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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
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $316M | +$44.5M | +16% | 10.1% | 117% | 117 | 13.68% | 2.1 |
|
| 4052 |
4052
ETF Portfolio Partners
Leawood,
Kansas
| $316M | +$17.3M | +6% | 5.25% | 50.2% | 61 | 22.95% | 3.6 |
|
| 4053 |
4053
B&I Capital
Zurich,
Switzerland
| $316M | -$1.97M | -0.6% | 2.91% | 30.5% | 27 | 7.41% | 2.3 |
|
| 4054 |
4054
Peak Financial Management
Wellesley,
Massachusetts
| $315M | +$17.8M | +6% | 5.39% | 58.2% | 99 | 17.17% | 3.3 |
|
| 4055 |
4055
SRH Advisors
Salina,
Kansas
| $315M | +$29M | +10% | 7.64% | 55.7% | 326 | 14.42% | 5.8 |
|
| 4056 |
4056
Vitruvian Partners
London,
United Kingdom
| $315M | -$78.1M | -20% | 11.7% | 96.9% | 9 | 11.11% | 2.2 |
|
| 4057 |
4057
Goodman Advisory Group
Needham,
Massachusetts
| $315M | +$21.8M | +7% | 8.36% | 101% | 179 | 19.55% | 1.2 |
|
| 4058 |
4058
EdenTree Asset Management
London,
United Kingdom
| $315M | -$7.95M | -2% | 8.35% | 50.2% | 77 | 19.48% | 0.6 |
|
| 4059 |
4059
Alight Capital Management
New York
| $315M | +$783K | +0.2% | 16.6% | 466% | 77 | 53.25% | 0.5 |
|
| 4060 |
4060
Incline Global Management
New York
| $315M | -$2.18M | -0.7% | 6.97% | 40.1% | 25 | 24% | 1.7 |
|
| 4061 |
4061
Redmond Asset Management
Henrico,
Virginia
| $315M | +$4.57M | +1% | 8.49% | 68.2% | 161 | 8.07% | 5 |
|
| 4062 |
DI
4062
DDFG Inc
Thousand Oaks,
California
| $315M | +$19.1M | +6% | 5.99% | 56.3% | 80 | 16.25% | 1.1 |
|
| 4063 |
4063
Centric Wealth Management
Chicago,
Illinois
| $315M | +$11M | +4% | 7.97% | 44.4% | 177 | 23.73% | 1.9 |
|
| 4064 |
4064
DeDora Capital
Napa,
California
| $314M | +$29.2M | +10% | 9.45% | 91.2% | 112 | 12.5% | 2.4 |
|
| 4065 |
4065
MilWealth Group
Milwaukee,
Wisconsin
| $314M | +$11.9M | +4% | 4.24% | 39.6% | 65 | 0% | 3.7 |
|
| 4066 |
4066
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $314M | +$23M | +8% | 0% | 48% | 214 | 100% | 0 |
|
| 4067 |
4067
New Harbor Financial Group
Worcester,
Massachusetts
| $313M | +$39.3M | +14% | 2.38% | 94.6% | 58 | 32.76% | 2 |
|
| 4068 |
SWK
4068
Stephen W. Kidder
| $313M | +$3.09M | +1% | 9.36% | 94.7% | 77 | 11.69% | 6.5 |
|
| 4069 |
4069
Formula Growth
Montreal,
Quebec, Canada
| $313M | +$926K | +0.3% | 9.89% | 118% | 150 | 40% | 3.3 |
|
| 4070 |
4070
Georgetown University
Washington,
District of Columbia
| $313M | +$20.4M | +7% | 9.63% | 79.9% | 22 | 13.64% | 2.6 |
|
| 4071 |
4071
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $313M | -$14.1M | -4% | 6.24% | 52.1% | 125 | 14.4% | 3.4 |
|
| 4072 |
4072
Northwest Capital Management
Lake Oswego,
Oregon
| $312M | +$14.3M | +5% | 5.86% | 57% | 561 | 1.78% | 1.2 |
|
| 4073 |
4073
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $312M | +$24.3M | +8% | 8.89% | 76.5% | 98 | 1.02% | 6.2 |
|
| 4074 |
4074
Buckley Wealth Management
Las Vegas,
Nevada
| $312M | +$23.8M | +8% | 8.74% | 88% | 109 | 11.01% | 4.3 |
|
| 4075 |
HA
4075
Hamel Associates
Chatham,
New Jersey
| $312M | +$28M | +10% | 5.58% | 59.4% | 74 | 10.81% | 6.2 |
|