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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Cornerstone Select Advisors
St. Louis,
Missouri
| $106M | +$1.86M | +2% | 0.3% | – | 123 | 17.89% | 0.2 |
|
| 7377 |
TM
7377
TFJ Management
Somerville,
Massachusetts
| $106M | -$5.44M | -5% | 13.3% | – | 19 | 42.11% | 0.2 |
|
| 7378 |
7378
Bretton Capital Management
San Francisco,
California
| $106M | +$1.66M | +2% | 0.42% | – | 20 | 0% | 0.5 |
|
| 7379 |
7379
Brueske Advisory Services
Bellevue,
Washington
| $106M | -$6.84M | -6% | 2.05% | – | 62 | 25.81% | 0.2 |
|
| 7380 |
SNPAM
7380
St. Nicholas Private Asset Management
Jacksonville,
Florida
| $105M | -$6.43M | -6% | 0.98% | – | 39 | 5.13% | 0.2 |
|
| 7381 |
7381
Persium Advisors
Atlanta,
Georgia
| $105M | +$4.01M | +4% | 1.15% | – | 63 | 17.46% | 0.2 |
|
| 7382 |
7382
Pilgrim Partners Asia
Singapore
| $105M | -$9.45M | -8% | 4.14% | – | 170 | 42.35% | 0.2 |
|
| 7383 |
7383
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $105M | -$4.74M | -4% | 1.3% | – | 232 | 27.59% | 0.2 |
|
| 7384 |
7384
WinCap Financial
Boston,
Massachusetts
| $105M | +$7.31M | +7% | 0.46% | – | 82 | 17.07% | 0.2 |
|
| 7385 |
7385
SwitchPoint Financial Planning
Lehi,
Utah
| $105M | +$975K | +0.9% | 0.67% | – | 54 | 12.96% | 0.2 |
|
| 7386 |
7386
Carbahal Olsen Financial Services Group
Davis,
California
| $105M | -$3.11M | -3% | 2.86% | – | 36 | 11.11% | 0.2 |
|
| 7387 |
7387
Innovative Advisory Group
Lexington,
Massachusetts
| $105M | -$9.9M | -9% | 0.65% | – | 255 | 10.98% | 0.2 |
|
| 7388 |
7388
Williamson Legacy Group
Carmel,
Indiana
| $105M | -$44.7M | -30% | 3.77% | – | 134 | 38.06% | 0.6 |
|
| 7389 |
7389
Kropog Financial Group
Mandeville,
Louisiana
| $105M | -$3.96M | -4% | 3.98% | – | 31 | 16.13% | 0.2 |
|
| 7390 |
7390
DB Fitzpatrick & Co
Boise,
Idaho
| $105M | -$3.62M | -3% | 0.13% | 42.7% | 100 | 16% | 2 |
|
| 7391 |
7391
Sapphire Ventures
Austin,
Texas
| $105M | -$19.5M | -16% | 15% | 7.75% | 6 | 16.67% | 3.5 |
|
| 7392 |
SCM
7392
Sunbeam Capital Management
Atlanta,
Georgia
| $105M | -$2.67M | -2% | 2.53% | – | 84 | 9.52% | 0.2 |
|
| 7393 |
7393
Fortitude Financial
Spokane,
Washington
| $105M | -$73.9M | -41% | 3.14% | – | 32 | 6.25% | 0.2 |
|
| 7394 |
HB
7394
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $105M | -$34.8M | -25% | 15.8% | – | 10 | 20% | 1.1 |
|
| 7395 |
7395
Corepath Wealth Partners
Scottsdale,
Arizona
| $105M | +$2.35M | +2% | 1.35% | 62.1% | 32 | 15.63% | 2.9 |
|
| 7396 |
7396
Crowley Wealth Management
Wilmington,
Delaware
| $105M | -$8.45M | -7% | 3.08% | – | 450 | 12.44% | 0.2 |
|
| 7397 |
7397
Seelaus Asset Management
Chatham,
New Jersey
| $105M | -$5.06M | -5% | 2.31% | 134% | 183 | 14.21% | 3.4 |
|
| 7398 |
7398
Vitruvian Partners
London,
United Kingdom
| $105M | -$11.3M | -10% | 12.6% | 96.9% | 7 | 28.57% | 2.2 |
|
| 7399 |
UAML
7399
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $105M | -$6.71M | -6% | 3.28% | – | 126 | 6.35% | 3 |
|
| 7400 |
7400
Mallini Complete Financial Planning
Gainesville,
Florida
| $105M | -$654K | -0.6% | 0.67% | – | 59 | 5.08% | 0.2 |
|