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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Windward Management
Miami Beach,
Florida
| $130M | -$40.4M | -24% | 19.9% | – | 14 | 42.86% | 0.2 |
|
| 7527 |
7527
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| $130M | +$3.11M | +2% | 1.37% | – | 35 | 14.29% | 0.2 |
|
| 7528 |
7528
Fjell Capital
Fargo,
North Dakota
| $130M | -$397K | -0.3% | 2.34% | – | 73 | 16.44% | 0.9 |
|
| 7529 |
7529
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $130M | +$8.51M | +7% | 2.32% | 119% | 53 | 28.3% | 2 |
|
| 7530 |
MWM
7530
M3 Wealth Management
Cincinnati,
Ohio
| $130M | +$7.2M | +6% | 3.28% | – | 35 | 11.43% | 0.2 |
|
| 7531 |
7531
BXM Wealth
Englewood,
Colorado
| $130M | +$223K | +0.2% | 2.28% | – | 147 | 18.37% | 0.9 |
|
| 7532 |
7532
Platt Investment Counsel
Lake Mary,
Florida
| $130M | -$5.43M | -4% | 2.96% | 62.9% | 13 | 7.69% | 2.7 |
|
| 7533 |
NCM
7533
Nitor Capital Management
Englewood Cliffs,
New Jersey
| $130M | +$17.4M | +15% | 17.7% | – | 24 | 0% | 0.3 |
|
| 7534 |
7534
Clifford Group
Wayland,
Massachusetts
| $130M | +$349K | +0.3% | 5.01% | 67.9% | 85 | 16.47% | 2.4 |
|
| 7535 |
7535
Genoa Capital Gestora de Recursos
Sao Paulo,
| $130M | -$89M | -41% | 5.88% | – | 19 | 63.16% | 0.7 |
|
| 7536 |
7536
Intrinsic Value Partners
Phoenix,
Arizona
| $130M | -$3.55M | -3% | 1.03% | 126% | 70 | 2.86% | 3 |
|
| 7537 |
7537
Richwood Investment Advisors
Cincinnati,
Ohio
| $130M | -$9.5M | -7% | 0.31% | 71.9% | 107 | 9.35% | 3.8 |
|
| 7538 |
7538
Daytona Street Capital
Saint Louis,
Missouri
| $130M | +$1.01M | +0.8% | 2.14% | – | 335 | 19.4% | 0.2 |
|
| 7539 |
7539
R.H. Investment Group
Scottsdale,
Arizona
| $130M | +$10.3M | +9% | 2.07% | – | 45 | 26.67% | 0.8 |
|
| 7540 |
BM
7540
Bislett Management
Palo Alto,
California
| $130M | -$2.21M | -2% | 0.27% | 19.8% | 18 | 5.56% | 5.9 |
|
| 7541 |
7541
Winnow Wealth
Waco,
Texas
| $130M | -$5.74M | -4% | 0.36% | – | 601 | 81.53% | 0.5 |
|
| 7542 |
7542
Gilbert Capital Group
North Yarmouth,
Maine
| $129M | -$3.64M | -3% | 0.2% | – | 57 | 17.54% | 0.6 |
|
| 7543 |
7543
Blalock Williams
Alexander City,
Alabama
| $129M | +$4.41M | +4% | 2.96% | – | 156 | 21.15% | 0.9 |
|
| 7544 |
OF
7544
Outfitter Financial
Brunswick,
Maine
| $129M | +$2.07M | +2% | 3.48% | 97.6% | 83 | 9.64% | 3.4 |
|
| 7545 |
7545
Rydar Equities
Weatherford,
Texas
| $129M | +$861K | +0.7% | 0.84% | – | 95 | 7.37% | 0.7 |
|
| 7546 |
7546
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $129M | +$4.39M | +4% | 0.21% | – | 49 | 32.65% | 0.2 |
|
| 7547 |
7547
Epacria Capital Partners
Boulder,
Colorado
| $129M | +$2.81M | +2% | 7.66% | 89.1% | 35 | 22.86% | 2.5 |
|
| 7548 |
7548
Bradyco Inc
Cambridge,
Massachusetts
| $129M | +$48.5M | +60% | 5.25% | – | 39 | 12.82% | 1.1 |
|
| 7549 |
7549
Clear Point Advisors
Melville,
New York
| $129M | +$181K | +0.1% | 3.43% | 56.7% | 148 | 66.22% | 1.4 |
|
| 7550 |
7550
Hunting Hill Global Capital
New York
| $129M | -$16.3M | -11% | 14.4% | 132% | 152 | 65.13% | 1 |
|