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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $232M | +$27.4M | +13% | 14% | 64.1% | 182 | 6.04% | 3 |
|
| 4002 |
4002
Level Four Financial
Dallas,
Texas
| $232M | – | – | 21.8% | – | 322 | – | 0 |
|
| 4003 |
4003
Pacific Wealth Strategies Group
Santa Barbara,
California
| $232M | +$41.2M | +22% | 12.7% | 85.3% | 88 | 15.91% | 2.4 |
|
| 4004 |
4004
Corbyn Investment Management
Lutherville,
Maryland
| $231M | +$40.8M | +21% | 18.2% | 71% | 61 | 18.03% | 2.8 |
|
| 4005 |
SWMG
4005
Strategic Wealth Management Group
Fulton,
Maryland
| $231M | +$25.5M | +12% | 14.1% | – | 136 | 19.12% | 1.1 |
|
| 4006 |
4006
Elevated Capital Advisors
Sandy,
Utah
| $231M | +$17.4M | +8% | 8.81% | 50.2% | 168 | 6.55% | 1.1 |
|
| 4007 |
4007
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $230M | +$16.4M | +8% | 15.7% | 80.1% | 164 | 10.98% | 3.2 |
|
| 4008 |
4008
Forefront Analytics
West Conshohocken,
Pennsylvania
| $230M | +$16.1M | +7% | 8.76% | 59.7% | 64 | 12.5% | 1.8 |
|
| 4009 |
4009
Old Port Advisors
Portland,
Maine
| $230M | +$27.6M | +14% | 13.6% | 114% | 196 | 9.69% | 1.9 |
|
| 4010 |
4010
Cutler Capital Management
Worcester,
Massachusetts
| $230M | +$46.3M | +25% | 9.58% | 39.7% | 95 | 14.74% | 2.3 |
|
| 4011 |
4011
Defender Capital
Charlotte,
North Carolina
| $230M | +$26.7M | +13% | 16.6% | 101% | 35 | 28.57% | 1.1 |
|
| 4012 |
4012
Stokes Capital Advisors
Greenwood,
South Carolina
| $230M | +$21.7M | +10% | 8.86% | 61.3% | 70 | 5.71% | 2.3 |
|
| 4013 |
4013
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $230M | +$39.6M | +21% | 14.7% | 55.5% | 70 | 7.14% | 1.7 |
|
| 4014 |
4014
Souders Financial Advisors
Cincinnati,
Ohio
| $230M | +$17.9M | +8% | 10.9% | 59.8% | 116 | 11.21% | 0.6 |
|
| 4015 |
4015
Eidelman Virant Capital
Saint Louis,
Missouri
| $229M | +$47.8M | +26% | 23.6% | 46.2% | 211 | 43.6% | 1.4 |
|
| 4016 |
4016
Faithward Advisors
Lancaster,
Pennsylvania
| $229M | -$184M | -45% | 11.6% | 119% | 231 | 52.81% | 0.8 |
|
| 4017 |
4017
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $229M | +$33.9M | +17% | 20.6% | 95.4% | 30 | 10% | 4.4 |
|
| 4018 |
HPC
4018
Hobart Private Capital
Charlotte,
North Carolina
| $228M | +$34.6M | +18% | 9.53% | 60% | 161 | 24.22% | 1.4 |
|
| 4019 |
SPC
4019
Stony Point Capital
New York
| $228M | +$28M | +14% | 32.4% | 208% | 31 | 25.81% | 0.6 |
|
| 4020 |
4020
Summit Financial Group
Moorefield,
West Virginia
| $228M | +$26.9M | +13% | 13.3% | 26.1% | 166 | 7.23% | 2.2 |
|
| 4021 |
4021
WealthBridge Capital Management
Westerville,
Ohio
| $228M | +$33.5M | +17% | 12.9% | 89.4% | 150 | 14.67% | 1.3 |
|
| 4022 |
NC
4022
Nokomis Capital
Dallas,
Texas
| $228M | +$12.7M | +6% | 35.6% | 145% | 34 | 29.41% | 2.4 |
|
| 4023 |
4023
Corrigan Financial
Middletown,
Rhode Island
| $228M | +$27.5M | +14% | 13.3% | 9.54% | 71 | 15.49% | 2.7 |
|
| 4024 |
FC
4024
Full18 Capital
Westport,
Connecticut
| $228M | – | – | 28.3% | – | 87 | – | 0 |
|
| 4025 |
4025
Argus Investors Counsel
New York
| $228M | -$13.8M | -6% | 11.1% | 132% | 74 | 5.41% | 4.5 |
|