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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
Atlas Venture Advisors
Boston,
Massachusetts
| $122M | -$70M | -37% | 36.2% | 34.6% | 3 | 0% | 6.4 |
|
| 7727 |
7727
Red Crane Wealth Management
San Francisco,
California
| $122M | -$749K | -0.6% | 1.48% | – | 73 | 10.96% | 1 |
|
| 7728 |
7728
Farnam Financial
Phoenix,
Arizona
| $122M | -$11.4M | -9% | 1.31% | – | 56 | 17.86% | 1.2 |
|
| 7729 |
7729
SeedSafe Financial
Austin,
Texas
| $121M | +$8.54M | +8% | 1.44% | – | 35 | 8.57% | 0.2 |
|
| 7730 |
7730
CFO Capital Management
Fairfield,
Connecticut
| $121M | -$12M | -9% | 0.94% | – | 119 | 20.17% | 0.2 |
|
| 7731 |
7731
Mirabaud Asset Management
London,
United Kingdom
| $121M | -$94.5M | -44% | 2.83% | 136% | 47 | 40.43% | 1.8 |
|
| 7732 |
7732
Blue Jean Financial
Albany,
New York
| $121M | -$1.79M | -1% | 10.3% | – | 96 | 52.08% | 0.2 |
|
| 7733 |
7733
TT Capital Management
Coto De Caza,
California
| $121M | -$4.2M | -3% | 1.04% | – | 84 | 26.19% | 0.8 |
|
| 7734 |
7734
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $121M | +$9.5M | +9% | 13% | 281% | 29 | 24.14% | 2.1 |
|
| 7735 |
7735
Frisco Financial Planning
Frisco,
Texas
| $121M | +$1.58M | +1% | 0.2% | – | 30 | 16.67% | 0.9 |
|
| 7736 |
7736
Chapman Investment Management
San Anselmo,
California
| $121M | -$15.5M | -11% | 8.96% | 57.3% | 28 | 10.71% | 4.4 |
|
| 7737 |
7737
Connective Capital Management
Palo Alto,
California
| $121M | -$49.1M | -29% | 3.49% | 188% | 92 | 66.3% | 0.8 |
|
| 7738 |
7738
Candelo Capital Management
New York
| $121M | +$9.03M | +8% | 23.8% | – | 40 | 55% | 0.4 |
|
| 7739 |
7739
Paller Financial Services
Centennial,
Colorado
| $121M | -$3.84M | -3% | 3.18% | – | 46 | 8.7% | 0.2 |
|
| 7740 |
7740
Avise Financial Cooperative
Los Angeles,
California
| $121M | +$9.9M | +9% | 1.04% | – | 108 | 18.52% | 0.2 |
|
| 7741 |
7741
Fulcrum Wealth Advisors
Bellevue,
Washington
| $121M | -$774K | -0.6% | 0.7% | – | 78 | 20.51% | 0.2 |
|
| 7742 |
7742
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $121M | +$3.63M | +3% | 1.42% | – | 61 | 24.59% | 0.2 |
|
| 7743 |
7743
Sectoral Asset Management
Montreal,
Quebec, Canada
| $121M | -$4.02M | -3% | 2.22% | 168% | 84 | 20.24% | 2.9 |
|
| 7744 |
RIP
7744
Reliant Investment Partners
Pinehurst,
North Carolina
| $121M | -$6.68M | -5% | 0.17% | – | 122 | 18.03% | 1 |
|
| 7745 |
7745
Chicago Capital Management
Chicago,
Illinois
| $121M | -$26.2M | -18% | 10.4% | 270% | 43 | 51.16% | 0.3 |
|
| 7746 |
7746
Conquis Financial
Milbrae,
California
| $121M | +$4.36M | +4% | 0.87% | – | 66 | 18.18% | 1.1 |
|
| 7747 |
7747
Wiregrass Investment Management
Thomasville,
Georgia
| $121M | +$1.01M | +0.8% | 2.7% | – | 104 | 13.46% | 0.2 |
|
| 7748 |
7748
Merited Wealth
North Bay Village,
Florida
| $121M | +$12.8M | +12% | 2.64% | – | 301 | 75.08% | 0.2 |
|
| 7749 |
7749
MFG Wealth Management
Indianapolis,
Indiana
| $121M | -$7.74M | -6% | 4.9% | – | 75 | 37.33% | 0.7 |
|
| 7750 |
7750
JM2 Capital
Edmond,
Oklahoma
| $121M | -$3.83M | -3% | 3.58% | – | 119 | 11.76% | 0.2 |
|