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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
Generation Capital Management
Pittsford,
New York
| $137M | -$17.3M | -11% | 2.32% | – | 95 | 29.47% | 1 |
|
| 7377 |
7377
Evolution Wealth Management
Fort Myers,
Florida
| $137M | +$15.9M | +13% | 2.33% | – | 870 | 16.21% | 0.5 |
|
| 7378 |
7378
South Shore Capital Advisors
Cohasset,
Massachusetts
| $137M | -$91.4K | -0.1% | 1.32% | – | 170 | 38.24% | 1.4 |
|
| 7379 |
SL
7379
Sonnipe Ltd
Douglas,
Isle Of Man
| $137M | -$155M | -53% | 53.2% | 57.8% | 1 | 0% | 3.3 |
|
| 7380 |
7380
URS Advisory
Jupiter,
Florida
| $137M | +$16.4M | +14% | 1.19% | – | 53 | 20.75% | 0.2 |
|
| 7381 |
CFG
7381
Compass Financial Group
Dublin,
Ohio
| $137M | +$13.6K | +0% | 2.34% | – | 48 | 8.33% | 0.2 |
|
| 7382 |
7382
Tenere Capital
New York
| $136M | +$7.32M | +6% | 0.58% | 131% | 26 | 30.77% | 1 |
|
| 7383 |
7383
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $136M | +$2.23M | +2% | 0.67% | – | 470 | 11.06% | 0.9 |
|
| 7384 |
7384
LuminArx Capital Management
New York
| $136M | +$28.6M | +27% | 0.06% | – | 146 | 80.82% | 0.1 |
|
| 7385 |
7385
Leibman Financial Services
Louisville,
Nebraska
| $136M | -$2.36M | -2% | 1.24% | 59.2% | 54 | 14.81% | 1.4 |
|
| 7386 |
7386
Rahlfs Capital
Lake Kiowa,
Texas
| $136M | +$7.35M | +6% | 5.14% | – | 88 | 6.82% | 1.1 |
|
| 7387 |
7387
Flagship Capital Management
Media,
Pennsylvania
| $136M | -$5.33M | -4% | 2.04% | – | 48 | 2.08% | 0.2 |
|
| 7388 |
7388
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $136M | -$4.52M | -3% | 1.38% | 86.3% | 119 | 6.72% | 3.3 |
|
| 7389 |
7389
Aurora Investment Managers
Naples,
Florida
| $136M | -$40.5M | -23% | 8.4% | 74.4% | 49 | 46.94% | 2.9 |
|
| 7390 |
GA
7390
Gagnon Advisors
New York
| $136M | -$21.6M | -14% | 9.06% | 214% | 25 | 20% | 5.8 |
|
| 7391 |
7391
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $136M | -$2.73M | -2% | 0.43% | – | 451 | 10.2% | 4.5 |
|
| 7392 |
7392
Womack Financial
Dallas,
Texas
| $136M | +$473K | +0.3% | 1.24% | – | 71 | 7.04% | 1.1 |
|
| 7393 |
7393
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $136M | -$379K | -0.3% | 1.95% | – | 84 | 15.48% | 1.6 |
|
| 7394 |
7394
Sovereign's Capital Management
Atlanta,
Georgia
| $136M | -$29M | -18% | 8.96% | – | 82 | 12.2% | 1.1 |
|
| 7395 |
7395
AGH Wealth Advisors
Wichita,
Kansas
| $136M | +$2.78M | +2% | 0.32% | – | 130 | 16.92% | 1 |
|
| 7396 |
7396
Black Diamond Capital Management I
St. Thomas,
| $136M | -$14.5M | -10% | 5.58% | – | 12 | 33.33% | 0.5 |
|
| 7397 |
7397
Lionshead Wealth Management
New York
| $136M | +$2.7M | +2% | 1.37% | – | 113 | 10.62% | 1 |
|
| 7398 |
7398
WPG Advisers
Baltimore,
Maryland
| $136M | +$986K | +0.7% | 0.19% | – | 1,541 | 8.37% | 1.1 |
|
| 7399 |
7399
New Vernon Capital Holdings II
Morristown,
New Jersey
| $136M | -$75.4M | -36% | 5.84% | 114% | 97 | 29.9% | 1.3 |
|
| 7400 |
7400
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| $136M | +$3.84M | +3% | 0.71% | – | 97 | 27.84% | 0.2 |
|