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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $92.2M | -$13.5M | -13% | 1.6% | – | 114 | 14.04% | 0.2 |
|
| 7627 |
7627
Mendota Financial Group
Madison,
Wisconsin
| $92.2M | -$62.1M | -40% | 0.44% | 50.1% | 381 | 72.18% | 1.5 |
|
| 7628 |
7628
Terra Alpha Investments
Washington,
District of Columbia
| $92.1M | -$6.72M | -7% | 7.16% | – | 33 | 3.03% | 0.2 |
|
| 7629 |
7629
Yorktown Management & Research Company
Forest,
Virginia
| $92M | -$12M | -12% | 3.87% | 211% | 235 | 25.53% | 1.7 |
|
| 7630 |
7630
Smart Portfolios LLC
Seattle,
Washington
| $92M | -$3.52M | -4% | 1.37% | 41.3% | 96 | 2.08% | 1.8 |
|
| 7631 |
7631
Vision Financial Markets
Stamford,
Connecticut
| $91.9M | -$1.35M | -1% | 0.58% | – | 446 | 49.33% | 0.1 |
|
| 7632 |
7632
York Capital Management Global Advisors
New York
| $91.9M | +$49.8M | +119% | 1.51% | 74.1% | 5 | 40% | 1.8 |
|
| 7633 |
7633
4Wealth Advisors
Burr Ridge,
Illinois
| $91.8M | -$8.07M | -8% | 0.61% | – | 153 | 24.84% | 0.2 |
|
| 7634 |
7634
Kennondale Capital Management
Richmond,
Virginia
| $91.7M | -$860K | -0.9% | 0.7% | – | 85 | 10.59% | 0.2 |
|
| 7635 |
7635
Fulcrum Equity Management
Plano,
Texas
| $91.6M | -$9.5M | -9% | 1.51% | 116% | 127 | 37.8% | 1.5 |
|
| 7636 |
7636
Inkwell Capital
Miami,
Florida
| $91.5M | -$1.98M | -2% | 0.64% | – | 33 | 12.12% | 0.2 |
|
| 7637 |
7637
Bain Capital Public Equity
Boston,
Massachusetts
| $91.5M | -$62.7M | -41% | 2.76% | 169% | 38 | 76.32% | 0.6 |
|
| 7638 |
7638
Verus Wealth Management
De Pere,
Wisconsin
| $91.3M | +$2.1M | +2% | 0.59% | – | 54 | 3.7% | 0.2 |
|
| 7639 |
7639
Parvin Asset Management
Sioux Falls,
South Dakota
| $91.3M | -$3.46M | -4% | 7.97% | – | 425 | 37.41% | 0.2 |
|
| 7640 |
ACM
7640
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $91.2M | -$29.6M | -24% | 4.32% | 2,106% | 23 | 91.3% | 0.2 |
|
| 7641 |
7641
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $91.2M | -$21.2M | -19% | 1.96% | – | 132 | 23.48% | 0.8 |
|
| 7642 |
GBA
7642
Garrison Bradford & Associates
New York
| $90.9M | -$4.55M | -5% | 2.71% | 62.2% | 62 | 53.23% | 3.5 |
|
| 7643 |
7643
Rip Road Capital Partners
Boston,
Massachusetts
| $90.9M | -$27.3M | -23% | 6.96% | 121% | 22 | 22.73% | 1.5 |
|
| 7644 |
AM
7644
Account Management
Boxford,
Massachusetts
| $90.8M | +$5.41M | +6% | 6.17% | 88.3% | 25 | 8% | 4.6 |
|
| 7645 |
7645
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $90.8M | -$989K | -1% | 2.71% | – | 72 | 5.56% | 0.2 |
|
| 7646 |
7646
Haven Capital Group
Westlake Village,
California
| $90.8M | -$15.7M | -15% | 7.55% | – | 41 | 24.39% | 0.2 |
|
| 7647 |
7647
H&F Corporate Investors IX
San Francisco,
California
| $90.7M | -$1.09M | -1% | 1.18% | 62.7% | 1 | 0% | 2.3 |
|
| 7648 |
SF
7648
Schaeffer Financial
Rockville,
Maryland
| $90.6M | -$9.6M | -10% | 1.54% | 52.2% | 19 | 21.05% | 2.6 |
|
| 7649 |
7649
Petros Family Wealth
Bloomington,
Minnesota
| $90.4M | -$2.28M | -2% | 2.35% | – | 141 | 20.57% | 0.2 |
|
| 7650 |
7650
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $90.4M | +$9.33M | +12% | 11.5% | 740% | 2 | 0% | 3.3 |
|