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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
TRV GP VI
Boston,
Massachusetts
| $136M | -$13M | -9% | 5.53% | – | 3 | 0% | 1.3 |
|
| 7402 |
WM
7402
Wishbone Management
Chicago,
Illinois
| $136M | -$98.6M | -42% | 1.37% | 58.7% | 7 | 71.43% | 0.9 |
|
| 7403 |
7403
First Community Trust
Dubuque,
Iowa
| $136M | +$1.51M | +1% | 0.6% | 128% | 388 | 16.75% | 2.8 |
|
| 7404 |
7404
Dorato Capital Management
Denver,
Colorado
| $135M | +$2.19M | +2% | 2.26% | – | 261 | 4.6% | 0.2 |
|
| 7405 |
7405
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $135M | +$555K | +0.4% | 4.85% | – | 243 | 30.04% | 0.9 |
|
| 7406 |
FCP
7406
Fosse Capital Partners
London,
United Kingdom
| $135M | -$7.44M | -5% | 4.11% | 80% | 2 | 0% | 5.3 |
|
| 7407 |
7407
LifePlan Financial
Mankato,
Minnesota
| $135M | +$4.92M | +4% | 2.11% | 69.9% | 88 | 7.95% | 1.8 |
|
| 7408 |
7408
Aquamarine Zurich
Zurich,
Switzerland
| $135M | -$12.2M | -8% | 8.82% | 74.8% | 7 | 0% | 3.5 |
|
| 7409 |
7409
Camelot Portfolios
Maumee,
Ohio
| $135M | -$28M | -17% | 2.03% | 41.3% | 598 | 68.23% | 3.3 |
|
| 7410 |
7410
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $135M | -$324K | -0.2% | 1.1% | – | 98 | 48.98% | 1.2 |
|
| 7411 |
7411
AllStreet Capital Advisors
Los Angeles,
California
| $135M | -$3.05M | -2% | 0.42% | – | 66 | 4.55% | 0.3 |
|
| 7412 |
7412
Grand Central Investment Group
Tampa,
Florida
| $135M | -$2.6M | -2% | 12.9% | – | 46 | 10.87% | 2.8 |
|
| 7413 |
7413
Fortress Financial Group
Rochester,
Minnesota
| $135M | -$293K | -0.2% | 1.9% | – | 97 | 26.8% | 0.9 |
|
| 7414 |
7414
Terra Nova Asset Management
New York
| $135M | -$16.7M | -11% | 2.87% | 172% | 94 | 23.4% | 3.6 |
|
| 7415 |
PWM
7415
Positano Wealth Management
Hong Kong,
| $135M | +$7.21M | +6% | 7.44% | – | 25 | 20% | 0.2 |
|
| 7416 |
7416
Murphy & Mullick Capital Management
Smithtown,
New York
| $135M | -$3.54M | -3% | 1.93% | – | 862 | 18.45% | 1 |
|
| 7417 |
7417
Sage Investment Advisers
Wappingers Falls,
New York
| $135M | +$1.64M | +1% | 0.74% | – | 93 | 11.83% | 2.5 |
|
| 7418 |
7418
Mendota Financial Group
Madison,
Wisconsin
| $135M | -$2.43M | -2% | 0.5% | 50.1% | 101 | 69.31% | 1.8 |
|
| 7419 |
AV
7419
Alamea Verwaltungs
Edison,
New Jersey
| $135M | -$13.2M | -9% | 1.46% | – | 98 | 22.45% | 0.6 |
|
| 7420 |
ICM
7420
Isabella Capital Management
London,
| $135M | -$5.64M | -4% | 0.2% | – | 9 | 11.11% | 0.2 |
|
| 7421 |
BGI
7421
B Group Inc
Dallas,
Texas
| $135M | -$547K | -0.4% | 16.7% | – | 21 | 28.57% | 0.8 |
|
| 7422 |
7422
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $135M | +$4.64M | +4% | 3.76% | 69.2% | 2 | 50% | 3.3 |
|
| 7423 |
7423
Cannon Advisors
Charlotte,
North Carolina
| $135M | -$6.91M | -5% | 3.14% | – | 90 | 11.11% | 1 |
|
| 7424 |
7424
Enhancing Capital
Harrisburg,
Pennsylvania
| $135M | -$4.96M | -4% | 2.29% | – | 91 | 7.69% | 3.2 |
|
| 7425 |
7425
Fedenia Advisers
Madison,
Wisconsin
| $135M | -$126M | -48% | 0.8% | – | 162 | 45.06% | 0.9 |
|