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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
Adams Natural Resources Fund
Baltimore,
Maryland
| $406M | +$75.6M | +23% | 25.3% | 50.6% | 57 | 5.26% | 4.4 |
|
| 3077 |
3077
Winthrop Advisory Group
Boston,
Massachusetts
| $406M | +$23.3M | +6% | 5.03% | 78.3% | 145 | 17.24% | 1.7 |
|
| 3078 |
3078
St Louis Trust
Saint Louis,
Missouri
| $406M | +$59.1M | +17% | 7.73% | 77.2% | 96 | 27.08% | 2.7 |
|
| 3079 |
3079
IBEX Wealth Advisors
Bedminster,
New Jersey
| $405M | +$22.6M | +6% | 5.64% | 234% | 127 | 33.07% | 1.4 |
|
| 3080 |
3080
Marietta Investment Partners
Milwaukee,
Wisconsin
| $405M | +$12.9M | +3% | 8.49% | 160% | 174 | 14.94% | 3.1 |
|
| 3081 |
3081
RR Advisors
Dallas,
Texas
| $405M | +$61.1M | +18% | 24.2% | 115% | 22 | 31.82% | 2.6 |
|
| 3082 |
3082
SlateStone Wealth
Jupiter,
Florida
| $405M | +$3.74M | +0.9% | 3.23% | 79.1% | 181 | 14.92% | 1.4 |
|
| 3083 |
3083
McRae Capital Management
Morristown,
New Jersey
| $404M | +$55.2M | +16% | 13.1% | 78.2% | 109 | 10.09% | 4 |
|
| 3084 |
3084
Cumberland Advisors
Sarasota,
Florida
| $403M | +$130M | +48% | 8.97% | 80.7% | 64 | 14.06% | 2.2 |
|
| 3085 |
3085
180 Wealth Advisors
Federal Way,
Washington
| $403M | +$56.7M | +16% | 6.09% | 165% | 369 | 22.76% | 1.6 |
|
| 3086 |
3086
Hartford Financial Management
Hartford,
Connecticut
| $403M | +$25.9M | +7% | 8.59% | 87.9% | 398 | 15.08% | 3.6 |
|
| 3087 |
TLP
3087
Tri Locum Partners
New York
| $403M | +$128M | +46% | 11.9% | 357% | 84 | 82.14% | 0.1 |
|
| 3088 |
3088
Crewe Advisors
Salt Lake City,
Utah
| $403M | +$153M | +61% | 9.32% | 96.1% | 498 | 12.45% | 1.3 |
|
| 3089 |
3089
First National Corp
Rockland,
Massachusetts
| $403M | +$35.9M | +10% | 4.93% | 56.3% | 156 | 6.41% | 1.6 |
|
| 3090 |
3090
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $403M | +$24.8M | +7% | 8.11% | 18.3% | 162 | 21.6% | 3.3 |
|
| 3091 |
3091
Kesler Norman & Wride
Ogden,
Utah
| $403M | +$43.8M | +12% | 5.19% | 90% | 154 | 7.14% | 0.2 |
|
| 3092 |
3092
Private Capital Group
West Hartford,
Connecticut
| $403M | -$140M | -26% | 6.28% | 30.1% | 2,301 | 13.26% | 2.3 |
|
| 3093 |
3093
Tectonic Advisors
Frisco,
Texas
| $402M | +$36.6M | +10% | 5.67% | 44.9% | 210 | 16.19% | 0.2 |
|
| 3094 |
3094
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $402M | +$10.5M | +3% | 8.77% | 26.4% | 3 | 66.67% | 1.5 |
|
| 3095 |
3095
Abundance Wealth Counselors
State College,
Pennsylvania
| $402M | +$3.86M | +1% | 6.32% | 107% | 377 | 79.05% | 0.3 |
|
| 3096 |
3096
CFO4Life Group
Coppell,
Texas
| $402M | +$53.5M | +15% | 6.73% | 56.7% | 158 | 18.35% | 2 |
|
| 3097 |
3097
SIG China Investments Master Fund III
Wilimington,
Delaware
| $402M | +$62.5M | +18% | 31.9% | – | 3 | 0% | 0.3 |
|
| 3098 |
3098
Marietta Wealth Management
Marietta,
Georgia
| $401M | +$37.8M | +10% | 4.59% | 93% | 119 | 16.81% | 2.6 |
|
| 3099 |
MRCM
3099
M&R Capital Management
Summit,
New Jersey
| $401M | -$38.2M | -9% | 7.18% | 52.6% | 454 | 9.91% | 4.6 |
|
| 3100 |
SP
3100
Solel Partners
Boston,
Massachusetts
| $401M | -$4.08M | -1% | 6.44% | 25.9% | 21 | 47.62% | 0.6 |
|