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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 |
7601
Spectrum Advisors
Plano,
Texas
| $127M | – | – | 1.12% | – | 50 | – | 0 |
|
| 7602 |
7602
Ares Systematic Credit
London,
| $127M | +$3.55M | +3% | 0.36% | – | 174 | 31.61% | 0.2 |
|
| 7603 |
7603
Ehrenkranz Partners
New York
| $126M | +$38.2M | +43% | 4.43% | – | 52 | 19.23% | 0.4 |
|
| 7604 |
7604
Hallstatt Advisors
New York
| $126M | -$7.81M | -6% | 2.26% | – | 21 | 52.38% | 0.2 |
|
| 7605 |
7605
Grizzlyrock Capital
Chicago,
Illinois
| $126M | -$7.28M | -5% | 7.72% | – | 25 | 40% | 0.9 |
|
| 7606 |
7606
Gilpin Wealth Management
Denver,
Colorado
| $126M | +$7.24K | +0% | 0.1% | – | 1,090 | 18.35% | 0.2 |
|
| 7607 |
7607
Luts & Greenleigh Group
Bethesda,
Maryland
| $126M | +$8.56M | +7% | 12.2% | – | 94 | 12.77% | 2.2 |
|
| 7608 |
7608
Mallini Complete Financial Planning
Gainesville,
Florida
| $126M | +$1.85M | +1% | 1.37% | – | 61 | 3.28% | 1 |
|
| 7609 |
7609
GTS Financial
Bloomington,
Minnesota
| $126M | – | – | 1.99% | – | 43 | – | 0 |
|
| 7610 |
7610
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $126M | +$3.83M | +3% | 0.36% | 75.9% | 56 | 17.86% | 2.7 |
|
| 7611 |
7611
Blodgett Wealth Advisors
Concord,
California
| $126M | -$17.1M | -12% | 6.81% | 150% | 65 | 7.69% | 3.1 |
|
| 7612 |
7612
Brooktree Capital Management
Gand Rapids,
Michigan
| $126M | -$24.2M | -16% | 11.3% | 92.6% | 45 | 11.11% | 2.8 |
|
| 7613 |
7613
Chesapeake Asset Management
New York
| $126M | +$5.01M | +4% | 1.11% | 153% | 394 | 23.86% | 2.8 |
|
| 7614 |
7614
Brandywine Asset Management
Thornton,
Pennsylvania
| $126M | -$16.3M | -11% | 1.53% | – | 15 | 6.67% | 0.3 |
|
| 7615 |
7615
Bingham Private Wealth
San Francisco,
California
| $126M | +$10.1M | +9% | 1.5% | – | 177 | 22.03% | 0.9 |
|
| 7616 |
7616
Vista Finance
Clayton,
Missouri
| $126M | -$25.3M | -17% | 0.04% | 50.7% | 62 | 27.42% | 1.3 |
|
| 7617 |
UFA
7617
Uptown Financial Advisors
Dallas,
Texas
| $126M | -$13.7M | -10% | 0.82% | – | 83 | 14.46% | 1.1 |
|
| 7618 |
7618
Midwest Financial Network
Tinley Park,
Illinois
| $126M | -$3.75M | -3% | 1.11% | – | 85 | 23.53% | 0.8 |
|
| 7619 |
BFS
7619
Burr Financial Services
Pleasant Hill,
California
| $126M | -$7.83M | -6% | 0.37% | 478% | 31 | 35.48% | 1.4 |
|
| 7620 |
7620
NorthAvenue LLC
Columbus,
Ohio
| $126M | +$5.01M | +4% | 2.52% | – | 378 | 30.42% | 0.2 |
|
| 7621 |
7621
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $126M | +$181K | +0.1% | 1.51% | – | 123 | 16.26% | 0.9 |
|
| 7622 |
7622
IDG China Venture Capital Fund V Associates
Hong Kong
| $126M | -$12.6M | -9% | 5.58% | 7.34% | 1 | 0% | 4.3 |
|
| 7623 |
7623
Lane Generational
Dover,
Massachusetts
| $126M | +$15.3M | +14% | 4.52% | 172% | 43 | 30.23% | 1.9 |
|
| 7624 |
BI
7624
BluePrint Investing
San Francisco,
California
| $126M | -$17.2K | -0% | 0.29% | – | 26 | 0% | 0.3 |
|
| 7625 |
AC
7625
Agman Capital
Omaha,
Nebraska
| $126M | +$8.03M | +7% | 16% | – | 20 | 15% | 0.2 |
|