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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $109M | -$130M | -55% | 1.18% | 111% | 110 | 33.64% | 2.1 |
|
| 7327 |
7327
Connective Capital Management
Palo Alto,
California
| $109M | +$22.7M | +26% | 8.59% | 188% | 90 | 72.22% | 0.9 |
|
| 7328 |
7328
Cannon Advisors
Charlotte,
North Carolina
| $109M | -$9.1M | -8% | 5.59% | – | 66 | 18.18% | 0.4 |
|
| 7329 |
C
7329
Croban
Fremont,
Ohio
| $109M | +$6.69M | +7% | 1.53% | – | 78 | 12.82% | 1.1 |
|
| 7330 |
7330
Innovative Wealth Building
California,
Maryland
| $109M | -$2.03M | -2% | 3.25% | – | 55 | 14.55% | 0.2 |
|
| 7331 |
7331
Bonfire Financial
Colorado Springs,
Colorado
| $108M | -$2.04M | -2% | 1.21% | – | 53 | 11.32% | 0.2 |
|
| 7332 |
7332
Winnow Wealth
Waco,
Texas
| $108M | +$7.61M | +8% | 0.93% | – | 647 | 5.72% | 0.2 |
|
| 7333 |
7333
RK Asset Management
Grosse Pointe Farms,
Michigan
| $108M | -$14M | -11% | 6.78% | 47.6% | 24 | 8.33% | 4.1 |
|
| 7334 |
7334
Mission Financial Group
Las Vegas,
Nevada
| $108M | – | – | 1.5% | – | 146 | – | 2.6 |
|
| 7335 |
7335
Amara Financial
San Francisco,
California
| $108M | -$139K | -0.1% | 1.36% | – | 50 | 16% | 0.5 |
|
| 7336 |
7336
Willner & Heller
Encino,
California
| $108M | -$5.97M | -5% | 3.89% | 131% | 158 | 10.13% | 2.3 |
|
| 7337 |
7337
Elevate Capital Advisors
Eagle,
Colorado
| $108M | -$5.42M | -5% | 3.71% | – | 73 | 31.51% | 0.2 |
|
| 7338 |
7338
Copia Wealth Management
Bend,
Oregon
| $108M | +$3.04M | +3% | 1.39% | – | 480 | 17.5% | 0.2 |
|
| 7339 |
7339
Forefront Wealth Management
Malvern,
Pennsylvania
| $108M | -$508K | -0.5% | 1.74% | – | 53 | 16.98% | 1.6 |
|
| 7340 |
7340
Farley Capital
New York
| $108M | -$9.41M | -8% | 0.01% | 116% | 18 | 16.67% | 5.4 |
|
| 7341 |
SHC
7341
SALT Holding Corp
Wilmington,
Delaware
| $108M | +$26.4M | +32% | 0% | – | 14 | 21.43% | 0.2 |
|
| 7342 |
7342
Woodside Wealth Management
Framingham,
Massachusetts
| $108M | – | – | 2.86% | – | 76 | – | 0 |
|
| 7343 |
7343
AtlasMark Financial
Austin,
Texas
| $108M | -$1000K | -0.9% | 3.32% | – | 39 | 0% | 4.1 |
|
| 7344 |
7344
Summit Financial Consulting
Sterling Heights,
Michigan
| $108M | – | – | 1.96% | – | 42 | – | 0 |
|
| 7345 |
7345
Profit Investment Management
North Bethesda,
Maryland
| $108M | -$16.9M | -14% | 7.97% | 101% | 81 | 12.35% | 6.7 |
|
| 7346 |
7346
OneAscent Family Office
Birmingham,
Alabama
| $107M | +$52.4M | +95% | 0.46% | – | 123 | 39.02% | 0.2 |
|
| 7347 |
SBCM
7347
Silverberg Bernstein Capital Management
Armonk,
New York
| $107M | -$6.17M | -5% | 15.4% | 133% | 63 | 15.87% | 1 |
|
| 7348 |
7348
M Wealth Management LLC
San Diego,
California
| $107M | -$2.2M | -2% | 0.02% | – | 48 | 12.5% | 0.2 |
|
| 7349 |
ASM
7349
AI-Squared Management
Hong Kong
| $107M | +$9.18M | +9% | 5.24% | – | 28 | 71.43% | 0.3 |
|
| 7350 |
7350
WPG Advisers
Baltimore,
Maryland
| $107M | -$376K | -0.3% | 1.04% | – | 1,550 | 14% | 0.2 |
|