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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
OneAscent Investment Solutions
Birmingham,
Alabama
| $84.2M | – | – | 0.35% | – | 115 | – | 0 |
|
| 7727 |
7727
Wedgewood Investors
Erie,
Pennsylvania
| $84.2M | -$655K | -0.8% | 1.31% | – | 102 | 10.78% | 7.5 |
|
| 7728 |
AOG
7728
Alpha Omega Group
Reston,
Virginia
| $84.1M | -$766K | -0.9% | 1.96% | 16.1% | 22 | 18.18% | 2.5 |
|
| 7729 |
7729
Diametric Capital
Boston,
Massachusetts
| $84.1M | -$64M | -43% | 4.71% | 175% | 410 | 75.12% | 0.5 |
|
| 7730 |
AC
7730
Athos Capital
Hong Kong
| $84.1M | -$137M | -62% | 10.2% | 110% | 50 | 36% | 0.8 |
|
| 7731 |
7731
Superstring Capital Management
New York
| $84M | -$31.4M | -27% | 1.98% | – | 53 | 62.26% | 0.4 |
|
| 7732 |
7732
AJU IB Investment Company
Seoul,
South Korea
| $84M | -$18.7M | -18% | 17.5% | – | 8 | 0% | 3.3 |
|
| 7733 |
RCP
7733
RPM Capital Partners
New York
| $83.8M | -$22.9M | -21% | 21.5% | 8.37% | 1 | 0% | 1.3 |
|
| 7734 |
7734
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $83.7M | -$3.67M | -4% | 2.98% | 206% | 173 | 19.08% | 4.2 |
|
| 7735 |
7735
Chung Wu Investment Group
Sugar Land,
Texas
| $83.7M | -$15.6M | -16% | 0.8% | – | 96 | 48.96% | 0.2 |
|
| 7736 |
7736
Martin Capital Partners
Eugene,
Oregon
| $83.6M | -$675K | -0.8% | 2.41% | 42.3% | 60 | 6.67% | 4.6 |
|
| 7737 |
7737
Diker Management
New York
| $83.6M | -$31.8M | -28% | 7.57% | 210% | 45 | 48.89% | 2.8 |
|
| 7738 |
7738
Brandywine Managers
Hockessin,
Delaware
| $83.4M | -$11.5M | -12% | 3.74% | 96.3% | 37 | 5.41% | 4 |
|
| 7739 |
7739
BXM Wealth
Englewood,
Colorado
| $83.2M | +$11.8M | +17% | 3.4% | – | 110 | 19.09% | 0.2 |
|
| 7740 |
7740
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $83.2M | +$4.12M | +5% | 1.64% | 75.9% | 51 | 17.65% | 2.4 |
|
| 7741 |
7741
LDR Capital Management
New York
| $82.9M | +$9.06M | +12% | 0.45% | 28.4% | 38 | 39.47% | 1.7 |
|
| 7742 |
OPL
7742
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $82.9M | +$14.2M | +21% | 31% | 77.6% | 7 | 0% | 2.5 |
|
| 7743 |
7743
Armstrong Fleming & Moore
Washington,
District of Columbia
| $82.6M | -$82.4M | -50% | 1.97% | 135% | 156 | 88.46% | 0.4 |
|
| 7744 |
MCS
7744
Mercuria Capital Strategies
Houston,
Texas
| $82.6M | -$184M | -69% | 11.5% | – | 14 | 71.43% | 0.2 |
|
| 7745 |
DCM
7745
Dilation Capital Management
New York
| $82.3M | -$26.1M | -24% | 6.61% | – | 23 | 47.83% | 0.2 |
|
| 7746 |
7746
BLKBRD Asset Management
Old Greenwich,
Connecticut
| $82.3M | +$60.8M | +284% | 3.08% | – | 27 | 96.3% | 0 |
|
| 7747 |
7747
Raffles Associates
New York
| $82.1M | -$10.7M | -12% | 4.53% | 50% | 51 | 19.61% | 3.1 |
|
| 7748 |
7748
Medici Capital
Newport Beach,
California
| $82.1M | +$1.45M | +2% | 9.47% | 127% | 19 | 36.84% | 0.7 |
|
| 7749 |
CG
7749
Curat Global
Springfield,
New Hampshire
| $82.1M | – | – | 1.65% | – | 304 | – | 0 |
|
| 7750 |
7750
Red Mountain Financial
Fort Collins,
Colorado
| $82M | -$11M | -12% | 0.63% | – | 64 | 3.13% | 1.1 |
|