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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Horst & Graben Wealth Management
Portland,
Oregon
| $258M | +$29.8M | +13% | 6.71% | 62.2% | 112 | 16.96% | 0.4 |
|
| 3352 |
3352
HMS Capital Management
Nashville,
Tennessee
| $258M | +$30.2M | +13% | 9.87% | 140% | 167 | 13.17% | 1.1 |
|
| 3353 |
3353
GFG Capital
Miami,
Florida
| $257M | +$24.2M | +10% | 11.2% | 152% | 107 | 24.3% | 0.5 |
|
| 3354 |
3354
Cadence Bank NA
Houston,
Texas
| $257M | +$20.8M | +9% | 8.08% | 33.3% | 183 | 7.65% | 3.7 |
|
| 3355 |
3355
Financial Planning & Information Services
De Pere,
Wisconsin
| $257M | +$18.8M | +8% | 5.61% | 13% | 65 | 21.54% | 3.6 |
|
| 3356 |
3356
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $257M | -$1.9M | -0.7% | 5.96% | 62.3% | 103 | 14.56% | 3.6 |
|
| 3357 |
3357
Inlet Private Wealth
Jupiter,
Florida
| $257M | +$6.11M | +2% | 5.49% | 111% | 134 | 11.94% | 1.5 |
|
| 3358 |
CNBTD
3358
Citizens National Bank Trust Department
Meridian,
Mississippi
| $257M | +$22.5M | +10% | 9.65% | 124% | 119 | 3.36% | 0.4 |
|
| 3359 |
3359
Patten Group
Chattanooga,
Tennessee
| $256M | +$23.9M | +10% | 8.39% | 99% | 215 | 8.84% | 3.7 |
|
| 3360 |
3360
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $256M | -$37.2M | -13% | 8.5% | 73.6% | 28 | 14.29% | 4.6 |
|
| 3361 |
3361
Wind River Trust Company
Jackson,
Wyoming
| $256M | +$20.5M | +9% | 6.98% | 62.1% | 11 | 9.09% | 4.7 |
|
| 3362 |
3362
Boston Research & Management
Manchester,
Massachusetts
| $256M | +$15M | +6% | 8.64% | 53.2% | 101 | 3.96% | 5.6 |
|
| 3363 |
3363
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $256M | -$20.5M | -7% | 6.28% | 66.9% | 27 | 14.81% | 1.6 |
|
| 3364 |
3364
Sovereign Investment Advisors
Phoenix,
Arizona
| $255M | +$35.2M | +16% | 1.37% | 46.6% | 31 | 32.26% | 0.5 |
|
| 3365 |
3365
Financial Advisors Network
Tustin,
California
| $255M | +$10.1M | +4% | 4.34% | – | 113 | 7.08% | 2 |
|
| 3366 |
3366
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $255M | +$19.9M | +8% | 7.51% | 39% | 374 | 14.17% | 2.3 |
|
| 3367 |
3367
Wellspring Financial Advisors
Cleveland,
Ohio
| $255M | +$13M | +5% | 7.23% | 77.2% | 91 | 5.49% | 0.5 |
|
| 3368 |
3368
Cedar Brook Financial Partners
Cleveland,
Ohio
| $255M | +$30.4M | +14% | 9.17% | 47% | 310 | 14.84% | 1.2 |
|
| 3369 |
3369
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $255M | +$15.9M | +7% | 7.34% | – | 174 | 32.18% | 0.5 |
|
| 3370 |
3370
TAP Consulting
Kirkwood,
Missouri
| $254M | +$51.3M | +25% | 6.21% | 3.08% | 130 | 16.92% | 1 |
|
| 3371 |
3371
Surevest
Los Angeles,
California
| $254M | +$28.4M | +13% | 9.6% | 24.6% | 86 | 12.79% | 1.3 |
|
| 3372 |
3372
Mission Creek Capital Partners
San Francisco,
California
| $254M | +$63.3M | +33% | 8.04% | 138% | 207 | 21.74% | 0.6 |
|
| 3373 |
3373
Seven Post Investment Office
San Francisco,
California
| $254M | +$17.2M | +7% | 8.62% | 44.4% | 46 | 10.87% | 1.6 |
|
| 3374 |
3374
Dow Chemical Company
Midland,
Michigan
| $254M | -$134M | -35% | 4.98% | 29.4% | 8 | 37.5% | 2.3 |
|
| 3375 |
3375
Weld Capital Management
New York
| $254M | -$1.46M | -0.6% | 6.97% | – | 729 | 75.31% | 0.2 |
|