95.4K | -0.1% | 1.3% | 71.8% | 129 | 9.3% | 3.9 |
|
| 7275 |
7275
Shum Financial Group
Alameda,
California
| $141M | +$2.6M | +2% | 1.75% | – | 93 | 1.08% | 1.4 |
|