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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
SignalPoint Asset Management
Springfield,
Missouri
| $265M | +$24.5M | +10% | 9.89% | 36% | 208 | 8.17% | 3.9 |
|
| 3727 |
3727
Mattern Wealth Management
Lawrence,
Kansas
| $264M | +$30.8M | +13% | 9.23% | 62.2% | 159 | 15.72% | 0.8 |
|
| 3728 |
3728
Insight Advisors
Newtown,
Pennsylvania
| $264M | – | – | 13.6% | 74% | 271 | – | 0 |
|
| 3729 |
3729
AJU IB Investment Company
Seoul,
South Korea
| $264M | – | – | 50.7% | – | 11 | – | 0 |
|
| 3730 |
3730
Southern Wealth Management
Dallas,
Texas
| $264M | -$7.61M | -3% | 14.1% | 50% | 57 | 8.77% | 0.8 |
|
| 3731 |
3731
Summit Wealth & Retirement Planning
San Ramon,
California
| $264M | +$30.7M | +13% | 10.8% | 75.7% | 115 | 13.04% | 1.4 |
|
| 3732 |
3732
Bridge City Capital
Lake Oswego,
Oregon
| $263M | +$54.1M | +26% | 29.1% | 120% | 93 | 3.23% | 2.7 |
|
| 3733 |
LM
3733
Lasry Marc
| $263M | +$109M | +70% | 83.7% | 14.8% | 7 | 42.86% | 1.4 |
|
| 3734 |
3734
Brave Asset Management
Summit,
New Jersey
| $263M | +$52.3M | +25% | 15% | 76.3% | 157 | 33.76% | 3.1 |
|
| 3735 |
3735
Firestone Capital Management
Coral Gables,
Florida
| $263M | +$39.7M | +18% | 12.3% | 56.9% | 477 | 12.58% | 0.8 |
|
| 3736 |
PWM
3736
Praetorian Wealth Management
Carmel,
California
| $262M | +$35.3M | +16% | 12.2% | 60.4% | 65 | 12.31% | 0.4 |
|
| 3737 |
3737
Aspire Private Capital
Cornelius,
North Carolina
| $262M | +$17.6M | +7% | 8.89% | 55.3% | 563 | 17.23% | 0.9 |
|
| 3738 |
3738
AlphaMark Advisors
Ft. Wright,
Kentucky
| $262M | +$20.2M | +8% | 13.2% | 26.4% | 602 | 18.44% | 3.3 |
|
| 3739 |
3739
EnCap Energy Capital Fund IX
Houston,
Texas
| $261M | +$90.4M | +53% | 63.1% | 69.2% | 5 | 40% | 1.8 |
|
| 3740 |
JWCA
3740
J.W. Coons Advisors
Columbus,
Ohio
| $261M | +$20.8M | +9% | 11.4% | 61.2% | 209 | 8.61% | 0.7 |
|
| 3741 |
3741
Kelman-Lazarov Inc
Memphis,
Tennessee
| $261M | +$40.5M | +18% | 14.5% | 51.6% | 85 | 15.29% | 3 |
|
| 3742 |
3742
Blue Grotto Capital
Atlanta,
Georgia
| $261M | +$57.4M | +28% | 27.9% | 296% | 28 | 39.29% | 0.4 |
|
| 3743 |
3743
Bank of Stockton
Stockton,
California
| $260M | +$21M | +9% | 14.2% | 99.2% | 119 | 10.92% | 4.4 |
|
| 3744 |
3744
Taylor Wealth Management Partners
Boston,
Massachusetts
| $260M | +$41.9M | +19% | 17.4% | 62% | 65 | 18.46% | 1.8 |
|
| 3745 |
3745
Lunia Capital
Dallas,
Texas
| $260M | +$31.8M | +14% | 16.5% | 115% | 42 | 42.86% | 0.9 |
|
| 3746 |
3746
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $260M | – | – | 10.1% | 48.8% | 57 | – | 0 |
|
| 3747 |
3747
Jackson Square Capital
San Francisco,
California
| $260M | +$33M | +15% | 18% | 423% | 358 | 62.01% | 0.8 |
|
| 3748 |
3748
Cape Ann Asset Management
London,
United Kingdom
| $260M | +$12.2M | +5% | 44.4% | 244% | 12 | 25% | 0.7 |
|
| 3749 |
3749
Harrell Investment Partners
Austin,
Texas
| $260M | +$30.4M | +13% | 12.3% | 121% | 90 | 11.11% | 0.8 |
|
| 3750 |
3750
First Bankers Trust
Louisville,
Kentucky
| $260M | +$24.4M | +10% | 10.3% | 89.6% | 120 | 8.33% | 5.2 |
|