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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
7751
Aldebaran Financial
| $81.8M | -$3.74M | -4% | 0.67% | 115% | 75 | 9.33% | 5.8 |
|
| 7752 |
CAS
7752
CTC Alternative Strategies
Chicago,
Illinois
| $81.8M | -$1.45M | -2% | 1.94% | 111% | 127 | 90.55% | 0 |
|
| 7753 |
7753
Pictet Bank & Trust
Nassau,
Bahamas
| $81.8M | -$18.3M | -18% | 3.81% | 82.7% | 43 | 18.6% | 5.2 |
|
| 7754 |
7754
PrairieView Wealth Partners
Orland Park,
Illinois
| $81.8M | -$10.7M | -12% | 2.88% | – | 21 | 4.76% | 0.9 |
|
| 7755 |
7755
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $81.8M | -$10M | -11% | 4.95% | 234% | 134 | 31.34% | 3.2 |
|
| 7756 |
7756
Circumference Group
Little Rock,
Arkansas
| $81.6M | -$34.7M | -30% | 17.9% | – | 28 | 21.43% | 0.9 |
|
| 7757 |
7757
ETF Store
Overland Park,
Kansas
| $81.5M | +$900K | +1% | 1.09% | 61% | 88 | 12.5% | 2.3 |
|
| 7758 |
7758
DCVC Opportunity Fund II
Palo Alto,
California
| $81.5M | -$31.5M | -28% | 27.7% | – | 2 | 0% | 3.3 |
|
| 7759 |
7759
Totem Point Management
New York
| $81.2M | -$13.2M | -14% | 4.88% | 577% | 19 | 47.37% | 1.2 |
|
| 7760 |
7760
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $81.1M | +$2.1M | +3% | 3.84% | 136% | 56 | 14.29% | 0.9 |
|
| 7761 |
7761
Charles Schwab Trust Bank
Henderson,
Nevada
| $80.7M | -$56.8M | -41% | 2.34% | – | 1 | 0% | 1 |
|
| 7762 |
7762
HGI Capital Management
New York
| $80.2M | -$17M | -18% | 0.54% | 47% | 30 | 66.67% | 0.5 |
|
| 7763 |
7763
SWP Investment Management
Independence,
Ohio
| $80.1M | – | – | 1.49% | – | 51 | – | 0 |
|
| 7764 |
7764
Arrow Capital
Sydney,
Australia
| $80.1M | -$29.1M | -27% | 3.73% | – | 48 | 91.67% | 0.1 |
|
| 7765 |
7765
Gullane Capital
Memphis,
Tennessee
| $79.9M | -$148M | -65% | 49.4% | – | 5 | 20% | 0.3 |
|
| 7766 |
7766
Rye Brook Capital
Greenwich,
Connecticut
| $79.8M | -$3.61M | -4% | 5.53% | 77.2% | 29 | 31.03% | 1.1 |
|
| 7767 |
7767
B. Riley Financial
Los Angeles,
California
| $79.5M | -$40M | -33% | 19.9% | 682% | 27 | 55.56% | 1 |
|
| 7768 |
7768
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $79.5M | -$36.6M | -32% | 6.23% | 79.6% | 44 | 50% | 0.7 |
|
| 7769 |
JPC
7769
Jabodon PT Co
Reno,
Nevada
| $79.2M | -$3.77M | -5% | 4.56% | 61.9% | 2 | 0% | 2.3 |
|
| 7770 |
7770
BIOS Capital Management
Fort Worth,
Texas
| $79.2M | -$14.9M | -16% | 15.1% | – | 6 | 0% | 0.3 |
|
| 7771 |
7771
Sage Investment Counsel
Franklin,
Tennessee
| $78.9M | +$2.14M | +3% | 0.89% | – | 132 | 18.94% | 0.2 |
|
| 7772 |
7772
MVM Partners
Boston,
Massachusetts
| $78.9M | -$45.6M | -37% | 22.1% | 77.3% | 3 | 0% | 2.3 |
|
| 7773 |
7773
Whitford Management
New York
| $78.5M | -$295M | -79% | 4.46% | 76.2% | 32 | 62.5% | 0.6 |
|
| 7774 |
7774
Bank of Marin
Novato,
California
| $78.5M | -$48M | -38% | 4.16% | 80.3% | 135 | 40.74% | 3.3 |
|
| 7775 |
7775
Prospect Financial Group
Arlington,
Virginia
| $78.4M | -$2.88M | -4% | 0% | – | 66 | 15.15% | 0.2 |
|