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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Somerset Group
Wayzata,
Minnesota
| $110M | +$451K | +0.4% | 2.08% | 84.6% | 64 | 6.25% | 6.9 |
|
| 7302 |
7302
Perissos Private Wealth Management
Bethany,
Oklahoma
| $110M | -$24M | -18% | 0.56% | – | 96 | 35.42% | 0.8 |
|
| 7303 |
7303
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $110M | -$5.65M | -5% | 6.27% | – | 30 | 13.33% | 0.9 |
|
| 7304 |
7304
Flywheel Private Wealth
Los Altos,
California
| $110M | +$922K | +0.8% | 0.57% | – | 87 | 11.49% | 0.2 |
|
| 7305 |
7305
Allium Financial Advisors
Lake Oswego,
Oregon
| $110M | – | – | 0.37% | – | 85 | – | 0 |
|
| 7306 |
7306
Wulff, Hansen & Co
San Rafael,
California
| $110M | +$3.98M | +4% | 1.28% | 94.7% | 102 | 11.76% | 2.4 |
|
| 7307 |
7307
Everest Management Corp
Cupertino,
California
| $110M | -$3.86M | -3% | 6.76% | – | 56 | 19.64% | 0.2 |
|
| 7308 |
7308
LTG Capital
Newton,
Massachusetts
| $110M | -$9.6M | -8% | 6.26% | 59% | 26 | 0% | 3.1 |
|
| 7309 |
7309
Bey-Douglas LLC
Marietta,
Georgia
| $110M | -$6.43M | -6% | 4.12% | – | 46 | 21.74% | 1 |
|
| 7310 |
CAG
7310
Cypress Advisory Group
Scottsdale,
Arizona
| $110M | +$918K | +0.8% | 0.68% | – | 64 | 10.94% | 0.2 |
|
| 7311 |
7311
Emmett Investment Management
New York
| $109M | -$1.83M | -2% | 4.09% | – | 29 | 31.03% | 0.2 |
|
| 7312 |
7312
Integrity Investment Advisors
Fort Collins,
Colorado
| $109M | – | – | 3.3% | – | 45 | – | 0 |
|
| 7313 |
7313
Womack Financial
Dallas,
Texas
| $109M | -$3.44M | -3% | 2.88% | – | 66 | 4.55% | 0.2 |
|
| 7314 |
7314
Kraft Asset Management
Nashville,
Tennessee
| $109M | -$20.3M | -16% | 1.92% | 41% | 53 | 15.09% | 2.1 |
|
| 7315 |
7315
Breakout Capital Partners
New York
| $109M | +$11.8M | +12% | 11.1% | – | 9 | 33.33% | 0.9 |
|
| 7316 |
7316
Stadium Capital Management
New Canaan,
Connecticut
| $109M | -$8.83M | -7% | 19.9% | 10.9% | 11 | 27.27% | 1.4 |
|
| 7317 |
LWM
7317
Lighthouse Wealth Management
Ashland,
Ohio
| $109M | -$94.1K | -0.1% | 1.18% | – | 38 | 5.26% | 0.2 |
|
| 7318 |
7318
Astra Wealth Partners
Jersey City,
New Jersey
| $109M | +$1.68M | +2% | 0.85% | – | 80 | 16.25% | 0.2 |
|
| 7319 |
7319
Fairman Group
Chesterbrook,
Pennsylvania
| $109M | -$12.4M | -10% | 0.05% | 46.8% | 350 | 27.71% | 1.2 |
|
| 7320 |
7320
Commons Capital
Needham,
Massachusetts
| $109M | -$1.71M | -2% | 5.63% | 166% | 123 | 44.72% | 1.4 |
|
| 7321 |
7321
RoundAngle Advisors
Red Bank,
New Jersey
| $109M | +$3.87M | +4% | 0.33% | – | 60 | 8.33% | 0.2 |
|
| 7322 |
7322
J2 Capital Management
Troy,
Michigan
| $109M | +$2.2M | +2% | 2.12% | – | 127 | 33.86% | 1.6 |
|
| 7323 |
7323
Flavin Financial Services
Melbourne,
Florida
| $109M | +$3.65M | +3% | 1.32% | – | 69 | 4.35% | 0.2 |
|
| 7324 |
7324
Atlantic Family Wealth
Coral Gables,
Florida
| $109M | +$24.2M | +29% | 0.43% | – | 49 | 18.37% | 0.2 |
|
| 7325 |
NMCM
7325
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $109M | – | – | 1.64% | – | 45 | – | 0 |
|