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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
SCC
7901
Seal Cove Capital
Palo Alto,
California
| $114M | +$6.96M | +6% | 5.31% | – | 19 | 15.79% | 0.2 |
|
| 7902 |
7902
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $114M | +$2.3M | +2% | 1.2% | – | 862 | 20.65% | 1 |
|
| 7903 |
7903
Stirlingshire Investments
New York
| $114M | +$1.32M | +1% | 0.49% | – | 221 | 27.15% | 0.2 |
|
| 7904 |
7904
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $114M | -$2.45M | -2% | 2.57% | – | 53 | 9.43% | 1.1 |
|
| 7905 |
7905
Maimon Wealth Management
Ra'anana,
Israel
| $114M | +$6.35M | +6% | 0.06% | – | 78 | 10.26% | 0.2 |
|
| 7906 |
7906
Nitorum Capital
New York
| $114M | -$338M | -75% | 4.64% | 87.1% | 26 | 26.92% | 4.3 |
|
| 7907 |
7907
CDKV Holdings
Denver,
Colorado
| $114M | -$5.63M | -5% | 2.39% | – | 284 | 5.63% | 0.2 |
|
| 7908 |
7908
Barrier Capital Management
San Francisco,
California
| $114M | -$22M | -16% | 4.25% | 216% | 23 | 65.22% | 0.7 |
|
| 7909 |
7909
CrossGen Wealth
Greenville,
North Carolina
| $114M | +$339K | +0.3% | 3.64% | – | 209 | 9.57% | 0.2 |
|
| 7910 |
7910
Nestegg Advisors
Hauppauge,
New York
| $114M | -$3.21M | -3% | 2.45% | – | 54 | 11.11% | 1.1 |
|
| 7911 |
7911
Bristlecone Value Partners
Los Angeles,
California
| $114M | +$27M | +31% | 1.98% | – | 68 | 47.06% | 0.1 |
|
| 7912 |
7912
Bosman Wealth Management
Redlands,
California
| $114M | -$8.13M | -7% | 7.77% | – | 66 | 46.97% | 0.6 |
|
| 7913 |
7913
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| $114M | -$374M | -77% | 3.25% | – | 251 | 48.21% | 0.2 |
|
| 7914 |
7914
Milestones Private Investment Advisors
Fairport,
New York
| $114M | -$31.9M | -22% | 1.88% | – | 120 | 35% | 0.8 |
|
| 7915 |
QGA
7915
Q Global Advisors
Fort Worth,
Texas
| $113M | +$11.7M | +12% | 9.67% | 79% | 53 | 16.98% | 1.7 |
|
| 7916 |
7916
Eagle Bay Advisors
New York
| $113M | -$23.6M | -17% | 1.98% | 85% | 272 | 58.82% | 2.8 |
|
| 7917 |
7917
Titan Investment Management
Indianapolis,
Indiana
| $113M | +$3.57M | +3% | 0.62% | – | 45 | 31.11% | 0.2 |
|
| 7918 |
7918
Sun Mountain Capital
Tortola,
| $113M | -$12.5M | -10% | 9.91% | – | 1 | 0% | 0.3 |
|
| 7919 |
7919
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| $113M | +$8.94M | +9% | 20.2% | – | 2 | 0% | 0.3 |
|
| 7920 |
7920
Hingham Institution for Savings
Hingham,
Massachusetts
| $113M | -$8.88M | -7% | 8.83% | – | 16 | 31.25% | 0.2 |
|
| 7921 |
7921
Sherwood Financial Partners
Westlake Village,
California
| $113M | -$2.92M | -3% | 0.84% | – | 8 | 0% | 1.1 |
|
| 7922 |
7922
Andina Capital Management
Lehi,
Utah
| $113M | -$52.3M | -32% | 3.01% | 38.9% | 182 | 56.04% | 0.9 |
|
| 7923 |
7923
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $113M | +$1.76M | +2% | 0.23% | – | 101 | 34.65% | 0.8 |
|
| 7924 |
7924
MeadowBrook Investment Advisors
Livonia,
Michigan
| $113M | -$4.3M | -4% | 2.39% | 81.5% | 205 | 14.63% | 1.8 |
|
| 7925 |
7925
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $113M | -$7.81M | -6% | 2.13% | – | 25 | 44% | 0.6 |
|