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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
IMA Advisory Services
Denver,
Colorado
| $298M | +$21.7M | +8% | 7.48% | 74.5% | 311 | 24.44% | 2.2 |
|
| 3077 |
PT
3077
Plimoth Trust
Plymouth,
Massachusetts
| $298M | +$17M | +6% | 8.56% | 110% | 163 | 2.45% | 2.5 |
|
| 3078 |
3078
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $298M | +$5.48M | +2% | 0.11% | 61.5% | 103 | 12.62% | 1.6 |
|
| 3079 |
SA
3079
Strategic Advisors
New York
| $298M | +$30.1M | +11% | 11.2% | 106% | 160 | 15.63% | 3.2 |
|
| 3080 |
3080
American Investment Services
Great Barrington,
Massachusetts
| $298M | +$13.5M | +5% | 6.5% | 63.1% | 138 | 5.07% | 3.8 |
|
| 3081 |
OIA
3081
Optimum Investment Advisors
Chicago,
Illinois
| $298M | +$10.8M | +4% | 9.99% | 125% | 968 | 16.12% | 2.9 |
|
| 3082 |
3082
Lake Street Private Wealth
Chicago,
Illinois
| $298M | +$27.8M | +10% | 9.55% | 105% | 162 | 8.02% | 1 |
|
| 3083 |
3083
Goldstein Munger & Associates
San Ramon,
California
| $298M | +$32.4M | +12% | 7.61% | 11.9% | 39 | 5.13% | 4.5 |
|
| 3084 |
AW
3084
Avion Wealth
The Woodlands,
Texas
| $297M | +$10M | +3% | 1.84% | 48.8% | 321 | 18.07% | 0.5 |
|
| 3085 |
3085
Bishop Rock Capital
New York
| $297M | -$7.17M | -2% | 8.62% | 35.4% | 23 | 0% | 3 |
|
| 3086 |
3086
Blue Pool Management
Causeway Bay,
Hong Kong
| $297M | +$76.4M | +35% | 8.79% | 72.8% | 37 | 24.32% | 1 |
|
| 3087 |
3087
Consolidated Investment Group
Englewood,
Colorado
| $297M | +$32.6M | +12% | 11.7% | 150% | 62 | 0% | 3.5 |
|
| 3088 |
3088
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $297M | +$43.3M | +17% | 8.78% | 24.6% | 1,031 | 32.2% | 0.2 |
|
| 3089 |
3089
Westwind Capital
Las Cruces,
New Mexico
| $297M | +$33.4M | +13% | 22.8% | 87.6% | 44 | 15.91% | 1.9 |
|
| 3090 |
3090
Oberweis Asset Management
Lisle,
Illinois
| $297M | +$42.4M | +17% | 31.3% | 485% | 152 | 36.18% | 1.5 |
|
| 3091 |
3091
Ten Capital Wealth Advisors
Spokane,
Washington
| $297M | – | – | 6.86% | 25% | 107 | – | 0 |
|
| 3092 |
3092
Kavar Capital Partners Group
Leawood,
Kansas
| $297M | +$36.1M | +14% | 9.16% | 86.8% | 146 | 18.49% | 3.2 |
|
| 3093 |
3093
Hourglass Capital
Houston,
Texas
| $296M | +$14M | +5% | 5.02% | 94.4% | 120 | 3.33% | 4.3 |
|
| 3094 |
3094
Gould Asset Management
Claremont,
California
| $296M | +$10.8M | +4% | 5.76% | 48.3% | 141 | 9.93% | 4.2 |
|
| 3095 |
SIA
3095
Strategic Investment Advisors
Farmington Hills,
Michigan
| $296M | +$31.1M | +12% | 5.33% | 66.1% | 193 | 21.24% | 1.1 |
|
| 3096 |
CRCP
3096
Copper Rock Capital Partners
Boston,
Massachusetts
| $296M | -$286M | -49% | 16.9% | – | 67 | 35.82% | 1 |
|
| 3097 |
MP
3097
Mediatel Partners
Fort Worth,
Texas
| $296M | +$40.8M | +16% | 16.5% | 11.6% | 2 | 0% | 7.3 |
|
| 3098 |
3098
Carderock Capital Management
Chevy Chase,
Maryland
| $296M | +$24.7M | +9% | 14% | 97.6% | 73 | 10.96% | 4.9 |
|
| 3099 |
3099
Peavine Capital
Reno,
Nevada
| $296M | +$1.42M | +0.5% | 3.81% | 30.8% | 11 | 9.09% | 3.2 |
|
| 3100 |
3100
McNamara Financial Services
Marshfield,
Massachusetts
| $295M | +$15.7M | +6% | 5.59% | 42.6% | 51 | 11.76% | 2.8 |
|