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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $180M | -$16M | -8% | 14.4% | 59.2% | 71 | 15.49% | 1.3 |
|
| 3452 |
HIH
3452
HRS Investment Holdings
New York
| $180M | -$37.4M | -17% | 18.9% | 21.5% | 88 | 39.77% | 1.7 |
|
| 3453 |
3453
Foresters Asset Management
Toronto,
Ontario, Canada
| $180M | -$123M | -41% | 15.2% | 55.6% | 62 | 14.52% | 2 |
|
| 3454 |
3454
Inscription Capital
Houston,
Texas
| $180M | – | – | 11.5% | – | 289 | – | 0 |
|
| 3455 |
3455
Winch Advisory Services
Appleton,
Wisconsin
| $180M | -$19.2M | -10% | 11.8% | 92.4% | 395 | 17.97% | 2.1 |
|
| 3456 |
3456
Trust Company
Manhattan,
Kansas
| $180M | -$41.9M | -19% | 14.7% | 40.6% | 378 | 26.19% | 2.5 |
|
| 3457 |
3457
Berkeley Capital Partners
Milton,
Georgia
| $180M | +$2.11M | +1% | 9.02% | 62.8% | 141 | 31.21% | 1.7 |
|
| 3458 |
3458
Amarillo National Bank
Amarillo,
Texas
| $179M | -$36.1M | -17% | 12.6% | 63.5% | 93 | 8.6% | 3.6 |
|
| 3459 |
3459
CAMG Solamere Management
Charlotte,
North Carolina
| $179M | -$16.2M | -8% | 12.3% | 51.7% | 128 | 29.69% | 1.5 |
|
| 3460 |
3460
Intercontinental Wealth Advisors
San Antonio,
Texas
| $179M | -$20.4M | -10% | 12.7% | 46.7% | 472 | 71.4% | 0.5 |
|
| 3461 |
CRM
3461
Capital Returns Management
Rye,
New York
| $179M | -$34.8M | -16% | 10.4% | 4.39% | 30 | 46.67% | 1.4 |
|
| 3462 |
3462
Keystone Financial Planning
Cleveland,
Ohio
| $179M | -$16.8M | -9% | 9.44% | 46% | 47 | 6.38% | 3.5 |
|
| 3463 |
ITIM
3463
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $179M | -$40.1M | -18% | 6.28% | 114% | 131 | 13.74% | 4.3 |
|
| 3464 |
3464
Confluence Wealth Management
Portland,
Oregon
| $179M | -$14M | -7% | 11.6% | 31.9% | 128 | 19.53% | 3 |
|
| 3465 |
3465
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $179M | -$24.4M | -12% | 13.5% | 39.1% | 39 | 25.64% | 2.9 |
|
| 3466 |
3466
Compass Group
New York
| $179M | -$34.5M | -16% | 7.42% | 64.6% | 14 | 21.43% | 0.8 |
|
| 3467 |
3467
Old Port Advisors
Portland,
Maine
| $179M | – | – | 11.9% | 114% | 173 | – | 0.4 |
|
| 3468 |
3468
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $178M | -$38M | -18% | 8.37% | 60.5% | 47 | 8.51% | 4.2 |
|
| 3469 |
3469
Timpani Capital Management
Milwaukee,
Wisconsin
| $178M | -$169M | -49% | 16.7% | 383% | 118 | 43.22% | 1 |
|
| 3470 |
3470
Summit Financial Strategies
Columbus,
Ohio
| $178M | -$41M | -19% | 14.3% | 59.4% | 67 | 25.37% | 2.4 |
|
| 3471 |
3471
Retirement Capital Strategies
San Jose,
California
| $178M | -$24.4M | -12% | 8.47% | 59% | 56 | 33.93% | 1.5 |
|
| 3472 |
3472
Ironwood Financial
Tucson,
Arizona
| $178M | -$10.2M | -5% | 8.84% | 54.1% | 411 | 15.33% | 2.4 |
|
| 3473 |
3473
TSP Capital Management Group
Summit,
New Jersey
| $178M | -$18.2M | -9% | 2.02% | 186% | 55 | 100% | 3.6 |
|
| 3474 |
3474
Private Advisory Group
Redmond,
Washington
| $178M | -$17.9M | -9% | 12.9% | 187% | 170 | 61.18% | 0.6 |
|
| 3475 |
3475
Pathway Financial Advisors
South Burlington,
Vermont
| $178M | -$2.16M | -1% | 11.6% | 52.7% | 93 | 1.08% | 0.9 |
|