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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 |
7651
Strategic Wealth Advisors
Scottsdale,
Arizona
| $125M | +$7.75M | +7% | 0.53% | – | 273 | 6.96% | 0.2 |
|
| 7652 |
7652
WFA of San Diego
San Diego,
California
| $125M | -$12M | -9% | 0.63% | – | 425 | 10.59% | 2.6 |
|
| 7653 |
MSK
7653
Melissa S. Kampmann
| $125M | -$10.6M | -8% | 3.22% | 82.1% | 43 | 4.65% | 2.1 |
|
| 7654 |
7654
Canandaigua National Trust of Florida
Canandaigua,
New York
| $125M | -$35.3M | -22% | 2.31% | – | 139 | 29.5% | 1.3 |
|
| 7655 |
7655
Ponta Wealth Partners
Winter Park,
Florida
| $124M | +$17.1M | +16% | 1.76% | – | 144 | 24.31% | 0.2 |
|
| 7656 |
7656
Silver Grove Financial Group
Orchard Park,
New York
| $124M | +$8.89M | +8% | 1.2% | – | 524 | 75.76% | 0.1 |
|
| 7657 |
7657
Stephen J. Garry & Associates
Garden City,
New York
| $124M | -$1.74M | -1% | 1.76% | 67.2% | 54 | 11.11% | 1.7 |
|
| 7658 |
7658
Coquina Private Wealth LLC
Port Charlotte,
Florida
| $124M | -$436K | -0.3% | 2.57% | – | 100 | 14% | 0.2 |
|
| 7659 |
FPC
7659
Flax Pond Capital
Falmouth,
Massachusetts
| $124M | -$10.2M | -8% | 1.78% | – | 66 | 28.79% | 0.2 |
|
| 7660 |
7660
Katamaran Capital
London,
United Kingdom
| $124M | -$7.86M | -6% | 0.12% | – | 45 | 57.78% | 0.5 |
|
| 7661 |
7661
Cook & Bynum Capital Management
Birmingham,
Alabama
| $124M | +$4.53M | +4% | 4.47% | 46.8% | 6 | 0% | 7.4 |
|
| 7662 |
7662
Talisman Wealth Advisors
Mountainside,
New Jersey
| $124M | -$4.38M | -3% | 0.6% | 70.8% | 122 | 22.95% | 2.4 |
|
| 7663 |
7663
O'Domhnaill Enterprises
Cody,
Wyoming
| $124M | +$17.3M | +16% | 10.3% | – | 76 | 50% | 0.2 |
|
| 7664 |
7664
NorthLanding Financial Partners
Rochester,
New York
| $124M | -$503K | -0.4% | 0.95% | 54.7% | 41 | 0% | 2.9 |
|
| 7665 |
7665
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| $124M | +$10.4M | +9% | 2.27% | – | 38 | 44.74% | 0.2 |
|
| 7666 |
7666
WJ Financial Advisors
Killingworth,
Connecticut
| $124M | +$11.5M | +10% | 0.33% | – | 129 | 11.63% | 0.4 |
|
| 7667 |
7667
E-Wealth Partners
Minnetonka,
Minnesota
| $124M | +$4.79M | +4% | 1.21% | – | 60 | 11.67% | 0.2 |
|
| 7668 |
7668
Marcho Partners
London,
United Kingdom
| $124M | -$40.9M | -25% | 12% | 115% | 7 | 28.57% | 3.2 |
|
| 7669 |
7669
Ally Bridge Group
New York
| $124M | +$27.8M | +29% | 23.1% | 844% | 32 | 59.38% | 0.3 |
|
| 7670 |
7670
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| $124M | +$3.46M | +3% | 0.89% | – | 80 | 10% | 0.2 |
|
| 7671 |
7671
Family Legacy Financial Solutions
Cary,
North Carolina
| $124M | -$6M | -5% | 3.92% | – | 54 | 20.37% | 0.7 |
|
| 7672 |
7672
Post Resch Tallon Group
Pittsford,
New York
| $124M | +$5.33M | +4% | 0.35% | – | 127 | 19.69% | 1 |
|
| 7673 |
7673
EDMP Inc
Lutz,
Florida
| $124M | +$2.03M | +2% | 2.21% | 78% | 75 | 14.67% | 4.2 |
|
| 7674 |
7674
Town Capital
Bel Air,
Maryland
| $124M | +$1.44M | +1% | 1.52% | – | 100 | 40% | 0.2 |
|
| 7675 |
IFO
7675
Intrepid Family Office
Sarasota,
Florida
| $124M | +$7.59M | +7% | 4.52% | – | 50 | 48% | 1.4 |
|