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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
Capital Impact Advisors
Boston,
Massachusetts
| $286M | -$122M | -30% | 10.7% | – | 143 | 52.45% | 1.6 |
|
| 3727 |
3727
Aspire Private Capital
Cornelius,
North Carolina
| $286M | +$23.9M | +9% | 4.35% | 55.3% | 631 | 28.05% | 1 |
|
| 3728 |
3728
O'Dell Group
Cincinnati,
Ohio
| $286M | +$28.6M | +11% | 7.08% | 72.2% | 77 | 18.18% | 1 |
|
| 3729 |
3729
Pacifica Capital Investments
Leander,
Texas
| $285M | +$16.1M | +6% | 16.8% | 69.8% | 19 | 0% | 5.6 |
|
| 3730 |
3730
Hedeker Wealth
Lincolnshire,
Illinois
| $285M | -$1.19M | -0.4% | 3.72% | 161% | 66 | 1.52% | 3.3 |
|
| 3731 |
3731
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $285M | +$14M | +5% | 5.84% | 56.3% | 67 | 2.99% | 2.2 |
|
| 3732 |
3732
Lumbard & Kellner
Hollis,
New Hampshire
| $284M | +$30.4M | +12% | 11.7% | 137% | 105 | 8.57% | 2.8 |
|
| 3733 |
3733
JCIC Asset Management
Toronto,
Ontario, Canada
| $284M | +$36.1M | +15% | 8.21% | – | 137 | 23.36% | 2.4 |
|
| 3734 |
3734
Raffa Wealth Management
Washington,
District of Columbia
| $284M | +$2.44M | +0.9% | 1.72% | 35.8% | 1,113 | 19.23% | 1.1 |
|
| 3735 |
3735
Progressive Investment Management
Lake Oswego,
Oregon
| $284M | +$6.1M | +2% | 0.95% | 139% | 44 | 20.45% | 3.4 |
|
| 3736 |
3736
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $284M | +$17.5M | +7% | 15.3% | 39.8% | 7 | 28.57% | 3 |
|
| 3737 |
3737
Mattern Wealth Management
Lawrence,
Kansas
| $284M | +$19.3M | +7% | 6.28% | 62.2% | 163 | 12.88% | 0.9 |
|
| 3738 |
3738
JT Stratford LLC
Gainesville,
Georgia
| $284M | +$16.9M | +6% | 6.67% | 103% | 219 | 24.2% | 1.5 |
|
| 3739 |
PWM
3739
Praetorian Wealth Management
Carmel,
California
| $284M | +$21.8M | +8% | 4.89% | 60.4% | 62 | 9.68% | 0.7 |
|
| 3740 |
3740
TSP Capital Management Group
Summit,
New Jersey
| $284M | +$2.16M | +0.8% | 3.01% | 186% | 55 | 3.64% | 1.5 |
|
| 3741 |
3741
Siena Capital Partners
Chicago,
Illinois
| $283M | +$31.5M | +12% | 9.21% | 42.5% | 114 | 7.02% | 2 |
|
| 3742 |
3742
SignalPoint Asset Management
Springfield,
Missouri
| $283M | +$18.4M | +7% | 4.63% | 36% | 230 | 16.09% | 3.6 |
|
| 3743 |
3743
Little House Capital
Braintree,
Massachusetts
| $283M | +$147M | +109% | 6.41% | 118% | 170 | 77.65% | 0.6 |
|
| 3744 |
3744
Harrell Investment Partners
Austin,
Texas
| $283M | +$23M | +9% | 6.41% | 121% | 100 | 12% | 0.9 |
|
| 3745 |
3745
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $283M | +$6.19M | +2% | 6.73% | 92% | 156 | 15.38% | 2.4 |
|
| 3746 |
3746
First PREMIER Bank
Sioux Falls,
South Dakota
| $282M | +$30.2M | +12% | 4.89% | 63% | 334 | 10.48% | 3.2 |
|
| 3747 |
3747
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $282M | +$41.9M | +17% | 8.39% | 84.3% | 165 | 24.24% | 1.2 |
|
| 3748 |
3748
Lineweaver Wealth Advisors
Valley View,
Ohio
| $282M | +$26.9M | +11% | 2.91% | 68.4% | 117 | 20.51% | 0.7 |
|
| 3749 |
3749
Benin Management Corp
Wilton,
Connecticut
| $282M | +$33.5M | +13% | 6.77% | 91.7% | 102 | 9.8% | 5.3 |
|
| 3750 |
3750
Rice Partnership
Honolulu,
Hawaii
| $282M | +$14.1M | +5% | 5.53% | 135% | 122 | 18.03% | 1.7 |
|