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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Wealth Architects
Mountain View,
California
| $369M | +$12M | +3% | 8.15% | 85.1% | 154 | 9.09% | 3.4 |
|
| 2752 |
2752
Acuta Capital Partners
Redwood City,
California
| $368M | +$22.1M | +6% | 41.8% | 7,269% | 62 | 56.45% | 0.5 |
|
| 2753 |
2753
Sanders Morris Harris
Houston,
Texas
| $368M | +$162M | +79% | 8.12% | 85.8% | 282 | 57.09% | 0.7 |
|
| 2754 |
2754
Blue Edge Capital
Richmond,
Virginia
| $367M | +$33.7M | +10% | 7.68% | 67.4% | 97 | 4.12% | 3.6 |
|
| 2755 |
2755
Spirit of America Management Corp
Syosset,
New York
| $367M | -$22.5M | -6% | 0.22% | 113% | 237 | 8.02% | 4.1 |
|
| 2756 |
2756
Good Life Advisors
Reading,
Pennsylvania
| $367M | +$34M | +10% | 7.57% | 60% | 272 | 15.44% | 2.3 |
|
| 2757 |
2757
Slow Capital
Greenbrae,
California
| $367M | +$26.5M | +8% | 14.1% | 156% | 299 | 45.48% | 1.1 |
|
| 2758 |
RI
2758
RPTC Inc
Jackson,
Wyoming
| $367M | +$26.3M | +8% | 7.63% | 66.4% | 6 | 0% | 3.1 |
|
| 2759 |
2759
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $367M | +$52.1M | +17% | 8.8% | 98% | 95 | 18.95% | 1.8 |
|
| 2760 |
2760
Zevin Asset Management
Boston,
Massachusetts
| $367M | +$37.5M | +11% | 8.32% | 71.7% | 91 | 15.38% | 3.9 |
|
| 2761 |
2761
Sound Income Strategies
Ft Lauderdale,
Florida
| $366M | +$31.5M | +9% | 3.48% | 31.4% | 980 | 15.92% | 1.8 |
|
| 2762 |
2762
Cornerstone Wealth Group
Huntersville,
North Carolina
| $366M | -$32.6M | -8% | 7.77% | 108% | 154 | 31.17% | 0.8 |
|
| 2763 |
2763
Evolution Wealth Advisors
Aventura,
Florida
| $366M | +$60.7M | +20% | 9.55% | 96% | 623 | 20.22% | 0.6 |
|
| 2764 |
2764
Farmers Trust Company
Youngstown,
Ohio
| $365M | +$18.8M | +5% | 8.19% | 73.5% | 158 | 7.59% | 4.3 |
|
| 2765 |
2765
Capital Planning Advisors
Roseville,
California
| $365M | +$29.1M | +9% | 10.9% | 64.2% | 135 | 13.33% | 2.6 |
|
| 2766 |
2766
Donoghue Forlines
Boston,
Massachusetts
| $365M | -$18.4M | -5% | 8.73% | 229% | 152 | 82.24% | 0.1 |
|
| 2767 |
2767
Mengis Capital Management
Portland,
Oregon
| $365M | +$27.8M | +8% | 9.44% | 104% | 160 | 3.13% | 3.4 |
|
| 2768 |
SAM
2768
Skyline Asset Management
Chicago,
Illinois
| $364M | +$9.06M | +3% | 6.26% | 26.1% | 58 | 6.9% | 4 |
|
| 2769 |
2769
ARS Wealth Advisors
St. Petersburg,
Florida
| $364M | +$43.5M | +14% | 7.69% | 62.5% | 110 | 12.73% | 3.5 |
|
| 2770 |
2770
Means Investment Company
Bangor,
Maine
| $364M | +$44.7M | +14% | 12.2% | 106% | 165 | 16.36% | 1.3 |
|
| 2771 |
2771
Altavista Wealth Management
Asheville,
North Carolina
| $364M | +$18.4M | +5% | 7.74% | 80.6% | 176 | 11.93% | 3.9 |
|
| 2772 |
2772
SOL Capital Management
Rockville,
Maryland
| $363M | +$10.3M | +3% | 6.54% | 56.6% | 223 | 5.38% | 5.2 |
|
| 2773 |
2773
Sky Investment Group
Hartford,
Connecticut
| $363M | +$72.7M | +25% | 8.85% | 81.4% | 115 | 14.78% | 4 |
|
| 2774 |
2774
Inspire Investing
Meridian,
Idaho
| $363M | +$73.8M | +26% | 6.64% | 107% | 604 | 48.18% | 1.2 |
|
| 2775 |
2775
Lindbrook Capital
Calabasas,
California
| $363M | +$26.2M | +8% | 10.9% | 35.8% | 1,920 | 15.42% | 1.2 |
|