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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
PIA
7651
Prakash Investment Advisors
Andover,
Massachusetts
| $90.3M | -$11M | -11% | 9.85% | – | 59 | 13.56% | 0.2 |
|
| 7652 |
7652
North Forty Two & Co
Lake Oswego,
Oregon
| $90.3M | +$3.68M | +4% | 2.13% | – | 98 | 11.22% | 0.2 |
|
| 7653 |
7653
Hobbs Wealth Management
Zionsville,
Indiana
| $90.1M | +$2.61M | +3% | 2.46% | – | 53 | 26.42% | 0.2 |
|
| 7654 |
7654
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $90.1M | -$1.22M | -1% | 3.26% | 82.6% | 39 | 5.13% | 7.6 |
|
| 7655 |
VM
7655
Valinor Management
New York
| $90M | -$16M | -15% | 0.91% | 12.8% | 1 | 0% | 7.5 |
|
| 7656 |
TF
7656
Telligent Fund
Hong Kong
| $90M | -$15M | -14% | 4.47% | – | 32 | 34.38% | 0.2 |
|
| 7657 |
7657
James Reed Financial Services
Cleveland,
Ohio
| $89.7M | -$6.12M | -6% | 4.4% | – | 19 | 21.05% | 1.9 |
|
| 7658 |
CWD
7658
Clarity Wealth Development
Corvallis,
Oregon
| $89.6M | -$2.51M | -3% | 0.78% | – | 47 | 14.89% | 0.2 |
|
| 7659 |
7659
Massar Capital Management
Stamford,
Connecticut
| $89.5M | +$1.53M | +2% | 3.33% | – | 159 | 100% | 0 |
|
| 7660 |
7660
Great Hill Partners
Boston,
Massachusetts
| $89.3M | -$34.3M | -28% | 27.7% | 24% | 1 | 0% | 2.8 |
|
| 7661 |
7661
Blalock Williams
Alexander City,
Alabama
| $89.3M | +$3.38M | +4% | 0.6% | – | 118 | 15.25% | 0.2 |
|
| 7662 |
7662
Dai-ichi Life Holdings
Tokyo,
Japan
| $89.2M | -$1.96M | -2% | 1.93% | – | 28 | 53.57% | 0.6 |
|
| 7663 |
7663
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $89M | -$23.4M | -21% | 4.59% | 146% | 103 | 4.85% | 2 |
|
| 7664 |
KA
7664
Kailix Advisors
Fort Lauderdale,
Florida
| $89M | -$30.3M | -25% | 16.3% | 16.3% | 8 | 0% | 1.2 |
|
| 7665 |
7665
Peapod Lane Capital
Bedford Hills,
New York
| $88.9M | -$12M | -12% | 7.43% | – | 72 | 36.11% | 0.2 |
|
| 7666 |
7666
Expect Equity LLC
Pikesville,
Maryland
| $88.9M | -$6.68M | -7% | 5.56% | – | 49 | 12.24% | 0.2 |
|
| 7667 |
7667
Montchanin Asset Management
Montchanin,
Delaware
| $88.8M | -$14.3M | -14% | 2.3% | 120% | 59 | 27.12% | 2 |
|
| 7668 |
PWM
7668
Pinnacle Wealth Management
Roseville,
California
| $88.8M | -$1.08M | -1% | 3.67% | 194% | 77 | 74.03% | 0.6 |
|
| 7669 |
7669
Waycross Investment Management
Bellingham,
Washington
| $88.7M | -$6.34M | -7% | 0.39% | 49.6% | 42 | 9.52% | 1.8 |
|
| 7670 |
7670
BTS Asset Management
Lincoln,
Massachusetts
| $88.6M | -$11.5M | -12% | 0.77% | 8.8% | 55 | 69.09% | 0.5 |
|
| 7671 |
7671
Davis Wealth Advisors
Salem,
New Hampshire
| $88.5M | -$2.41M | -3% | 0.79% | – | 66 | 19.7% | 0.2 |
|
| 7672 |
ACMC
7672
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $88.4M | -$24.6M | -22% | 21.7% | 32.2% | 2 | 0% | 1.3 |
|
| 7673 |
7673
OFC Financial Planning
Short Hills,
New Jersey
| $88.4M | -$6.44M | -7% | 4.06% | – | 55 | 9.09% | 0.2 |
|
| 7674 |
7674
MKD Wealth Coaches
Troy,
Michigan
| $88.4M | -$10.4M | -11% | 3.83% | – | 30 | 20% | 3.3 |
|
| 7675 |
7675
Corre Partners Management
New York
| $88.3M | -$16.3M | -16% | 11.1% | 109% | 4 | 0% | 2.1 |
|