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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Invus Financial Advisors
New York
| $208M | -$68.8M | -25% | 2.04% | 29.5% | 9 | 33.33% | 0.7 |
|
| 3727 |
CWM
3727
Cordatus Wealth Management
Newtown,
Pennsylvania
| $208M | +$26.1M | +14% | 12.6% | 108% | 158 | 41.14% | 0.8 |
|
| 3728 |
3728
Whitener Capital Management
Rocky Mount,
North Carolina
| $208M | +$15.5M | +8% | 11.1% | 113% | 133 | 7.52% | 2.2 |
|
| 3729 |
HCA
3729
Hyperion Capital Advisors
New York
| $207M | +$37.7M | +22% | 20.7% | 86.1% | 42 | 7.14% | 0.6 |
|
| 3730 |
3730
Trinity Legacy Partners
Houston,
Texas
| $207M | +$12.1M | +6% | 4.79% | 63.3% | 91 | 21.98% | 0.8 |
|
| 3731 |
3731
Keystone Financial Planning
Cleveland,
Ohio
| $207M | +$4.22M | +2% | 2.13% | 46% | 46 | 4.35% | 4.4 |
|
| 3732 |
3732
Sage Rhino Capital
Menlo Park,
California
| $207M | +$17.4M | +9% | 9.05% | 93.9% | 176 | 8.52% | 1.1 |
|
| 3733 |
3733
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $207M | +$20.1M | +11% | 8.62% | 167% | 55 | 47.27% | 0.7 |
|
| 3734 |
3734
Ecofin Advisors
London,
United Kingdom
| $207M | +$24.2M | +13% | 23.7% | 77% | 36 | 27.78% | 2.2 |
|
| 3735 |
3735
Sutton Wealth Advisors
Tampa,
Florida
| $207M | +$15.6M | +8% | 8.68% | 40.9% | 1,263 | 8.79% | 3 |
|
| 3736 |
3736
Clifford Capital Partners
Alpine,
Utah
| $207M | +$12.9M | +7% | 8.95% | 77.3% | 35 | 8.57% | 1.8 |
|
| 3737 |
3737
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $207M | +$35.3M | +21% | 7.98% | 84.3% | 151 | 29.14% | 1.1 |
|
| 3738 |
3738
Covenant Partners
Nashville,
Tennessee
| $207M | -$8.93M | -4% | 7.64% | 70.3% | 211 | 15.17% | 1.1 |
|
| 3739 |
3739
AlphaCentric Advisors
San Juan,
Puerto Rico
| $207M | +$29.2M | +16% | 1.03% | – | 181 | 29.28% | 0.2 |
|
| 3740 |
3740
O'Dell Group
Cincinnati,
Ohio
| $206M | +$15.5M | +8% | 8.07% | 72.2% | 25 | 16% | 2.3 |
|
| 3741 |
3741
Meridian Investment Counsel
Lafayette,
California
| $206M | +$10.4M | +5% | 11% | 116% | 190 | 12.11% | 4.8 |
|
| 3742 |
3742
Investors Research Corp
Atlanta,
Georgia
| $206M | +$6.77M | +3% | 7.7% | 62.1% | 1,169 | 9.5% | 1.6 |
|
| 3743 |
3743
TIFF Advisory Services
Radnor,
Pennsylvania
| $206M | +$23.7M | +13% | 8.85% | 86.3% | 18 | 55.56% | 0.5 |
|
| 3744 |
SWMG
3744
Strategic Wealth Management Group
Fulton,
Maryland
| $206M | +$36.3M | +21% | 8.87% | – | 128 | 30.47% | 1 |
|
| 3745 |
FVCM
3745
F&V Capital Management
Boca Raton,
Florida
| $206M | +$8.11M | +4% | 9.03% | 123% | 64 | 1.56% | 3.9 |
|
| 3746 |
3746
Cowen Prime Advisors
New York
| $205M | +$29.8M | +17% | 3.66% | 116% | 216 | 34.72% | 3.7 |
|
| 3747 |
3747
Moerus Capital Management
New York
| $205M | +$25.5M | +14% | 11% | 220% | 13 | 7.69% | 1.5 |
|
| 3748 |
3748
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $205M | +$30.9M | +18% | 4% | 143% | 59 | 54.24% | 0.6 |
|
| 3749 |
3749
Weik Capital Management
Wyomissing,
Pennsylvania
| $205M | +$19.5M | +11% | 8.86% | 66.9% | 110 | 8.18% | 4.7 |
|
| 3750 |
HCM
3750
Hudson Capital Management
Ramsey,
New Jersey
| $205M | +$16.6M | +9% | 5.14% | 66.8% | 81 | 27.16% | 1.8 |
|