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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Svenska Handelsbanken
Stockholm,
Sweden
| $100M | +$100M | +16,030% | 7.6% | – | 7 | 71.43% | 0.1 |
|
| 7477 |
CWMA
7477
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $100M | -$1.99M | -2% | 2.06% | – | 50 | 8% | 0.2 |
|
| 7478 |
7478
Minot DeBlois Advisors
Boston,
Massachusetts
| $100M | -$9.13M | -8% | 1.46% | – | 309 | 19.74% | 0.2 |
|
| 7479 |
7479
Sellaronda Global Management
New York
| $100M | +$347K | +0.3% | 1% | – | 14 | 35.71% | 0.2 |
|
| 7480 |
7480
Sheets Smith Investment Management
Houston,
Texas
| $100M | -$17.7M | -15% | 1.35% | – | 65 | 47.69% | 0.6 |
|
| 7481 |
7481
Lesa Sroufe & Co
Seattle,
Washington
| $100M | – | – | 10% | – | 70 | – | 5.1 |
|
| 7482 |
7482
Fortress Financial Group
Rochester,
Minnesota
| $100M | -$406K | -0.4% | 2.77% | – | 74 | 13.51% | 0.2 |
|
| 7483 |
7483
Midwest Financial Network
Tinley Park,
Illinois
| $100M | +$3.93M | +4% | 0.32% | – | 58 | 1.72% | 0.2 |
|
| 7484 |
7484
Oregon Pacific Wealth Management
Medford,
Oregon
| $100M | -$1.93M | -2% | 0.63% | – | 137 | 22.63% | 0.2 |
|
| 7485 |
7485
Vested Financial Planning
San Carlos,
California
| $100M | -$5.49M | -5% | 1.49% | – | 25 | 0% | 0.3 |
|
| 7486 |
7486
Orca Investment Management
Roseburg,
Oregon
| $100M | -$6.28M | -6% | 2.84% | 139% | 59 | 5.08% | 7.1 |
|
| 7487 |
7487
New Dimensions Wealth Management
Allen,
Texas
| $100M | – | – | 1.25% | – | 19 | – | 0 |
|
| 7488 |
7488
Anchor Capital Management Company
Raleigh,
North Carolina
| $100M | -$15.7M | -14% | 9.59% | – | 10 | 20% | 0.8 |
|
| 7489 |
7489
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $100M | +$1.14M | +1% | 1.63% | 58.2% | 71 | 4.23% | 1.9 |
|
| 7490 |
7490
PUREfi Wealth
Boston,
Massachusetts
| $100M | -$2.25M | -2% | 1.81% | – | 181 | 40.33% | 0.2 |
|
| 7491 |
7491
Marquette Associates
Chicago,
Illinois
| $100M | -$20.6M | -17% | 1.18% | – | 44 | 22.73% | 0.9 |
|
| 7492 |
7492
Severin Investments
St. Louis,
Missouri
| $100M | -$456K | -0.5% | 1.15% | – | 204 | 18.63% | 0.2 |
|
| 7493 |
7493
Rahlfs Capital
Lake Kiowa,
Texas
| $100M | -$1.04M | -1% | 2.17% | – | 80 | 7.5% | 0.2 |
|
| 7494 |
D
7494
Drystone
Ivy,
Virginia
| $100M | -$262K | -0.3% | 0.89% | – | 19 | 5.26% | 2.9 |
|
| 7495 |
7495
Dynamic Financial Group
Cedar Falls,
Iowa
| $100M | +$1.37M | +1% | 0.74% | – | 62 | 9.68% | 0.2 |
|
| 7496 |
7496
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $100M | +$508K | +0.5% | 1.42% | 58.1% | 52 | 5.77% | 2.4 |
|
| 7497 |
7497
Signal Tree Financial Partners
Copley,
Ohio
| $100M | +$14.5M | +17% | 0.63% | – | 44 | 9.09% | 0.2 |
|
| 7498 |
CM
7498
CM Management
Gulf Breeze,
Florida
| $100M | -$12.5M | -11% | 5.23% | 110% | 62 | 20.97% | 2.5 |
|
| 7499 |
7499
Infini Capital Management
Central,
Hong Kong
| $100M | +$20.4M | +26% | 38.4% | – | 16 | 75% | 0.3 |
|
| 7500 |
7500
10Elms LLP
Tulsa,
Oklahoma
| $99.5M | +$2.68M | +3% | 0.39% | – | 531 | 3.58% | 0.2 |
|