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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Versant Venture Management
San Francisco,
California
| $141M | -$9.6M | -6% | 17.8% | 409% | 8 | 12.5% | 1.9 |
|
| 7277 |
7277
Pin Oak Investment Advisors
Houston,
Texas
| $141M | -$1.2M | -0.8% | 8.35% | 62.7% | 516 | 5.43% | 4.2 |
|
| 7278 |
7278
Clearview Wealth Management
Irvine,
California
| $141M | – | – | 1.73% | – | 60 | – | 0 |
|
| 7279 |
TM
7279
TFJ Management
Somerville,
Massachusetts
| $141M | +$2.47M | +2% | 25.7% | – | 16 | 50% | 0.6 |
|
| 7280 |
KCM
7280
Kalehua Capital Management
Dallas,
Texas
| $141M | +$40.2M | +40% | 9.16% | – | 28 | 42.86% | 0.2 |
|
| 7281 |
PR
7281
PSP Research
Newtown Square,
Pennsylvania
| $141M | +$26.9M | +24% | 2.42% | – | 105 | 43.81% | 0.2 |
|
| 7282 |
7282
Renasant Bank
Tupelo,
Mississippi
| $141M | -$6.16M | -4% | 0.75% | 72.3% | 153 | 16.99% | 3.1 |
|
| 7283 |
7283
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| $141M | -$6.31M | -4% | 2.19% | – | 151 | 15.89% | 1 |
|
| 7284 |
7284
CRCM LP
San Francisco,
California
| $141M | -$155M | -52% | 4.87% | – | 12 | 41.67% | 0.8 |
|
| 7285 |
7285
Lederer & Associates Investment Counsel
Long Beach,
California
| $141M | -$7.8M | -5% | 1.64% | 92.7% | 88 | 11.36% | 5.8 |
|
| 7286 |
7286
Meritech Capital Associates V
Palo Alto,
California
| $141M | -$38.6M | -21% | 20.5% | 133% | 2 | 0% | 5.1 |
|
| 7287 |
7287
Sunrise Financial Services
Burien,
Washington
| $141M | +$8.42M | +6% | 0.08% | – | 641 | 19.97% | 0.2 |
|
| 7288 |
7288
Orographic Financial Advisors
Avon,
Colorado
| $141M | – | – | 3.37% | – | 106 | – | 0 |
|
| 7289 |
7289
Watchtower Advisors
Old Greenwich,
Connecticut
| $141M | -$24.6M | -15% | 5.76% | 384% | 14 | 35.71% | 0.8 |
|
| 7290 |
7290
Mosaic Financial Group
Chicago,
Illinois
| $141M | -$5.56M | -4% | 0.15% | – | 132 | 9.85% | 1.6 |
|
| 7291 |
7291
Mork Capital Management
Healdsburg,
California
| $141M | -$23M | -14% | 3.6% | 61.9% | 119 | 15.97% | 3.4 |
|
| 7292 |
7292
Orcam Financial Group
Encinitas,
California
| $141M | +$7.47M | +6% | 0.42% | 40% | 63 | 9.52% | 2.4 |
|
| 7293 |
7293
Asset Planning Inc
Cypress,
California
| $141M | -$1.64M | -1% | 0.22% | – | 310 | 8.71% | 1.1 |
|
| 7294 |
7294
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $141M | +$1.32M | +1% | 0.45% | – | 139 | 7.91% | 1.1 |
|
| 7295 |
7295
Orca Wealth Management
New Port Richey,
Florida
| $141M | +$899K | +0.6% | 3.96% | – | 71 | 9.86% | 1.1 |
|
| 7296 |
APW
7296
Aurora Private Wealth
Rockaway,
New Jersey
| $140M | -$11.7M | -8% | 3.63% | – | 173 | 9.25% | 2.8 |
|
| 7297 |
7297
Soapstone Management
Bethesda,
Maryland
| $140M | +$4.69M | +3% | 2.4% | 30.3% | 18 | 61.11% | 2.3 |
|
| 7298 |
7298
Vann Equity Management
Plano,
Texas
| $140M | – | – | 0.19% | – | 158 | – | 0 |
|
| 7299 |
7299
Mascagni Wealth Management
Clinton,
Mississippi
| $140M | +$6.18M | +5% | 1.14% | – | 141 | 20.57% | 1 |
|
| 7300 |
7300
Petros Family Wealth
Bloomington,
Minnesota
| $140M | -$9.9M | -7% | 0.2% | – | 156 | 25.64% | 0.8 |
|