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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Certuity
North Palm Beach,
Florida
| $253M | +$38.6M | +18% | 10.5% | 197% | 225 | 29.33% | 0.5 |
|
| 3377 |
3377
TRB Advisors
New York
| $253M | +$50.7M | +25% | 10.6% | 76.1% | 12 | 33.33% | 2 |
|
| 3378 |
3378
TCI Wealth Advisors
Tucson,
Arizona
| $253M | +$19.2M | +8% | 11.1% | 68.2% | 1,737 | 16.81% | 3.2 |
|
| 3379 |
3379
Progressive Investment Management
Lake Oswego,
Oregon
| $253M | +$23.6M | +10% | 12.3% | 139% | 36 | 8.33% | 3.8 |
|
| 3380 |
3380
Rothschild Capital Partners
New York
| $253M | +$12.9M | +5% | 8.85% | 90.8% | 39 | 10.26% | 3.4 |
|
| 3381 |
3381
Northwest Quadrant Wealth Management
Bend,
Oregon
| $252M | +$15M | +6% | 5.24% | 45.6% | 60 | 13.33% | 2.8 |
|
| 3382 |
3382
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $252M | +$5.74M | +2% | 7.23% | 92% | 146 | 5.48% | 2.1 |
|
| 3383 |
CBTWT
3383
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $252M | +$13.1M | +5% | 8.9% | 124% | 125 | 6.4% | 3.6 |
|
| 3384 |
3384
Sunflower Bank
Dallas,
Texas
| $252M | +$121K | +0% | 5.05% | 42.7% | 108 | 17.59% | 0.2 |
|
| 3385 |
3385
Rainier Group Investment Advisory
Bellevue,
Washington
| $252M | +$20.7M | +9% | 7.9% | 41.4% | 74 | 22.97% | 0.7 |
|
| 3386 |
3386
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $252M | +$37.6M | +18% | 14.2% | 101% | 43 | 11.63% | 1.6 |
|
| 3387 |
3387
Firsthand Capital Management
San Jose,
California
| $252M | +$33.2M | +15% | 28.1% | 265% | 53 | 13.21% | 2.5 |
|
| 3388 |
3388
Capco Asset Management
Tampa,
Florida
| $252M | +$18.7M | +8% | 11.4% | 46.1% | 23 | 4.35% | 2.9 |
|
| 3389 |
JCM
3389
JD Capital Management
Darien,
Connecticut
| $252M | +$74.8M | +42% | 8.92% | 47.8% | 23 | 30.43% | 0.4 |
|
| 3390 |
3390
Outlook Wealth Advisors
Shenandoah,
Texas
| $252M | +$15.6M | +7% | 6.92% | 76% | 178 | 15.73% | 0.9 |
|
| 3391 |
3391
Financial Sense Advisors
San Diego,
California
| $251M | -$28.8M | -10% | 5.39% | 152% | 114 | 33.33% | 1.2 |
|
| 3392 |
FA
3392
FMA Advisory
Harrisburg,
Pennsylvania
| $251M | +$28.4M | +13% | 6.72% | 46.7% | 164 | 9.15% | 2.4 |
|
| 3393 |
3393
Alera Investment Advisors
Deerfield,
Illinois
| $251M | +$61.1M | +32% | 7.81% | 28.9% | 91 | 24.18% | 1 |
|
| 3394 |
3394
SFE Investment Counsel
Los Angeles,
California
| $251M | +$24.9M | +11% | 10.8% | 114% | 112 | 10.71% | 3.8 |
|
| 3395 |
3395
W.L. Ross & Co
Dallas,
Texas
| $251M | +$29.4M | +13% | 18% | – | 3 | 0% | 0.8 |
|
| 3396 |
3396
Perkins Coie Trust Company
Seattle,
Washington
| $250M | +$7.41M | +3% | 9.41% | 83.2% | 302 | 18.21% | 5.1 |
|
| 3397 |
3397
Bayview Asset Management
Coral Gables,
Florida
| $250M | +$20M | +9% | 9.45% | 55.4% | 12 | 25% | 1.2 |
|
| 3398 |
3398
HHM Wealth Advisors
Chattanooga,
Tennessee
| $250M | +$10.8M | +4% | 7.75% | 62.3% | 551 | 10.71% | 0.6 |
|
| 3399 |
3399
Fruth Investment Management
Houston,
Texas
| $250M | +$12.9M | +5% | 8.93% | 79.4% | 206 | 9.22% | 5.3 |
|
| 3400 |
3400
Claar Advisors
New York
| $250M | -$3.6M | -1% | 9.38% | 65.5% | 35 | 20% | 1.3 |
|