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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Tenzing Global Management
San Francisco,
California
| $223M | +$19.4M | +10% | 47.8% | 273% | 24 | 41.67% | 0.9 |
|
| 3602 |
3602
Buckley Wealth Management
Las Vegas,
Nevada
| $223M | +$2.29M | +1% | 7.31% | 88% | 125 | 14.4% | 2.3 |
|
| 3603 |
3603
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $223M | +$41.7M | +23% | 10.1% | 96.7% | 770 | 79.87% | 0.6 |
|
| 3604 |
3604
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $222M | +$36M | +19% | 11.1% | 56.9% | 161 | 16.77% | 1.2 |
|
| 3605 |
SCP
3605
Syntal Capital Partners
Midland,
Texas
| $222M | +$10.3M | +5% | 10.8% | 102% | 132 | 37.12% | 1.5 |
|
| 3606 |
3606
Oarsman Capital
Milwaukee,
Wisconsin
| $222M | +$19.6M | +10% | 6.68% | 74.9% | 183 | 8.74% | 3.5 |
|
| 3607 |
3607
Crestwood Capital Management
New York
| $221M | +$36.2M | +20% | 15.8% | 203% | 28 | 25% | 1.8 |
|
| 3608 |
3608
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $221M | +$12.2M | +6% | 8.03% | 83.6% | 164 | 4.27% | 4.2 |
|
| 3609 |
3609
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $221M | – | – | 9.83% | 245% | 307 | – | 0 |
|
| 3610 |
AWAM
3610
Appian Way Asset Management
New York
| $221M | +$14.4M | +7% | 16.6% | 49.4% | 72 | 73.61% | 0.2 |
|
| 3611 |
3611
RDA Financial Network
Akron,
Iowa
| $221M | +$20.3M | +10% | 6.45% | 93.4% | 234 | 9.83% | 1.1 |
|
| 3612 |
3612
American Money Management
Rancho Santa Fe,
California
| $221M | +$6.29M | +3% | 7.93% | 65% | 81 | 7.41% | 3.6 |
|
| 3613 |
GCMG
3613
Gyroscope Capital Management Group
Naples,
Florida
| $221M | +$77K | +0% | 4.25% | 24.8% | 130 | 29.23% | 1.7 |
|
| 3614 |
3614
Forest Hill Capital
Little Rock,
Arkansas
| $220M | -$11.9M | -5% | 1.79% | 132% | 47 | 12.77% | 4.3 |
|
| 3615 |
3615
Kelman-Lazarov Inc
Memphis,
Tennessee
| $220M | +$4.26M | +2% | 8.95% | 51.6% | 76 | 5.26% | 3.3 |
|
| 3616 |
BCM
3616
Birmingham Capital Management
Birmingham,
Alabama
| $220M | +$14.7M | +7% | 9.61% | 103% | 98 | 4.08% | 5.6 |
|
| 3617 |
3617
AlphaSimPlex Group
Boston,
Massachusetts
| $220M | +$86.5M | +65% | 11.7% | 35.5% | 332 | 41.87% | 0.5 |
|
| 3618 |
3618
Westside Investment Management
Santa Monica,
California
| $220M | +$50.1M | +30% | 24.1% | 126% | 706 | 9.07% | 2.6 |
|
| 3619 |
CCM
3619
CWH Capital Management
Spokane,
Washington
| $220M | +$14.4M | +7% | 6.34% | 29.9% | 91 | 31.87% | 1.9 |
|
| 3620 |
3620
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $220M | +$18.4M | +9% | 10.3% | 93.2% | 144 | 13.89% | 3.2 |
|
| 3621 |
3621
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $220M | +$27.8M | +14% | 12.1% | 58.6% | 89 | 22.47% | 2.2 |
|
| 3622 |
3622
Bullseye Asset Management
Denver,
Colorado
| $219M | +$32.2M | +17% | 17.9% | 81% | 112 | 27.68% | 0.5 |
|
| 3623 |
3623
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $219M | +$13.2M | +6% | 11.8% | 164% | 92 | 41.3% | 1.7 |
|
| 3624 |
DI
3624
Diligent Investors
Redlands,
California
| $219M | +$15.1M | +7% | 7.14% | 82.2% | 215 | 10.23% | 3.1 |
|
| 3625 |
3625
WealthStone
Columbus,
Ohio
| $219M | +$9.38M | +4% | 7.96% | – | 263 | 57.41% | 0.3 |
|