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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
General Equity Holdings
Brooklyn,
New York
| $135M | -$25.3M | -16% | 26.9% | 775% | 13 | 23.08% | 1.5 |
|
| 7427 |
HC
7427
Hoese & Co
Glencoe,
Minnesota
| $135M | -$5.55M | -4% | 2.42% | 51% | 137 | 2.19% | 3.2 |
|
| 7428 |
7428
Seneschal Advisors
Tacoma,
Washington
| $135M | -$1.1M | -0.8% | 0.09% | – | 615 | 7.32% | 0.5 |
|
| 7429 |
7429
Saber Capital Management
Fuquay Varina,
North Carolina
| $135M | +$14.8M | +12% | 3.91% | – | 40 | 37.5% | 1.1 |
|
| 7430 |
7430
Joel Adams & Associates
Asheville,
North Carolina
| $135M | +$1.63M | +1% | 1.45% | – | 66 | 7.58% | 1.1 |
|
| 7431 |
7431
Somerset Group
Wayzata,
Minnesota
| $135M | +$1.98M | +1% | 2.48% | 84.6% | 61 | 6.56% | 7.5 |
|
| 7432 |
7432
Sacks & Associates
Warren,
New Jersey
| $134M | -$1.67M | -1% | 0.03% | – | 83 | 10.84% | 0.2 |
|
| 7433 |
7433
Tsai Capital
New York
| $134M | -$12.5M | -8% | 11.7% | 29.2% | 22 | 22.73% | 2.6 |
|
| 7434 |
7434
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $134M | -$3.51M | -3% | 1.02% | – | 185 | 29.73% | 0.9 |
|
| 7435 |
7435
Harpswell Capital Advisors
Yarmouth,
Maine
| $134M | +$8.15M | +6% | 1.78% | – | 38 | 10.53% | 0.4 |
|
| 7436 |
7436
Spear Advisors
East Hampton,
New York
| $134M | -$8.4M | -6% | 13% | – | 30 | 43.33% | 0.2 |
|
| 7437 |
7437
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| $134M | +$12.2M | +10% | 5.14% | – | 96 | 34.38% | 0.2 |
|
| 7438 |
7438
Willner & Heller
Encino,
California
| $134M | -$4.97M | -4% | 2.06% | 131% | 175 | 13.71% | 2.8 |
|
| 7439 |
CCAM
7439
Capelight Capital Asset Management
New York
| $134M | +$7.97M | +6% | 24.4% | – | 49 | 59.18% | 0.2 |
|
| 7440 |
7440
KVP Capital Advisors
San Francisco,
California
| $134M | +$30.6M | +30% | 33.2% | – | 36 | 36.11% | 0.2 |
|
| 7441 |
7441
SWP Investment Management
Independence,
Ohio
| $134M | -$4.02M | -3% | 2.65% | – | 52 | 19.23% | 0.7 |
|
| 7442 |
7442
Broadwater Capital
Boston,
Massachusetts
| $134M | $0 | 0% | 1.72% | – | 211 | 0% | 2.2 |
|
| 7443 |
7443
RoundAngle Advisors
Red Bank,
New Jersey
| $134M | -$3.54M | -3% | 0.54% | – | 61 | 4.92% | 1.2 |
|
| 7444 |
7444
BAM Wealth Management
Lakewood,
Colorado
| $134M | -$4.55M | -3% | 2.12% | – | 186 | 30.11% | 0.4 |
|
| 7445 |
7445
Williams & Novak
Westlake Village,
California
| $134M | +$782K | +0.6% | 0.51% | 61.6% | 163 | 25.77% | 1.3 |
|
| 7446 |
7446
Langdon Equity Partners
Toronto,
| $134M | -$60.7M | -31% | 20.3% | – | 14 | 28.57% | 0.2 |
|
| 7447 |
7447
RF&L Wealth Management
Acton,
Massachusetts
| $134M | -$44.9M | -25% | 0.43% | 73.8% | 62 | 16.13% | 2.9 |
|
| 7448 |
7448
Shepherd Wealth Management
Cincinnati,
Ohio
| $134M | -$10.3M | -7% | 3.08% | – | 62 | 45.16% | 0.6 |
|
| 7449 |
7449
PW Advisors
Tallahassee,
Florida
| $133M | +$8.92M | +7% | 1.47% | – | 40 | 27.5% | 0.2 |
|
| 7450 |
7450
LightSquare Wealth Management
Bingham Farms,
Michigan
| $133M | – | – | 0.97% | – | 92 | – | 0 |
|