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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Burt Wealth Advisors
North Bethesda,
Maryland
| $267M | +$20.8M | +8% | 5.58% | 57.3% | 452 | 18.14% | 3.2 |
|
| 3277 |
3277
RV Capital
Schindellegi,
Switzerland
| $267M | +$11.5M | +5% | 16.5% | 250% | 6 | 33.33% | 1.2 |
|
| 3278 |
AP
3278
Agilis Partners
Waltham,
Massachusetts
| $267M | +$96M | +56% | 4.03% | 8.47% | 28 | 25% | 1.4 |
|
| 3279 |
3279
Mosaic Family Wealth
St. Louis,
Missouri
| $267M | +$24.9M | +10% | 8.37% | 85.2% | 153 | 15.03% | 3.6 |
|
| 3280 |
3280
180 Wealth Advisors
Federal Way,
Washington
| $267M | +$15M | +6% | 8.14% | 165% | 289 | 17.99% | 1.7 |
|
| 3281 |
3281
Schnieders Capital Management
Pasadena,
California
| $267M | +$15.6M | +6% | 8.45% | 118% | 167 | 8.38% | 4.3 |
|
| 3282 |
3282
Bridgeworth
Birmingham,
Alabama
| $267M | +$10.8M | +4% | 7.1% | 19.3% | 131 | 12.21% | 2.2 |
|
| 3283 |
WFI
3283
West Family Investments
Carlsbad,
California
| $266M | -$147M | -36% | 12.3% | 131% | 112 | 37.5% | 3.5 |
|
| 3284 |
3284
AIP LLC
New York
| $266M | +$60.5M | +29% | 29.3% | 54.9% | 1 | 0% | 2.8 |
|
| 3285 |
3285
BSW Wealth Partners
Boulder,
Colorado
| $266M | -$32M | -11% | 8.58% | 75.4% | 164 | 18.29% | 2.5 |
|
| 3286 |
3286
Raffa Wealth Management
Washington,
District of Columbia
| $266M | +$4.11M | +2% | 4% | 35.8% | 914 | 5.47% | 0.9 |
|
| 3287 |
TFS
3287
Thoroughbred Financial Services
Brentwood,
Tennessee
| $266M | +$25.6M | +11% | 10.5% | 179% | 238 | 15.13% | 1.1 |
|
| 3288 |
EWA
3288
ERTS Wealth Advisors
Marquette,
Michigan
| $266M | +$18.2M | +7% | 4.7% | 39.3% | 79 | 11.39% | 1.3 |
|
| 3289 |
22CM
3289
20/20 Capital Management
Costa Mesa,
California
| $266M | +$6.78M | +3% | 6.87% | – | 161 | 17.39% | 0.6 |
|
| 3290 |
3290
Brandywine Trust
Hockessin,
Delaware
| $266M | -$25.8M | -9% | 0.23% | 32.7% | 33 | 12.12% | 4.8 |
|
| 3291 |
3291
Minot Wealth Management
Westwood,
Massachusetts
| $265M | +$65.2M | +33% | 10.2% | – | 143 | 21.68% | 0.5 |
|
| 3292 |
3292
NFC Investments
Memphis,
Tennessee
| $265M | +$6.64M | +3% | 10.7% | 58% | 42 | 9.52% | 3.9 |
|
| 3293 |
3293
Intellectus Partners
San Francisco,
California
| $265M | +$6.66M | +3% | 14.2% | 157% | 245 | 28.16% | 1.9 |
|
| 3294 |
3294
9258 Wealth Management
Blue Ash,
Ohio
| $265M | +$17.9M | +7% | 10.5% | 49.6% | 308 | 11.36% | 1.1 |
|
| 3295 |
3295
Vanderbilt University
Nashville,
Tennessee
| $265M | +$1.2M | +0.5% | 6.35% | 76.4% | 11 | 45.45% | 0.7 |
|
| 3296 |
CDIA
3296
Capital Directions Investment Advisors
Atlanta,
Georgia
| $264M | +$15.6M | +6% | 7.12% | 7.53% | 222 | 17.12% | 1.9 |
|
| 3297 |
3297
RR Advisors
Dallas,
Texas
| $264M | -$59.4M | -18% | 16.7% | 115% | 23 | 17.39% | 2.6 |
|
| 3298 |
3298
Nalanda India Fund
Moka,
Mauritius
| $264M | +$37M | +16% | 16.3% | 15.3% | 1 | 0% | 1.8 |
|
| 3299 |
CIM
3299
CIM Investment Management
Pittsburgh,
Pennsylvania
| $263M | +$15.2M | +6% | 7.61% | 123% | 290 | 24.14% | 2.2 |
|
| 3300 |
3300
HT Partners
Centerbrook,
Connecticut
| $263M | +$15.1M | +6% | 5.48% | 71.1% | 35 | 8.57% | 3.2 |
|