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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
AG Asset Advisory
Los Angeles,
California
| $121M | +$3.89M | +3% | 6.46% | – | 27 | 11.11% | 1.1 |
|
| 7752 |
7752
Tenzing Global Management
San Francisco,
California
| $121M | -$46.6M | -28% | 9.81% | 273% | 21 | 57.14% | 0.7 |
|
| 7753 |
7753
BG Investment Services
Hagatna,
Guam
| $120M | +$8.26M | +7% | 2.44% | – | 50 | 14% | 1.6 |
|
| 7754 |
7754
Global Strategic Management
San Juan,
Puerto Rico
| $120M | +$512K | +0.4% | 6.08% | – | 31 | 32.26% | 4.3 |
|
| 7755 |
7755
Goldstream Capital Management
Central,
Hong Kong
| $120M | -$158M | -57% | 32.5% | 686% | 63 | 66.67% | 1.3 |
|
| 7756 |
WPA
7756
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $120M | -$78.3M | -39% | 5.48% | – | 1,290 | 71.55% | 0.3 |
|
| 7757 |
7757
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $120M | -$144M | -54% | 2.23% | – | 6 | 0% | 0.8 |
|
| 7758 |
7758
Davis Wealth Advisors
Salem,
New Hampshire
| $120M | +$141K | +0.1% | 1.83% | – | 75 | 12% | 1 |
|
| 7759 |
7759
Prosperity Advisers
Fort Washington,
Pennsylvania
| $120M | -$809K | -0.7% | 1.42% | – | 41 | 7.32% | 0.2 |
|
| 7760 |
7760
Madson Wealth Advisors
Santa Rosa,
California
| $120M | – | – | 0.18% | – | 84 | – | 0 |
|
| 7761 |
7761
Santa Clara Valley Transportation Authority
San Jose,
California
| $120M | +$1.3M | +1% | 0.79% | – | 4 | 0% | 1.5 |
|
| 7762 |
7762
Approach Retirement Advisors
Vestavia,
Alabama
| $120M | +$4.14M | +4% | 0.82% | – | 80 | 3.75% | 0.2 |
|
| 7763 |
B
7763
BennBridge
Edinburgh,
United Kingdom
| $120M | -$8.14M | -6% | 9.1% | – | 7 | 0% | 0.9 |
|
| 7764 |
7764
Troutman Wealth Management
Malvern,
Pennsylvania
| $120M | -$1.05M | -0.9% | 0.67% | – | 37 | 2.7% | 0.3 |
|
| 7765 |
7765
Scientech Research LLC
Jersey City,
New Jersey
| $120M | -$39.1M | -25% | 4.27% | – | 801 | 84.14% | 0.1 |
|
| 7766 |
7766
SJBenen ADVISORY
Chapel Hill,
North Carolina
| $120M | +$12.6M | +12% | 7.92% | – | 33 | 27.27% | 0.2 |
|
| 7767 |
7767
Windsor Advisory Group
Columbus,
Ohio
| $120M | +$7.63M | +7% | 3.14% | 48.2% | 103 | 43.69% | 1.4 |
|
| 7768 |
7768
AIHC Capital Management
Central,
| $120M | +$13M | +12% | 27.7% | – | 7 | 42.86% | 0.2 |
|
| 7769 |
7769
Dala Group
Hoffman Estates,
Illinois
| $120M | +$4.21M | +4% | 1.47% | – | 80 | 18.75% | 0.2 |
|
| 7770 |
7770
Ahara Advisors
Jersey City,
New Jersey
| $120M | +$9.6M | +9% | 9.44% | – | 56 | 16.07% | 0.2 |
|
| 7771 |
CM
7771
CM Management
Gulf Breeze,
Florida
| $120M | +$996K | +0.8% | 2.99% | 110% | 79 | 31.65% | 1.9 |
|
| 7772 |
7772
Commons Capital
Needham,
Massachusetts
| $120M | -$29.6M | -20% | 1.39% | 166% | 126 | 43.65% | 2 |
|
| 7773 |
7773
Yorktown Management & Research Company
Forest,
Virginia
| $120M | -$5.54M | -4% | 5.86% | 211% | 254 | 29.53% | 1.6 |
|
| 7774 |
7774
Integrated Wealthcare
Durham,
North Carolina
| $120M | +$594K | +0.5% | 1.28% | – | 29 | 6.9% | 0.2 |
|
| 7775 |
7775
Ball & Co Wealth Management
Franklin,
Tennessee
| $120M | -$35.8M | -23% | 2.36% | – | 90 | 26.67% | 1 |
|