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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
First Washington Corp
Seattle,
Washington
| $253M | +$31.6M | +14% | 6.53% | 142% | 84 | 21.43% | 3.3 |
|
| 3977 |
3977
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $253M | +$25.5M | +11% | 6.5% | 84.6% | 104 | 9.62% | 4.6 |
|
| 3978 |
3978
Bellwether Advisors
Lincoln,
Nebraska
| $253M | +$25.3M | +11% | 6.32% | 128% | 439 | 24.6% | 0.2 |
|
| 3979 |
3979
O'Brien Greene & Co
Media,
Pennsylvania
| $252M | +$9.3M | +4% | 8.31% | 90.9% | 143 | 25.87% | 1.4 |
|
| 3980 |
3980
Fort Sheridan Advisors
Highland Park,
Illinois
| $252M | +$47M | +23% | 8.47% | 109% | 169 | 27.81% | 1.3 |
|
| 3981 |
3981
Sovereign Investment Advisors
Phoenix,
Arizona
| $252M | +$5.18M | +2% | 4.51% | 46.6% | 31 | 6.45% | 1 |
|
| 3982 |
3982
SimplyRich
Carlsbad,
California
| $252M | +$28.1M | +13% | 5.21% | 105% | 170 | 8.24% | 1.8 |
|
| 3983 |
3983
NVWM LLC
Yardley,
Pennsylvania
| $252M | +$11.5M | +5% | 6.17% | 119% | 481 | 23.28% | 1.7 |
|
| 3984 |
3984
Ninepoint Partners
Toronto,
Ontario, Canada
| $252M | -$5.59M | -2% | 16.1% | 82.6% | 98 | 45.92% | 0.8 |
|
| 3985 |
WA
3985
Wealth Advisors
Rancho Santa Fe,
California
| $252M | +$24.8M | +11% | 1.99% | 40% | 110 | 33.64% | 0.7 |
|
| 3986 |
3986
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $252M | +$62.6M | +33% | 4.57% | 63.2% | 104 | 17.31% | 1.2 |
|
| 3987 |
3987
ACK Asset Management
Greenwich,
Connecticut
| $251M | +$8.48M | +3% | 23.5% | 132% | 32 | 31.25% | 0.8 |
|
| 3988 |
3988
Stanley Capital Management
Houston,
Texas
| $251M | +$52.5M | +26% | 20.8% | 158% | 43 | 6.98% | 2.6 |
|
| 3989 |
3989
Covenant Partners
Nashville,
Tennessee
| $251M | +$15M | +6% | 6.95% | 70.3% | 208 | 17.31% | 1.4 |
|
| 3990 |
JCA
3990
Jade Capital Advisors
Essex Fells,
New Jersey
| $251M | +$116M | +85% | 16.4% | 28.9% | 100 | 57% | 0.3 |
|
| 3991 |
3991
Shaker Financial Services
Arlington,
Virginia
| $251M | +$11.3M | +5% | 5.58% | 12.9% | 191 | 28.27% | 1.2 |
|
| 3992 |
3992
Commodore Capital
New York
| $251M | +$67.1M | +36% | 37.7% | 2,121% | 35 | 31.43% | 0.2 |
|
| 3993 |
3993
Trinity Legacy Partners
Houston,
Texas
| $251M | +$30.8M | +14% | 4.48% | 63.3% | 121 | 39.67% | 0.8 |
|
| 3994 |
3994
Tealwood Asset Management
Minneapolis,
Minnesota
| $251M | +$38.1M | +18% | 13.1% | 128% | 134 | 12.69% | 2 |
|
| 3995 |
3995
Janiczek Wealth Management
Denver,
Colorado
| $251M | +$44.2M | +21% | 6.33% | 16.4% | 905 | 14.92% | 0.8 |
|
| 3996 |
3996
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $251M | +$5.65M | +2% | 8.6% | 143% | 85 | 42.35% | 0.6 |
|
| 3997 |
3997
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $251M | +$31.7M | +14% | 6.9% | 19.4% | 102 | 31.37% | 0.2 |
|
| 3998 |
3998
Strategic Wealth Partners
Independence,
Ohio
| $251M | +$12.2M | +5% | 3.24% | – | 220 | 33.64% | 1.4 |
|
| 3999 |
FA
3999
Financial Advisors
Andover,
Massachusetts
| $251M | +$25.6M | +11% | 5.01% | 71.5% | 85 | 10.59% | 1.5 |
|
| 4000 |
4000
Anfield Capital Management
Irvine,
California
| $250M | +$15.7M | +7% | 4.89% | 65.3% | 105 | 32.38% | 0.7 |
|