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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
GraniteShares Advisors
New York
| $139M | -$25.8M | -16% | 5.17% | 88.4% | 90 | 0% | 1.7 |
|
| 7327 |
7327
Bluegrass Capital Partners
Palm Beach,
Florida
| $139M | -$28.6M | -17% | 12.9% | 60.1% | 11 | 9.09% | 3.5 |
|
| 7328 |
7328
Kennondale Capital Management
Richmond,
Virginia
| $139M | +$2.8M | +2% | 6.86% | – | 87 | 14.94% | 1.1 |
|
| 7329 |
7329
Parvin Asset Management
Sioux Falls,
South Dakota
| $139M | +$12.8M | +10% | 8.27% | – | 323 | 8.05% | 1 |
|
| 7330 |
7330
DKM Wealth Management
Stockton,
California
| $139M | +$4.66M | +3% | 1.08% | – | 79 | 6.33% | 0.9 |
|
| 7331 |
7331
Chesapeake Capital Corp
Tampa,
Florida
| $139M | +$19.2M | +16% | 15.7% | – | 190 | 34.74% | 0.8 |
|
| 7332 |
7332
Paladin Partners
Hartland,
Wisconsin
| $139M | +$4.49M | +3% | 1.74% | – | 219 | 4.57% | 0.2 |
|
| 7333 |
7333
Seelaus Asset Management
Chatham,
New Jersey
| $139M | +$12.7M | +10% | 1.56% | 134% | 214 | 24.3% | 3.2 |
|
| 7334 |
7334
PMG Wealth Management
Hawthorn Woods,
Illinois
| $139M | +$2.21M | +2% | 1.06% | – | 62 | 14.52% | 1 |
|
| 7335 |
7335
Michels Family Financial
Fort Worth,
Texas
| $139M | +$2.54M | +2% | 1.79% | – | 142 | 6.34% | 1.1 |
|
| 7336 |
7336
Seven Mile Advisory
Ewing,
New Jersey
| $139M | -$444M | -76% | 1.38% | 146% | 292 | 48.63% | 1.7 |
|
| 7337 |
WFG
7337
Wormser Freres Gestion
Paris,
France
| $139M | -$37.5M | -21% | 9.89% | 67.4% | 44 | 4.55% | 2 |
|
| 7338 |
7338
Cogent Private Wealth
Orlando,
Florida
| $139M | +$7.19M | +5% | 0.39% | – | 108 | 18.52% | 0.2 |
|
| 7339 |
RCM
7339
RMR Capital Management
Tustin,
California
| $138M | -$497K | -0.4% | 1.07% | 57% | 79 | 11.39% | 1.8 |
|
| 7340 |
7340
Atlantic Family Wealth
Coral Gables,
Florida
| $138M | +$6.01M | +5% | 1.81% | – | 63 | 19.05% | 0.9 |
|
| 7341 |
7341
Koa Wealth Management
Encinitas,
California
| $138M | -$7.32M | -5% | 4.93% | 74.8% | 59 | 6.78% | 1.6 |
|
| 7342 |
7342
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $138M | -$5.41M | -4% | 7.14% | 44.2% | 156 | 37.18% | 1.4 |
|
| 7343 |
7343
Safir Wealth Advisors
Greenland,
New Hampshire
| $138M | -$4.35M | -3% | 2.81% | 52.1% | 20 | 20% | 3.2 |
|
| 7344 |
DW
7344
Durante & Waters
Brewster,
New York
| $138M | -$5.22M | -4% | 2.94% | 59.1% | 32 | 3.13% | 2.1 |
|
| 7345 |
7345
PlanWiser Financial
Colorado Springs,
Colorado
| $138M | +$4.48M | +3% | 0.14% | – | 51 | 15.69% | 0.8 |
|
| 7346 |
7346
Renaissance Capital
Stamford,
Connecticut
| $138M | -$753K | -0.5% | 2.06% | 392% | 48 | 20.83% | 0.9 |
|
| 7347 |
7347
PartnerRe Asset Management
Greenwich,
Connecticut
| $138M | -$1.45M | -1% | 1.03% | – | 2 | 0% | 0.3 |
|
| 7348 |
7348
Prota Financial
Houston,
Texas
| $138M | -$842K | -0.6% | 1.44% | – | 72 | 13.89% | 0.2 |
|
| 7349 |
7349
Lepercq De Neuflize Asset Management
New York
| $138M | -$36.9M | -21% | 3.43% | – | 27 | 40.74% | 0.3 |
|
| 7350 |
CTA
7350
Camelot Technology Advisors
San Francisco,
California
| $138M | +$3.18M | +2% | 2.15% | 71% | 62 | 12.9% | 1.8 |
|