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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
SWP
7601
Square Wave Partners
Brooklyn,
New York
| $93.4M | -$10.3M | -10% | 2.1% | – | 8 | 0% | 0.3 |
|
| 7602 |
CPC
7602
CFC Planning Company
Cicero,
Indiana
| $93.4M | +$74.7K | +0.1% | 0.94% | – | 88 | 38.64% | 0.2 |
|
| 7603 |
7603
General Motors Holdings
Detroit,
Michigan
| $93.4M | -$54.1M | -37% | 6.23% | 21.4% | 5 | 0% | 2.1 |
|
| 7604 |
7604
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $93.4M | -$7.1M | -7% | 1.09% | – | 849 | 24.03% | 0.2 |
|
| 7605 |
7605
Rangeley Capital
New Canaan,
Connecticut
| $93.4M | -$18M | -16% | 9.22% | – | 111 | 56.76% | 0.2 |
|
| 7606 |
7606
Cooper Capital Advisors
Encinitas,
California
| $93.3M | -$3.08M | -3% | 0.4% | – | 42 | 45.24% | 0.2 |
|
| 7607 |
7607
Greycroft
New York
| $93.3M | -$19.9M | -18% | 20.3% | 20% | 12 | 16.67% | 1.3 |
|
| 7608 |
7608
Ball & Co Wealth Management
Franklin,
Tennessee
| $93.3M | -$32.4M | -26% | 4.15% | – | 76 | 11.84% | 0.2 |
|
| 7609 |
7609
Measured Risk Portfolios
San Diego,
California
| $93.2M | -$2.58M | -3% | 5.45% | – | 320 | 82.19% | 0.2 |
|
| 7610 |
7610
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $93.2M | -$2.99M | -3% | 7.95% | 34.5% | 28 | 17.86% | 3.2 |
|
| 7611 |
7611
Variant Private Wealth
Tysons,
Virginia
| $93.2M | -$11.7M | -11% | 9.31% | – | 44 | 15.91% | 0.2 |
|
| 7612 |
7612
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $93M | +$569K | +0.6% | 0.33% | 110% | 38 | 7.89% | 0.9 |
|
| 7613 |
7613
Luminist Capital
Grand Rapids,
Michigan
| $92.9M | +$35.4M | +61% | 1.31% | – | 271 | 18.08% | 0.2 |
|
| 7614 |
7614
Vista Cima Wealth Management
Surprise,
Arizona
| $92.9M | -$3.33M | -3% | 6.14% | – | 52 | 9.62% | 0.2 |
|
| 7615 |
7615
TRV GP IV
Boston,
Massachusetts
| $92.9M | +$12.7M | +16% | 38.9% | 1,102% | 3 | 33.33% | 2.8 |
|
| 7616 |
7616
BG Investment Services
Hagatna,
Guam
| $92.8M | -$6.45M | -6% | 2.54% | – | 36 | 22.22% | 1 |
|
| 7617 |
7617
Revere Asset Management
Dallas,
Texas
| $92.7M | -$25.1M | -21% | 3.41% | 592% | 32 | 78.13% | 0.4 |
|
| 7618 |
7618
Grant Private Wealth Management
Pleasanton,
California
| $92.7M | -$30K | -0% | 6.88% | – | 123 | 14.63% | 0.2 |
|
| 7619 |
7619
Infinity Wealth Counsel
Loveland,
Ohio
| $92.6M | -$1.11M | -1% | 1.27% | – | 59 | 5.08% | 0.2 |
|
| 7620 |
7620
Red Tree Management
Redwood City,
California
| $92.6M | -$59.3M | -39% | 29% | – | 4 | 0% | 0.3 |
|
| 7621 |
7621
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $92.6M | +$423K | +0.5% | 0.89% | – | 69 | 20.29% | 0.2 |
|
| 7622 |
7622
Crabel Capital Management
Los Angeles,
California
| $92.6M | +$61.8M | +201% | 3.49% | 13.9% | 53 | 47.17% | 1.2 |
|
| 7623 |
7623
BFI Infinity
Zurich,
Switzerland
| $92.6M | +$534K | +0.6% | 9.13% | – | 62 | 43.55% | 0.2 |
|
| 7624 |
7624
Tandem Financial
Greenwood Village,
Colorado
| $92.5M | -$1.99M | -2% | 3.1% | – | 88 | 38.64% | 0.2 |
|
| 7625 |
7625
Trustco Bank (New York)
Albany,
New York
| $92.3M | -$483K | -0.5% | 2.55% | 131% | 67 | 1.49% | 7.7 |
|