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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Wall Street Financial Group
Carlinville,
Illinois
| $96.5M | -$5.87M | -6% | 4.95% | – | 43 | 13.95% | 0.5 |
|
| 7552 |
7552
Florin Court Capital
London,
United Kingdom
| $96.4M | +$89.5K | +0.1% | 1.34% | 129% | 32 | 18.75% | 1.1 |
|
| 7553 |
7553
Conquis Financial
Milbrae,
California
| $96.3M | -$1.35M | -1% | 1.38% | – | 199 | 69.85% | 0.3 |
|
| 7554 |
7554
Lionshead Wealth Management
New York
| $96.3M | -$42.1M | -30% | 3.49% | – | 121 | 33.88% | 0.2 |
|
| 7555 |
7555
JBGlobal.com
New York
| $96.2M | +$1.52M | +2% | 0.23% | – | 34 | 14.71% | 0.2 |
|
| 7556 |
7556
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $96.1M | -$12.8M | -12% | 11.7% | 4.7% | 3 | 0% | 3.3 |
|
| 7557 |
7557
BluePath Capital Management
Atlanta,
Georgia
| $96.1M | -$90M | -48% | 4.59% | 106% | 111 | 34.23% | 1.1 |
|
| 7558 |
7558
North Berkeley Wealth Management
Berkeley,
California
| $96.1M | -$2.44M | -2% | 3.51% | – | 69 | 13.04% | 0.2 |
|
| 7559 |
7559
TABR Capital Management
Orange,
California
| $96M | -$18.2M | -16% | 2.6% | – | 35 | 31.43% | 0.2 |
|
| 7560 |
7560
Searchlight Capital Partners
New York
| $95.9M | -$6.6M | -6% | 3.18% | 38.5% | 3 | 0% | 7 |
|
| 7561 |
7561
Bolthouse Investments
Bakersfield,
California
| $95.9M | -$12.4M | -11% | 3.4% | – | 84 | 20.24% | 0.2 |
|
| 7562 |
7562
Multicoin Capital Management
Austin,
Texas
| $95.8M | -$278M | -74% | 12% | – | 3 | 33.33% | 0.8 |
|
| 7563 |
7563
Yorktown Energy Partners XI
New York
| $95.7M | -$21.5M | -18% | 13.9% | 105% | 3 | 0% | 4.6 |
|
| 7564 |
7564
Aozora Bank
Tokyo,
Japan
| $95.6M | +$1.74M | +2% | 1.85% | 5.45% | 2 | 0% | 3.8 |
|
| 7565 |
7565
Marathon Asset Management (New York)
New York
| $95.6M | +$19.1M | +25% | 2.54% | 490% | 14 | 64.29% | 0.5 |
|
| 7566 |
7566
Figure 8 Investment Strategies
Boise,
Idaho
| $95.5M | -$6.46M | -6% | 3.74% | – | 57 | 14.04% | 0.2 |
|
| 7567 |
7567
Haven Global Partners
Atlanta,
Georgia
| $95.4M | -$10.6M | -10% | 1.08% | – | 11 | 18.18% | 0.2 |
|
| 7568 |
7568
Capital A Wealth Management
New Castle,
Pennsylvania
| $95.4M | +$35.2M | +58% | 1.24% | – | 925 | 31.89% | 0.2 |
|
| 7569 |
7569
Gritstone Asset Management
Bethesda,
Maryland
| $95.3M | +$809K | +0.9% | 2.85% | – | 109 | 38.53% | 0.3 |
|
| 7570 |
7570
Guild Investment Management
Los Angeles,
California
| $95.2M | +$3.32M | +4% | 0.01% | 119% | 48 | 31.25% | 2.1 |
|
| 7571 |
7571
Barington Capital Group
New York
| $95.1M | -$14.6M | -13% | 15.1% | 71.1% | 11 | 27.27% | 2.7 |
|
| 7572 |
MBAM
7572
Mink Brook Asset Management
West Palm Beach,
Florida
| $95.1M | -$9.32M | -9% | 6.95% | – | 33 | 18.18% | 0.2 |
|
| 7573 |
7573
Ramsey Quantitative Systems
Louisville,
Kentucky
| $95.1M | +$24.6M | +35% | 5.94% | 51.1% | 2 | 0% | 3.4 |
|
| 7574 |
7574
PTM Wealth Management
North Wales,
United States
| $95.1M | – | – | 3.24% | – | 39 | – | 0 |
|
| 7575 |
7575
Putney Financial Group
San Rafael,
California
| $95M | -$17.2M | -15% | 7.14% | – | 314 | 14.01% | 0.2 |
|