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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $568M | -$9.09M | -2% | 2.26% | 39.5% | 51 | 15.69% | 2.7 |
|
| 3052 |
AIM
3052
Aigen Investment Management
New York
| $567M | +$57.6M | +11% | 1.82% | 55.5% | 1,039 | 66.79% | 0.3 |
|
| 3053 |
3053
IAG Wealth Partners
Waukesha,
Wisconsin
| $567M | +$25.9M | +5% | 1.73% | 54.1% | 549 | 18.76% | 2.9 |
|
| 3054 |
3054
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $567M | +$581K | +0.1% | 0.11% | 86.8% | 176 | 18.75% | 3.7 |
|
| 3055 |
3055
Sava Infond
Maribor,
Slovenia
| $566M | – | – | 5.63% | – | 211 | – | 0 |
|
| 3056 |
3056
Bellecapital
Zurich,
Switzerland
| $566M | +$62.2M | +12% | 6.53% | 152% | 173 | 20.81% | 3.4 |
|
| 3057 |
3057
Wellington Shields Capital Management
New York
| $565M | -$9.9M | -2% | 4.25% | 157% | 324 | 8.95% | 5.2 |
|
| 3058 |
CT
3058
Chicago Trust
Grayslake,
Illinois
| $565M | -$15M | -3% | 1.65% | 96.7% | 386 | 9.07% | 3.9 |
|
| 3059 |
3059
American Investment Services
Great Barrington,
Massachusetts
| $565M | -$33.7M | -6% | 0.64% | 63.1% | 162 | 6.17% | 5.2 |
|
| 3060 |
AMCA
3060
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $564M | +$10.9M | +2% | 3.49% | 129% | 146 | 11.64% | 4.8 |
|
| 3061 |
3061
Affinity Wealth Management
Wilmington,
Delaware
| $564M | +$558K | +0.1% | 4.07% | 116% | 109 | 14.68% | 2.9 |
|
| 3062 |
3062
Pinpoint Asset Management
Hong Kong
| $564M | +$98.2M | +21% | 12.9% | 185% | 126 | 53.97% | 0.5 |
|
| 3063 |
3063
Human Investing
Lake Oswego,
Oregon
| $564M | +$11.2M | +2% | 1.27% | 56.9% | 332 | 71.08% | 1 |
|
| 3064 |
3064
Gries Financial
Cleveland,
Ohio
| $563M | +$28.7M | +5% | 0.95% | 71.3% | 304 | 19.41% | 1.7 |
|
| 3065 |
AMG
3065
Asset Management Group
Stamford,
Connecticut
| $562M | -$8.64M | -2% | 0.59% | 57% | 135 | 2.22% | 7.9 |
|
| 3066 |
3066
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $562M | +$32.6M | +6% | 5.95% | – | 338 | 10.36% | 2.5 |
|
| 3067 |
3067
Horst & Graben Wealth Management
Portland,
Oregon
| $562M | +$4.77M | +0.9% | 0.43% | 62.2% | 164 | 11.59% | 2.7 |
|
| 3068 |
3068
Stieven Capital Advisors
St. Louis,
Missouri
| $562M | +$33M | +6% | 7.51% | 117% | 55 | 21.82% | 3.4 |
|
| 3069 |
3069
Capital Advisors Wealth Management
Yakima,
Washington
| $562M | +$18.9M | +3% | 1.23% | 70.5% | 183 | 14.21% | 2 |
|
| 3070 |
3070
Leelyn Smith
Geneva,
Illinois
| $561M | +$7.31M | +1% | 0.61% | 86% | 138 | 13.04% | 3.2 |
|
| 3071 |
MAA
3071
Mraz Amerine & Associates
Modesto,
California
| $561M | +$8.38M | +2% | 3.35% | 63.2% | 177 | 11.86% | 5.4 |
|
| 3072 |
3072
D.L. Carlson Investment Group
Concord,
New Hampshire
| $561M | +$8.62M | +2% | 5.8% | 113% | 155 | 11.61% | 3.8 |
|
| 3073 |
3073
Artemis Wealth Advisors
New York
| $561M | -$443M | -44% | 6.79% | 180% | 43 | 39.53% | 2.3 |
|
| 3074 |
3074
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $560M | -$32.1M | -5% | 1.94% | 95.4% | 37 | 0% | 6.3 |
|
| 3075 |
3075
Bellwether Advisors
Lincoln,
Nebraska
| $559M | +$38.6M | +7% | 3.93% | 128% | 516 | 75.97% | 0.6 |
|