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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
Estabrook Capital Management
New York
| $681M | -$5M | -0.7% | 3.34% | 87.2% | 332 | 2.71% | 8 |
|
| 3052 |
3052
Calton & Associates
Tampa,
Florida
| $681M | +$14.8M | +2% | 2.7% | 73.9% | 492 | 22.97% | 1.2 |
|
| 3053 |
3053
Thrive Wealth Management
Audubon,
Pennsylvania
| $681M | +$17.7M | +3% | 2.53% | 84.1% | 255 | 12.55% | 2.5 |
|
| 3054 |
3054
III Capital Management
Boca Raton,
Florida
| $679M | +$263M | +63% | 1.54% | 28.7% | 72 | 58.33% | 0.6 |
|
| 3055 |
3055
Huber Capital Management
El Segundo,
California
| $679M | +$47.6M | +8% | 2.74% | 70.4% | 111 | 8.11% | 5.1 |
|
| 3056 |
3056
Arrowpoint Investment Partners
Singapore
| $679M | +$579M | +578% | 4.97% | – | 153 | 81.05% | 0.1 |
|
| 3057 |
3057
Hudock Inc
Williamsport,
Pennsylvania
| $679M | +$20.3M | +3% | 2.86% | 69.7% | 203 | 6.4% | 6.3 |
|
| 3058 |
3058
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $678M | +$362M | +114% | 3.05% | 61.6% | 120 | 22.5% | 2.1 |
|
| 3059 |
3059
Acorn Financial Advisory Services
Reston,
Virginia
| $678M | +$25.8M | +4% | 1.72% | 108% | 229 | 15.72% | 3.5 |
|
| 3060 |
3060
Fortis Capital Advisors
Prairie Village,
Kansas
| $677M | +$46.3M | +7% | 3.01% | 127% | 352 | 31.25% | 0.9 |
|
| 3061 |
3061
Marquette Asset Management
Minneapolis,
Minnesota
| $677M | +$23.9M | +4% | 2.24% | 69.6% | 904 | 45.35% | 1 |
|
| 3062 |
3062
Vestwell Advisors
New York
| $677M | +$397M | +141% | 0.99% | – | 33 | 0% | 0.2 |
|
| 3063 |
3063
Austin Wealth Management
Austin,
Texas
| $677M | +$39.5M | +6% | 2.15% | 52.4% | 174 | 13.22% | 1.5 |
|
| 3064 |
IAM
3064
Infinitum Asset Management
Fort Lauderdale,
Florida
| $676M | +$132M | +24% | 1.56% | – | 23 | 34.78% | 0.7 |
|
| 3065 |
3065
Trifecta Capital Advisors
Northbrook,
Illinois
| $676M | +$18.1M | +3% | 4.36% | 149% | 455 | 46.81% | 2.2 |
|
| 3066 |
3066
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $676M | +$140M | +26% | 2.1% | 72.7% | 293 | 12.63% | 2.5 |
|
| 3067 |
3067
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $675M | +$57.2M | +9% | 6.56% | 67.9% | 93 | 11.83% | 5 |
|
| 3068 |
3068
Radnor Capital Management
Wayne,
Pennsylvania
| $674M | +$16.4M | +2% | 5.28% | 96.9% | 323 | 6.5% | 2.5 |
|
| 3069 |
3069
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $673M | +$34.1M | +5% | 8.7% | 99.9% | 81 | 4.94% | 6.3 |
|
| 3070 |
MAA
3070
Mraz Amerine & Associates
Modesto,
California
| $673M | +$31M | +5% | 3.45% | 63.2% | 197 | 7.11% | 5.1 |
|
| 3071 |
3071
AssuredPartners Investment Advisors
Tampa,
Florida
| $672M | +$223M | +50% | 3.39% | – | 357 | 29.13% | 0.6 |
|
| 3072 |
3072
Providence Equity Partners
Providence,
Rhode Island
| $671M | +$87.6M | +15% | 17.1% | 12.4% | 3 | 0% | 4.3 |
|
| 3073 |
3073
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $669M | +$40M | +6% | 1.77% | 81% | 912 | 10.64% | 4.2 |
|
| 3074 |
3074
WealthPLAN Partners
Omaha,
Nebraska
| $669M | +$2.2M | +0.3% | 2.51% | 71.6% | 289 | 19.72% | 4.2 |
|
| 3075 |
3075
Well Done LLC
Holland,
Michigan
| $669M | +$81.8M | +14% | 1.67% | 80.4% | 209 | 16.27% | 4.2 |
|