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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Logan Stone Capital
Chicago,
Illinois
| $253M | -$14.9M | -6% | 2.28% | 43.9% | 218 | 36.7% | 0.5 |
|
| 4052 |
4052
Knuff & Co
Foster City,
California
| $253M | +$18.1M | +8% | 11.1% | 108% | 138 | 10.87% | 3.1 |
|
| 4053 |
FAP
4053
Financial Advisory Partners
Winter Park,
Florida
| $253M | +$9.9M | +4% | 2.98% | 52.9% | 70 | 15.71% | 1.1 |
|
| 4054 |
WFI
4054
West Family Investments
Carlsbad,
California
| $253M | -$40.5M | -14% | 6% | 131% | 264 | 35.61% | 1.3 |
|
| 4055 |
WA
4055
Win Advisors
Palm Beach Gardens,
Florida
| $252M | -$14.7M | -6% | 2.15% | 266% | 154 | 88.96% | 0.5 |
|
| 4056 |
4056
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $252M | +$22.4M | +10% | 6.43% | 164% | 94 | 37.23% | 2 |
|
| 4057 |
T
4057
TRUADVICE
Sarasota,
Florida
| $252M | +$62.5M | +33% | 5.25% | 21.6% | 271 | 48.71% | 0.9 |
|
| 4058 |
4058
MilWealth Group
Milwaukee,
Wisconsin
| $252M | +$8.28M | +3% | 4.76% | 39.6% | 66 | 13.64% | 2.9 |
|
| 4059 |
4059
Sovereign Investment Advisors
Phoenix,
Arizona
| $252M | +$13.7M | +6% | 3.17% | 46.6% | 33 | 3.03% | 2.5 |
|
| 4060 |
4060
Stephens Group
Little Rock,
Arkansas
| $252M | -$10.1M | -4% | 2.27% | 45% | 4 | 0% | 1.1 |
|
| 4061 |
HCM
4061
Hudson Capital Management
Ramsey,
New Jersey
| $252M | -$743K | -0.3% | 4.04% | 66.8% | 72 | 20.83% | 3.1 |
|
| 4062 |
4062
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $252M | +$8.69M | +4% | 3.42% | 19.4% | 105 | 17.14% | 1.8 |
|
| 4063 |
4063
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $252M | +$83.7M | +50% | 5.95% | 53.8% | 92 | 36.96% | 0.7 |
|
| 4064 |
NME
4064
Notis-McConarty Edward
| $252M | +$11.3M | +5% | 7.02% | 91.2% | 96 | 1.04% | 7.2 |
|
| 4065 |
4065
AXQ Capital
Jersey City,
New Jersey
| $251M | +$108M | +75% | 6.72% | 35.5% | 678 | 84.96% | 0.1 |
|
| 4066 |
4066
Windham Capital Management
Boston,
Massachusetts
| $251M | -$8.96M | -3% | 4.5% | 8.3% | 87 | 14.94% | 3.2 |
|
| 4067 |
4067
CWS Financial Advisors
Kalamazoo,
Michigan
| $251M | +$19.4M | +8% | 8.99% | 55.7% | 162 | 25.31% | 2.5 |
|
| 4068 |
FCP
4068
Fosse Capital Partners
London,
United Kingdom
| $251M | +$36.9M | +17% | 17.5% | 80% | 4 | 0% | 2.3 |
|
| 4069 |
QCI
4069
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $251M | +$19.7M | +8% | 8.25% | 107% | 22 | 13.64% | 2.9 |
|
| 4070 |
4070
WealthBridge Capital Management
Westerville,
Ohio
| $251M | +$11.7M | +5% | 6.97% | 89.4% | 204 | 10.78% | 2.6 |
|
| 4071 |
4071
Act Two Investors
Santa Cruz,
California
| $251M | +$154M | +159% | 9.51% | 74.4% | 34 | 35.29% | 2.1 |
|
| 4072 |
4072
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $251M | +$13.1M | +6% | 7.38% | 137% | 38 | 0% | 6.6 |
|
| 4073 |
4073
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $251M | +$22.1M | +10% | 5.48% | 59.7% | 294 | 24.15% | 1.6 |
|
| 4074 |
4074
Ballast Advisors
Woodbury,
Minnesota
| $251M | +$22.3M | +10% | 8.31% | 66.7% | 189 | 7.94% | 2.7 |
|
| 4075 |
BCM
4075
Birmingham Capital Management
Birmingham,
Alabama
| $251M | -$12.8M | -5% | 0.56% | 103% | 105 | 6.67% | 7.5 |
|