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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
WSA
7501
Warm Springs Advisors
Larkspur,
California
| $99.5M | -$8.34M | -8% | 7.25% | – | 54 | 14.81% | 0.2 |
|
| 7502 |
HCVG
7502
H Capital V GP
Grand Cayman,
Cayman Islands
| $99.4M | +$8.26M | +9% | 9.07% | – | 1 | 0% | 3.3 |
|
| 7503 |
7503
Ascent Capital Management
Bend,
Oregon
| $99.3M | +$1.46M | +1% | 2.74% | – | 63 | 12.7% | 0.2 |
|
| 7504 |
7504
Novus Advisors
Greenville,
South Carolina
| $99.2M | -$1.2M | -1% | 1.68% | – | 123 | 14.63% | 0.2 |
|
| 7505 |
7505
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $99.2M | -$8.82M | -8% | 3.8% | 80.2% | 43 | 11.63% | 3.8 |
|
| 7506 |
7506
Alpha Wealth Funds
Park City,
Utah
| $99M | -$4.81M | -5% | 1.3% | – | 64 | 57.81% | 0.2 |
|
| 7507 |
7507
Compass Planning Associates
Greenfield,
Massachusetts
| $98.9M | +$457K | +0.5% | 0.13% | – | 138 | 7.25% | 0.2 |
|
| 7508 |
7508
Defined Financial Planning
San Rafael,
California
| $98.7M | +$5.02M | +5% | 1.94% | – | 92 | 31.52% | 0.2 |
|
| 7509 |
7509
Eagle Harbor Asset Management
Seattle,
Washington
| $98.6M | -$1.25M | -1% | 2.28% | 76.2% | 127 | 7.87% | 2.2 |
|
| 7510 |
7510
Fjell Capital
Fargo,
North Dakota
| $98.6M | +$1.81M | +2% | 2.95% | – | 58 | 18.97% | 0.2 |
|
| 7511 |
7511
Stegent Equity Advisors
Houston,
Texas
| $98.6M | +$48.6K | +0% | 2.06% | 96.4% | 103 | 18.45% | 1.5 |
|
| 7512 |
7512
Cooksen Wealth
The Woodlands,
Texas
| $98.6M | -$10.2M | -9% | 1.44% | 70.7% | 95 | 54.74% | 0.6 |
|
| 7513 |
7513
Farnam Financial
Phoenix,
Arizona
| $98.5M | +$2.85M | +3% | 2.18% | – | 48 | 8.33% | 0.4 |
|
| 7514 |
7514
Kids Capital Management
Los Angeles,
California
| $98.5M | – | – | 5.79% | – | 12 | – | 1.3 |
|
| 7515 |
7515
Bosman Wealth Management
Redlands,
California
| $98.5M | -$5.52M | -5% | 7.84% | – | 50 | 42% | 0.2 |
|
| 7516 |
7516
Kraematon Investment Advisors
Braintree,
Massachusetts
| $98.3M | -$2.85M | -3% | 0.4% | 89.8% | 96 | 13.54% | 2.2 |
|
| 7517 |
RPGNY
7517
Retirement Planning Group (New York)
Malta,
New York
| $98.3M | +$7.42M | +8% | 0.31% | – | 73 | 15.07% | 0.2 |
|
| 7518 |
CC
7518
CF Capital
Cohasset,
Massachusetts
| $98.3M | +$5.41M | +6% | 1.83% | – | 54 | 37.04% | 0.2 |
|
| 7519 |
7519
Delphi Management
Brookline,
Massachusetts
| $98.1M | -$5.34M | -5% | 1.2% | 107% | 85 | 15.29% | 3.3 |
|
| 7520 |
7520
Graver Capital Management
Columbus,
Ohio
| $98.1M | +$2.4M | +3% | 1.85% | – | 27 | 11.11% | 0.2 |
|
| 7521 |
RIP
7521
Reliant Investment Partners
Pinehurst,
North Carolina
| $98.1M | -$14.7M | -13% | 1.77% | – | 114 | 20.18% | 0.2 |
|
| 7522 |
7522
SkyKnight Capital
San Francisco,
California
| $98M | +$7.16M | +8% | 12.7% | 11% | 4 | 25% | 3.3 |
|
| 7523 |
7523
NDVR Inc
Boston,
Massachusetts
| $98M | -$6.47M | -6% | 1.29% | – | 118 | 27.12% | 0.9 |
|
| 7524 |
7524
OneFund LLC
Saint Petersburg,
Florida
| $98M | -$6.22M | -6% | 3.25% | – | 134 | 10.45% | 1.1 |
|
| 7525 |
7525
Post Resch Tallon Group
Pittsford,
New York
| $98M | -$5.92M | -6% | 2.03% | – | 109 | 9.17% | 0.2 |
|