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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
FP
7351
Factorial Partners
Mt. Kisco,
New York
| $138M | -$13.6M | -9% | 1.96% | 88.7% | 64 | 7.81% | 3.3 |
|
| 7352 |
7352
Tannin Capital
Charlotte,
North Carolina
| $138M | +$25.9M | +23% | 0.7% | – | 158 | 18.35% | 0.2 |
|
| 7353 |
7353
Pine Brook Road Advisors
Bedford,
New York
| $138M | -$3.32M | -2% | 2.35% | – | 1 | 0% | 2.3 |
|
| 7354 |
7354
Demming Financial Services
Aurora,
Ohio
| $138M | +$4.75M | +4% | 0.85% | – | 40 | 20% | 0.2 |
|
| 7355 |
7355
Legion Partners Asset Management
Los Angeles,
California
| $138M | -$34M | -20% | 6.19% | 206% | 7 | 14.29% | 4.1 |
|
| 7356 |
CI
7356
Cria Inc
New York
| $138M | -$30M | -18% | 17.3% | – | 2 | 0% | 0.3 |
|
| 7357 |
7357
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| $138M | -$3.76M | -3% | 4.55% | – | 103 | 9.71% | 0.2 |
|
| 7358 |
7358
LSP Investment Advisors
New York
| $138M | -$50.4M | -27% | 3.86% | 79.5% | 22 | 18.18% | 3.7 |
|
| 7359 |
7359
Cooksen Wealth
The Woodlands,
Texas
| $138M | +$974K | +0.7% | 1.36% | 70.7% | 45 | 0% | 2.1 |
|
| 7360 |
7360
Rubicon Founders
Nashville,
Tennessee
| $138M | -$26.9M | -16% | 16.7% | – | 3 | 0% | 1.4 |
|
| 7361 |
7361
Clayton Partners
Berkeley,
California
| $138M | -$914K | -0.7% | 8.08% | 109% | 45 | 31.11% | 2.5 |
|
| 7362 |
7362
Octahedron Capital Management
Burlingame,
California
| $138M | -$9.44M | -6% | 4.14% | 234% | 24 | 58.33% | 0.8 |
|
| 7363 |
7363
K2 Financial
Glendora,
California
| $138M | +$8.13M | +6% | 0.04% | – | 62 | 11.29% | 1.2 |
|
| 7364 |
7364
Flight Deck Capital
San Francisco,
California
| $137M | +$20.2M | +17% | 11.5% | 379% | 13 | 38.46% | 1.4 |
|
| 7365 |
7365
Goldenstone Wealth Management
El Dorado Hills,
California
| $137M | +$3.81M | +3% | 0.93% | – | 92 | 11.96% | 0.2 |
|
| 7366 |
ASM
7366
AI-Squared Management
Hong Kong
| $137M | +$51.3M | +60% | 36.4% | – | 28 | 67.86% | 0.3 |
|
| 7367 |
7367
DiPaolo Financial Group
Lutz,
Florida
| $137M | +$43.5M | +46% | 1.39% | – | 45 | 31.11% | 0.2 |
|
| 7368 |
7368
46 Peaks LLC
Newtown,
Pennsylvania
| $137M | +$983K | +0.7% | 1.77% | – | 24 | 12.5% | 0.3 |
|
| 7369 |
7369
Diamant Asset Management
Ridgefield,
Connecticut
| $137M | -$1.08M | -0.8% | 0.98% | 66.9% | 78 | 11.54% | 5.8 |
|
| 7370 |
7370
Lane Brothers & Co
Prescott,
Arizona
| $137M | -$969K | -0.7% | 0.91% | – | 83 | 0% | 0.3 |
|
| 7371 |
7371
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $137M | +$49.7M | +57% | 0.6% | 120% | 106 | 17.92% | 2.5 |
|
| 7372 |
7372
Polaris Investment Advisors
Framingham,
Massachusetts
| $137M | -$1.21M | -0.9% | 2.41% | – | 77 | 14.29% | 0.2 |
|
| 7373 |
7373
Bank of Marin
Novato,
California
| $137M | -$7.79M | -5% | 2.44% | 80.3% | 145 | 17.24% | 2.8 |
|
| 7374 |
7374
Ridgeline Wealth Planning
Centerville,
Ohio
| $137M | -$3.21M | -2% | 2.64% | – | 52 | 5.77% | 1 |
|
| 7375 |
7375
Schwallier Wealth Management
Grand Rapids,
Michigan
| $137M | -$19.6M | -13% | 0.99% | 42.3% | 64 | 25% | 1.1 |
|