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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $170M | +$10.7M | +7% | 8.01% | 47.8% | 401 | 70.82% | 2.2 |
|
| 4102 |
4102
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $170M | +$16.5M | +11% | 9% | 72.8% | 66 | 12.12% | 1.3 |
|
| 4103 |
4103
Freedom Day Solutions
Houston,
Texas
| $170M | +$18.7M | +12% | 13.4% | 86.6% | 94 | 7.45% | 1.5 |
|
| 4104 |
4104
AMJ Financial Wealth Management
Leesburg,
Virginia
| $170M | +$22.9M | +16% | 20.2% | 167% | 75 | 30.67% | 0.4 |
|
| 4105 |
WR
4105
Watson Rebecca
| $170M | +$2.62M | +2% | 5.03% | – | 384 | 78.65% | 0.7 |
|
| 4106 |
4106
Ogorek Anthony Joseph
Williamsville,
New York
| $170M | +$28.3M | +20% | 8.57% | 61.1% | 211 | 20.85% | 2.2 |
|
| 4107 |
4107
Liberty Wealth Management
Oakland,
California
| $170M | +$27.5M | +19% | 9.63% | 64.2% | 991 | 20.08% | 1.3 |
|
| 4108 |
4108
Smith & Howard Wealth Management
Atlanta,
Georgia
| $170M | +$8.74M | +5% | 6.44% | 43.8% | 69 | 13.04% | 2.8 |
|
| 4109 |
4109
Curtis Advisory Group
Santa Barbara,
California
| $170M | +$30.1M | +22% | 9.93% | 79.8% | 61 | 9.84% | 0.6 |
|
| 4110 |
4110
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $169M | -$52M | -23% | 4.15% | 21.9% | 38 | 5.26% | 5.1 |
|
| 4111 |
CCC
4111
Chelsea Counsel Company
Los Angeles,
California
| $169M | +$7.03M | +4% | 8.77% | 106% | 86 | 5.81% | 3.6 |
|
| 4112 |
4112
Droms Strauss Advisors
St. Louis,
Missouri
| $169M | +$23.7M | +16% | 8.13% | 74.5% | 49 | 20.41% | 1 |
|
| 4113 |
MFGP
4113
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $169M | +$18.6M | +12% | 6.81% | 65.5% | 54 | 9.26% | 1.4 |
|
| 4114 |
4114
Sanchez Wealth Management Group
Jacksonville,
Florida
| $169M | +$19.2M | +13% | 8.93% | 61.1% | 26 | 15.38% | 1.6 |
|
| 4115 |
HF
4115
Halpern Financial
Ashburn,
Virginia
| $169M | +$18.3M | +12% | 6.48% | 26.3% | 223 | 30.04% | 0.5 |
|
| 4116 |
4116
Carrhae Capital
London,
United Kingdom
| $169M | +$12.4M | +8% | 16.7% | 182% | 13 | 53.85% | 0.7 |
|
| 4117 |
AB
4117
Atlas Brown
Louisville,
Kentucky
| $169M | +$11.4M | +7% | 9% | 115% | 155 | 7.1% | 4.5 |
|
| 4118 |
PL
4118
Polianta Ltd
St Helier,
Jersey
| $169M | +$14.6M | +9% | 10% | 31.6% | 112 | 87.5% | 0.1 |
|
| 4119 |
4119
Wealth Alliance Advisory Group
Wichita,
Kansas
| $169M | +$5.84M | +4% | 6.09% | 72.7% | 136 | 9.56% | 1.9 |
|
| 4120 |
BIA
4120
Bigelow Investment Advisors
Portland,
Maine
| $169M | +$14.7M | +10% | 7.05% | 75.7% | 140 | 5.71% | 2.2 |
|
| 4121 |
4121
Fairhaven Wealth Management
Oak Brook,
Illinois
| $169M | +$17M | +11% | 8.04% | – | 104 | 9.62% | 1.1 |
|
| 4122 |
4122
Fort Sheridan Advisors
Highland Park,
Illinois
| $169M | +$6.14M | +4% | 6.41% | 109% | 126 | 16.67% | 1.3 |
|
| 4123 |
4123
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $169M | +$11.4M | +7% | 11.3% | 75.2% | 21 | 28.57% | 0.5 |
|
| 4124 |
4124
Wolff Financial Management
Kalamazoo,
Michigan
| $169M | +$11.3M | +7% | 5.39% | 56.7% | 84 | 5.95% | 1.5 |
|
| 4125 |
4125
Pacific Capital Wealth Advisors
Corona,
California
| $168M | +$20.9M | +14% | 5.28% | 54.1% | 217 | 74.65% | 0.2 |
|