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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
NorthLanding Financial Partners
Rochester,
New York
| $102M | +$2.73M | +3% | 0.72% | 54.7% | 40 | 15% | 2.1 |
|
| 7452 |
7452
Ridgeline Wealth Planning
Centerville,
Ohio
| $102M | -$2.73M | -3% | 2.7% | – | 40 | 20% | 0.2 |
|
| 7453 |
7453
Centerpoint Advisory Group
Overland Park,
Kansas
| $102M | -$1.71M | -2% | 3.74% | – | 98 | 14.29% | 0.2 |
|
| 7454 |
YC
7454
Yunqi Capital
Hong Kong
| $102M | -$54.9M | -35% | 3.72% | 65.3% | 5 | 20% | 2.1 |
|
| 7455 |
7455
Jacksonville Wealth Management
Jacksonville,
Florida
| $102M | -$5.54M | -5% | 5.2% | – | 63 | 11.11% | 0.2 |
|
| 7456 |
PAYA
7456
Phil A. Younker & Associates
Fairbanks,
Alaska
| $102M | +$1.54M | +2% | 0.89% | – | 31 | 12.9% | 0.2 |
|
| 7457 |
7457
Point72 Italy
Milan,
Italy
| $102M | -$79.6M | -44% | 4.97% | – | 42 | 76.19% | 0.3 |
|
| 7458 |
7458
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $101M | +$3.04M | +3% | 3.35% | 69.2% | 2 | 50% | 2.3 |
|
| 7459 |
7459
Platt Investment Counsel
Lake Mary,
Florida
| $101M | -$3.44M | -3% | 5.68% | 62.9% | 12 | 33.33% | 2.9 |
|
| 7460 |
7460
Riverview Trust Company
Vancouver,
Washington
| $101M | -$8.66M | -8% | 0.15% | 87.6% | 845 | 32.66% | 1.6 |
|
| 7461 |
7461
Intrinsic Value Partners
Phoenix,
Arizona
| $101M | +$1.76M | +2% | 0.18% | 134% | 66 | 10.61% | 2.3 |
|
| 7462 |
7462
Fiduciary Advisors Inc
St. Louis,
Missouri
| $101M | +$1.94M | +2% | 0.21% | – | 99 | 4.04% | 0.3 |
|
| 7463 |
7463
Tandem Investment Partners
Bordentown,
New Jersey
| $101M | -$3.24M | -3% | 1.94% | – | 65 | 6.15% | 0.2 |
|
| 7464 |
7464
M.E. Allison & Co
San Antonio,
Texas
| $101M | +$10.4M | +11% | 1.44% | – | 161 | 15.53% | 0.2 |
|
| 7465 |
7465
FinDec Wealth Services
Stockton,
California
| $101M | -$42.9M | -30% | 1.39% | 52.7% | 42 | 16.67% | 1.9 |
|
| 7466 |
7466
Santa Clara Valley Transportation Authority
San Jose,
California
| $101M | +$1.74M | +2% | 1.67% | – | 4 | 0% | 0.5 |
|
| 7467 |
7467
Blue Water Life Science Advisors
Larkspur,
California
| $101M | -$12M | -11% | 4.95% | 503% | 9 | 22.22% | 2.1 |
|
| 7468 |
7468
Villanova Investment Management
Wayne,
Pennsylvania
| $101M | -$11.4M | -10% | 8.35% | – | 61 | 18.03% | 0.6 |
|
| 7469 |
7469
Shade Tree Advisors
Saratoga Springs,
New York
| $101M | +$1.71M | +2% | 3.55% | – | 18 | 11.11% | 0.2 |
|
| 7470 |
7470
Freestate Advisors
Overland Park,
Kansas
| $101M | +$4.04M | +4% | 0.17% | – | 41 | 17.07% | 0.8 |
|
| 7471 |
7471
ArborFi Advisors
Ann Arbor,
Michigan
| $101M | +$1.05M | +1% | 1.57% | – | 49 | 14.29% | 0.2 |
|
| 7472 |
7472
Luts & Greenleigh Group
Bethesda,
Maryland
| $101M | -$625K | -0.6% | 3.16% | – | 78 | 3.85% | 1.8 |
|
| 7473 |
7473
Working Capital Advisors (UK)
London,
United Kingdom
| $101M | -$74.3M | -42% | 40.8% | 17.1% | 3 | 0% | 2.8 |
|
| 7474 |
7474
American Asset Management
Boca Raton,
Florida
| $101M | +$2.18M | +2% | 1.7% | 42.5% | 25 | 24% | 2.1 |
|
| 7475 |
7475
Mascagni Wealth Management
Clinton,
Mississippi
| $101M | $0 | 0% | 3.85% | – | 112 | 0% | 0.3 |
|