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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
Storgate
Dallas,
Texas
| $127M | +$5.81M | +5% | 1.46% | – | 191 | 30.89% | 0.2 |
|
| 7577 |
7577
Clear Retirement Advice
San Mateo,
California
| $127M | -$1.19M | -0.9% | 0.14% | – | 54 | 1.85% | 0.2 |
|
| 7578 |
7578
Concorde Financial
Dallas,
Texas
| $127M | -$1.67M | -1% | 11.8% | 81.3% | 27 | 3.7% | 2.8 |
|
| 7579 |
7579
Ares Financial Consulting
Calabasas,
California
| $127M | +$22.3M | +21% | 0.17% | – | 1,091 | 20.44% | 0.2 |
|
| 7580 |
7580
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| $127M | -$73.8K | -0.1% | 3.57% | – | 117 | 18.8% | 0.2 |
|
| 7581 |
7581
ACT Capital Management
Wayne,
Pennsylvania
| $127M | +$3.56M | +3% | 18.3% | – | 78 | 53.85% | 0.8 |
|
| 7582 |
7582
Madison Park Capital Advisors
Seattle,
Washington
| $127M | +$4M | +3% | 2.31% | 62.4% | 66 | 12.12% | 1.8 |
|
| 7583 |
MJPC
7583
Michael J. Porro & Co
Old Tappan,
New Jersey
| $127M | +$7.92M | +7% | 8.74% | – | 140 | 10.71% | 0.2 |
|
| 7584 |
7584
Peregrine Investment Management
Toronto,
Ontario, Canada
| $127M | -$33.8M | -21% | 10.5% | – | 26 | 50% | 0.6 |
|
| 7585 |
7585
Sun Group Wealth Partners
Irvine,
California
| $127M | +$2.63M | +2% | 0.78% | – | 82 | 35.37% | 0.2 |
|
| 7586 |
7586
Midwestern Financial
Iowa City,
Iowa
| $127M | +$6.25M | +5% | 0.81% | – | 54 | 3.7% | 0.7 |
|
| 7587 |
7587
Strategic Advisory Partners
Greensboro,
North Carolina
| $127M | +$6.58M | +5% | 2.14% | – | 99 | 66.67% | 0.1 |
|
| 7588 |
PIP
7588
PB Investment Partners
Burlingame,
California
| $127M | -$30.4M | -19% | 18.2% | 81.1% | 11 | 27.27% | 2.3 |
|
| 7589 |
7589
Van Diest Capital
Poly City,
Iowa
| $127M | +$60M | +90% | 1.77% | – | 212 | 45.28% | 0.2 |
|
| 7590 |
7590
Persium Advisors
Atlanta,
Georgia
| $127M | -$11.6M | -8% | 0.34% | – | 65 | 12.31% | 1.1 |
|
| 7591 |
7591
Value Base
Tel Aviv,
Israel
| $127M | -$6.6M | -5% | 10.1% | – | 8 | 12.5% | 1.2 |
|
| 7592 |
7592
True Blue Financial
Stevensville,
Michigan
| $127M | +$5.72M | +5% | 1.11% | – | 54 | 9.26% | 0.2 |
|
| 7593 |
7593
Hegarty Advisors
Garden City,
New York
| $127M | +$11.6M | +10% | 0.19% | – | 62 | 19.35% | 0.2 |
|
| 7594 |
TIM
7594
Timelo Investment Management
Aurora,
Ontario, Canada
| $127M | -$155M | -55% | 3.52% | 104% | 73 | 67.12% | 0.3 |
|
| 7595 |
7595
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| $127M | -$3.88M | -3% | 1.57% | – | 101 | 13.86% | 0.2 |
|
| 7596 |
7596
Travelers Companies
Saint Paul,
Minnesota
| $127M | -$25.1M | -17% | 2.35% | – | 3 | 66.67% | 2.3 |
|
| 7597 |
7597
Benningfield Financial Advisors
San Francisco,
California
| $127M | -$1.03M | -0.8% | 0.21% | – | 18 | 0% | 1 |
|
| 7598 |
7598
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $127M | -$85.6K | -0.1% | 5.01% | – | 157 | 29.3% | 0.8 |
|
| 7599 |
AA
7599
Alpha Advisors
Richmond,
Virginia
| $127M | -$3M | -2% | 0.97% | – | 49 | 8.16% | 1 |
|
| 7600 |
7600
Guardian Investment Management
Tiburon,
California
| $127M | -$1.62M | -1% | 1.22% | 103% | 60 | 6.67% | 6.7 |
|