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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Liberty Capital Management
Birmingham,
Michigan
| $290M | +$13.6M | +5% | 3.97% | – | 124 | 2.42% | 4.7 |
|
| 3702 |
3702
Abingworth
London,
United Kingdom
| $290M | -$2.78M | -0.9% | 2.44% | 187% | 17 | 11.76% | 2.4 |
|
| 3703 |
3703
GFG Capital
Miami,
Florida
| $289M | -$20M | -6% | 3.93% | 152% | 128 | 17.97% | 0.8 |
|
| 3704 |
3704
EnCap Energy Capital Fund IX
Houston,
Texas
| $289M | +$27.9M | +11% | 46.7% | 69.2% | 4 | 0% | 2 |
|
| 3705 |
3705
Krensavage Asset Management
New York
| $289M | -$53.5M | -16% | 6.1% | 124% | 12 | 0% | 3.1 |
|
| 3706 |
3706
Cedar Brook Financial Partners
Cleveland,
Ohio
| $289M | +$6.17M | +2% | 4.87% | 47% | 353 | 18.7% | 1.4 |
|
| 3707 |
3707
Windsor Capital Management
Phoenix,
Arizona
| $289M | +$20.9M | +8% | 4.96% | 49.1% | 119 | 0.84% | 4.7 |
|
| 3708 |
3708
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $288M | +$19.2M | +7% | 9.33% | 166% | 223 | 4.93% | 3.7 |
|
| 3709 |
3709
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $288M | +$33.3M | +13% | 19.7% | 245% | 397 | 44.08% | 0.3 |
|
| 3710 |
3710
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $288M | +$27.7M | +11% | 4.56% | 44.3% | 62 | 11.29% | 0.2 |
|
| 3711 |
3711
Stewardship Financial Advisors
Stockbridge,
Georgia
| $288M | +$14.2M | +5% | 5.53% | 39.1% | 108 | 25.93% | 2.4 |
|
| 3712 |
3712
DCM International IV
Menlo Park,
California
| $288M | +$17.8M | +7% | 6.59% | – | 1 | 0% | 0.3 |
|
| 3713 |
3713
Outlook Wealth Advisors
Shenandoah,
Texas
| $288M | +$13.1M | +5% | 5.34% | 76% | 206 | 19.42% | 1.1 |
|
| 3714 |
3714
Hendley & Co
Zanesville,
Ohio
| $287M | +$28M | +11% | 5.76% | 64.9% | 72 | 9.72% | 3.9 |
|
| 3715 |
3715
Claar Advisors
New York
| $287M | +$12.1M | +4% | 5.59% | 65.5% | 41 | 34.15% | 1.3 |
|
| 3716 |
FNBOMD
3716
First National Bank of Mount Dora
Mount Dora,
Florida
| $287M | +$10.7M | +4% | 6.55% | 96.2% | 122 | 17.21% | 3.6 |
|
| 3717 |
3717
McIlrath & Eck
Arlington,
Washington
| $287M | +$16.7M | +6% | 5.46% | 44% | 799 | 14.39% | 2.1 |
|
| 3718 |
3718
Moller Wealth Partners
| $287M | +$44.9M | +19% | 7.31% | 44.1% | 54 | 16.67% | 5.1 |
|
| 3719 |
3719
WealthStone
Columbus,
Ohio
| $287M | +$4.87M | +2% | 4.74% | – | 297 | 21.55% | 0.5 |
|
| 3720 |
3720
MBL Wealth
Charlotte,
North Carolina
| $287M | +$34.1M | +14% | 5.23% | 52.7% | 158 | 22.78% | 0.2 |
|
| 3721 |
3721
Glen Eagle Advisors
Kingston,
New Jersey
| $286M | +$32.4M | +13% | 4.6% | 68.5% | 1,035 | 8.7% | 2.4 |
|
| 3722 |
AW
3722
Avion Wealth
The Woodlands,
Texas
| $286M | -$31.7M | -10% | 4.24% | 48.8% | 399 | 20.05% | 0.8 |
|
| 3723 |
3723
Seven Post Investment Office
San Francisco,
California
| $286M | +$40.1M | +16% | 9.92% | 44.4% | 45 | 8.89% | 2 |
|
| 3724 |
3724
Journey Advisory Group
Covington,
Kentucky
| $286M | +$18.6M | +7% | 4.24% | 74.9% | 195 | 8.21% | 0.2 |
|
| 3725 |
3725
Poehling Capital Management
Madison,
Wisconsin
| $286M | +$33.6M | +13% | 9.11% | 83% | 167 | 28.14% | 1.3 |
|