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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 |
7501
Alcosta Capital Management
San Ramon,
California
| $131M | -$27.7M | -17% | 6.96% | 175% | 26 | 15.38% | 2.4 |
|
| 7502 |
7502
Stanich Group
Montauk,
New York
| $131M | -$1.43M | -1% | 3.51% | – | 50 | 12% | 1 |
|
| 7503 |
7503
AFBI
Miami Beach,
Florida
| $131M | – | – | 4.72% | – | 1 | – | 1 |
|
| 7504 |
7504
Partnership Wealth Management
Towson,
Maryland
| $131M | -$7.8M | -6% | 0.1% | 67.6% | 69 | 5.8% | 2.1 |
|
| 7505 |
7505
Collier Financial
Denver,
Colorado
| $131M | -$2M | -2% | 1.47% | – | 139 | 8.63% | 1 |
|
| 7506 |
CAG
7506
Cypress Advisory Group
Scottsdale,
Arizona
| $131M | -$5.11M | -4% | 2.13% | – | 79 | 11.39% | 1 |
|
| 7507 |
7507
Schrum Private Wealth Management
St. Augustine,
Florida
| $131M | -$4.15M | -3% | 2.07% | 60.9% | 130 | 9.23% | 3 |
|
| 7508 |
7508
Jordan Park Trust
Portsmouth,
New Hampshire
| $131M | -$15M | -10% | 9.87% | – | 16 | 12.5% | 1.1 |
|
| 7509 |
7509
Life Planning Partners
Jacksonville,
Florida
| $131M | +$458K | +0.4% | 0.4% | 50.3% | 69 | 5.8% | 3.3 |
|
| 7510 |
7510
Legacy Advisory Services
Exton,
Pennsylvania
| $131M | -$2.04M | -2% | 1.8% | 59.4% | 65 | 47.69% | 1.2 |
|
| 7511 |
7511
Capital Squared Financial
Rockville,
Maryland
| $131M | +$2.75M | +2% | 1.89% | – | 88 | 10.23% | 0.6 |
|
| 7512 |
EWP
7512
Evergreen Wealth Partners
Kalispell,
Montana
| $131M | +$12.2M | +10% | 2.63% | – | 87 | 12.64% | 0.2 |
|
| 7513 |
7513
LTG Capital
Newton,
Massachusetts
| $131M | +$2.57M | +2% | 1.72% | 59% | 25 | 8% | 4.1 |
|
| 7514 |
7514
ABS Direct Equity Fund
Stamford,
Connecticut
| $131M | +$46.8M | +56% | 2.14% | – | 117 | 76.07% | 0.3 |
|
| 7515 |
7515
Aldebaran Capital
Carmel,
Indiana
| $131M | +$19.3M | +17% | 13.1% | 80.4% | 43 | 18.6% | 2 |
|
| 7516 |
7516
Castlefield Investment Partners
Manchester,
| $131M | +$1.12M | +0.9% | 4.68% | – | 36 | 2.78% | 0.3 |
|
| 7517 |
7517
Emmett Investment Management
New York
| $131M | +$962K | +0.7% | 1.45% | – | 29 | 41.38% | 0.8 |
|
| 7518 |
7518
Nightview Capital
Austin,
Texas
| $131M | -$95.1M | -42% | 12.7% | 170% | 22 | 68.18% | 1.3 |
|
| 7519 |
7519
Financial Life Planners
Tempe,
Arizona
| $130M | -$8.86M | -6% | 5.91% | – | 368 | 82.07% | 0.2 |
|
| 7520 |
NMCM
7520
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $130M | -$1.8M | -1% | 1.49% | – | 46 | 10.87% | 0.9 |
|
| 7521 |
7521
Clarendon Private
Boston,
Massachusetts
| $130M | +$12.2M | +10% | 2.51% | – | 126 | 23.81% | 0.9 |
|
| 7522 |
7522
Oder Investment Management
Woodland Hills,
California
| $130M | -$7.89M | -6% | 4.85% | 97.5% | 104 | 5.77% | 3.2 |
|
| 7523 |
7523
Eddie Patel Inc
Chicago,
Illinois
| $130M | -$4.02M | -3% | 6.78% | – | 133 | 50.38% | 0.2 |
|
| 7524 |
7524
Cushing Capital Partners
Delafield,
Wisconsin
| $130M | -$4.88M | -4% | 0.69% | – | 107 | 28.04% | 0.9 |
|
| 7525 |
7525
Illumine Investment Management
Poulsbo,
Washington
| $130M | -$7.1M | -5% | 2.07% | – | 101 | 18.81% | 1 |
|