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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
Axar Capital Management
New York
| $219M | +$147M | +202% | 172% | 680% | 3 | 33.33% | 2.3 |
|
| 4102 |
4102
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $219M | – | – | 11.6% | 19.4% | 86 | – | 0 |
|
| 4103 |
4103
United Capital Management of KS
Salina,
Kansas
| $219M | +$28.2M | +15% | 17.2% | 295% | 98 | 15.31% | 1.4 |
|
| 4104 |
4104
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $219M | +$33.5M | +18% | 12% | 63.7% | 49 | 18.37% | 1.1 |
|
| 4105 |
CA
4105
Continental Advisors
Park City,
Utah
| $219M | +$30.1M | +16% | 28.5% | 73.6% | 87 | 22.99% | 3.4 |
|
| 4106 |
4106
Cavalier Investments
Alpharetta,
Georgia
| $219M | +$71.6M | +49% | 17.7% | 171% | 104 | 40.38% | 0.6 |
|
| 4107 |
4107
Tobias Financial Advisors
Plantation,
Florida
| $219M | +$36.2M | +20% | 10.6% | 49% | 70 | 8.57% | 0.8 |
|
| 4108 |
4108
Whitener Capital Management
Rocky Mount,
North Carolina
| $218M | +$10.9M | +5% | 12.1% | 113% | 135 | 12.59% | 2.4 |
|
| 4109 |
4109
Montgomery Investment Management
Rockville,
Maryland
| $218M | +$27.4M | +14% | 17% | 105% | 81 | 2.47% | 5.1 |
|
| 4110 |
4110
Black Diamond Financial
Towson,
Maryland
| $218M | +$39.5M | +22% | 12.9% | 68.3% | 83 | 15.66% | 1.5 |
|
| 4111 |
RG
4111
Retirement Group
San Diego,
California
| $218M | +$39.5M | +22% | 21.3% | 33.7% | 775 | 17.94% | 0.8 |
|
| 4112 |
4112
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $218M | +$22.2M | +11% | 14% | 99.8% | 209 | 7.66% | 4.1 |
|
| 4113 |
4113
Guidance Point Advisors
Wellesley,
Massachusetts
| $218M | +$36.2M | +20% | 17% | 71.8% | 84 | 7.14% | 1.4 |
|
| 4114 |
4114
Weybosset Research & Management
Province,
Rhode Island
| $218M | +$35.2M | +19% | 19.8% | 74.8% | 54 | 14.81% | 3.8 |
|
| 4115 |
4115
Courage Miller Partners
Norfolk,
Virginia
| $218M | +$31.5M | +17% | 11.2% | 43.5% | 78 | 10.26% | 5.2 |
|
| 4116 |
SVG
4116
Sun Valley Gold
Sun Valley,
Idaho
| $218M | -$11.7M | -5% | 5.8% | 160% | 10 | 0% | 2.5 |
|
| 4117 |
4117
Sax Wealth Advisors
Parsippany,
New Jersey
| $218M | – | – | 15.2% | 64.3% | 133 | – | 0 |
|
| 4118 |
4118
ETF Portfolio Partners
Leawood,
Kansas
| $218M | +$26.1M | +14% | 10.5% | 50.2% | 48 | 18.75% | 2.8 |
|
| 4119 |
EE
4119
EWG Elevate
Roseville,
California
| $217M | +$45.7M | +27% | 20.1% | 76% | 79 | 29.11% | 0.6 |
|
| 4120 |
4120
DFPG Investments
Sandy,
Utah
| $217M | +$30.2M | +16% | 13.2% | 38.2% | 196 | 28.06% | 1.2 |
|
| 4121 |
4121
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $217M | +$18.8M | +9% | 11.1% | 104% | 298 | 1.34% | 5.4 |
|
| 4122 |
4122
Union Bancaire Privee Asset Management
New York
| $217M | -$44.8M | -17% | 8.06% | – | 40 | 12.5% | 1.9 |
|
| 4123 |
AP
4123
Arlington Partners
Birmingham,
Alabama
| $217M | +$34.7M | +19% | 15.2% | 46.4% | 241 | 46.47% | 1.2 |
|
| 4124 |
4124
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $217M | +$23.5M | +12% | 14.1% | – | 88 | 5.68% | 4.3 |
|
| 4125 |
4125
Heritage Way Advisors
Rockford,
Illinois
| $217M | +$26.6M | +14% | 13.9% | 79.4% | 67 | 5.97% | 2.6 |
|