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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Corps Capital Advisors
Southlake,
Texas
| $95M | -$3.6M | -4% | 0.5% | – | 79 | 3.8% | 0.2 |
|
| 7577 |
7577
swisspartners Advisors
Zurich,
Switzerland
| $94.9M | +$2.08M | +2% | 1.41% | 75.9% | 26 | 15.38% | 3 |
|
| 7578 |
7578
Archon Capital Management
Seattle,
Washington
| $94.9M | -$8.01M | -8% | 13.5% | 222% | 56 | 53.57% | 1.4 |
|
| 7579 |
7579
Perkins Capital Management
Wayzata,
Minnesota
| $94.8M | -$17.9M | -16% | 9.79% | 389% | 86 | 10.47% | 5.6 |
|
| 7580 |
7580
Sincerus Advisory
New York
| $94.8M | +$1.57M | +2% | 0.55% | – | 65 | 6.15% | 0.2 |
|
| 7581 |
7581
Clarendon Private
Boston,
Massachusetts
| $94.7M | -$808K | -0.8% | 3.92% | – | 109 | 13.76% | 0.2 |
|
| 7582 |
7582
New Covenant Trust Company
Jeffersonville,
Indiana
| $94.7M | -$6.04M | -6% | 2.19% | – | 90 | 10% | 0.9 |
|
| 7583 |
7583
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $94.7M | +$2.8M | +3% | 0.41% | – | 93 | 33.33% | 0.2 |
|
| 7584 |
7584
Phillips Wealth Planners
Starkville,
Mississippi
| $94.6M | -$5.5M | -5% | 2.33% | 82% | 194 | 20.1% | 1.6 |
|
| 7585 |
7585
EnCap Energy Capital Fund VIII
Houston,
Texas
| $94.6M | -$75.4M | -44% | 10.4% | 6.16% | 3 | 33.33% | 2.1 |
|
| 7586 |
7586
Kennebec Savings Bank
Augusta,
Maine
| $94.5M | -$4.82M | -5% | 2.16% | – | 278 | 13.67% | 0.4 |
|
| 7587 |
7587
Arrow Investment Advisors
Laurel,
Maryland
| $94.5M | -$12.9M | -12% | 0.3% | 38.1% | 62 | 50% | 1.3 |
|
| 7588 |
7588
denkapparat Operations
Berlin,
Germany
| $94.5M | +$26.8M | +40% | 1.68% | – | 251 | 49.4% | 0.1 |
|
| 7589 |
7589
Karani Asset Management
New York
| $94.5M | -$12.7M | -12% | 5.62% | – | 41 | 31.71% | 2.1 |
|
| 7590 |
PCM
7590
Prime Capital Management
Hong Kong
| $94.2M | -$582M | -86% | 17.4% | 569% | 5 | 60% | 0.6 |
|
| 7591 |
7591
PMG Wealth Management
Hawthorn Woods,
Illinois
| $94.2M | -$15.7M | -14% | 2.58% | – | 47 | 10.64% | 0.3 |
|
| 7592 |
7592
Nestegg Advisors
Hauppauge,
New York
| $94.1M | -$4.75M | -5% | 3.78% | – | 47 | 10.64% | 0.2 |
|
| 7593 |
7593
Divco West Real Estate Services
San Francisco,
California
| $94M | -$15.6M | -14% | 13.9% | 2.32% | 4 | 0% | 2.3 |
|
| 7594 |
7594
Alan B. Lancz & Associates
Toledo,
Ohio
| $93.8M | -$4.59M | -5% | 1.37% | – | 130 | 7.69% | 2.8 |
|
| 7595 |
7595
Green Alpha Advisors
Niwot,
Colorado
| $93.6M | -$31M | -25% | 4.57% | 316% | 148 | 25% | 2.9 |
|
| 7596 |
7596
UCLA Foundation
Los Angeles,
California
| $93.6M | -$33M | -26% | 4.55% | – | 1 | 0% | 0.3 |
|
| 7597 |
AGC
7597
Alden Global Capital
Brandon,
Florida
| $93.6M | -$9.05M | -9% | 8.57% | 99.8% | 26 | 50% | 1 |
|
| 7598 |
RS
7598
R Squared
Central,
Hong Kong
| $93.6M | -$9.22M | -9% | 3.13% | – | 1,629 | 85.82% | 0.2 |
|
| 7599 |
7599
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $93.5M | -$22.5M | -19% | 0.83% | 50.6% | 82 | 25.61% | 0.9 |
|
| 7600 |
7600
Square Wave Capital
Brooklyn,
New York
| $93.4M | -$10.3M | -10% | 2.1% | – | 8 | 0% | 0.3 |
|