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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7926 |
7926
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $113M | -$7.81M | -6% | 2.13% | – | 25 | 44% | 0.6 |
|
| 7927 |
ML
7927
MSRH LLC
New York
| $113M | +$23.3M | +26% | 39.7% | – | 33 | 27.27% | 0.2 |
|
| 7928 |
7928
Cooke Wealth Management
Irvine,
California
| $113M | -$1.7M | -1% | 0.28% | – | 38 | 5.26% | 0.2 |
|
| 7929 |
7929
Matters Capital
Miami,
Florida
| $113M | -$9.33M | -8% | 3.37% | – | 72 | 20.83% | 0.2 |
|
| 7930 |
7930
University of Wisconsin Foundation
Madison,
Wisconsin
| $113M | -$6.28M | -5% | 9.17% | 142% | 11 | 36.36% | 0.7 |
|
| 7931 |
7931
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $113M | +$3.78M | +3% | 4.5% | 50.6% | 70 | 31.43% | 1.6 |
|
| 7932 |
7932
Trustco Bank (New York)
Albany,
New York
| $113M | +$1.66M | +1% | 5.26% | 131% | 71 | 2.82% | 7.8 |
|
| 7933 |
7933
Wealth Care LLC
Merritt Island,
Florida
| $113M | – | – | 0.81% | – | 67 | – | 0 |
|
| 7934 |
7934
Oath Planning
Tulsa,
Oklahoma
| $113M | +$11.2M | +11% | 1.01% | – | 71 | 7.04% | 0.2 |
|
| 7935 |
7935
Momentum Wealth Planning
Estero,
Florida
| $113M | -$15.7M | -12% | 3.93% | – | 50 | 48% | 0.5 |
|
| 7936 |
7936
Arrowpoint Investment Partners
Singapore
| $113M | -$566M | -83% | 9.13% | – | 143 | 69.23% | 0.2 |
|
| 7937 |
7937
Argus Investors Counsel
New York
| $112M | -$12.7M | -10% | 0.47% | 132% | 116 | 21.55% | 5.6 |
|
| 7938 |
7938
Veradace Capital Management
Dallas,
Texas
| $112M | -$51.2M | -31% | 11.2% | – | 33 | 36.36% | 0.2 |
|
| 7939 |
7939
Professional Financial Solutions
Falls Chruch,
Virginia
| $112M | +$5.73M | +5% | 0.82% | – | 38 | 2.63% | 0.2 |
|
| 7940 |
7940
IFS Group
York,
Pennsylvania
| $112M | – | – | 3.04% | – | 144 | – | 0.4 |
|
| 7941 |
7941
Parrish Capital
Kennesaw,
Georgia
| $112M | +$1.79M | +2% | 4.37% | – | 87 | 2.3% | 0.2 |
|
| 7942 |
7942
Andrew Hill Investment Advisors
Naples,
Florida
| $112M | -$19.1M | -15% | 3.58% | 269% | 63 | 39.68% | 1.2 |
|
| 7943 |
7943
Diker Management
New York
| $112M | -$17.2M | -13% | 3.73% | 210% | 51 | 37.25% | 2.2 |
|
| 7944 |
APFP
7944
Action Point Financial Planning
Grand Rapids,
Michigan
| $112M | – | – | 0.77% | – | 69 | – | 0 |
|
| 7945 |
7945
New Covenant Trust Company
Jeffersonville,
Indiana
| $112M | +$1.19M | +1% | 2.47% | – | 101 | 15.84% | 1.5 |
|
| 7946 |
7946
Graetz Wealth
Jenison,
Michigan
| $112M | +$2.18M | +2% | 1.57% | – | 87 | 19.54% | 0.2 |
|
| 7947 |
7947
Vilga Financial Planning
Fair Lawn,
New Jersey
| $112M | +$7.55M | +7% | 0.91% | – | 87 | 11.49% | 0.2 |
|
| 7948 |
7948
Waystone Advisors
Redmond,
Washington
| $112M | -$4.68M | -4% | 3.57% | – | 119 | 29.41% | 0.2 |
|
| 7949 |
7949
Vitruvian Partners
London,
United Kingdom
| $112M | -$27.3M | -20% | 18.3% | 96.9% | 7 | 0% | 2.9 |
|
| 7950 |
7950
Red Tree Management
Redwood City,
California
| $112M | +$2.8M | +3% | 5.38% | – | 3 | 0% | 1.3 |
|