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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
Monetta Financial Services
Wheaton,
Illinois
| $129M | -$10.7M | -8% | 0.98% | 275% | 76 | 48.68% | 2.2 |
|
| 7552 |
7552
Teucrium Investment Advisors
Burlington,
Vermont
| $129M | +$37.9M | +42% | 4.26% | – | 66 | 71.21% | 0.1 |
|
| 7553 |
7553
Blueline Advisors
Exeter,
New Hampshire
| $129M | +$6.39M | +5% | 0.28% | – | 221 | 5.88% | 0.2 |
|
| 7554 |
7554
Palliser Capital (UK)
London,
United Kingdom
| $129M | -$18M | -12% | 9.85% | 57% | 7 | 57.14% | 0.6 |
|
| 7555 |
7555
AMG Asset Management Group
Cartersville,
Georgia
| $129M | +$97.8M | +315% | 4.24% | – | 83 | 72.29% | 0.1 |
|
| 7556 |
7556
DAG Ventures
Palo Alto,
California
| $129M | -$60.2M | -32% | 31.7% | – | 3 | 0% | 1.6 |
|
| 7557 |
LI
7557
Latash Investments
Anchorage,
Alaska
| $129M | -$20.1M | -13% | 13.3% | 110% | 20 | 15% | 4.7 |
|
| 7558 |
7558
Vienna Asset Management
Saratoga,
California
| $129M | -$47.5M | -27% | 9.56% | – | 68 | 30.88% | 1.5 |
|
| 7559 |
7559
TenCore Partners
New York
| $129M | -$66.9M | -34% | 23.9% | 78.4% | 16 | 25% | 3.6 |
|
| 7560 |
7560
Barnett & Company
Chattanooga,
Tennessee
| $129M | +$4.51M | +4% | 4.73% | 65.9% | 93 | 18.28% | 3.7 |
|
| 7561 |
7561
Expect Equity LLC
Pikesville,
Maryland
| $129M | +$7.16M | +6% | 2.06% | – | 67 | 20.9% | 0.8 |
|
| 7562 |
7562
Kopion Asset Management
Mckinney,
Texas
| $129M | -$11.3M | -8% | 11.5% | 80.5% | 20 | 10% | 4 |
|
| 7563 |
PIA
7563
Prakash Investment Advisors
Andover,
Massachusetts
| $128M | -$12.6M | -9% | 3.6% | – | 96 | 15.63% | 0.7 |
|
| 7564 |
7564
Woodside Wealth Management
Framingham,
Massachusetts
| $128M | -$5.98M | -4% | 2.2% | – | 84 | 48.81% | 0.9 |
|
| 7565 |
GPCM
7565
Guardsman Private Capital Management
Sarasota,
Florida
| $128M | +$2.53M | +2% | 2.7% | – | 43 | 9.3% | 0.2 |
|
| 7566 |
7566
Bridger Management
New York
| $128M | -$27.6M | -18% | 14.6% | 103% | 29 | 34.48% | 2 |
|
| 7567 |
SHFC
7567
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| $128M | +$14M | +12% | 0.94% | – | 59 | 20.34% | 0.2 |
|
| 7568 |
7568
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $128M | -$13.7M | -10% | 5.26% | 44.9% | 43 | 9.3% | 2 |
|
| 7569 |
7569
York GP
Grand Cayman,
Cayman Islands
| $128M | +$49.7M | +64% | 65.1% | – | 2 | 0% | 1.9 |
|
| 7570 |
7570
Tepp RIA
Westfield,
New Jersey
| $128M | +$26.6M | +26% | 0.52% | – | 47 | 31.91% | 0.7 |
|
| 7571 |
IUC
7571
Ivory Union Consulting
Road Town,
| $128M | -$13.6M | -10% | 7.02% | – | 4 | 25% | 0.3 |
|
| 7572 |
7572
Stewardship Concepts Financial Services
Spokane,
Washington
| $128M | +$9.06M | +8% | 0.59% | – | 63 | 17.46% | 0.2 |
|
| 7573 |
7573
Pelham Capital
London,
United Kingdom
| $128M | -$60.3M | -32% | 2.94% | 135% | 12 | 33.33% | 2.1 |
|
| 7574 |
7574
WLTH Capital Management
Chandler,
Arizona
| $128M | -$1.68M | -1% | 1.01% | – | 26 | 0% | 0.3 |
|
| 7575 |
SIM
7575
Summitas Investment Management
Mckinney,
Texas
| $128M | -$5.38M | -4% | 1.24% | – | 10 | 0% | 0.3 |
|