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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
First Financial Group
Raleigh,
North Carolina
| $88.3M | -$2.11M | -2% | 2.49% | – | 71 | 14.08% | 0.2 |
|
| 7677 |
7677
RD Lewis Holdings
Maitland,
Florida
| $88.3M | -$2.62M | -3% | 0.37% | – | 90 | 8.89% | 0.2 |
|
| 7678 |
7678
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $88.2M | +$40.8M | +86% | 0.79% | – | 179 | 64.8% | 0.1 |
|
| 7679 |
7679
Morgens Waterfall Vintiadis & Co
New York
| $88.2M | -$42.7M | -33% | 2.4% | 594% | 26 | 50% | 2.2 |
|
| 7680 |
7680
Harbert Fund Advisors
Birmingham,
Alabama
| $88.2M | -$104M | -54% | 4.38% | 70.8% | 110 | 60.91% | 1.3 |
|
| 7681 |
7681
ClientFirst Wealth Management
Little Rock,
Arkansas
| $88.2M | -$10.6M | -11% | 10.4% | – | 47 | 2.13% | 2 |
|
| 7682 |
7682
Partners Wealth Management
Carmel By The Sea,
California
| $88.2M | +$291K | +0.3% | 0.39% | – | 120 | 10% | 0.2 |
|
| 7683 |
7683
Galaxy Digital Capital Management
New York
| $88.2M | -$85.7M | -49% | 24.7% | – | 56 | 58.93% | 0.1 |
|
| 7684 |
7684
Cable Car Capital
San Francisco,
California
| $88.1M | -$2.45B | -97% | 2.88% | – | 116 | 71.55% | 0.6 |
|
| 7685 |
7685
Lane Generational
Dover,
Massachusetts
| $88.1M | -$14.3M | -14% | 9.17% | 172% | 39 | 33.33% | 1.9 |
|
| 7686 |
7686
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $88M | -$6.68M | -7% | 0.41% | – | 119 | 10.08% | 0.5 |
|
| 7687 |
7687
KDK Private Wealth Management
Houston,
Texas
| $87.8M | -$8.56M | -9% | 0.7% | – | 56 | 8.93% | 0.2 |
|
| 7688 |
7688
GK Wealth Management
Reno,
Nevada
| $87.8M | +$8.76M | +11% | 2.14% | – | 167 | 39.52% | 0.2 |
|
| 7689 |
7689
Board of the Pension Protection Fund
Croydon,
United Kingdom
| $87.6M | +$1.01M | +1% | 0.33% | – | 180 | 46.67% | 0.2 |
|
| 7690 |
7690
Foresite Capital Management V
Larkspur,
California
| $87.6M | -$32.6M | -27% | 16.1% | 401% | 7 | 28.57% | 1.7 |
|
| 7691 |
7691
In-Depth Partners
Miami,
Florida
| $87.1M | -$7.25M | -8% | 9.6% | 157% | 13 | 0% | 2.8 |
|
| 7692 |
7692
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $87.1M | +$1.28M | +1% | 1.5% | – | 36 | 30.56% | 0.7 |
|
| 7693 |
7693
Kitching Partners
Conshohocken,
Pennsylvania
| $86.9M | +$8.75M | +11% | 1.52% | 45.8% | 39 | 28.21% | 0.7 |
|
| 7694 |
7694
Campbell Deegan Wealth Management
Richmond,
Virginia
| $86.9M | +$3.68M | +4% | 1.75% | – | 45 | 13.33% | 0.2 |
|
| 7695 |
7695
Forefront Analytics
West Conshohocken,
Pennsylvania
| $86.9M | -$128M | -60% | 0.78% | 50.9% | 66 | 34.85% | 4.4 |
|
| 7696 |
7696
Data Collective IV
Palo Alto,
California
| $86.9M | -$139M | -62% | 23.7% | 317% | 6 | 16.67% | 3.1 |
|
| 7697 |
7697
Wingate Wealth Advisors
Lexington,
Massachusetts
| $86.9M | -$14.9M | -15% | 1.02% | – | 477 | 80.5% | 0.3 |
|
| 7698 |
7698
Symmetry Peak Management
Radnor,
Pennsylvania
| $86.9M | -$7.45M | -8% | 35.6% | 320% | 49 | 79.59% | 0.3 |
|
| 7699 |
CCA
7699
Covey Capital Advisors
Atlanta,
Georgia
| $86.8M | -$1.16M | -1% | 0.09% | 118% | 38 | 7.89% | 4 |
|
| 7700 |
PC
7700
Panoramic Capital
Larkspur,
California
| $86.5M | -$101M | -54% | 0.91% | – | 56 | 67.86% | 0.1 |
|