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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
RDA Financial Network
Akron,
Iowa
| $233M | +$11.3M | +5% | 5.95% | 93.4% | 245 | 12.65% | 1.4 |
|
| 4152 |
4152
Cannon Financial Strategists
Athens,
Georgia
| $233M | +$27.5M | +13% | 6.18% | 56.7% | 60 | 6.67% | 1.5 |
|
| 4153 |
4153
APEIRON Capital Ltd
Hong Kong
| $233M | +$25.2M | +12% | 4.19% | 362% | 10 | 20% | 0.2 |
|
| 4154 |
4154
WealthOne
Albany,
New York
| $233M | +$25.4M | +12% | 4.06% | 23.4% | 132 | 27.27% | 1.3 |
|
| 4155 |
4155
Ford Financial Group
Fresno,
California
| $233M | +$20.6M | +10% | 5.66% | 47.7% | 106 | 13.21% | 1.8 |
|
| 4156 |
MWM
4156
Mascoma Wealth Management
Hanover,
New Hampshire
| $232M | +$32.4M | +16% | 3.69% | 43.7% | 474 | 80.59% | 0.5 |
|
| 4157 |
4157
KPCB XV Associates
Menlo Park,
California
| $232M | -$655K | -0.3% | 91% | – | 4 | 0% | 0.3 |
|
| 4158 |
4158
Somerset Trust
Somerset,
Pennsylvania
| $232M | +$12.3M | +6% | 6.49% | 80.5% | 130 | 7.69% | 4.2 |
|
| 4159 |
4159
Tinicum
New York
| $232M | +$17.9M | +8% | 12.6% | 21.1% | 2 | 0% | 4.9 |
|
| 4160 |
4160
CWS Financial Advisors
Kalamazoo,
Michigan
| $232M | +$60M | +35% | 4.4% | 55.7% | 147 | 11.56% | 1 |
|
| 4161 |
4161
Capital Advisors Wealth Management
Yakima,
Washington
| $232M | – | – | 3.58% | 70.5% | 90 | – | 0 |
|
| 4162 |
4162
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $232M | +$9.7M | +4% | 7.73% | 51.1% | 414 | 21.5% | 2.5 |
|
| 4163 |
WA
4163
WP Advisors
San Francisco,
California
| $231M | +$24.4M | +12% | 7.63% | 113% | 103 | 22.33% | 1.7 |
|
| 4164 |
4164
Oarsman Capital
Milwaukee,
Wisconsin
| $231M | -$26.3M | -10% | 8.59% | 74.9% | 200 | 12.5% | 3.4 |
|
| 4165 |
4165
Piershale Financial Group
Barrington,
Illinois
| $231M | +$22.9M | +11% | 11.9% | 82% | 40 | 60% | 0.9 |
|
| 4166 |
NC
4166
Nokomis Capital
Dallas,
Texas
| $231M | +$2.76M | +1% | 19.8% | 145% | 51 | 60.78% | 1.4 |
|
| 4167 |
4167
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $231M | +$14.3M | +7% | 6.06% | 137% | 38 | 2.63% | 4.9 |
|
| 4168 |
4168
PhiloSmith Capital
Stamford,
Connecticut
| $231M | +$22M | +11% | 9.34% | 47% | 33 | 6.06% | 3.3 |
|
| 4169 |
4169
Whitener Capital Management
Rocky Mount,
North Carolina
| $231M | +$12.2M | +6% | 5.01% | 113% | 134 | 5.22% | 2.5 |
|
| 4170 |
4170
Helikon Investments
London,
United Kingdom
| $231M | +$76.1M | +49% | 8.43% | 282% | 5 | 60% | 0.2 |
|
| 4171 |
4171
Callodine Capital Management
Boston,
Massachusetts
| $230M | +$23.8M | +11% | 11% | 53.8% | 42 | 23.81% | 1 |
|
| 4172 |
4172
Birch Grove Capital
New York
| $230M | +$38.7M | +20% | 2.62% | 2.66% | 55 | 27.27% | 0.3 |
|
| 4173 |
4173
Oak Family Advisors
Chicago,
Illinois
| $230M | +$37.1M | +19% | 5.53% | 81.9% | 106 | 24.53% | 0.2 |
|
| 4174 |
4174
Courage Miller Partners
Norfolk,
Virginia
| $230M | +$12.7M | +6% | 4.78% | 43.5% | 85 | 10.59% | 5 |
|
| 4175 |
4175
Roanoke Asset Management
Jersey City,
New Jersey
| $230M | +$18.9M | +9% | 8.77% | 50.3% | 106 | 11.32% | 4.7 |
|