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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 |
RHDIC
7676
R.H. Dinel Investment Counsel
Los Angeles,
California
| $124M | -$12.8M | -9% | 3.94% | 55.9% | 41 | 4.88% | 10.3 |
|
| 7677 |
7677
Farley Capital
New York
| $123M | -$11M | -8% | 13% | 105% | 19 | 15.79% | 5.6 |
|
| 7678 |
7678
Cadia Private Client
Parsippany,
New Jersey
| $123M | -$2.76M | -2% | 2.43% | – | 83 | 22.89% | 0.2 |
|
| 7679 |
7679
Ferguson Johnson Wealth Management
Rockville,
Maryland
| $123M | +$2.98M | +2% | 0.22% | – | 37 | 13.51% | 0.2 |
|
| 7680 |
7680
Pitti Group Wealth Management
Victor,
New York
| $123M | +$1.56M | +1% | 0.89% | 65.3% | 81 | 4.94% | 2.7 |
|
| 7681 |
7681
DRH Investments
Thousand Oaks,
California
| $123M | +$14M | +13% | 4.58% | 81.2% | 18 | 27.78% | 2.6 |
|
| 7682 |
7682
Barington Capital Group
New York
| $123M | -$29.2M | -19% | 10.8% | 71.1% | 11 | 27.27% | 2.3 |
|
| 7683 |
7683
Gumshoe Capital Management
New York
| $123M | +$17.3M | +16% | 5.17% | – | 9 | 55.56% | 0.1 |
|
| 7684 |
7684
Sound Portfolio Advisors
Mystic,
Connecticut
| $123M | +$4.05M | +3% | 0.65% | – | 45 | 28.89% | 0.2 |
|
| 7685 |
7685
Kropog Financial Group
Mandeville,
Louisiana
| $123M | -$6.01M | -5% | 2.8% | – | 36 | 27.78% | 0.8 |
|
| 7686 |
7686
Cannon Capital Management
Salt Lake City,
Utah
| $123M | +$9.38M | +8% | 2.31% | – | 28 | 3.57% | 0.2 |
|
| 7687 |
MH
7687
Mishpacha Holdings
Road Town,
| $123M | +$3.39M | +3% | 6.67% | – | 14 | 85.71% | 0.2 |
|
| 7688 |
7688
Nest Investments
Conshohocken,
Pennsylvania
| $123M | +$3.51M | +3% | 0.12% | – | 30 | 3.33% | 0.3 |
|
| 7689 |
7689
Aristotle Pacific Capital
Newport Beach,
California
| $123M | -$121M | -50% | 2.27% | 1.84% | 5 | 0% | 4 |
|
| 7690 |
7690
Boreal Capital Management
Miami,
Florida
| $123M | -$9.6M | -7% | 4.17% | – | 526 | 17.87% | 0.6 |
|
| 7691 |
7691
Adelphi Trust
Saint Petersburg,
Florida
| $123M | +$367K | +0.3% | 1.72% | – | 112 | 17.86% | 0.2 |
|
| 7692 |
7692
Kraematon Investment Advisors
Braintree,
Massachusetts
| $123M | -$2.68M | -2% | 0.35% | 89.8% | 106 | 10.38% | 2.6 |
|
| 7693 |
7693
Schubert & Co
Mckinney,
Texas
| $123M | -$2.5M | -2% | 2.21% | 47.3% | 72 | 12.5% | 2.1 |
|
| 7694 |
7694
Geremia Financial Services
Edison,
New Jersey
| $123M | +$1.56M | +1% | 3.17% | – | 11 | 18.18% | 0.2 |
|
| 7695 |
7695
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $123M | -$27.5M | -18% | 3.89% | 74.3% | 61 | 36.07% | 1.3 |
|
| 7696 |
7696
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $123M | +$1.06M | +0.9% | 0.25% | – | 117 | 13.68% | 1.2 |
|
| 7697 |
7697
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $123M | +$3.37M | +3% | 2.58% | 62.7% | 105 | 5.71% | 2.7 |
|
| 7698 |
7698
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $123M | +$11.2M | +10% | 5.35% | 34.5% | 34 | 32.35% | 2.9 |
|
| 7699 |
7699
Osbon Capital Management
Boston,
Massachusetts
| $123M | +$15.6M | +15% | 3.91% | – | 495 | 29.49% | 0.6 |
|
| 7700 |
FF
7700
Fox Financial
Wyomissing,
Pennsylvania
| $123M | -$2.89M | -2% | 2.01% | 78.9% | 12 | 8.33% | 2.2 |
|