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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Keeler Thomas Management
Orem,
Utah
| $159M | +$20.3M | +15% | 10.6% | 52.1% | 65 | 9.23% | 2 |
|
| 4227 |
4227
Crystal Rock Capital Management
Bannockburn,
Illinois
| $158M | +$13.7M | +9% | 14.1% | 164% | 36 | 22.22% | 2.3 |
|
| 4228 |
4228
Rampart Investment Management
Hartford,
Connecticut
| $158M | -$437M | -73% | 11% | 74% | 546 | 28.75% | 3 |
|
| 4229 |
CCP
4229
Cunning Capital Partners
Morrisville,
North Carolina
| $158M | +$16.2M | +11% | 16.1% | 268% | 29 | 10.34% | 0.5 |
|
| 4230 |
4230
Cabot-Wellington
Boston,
Massachusetts
| $158M | +$10.1M | +7% | 6.97% | 73.1% | 9 | 0% | 6.6 |
|
| 4231 |
4231
Landmark Financial Advisors
Bowling Green,
Kentucky
| $158M | +$4.61M | +3% | 4.75% | 11.8% | 60 | 0% | 4.1 |
|
| 4232 |
4232
Claro Advisors
Boston,
Massachusetts
| $158M | +$12.5M | +9% | 9.01% | 98.8% | 204 | 13.73% | 1.2 |
|
| 4233 |
MI
4233
M3F Inc
Salt Lake City,
Utah
| $158M | +$22.8M | +17% | 3.57% | 139% | 53 | 24.53% | 1.6 |
|
| 4234 |
4234
Sound Financial Strategies Group
Madison,
Mississippi
| $158M | +$3.3M | +2% | 3.35% | 27.1% | 66 | 7.58% | 0.7 |
|
| 4235 |
4235
Nikulski Financial
Bettendorf,
Iowa
| $158M | +$15.2M | +11% | 9.34% | 107% | 108 | 9.26% | 1.7 |
|
| 4236 |
4236
Davidson Capital Management
Corpus Christi,
Texas
| $158M | +$44M | +39% | 7.35% | 79.4% | 87 | 35.63% | 0.6 |
|
| 4237 |
4237
Seascape Capital Management
Portsmouth,
New Hampshire
| $157M | +$17.8M | +13% | 7.42% | 111% | 71 | 8.45% | 0.6 |
|
| 4238 |
4238
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $157M | +$45.4M | +40% | 5.91% | 75.6% | 83 | 38.55% | 0.4 |
|
| 4239 |
4239
Gables Capital Management
Miami,
Florida
| $157M | +$13.1M | +9% | 11.1% | 173% | 380 | 7.37% | 1.9 |
|
| 4240 |
ECM
4240
EII Capital Management
New York
| $157M | +$4.12M | +3% | 2.64% | 46.9% | 195 | 16.41% | 2.9 |
|
| 4241 |
4241
Voce Capital Management
San Francisco,
California
| $157M | +$13.3M | +9% | 9.04% | 69.2% | 16 | 50% | 1.4 |
|
| 4242 |
4242
Rench Wealth Management
Denton,
Texas
| $157M | +$8.71M | +6% | 6.77% | 106% | 37 | 0% | 5.3 |
|
| 4243 |
4243
BigSur Wealth Management
Miami,
Florida
| $157M | +$17.1M | +12% | 8.99% | 94.8% | 115 | 20% | 2.3 |
|
| 4244 |
4244
Wela Strategies
Atlanta,
Georgia
| $157M | -$194K | -0.1% | 3.89% | 51.3% | 46 | 32.61% | 1.6 |
|
| 4245 |
4245
MONECO Advisors
Fairfield,
Connecticut
| $157M | +$29.2M | +23% | 8.42% | 77.7% | 164 | 15.85% | 1.1 |
|
| 4246 |
4246
West Branch Capital
Amherst,
Massachusetts
| $157M | +$14.8M | +10% | 11.7% | 156% | 87 | 8.05% | 1.7 |
|
| 4247 |
4247
Wells Trecaso Financial Group
Akron,
Ohio
| $157M | +$11.7M | +8% | 12.9% | 108% | 84 | 23.81% | 2.1 |
|
| 4248 |
4248
Bishop & Co Investment Management
Erie,
Pennsylvania
| $157M | +$10.1M | +7% | 5.94% | 53.7% | 22 | 4.55% | 3.4 |
|
| 4249 |
AIA
4249
Arcadia Investment Advisors
Eagle,
Idaho
| $157M | +$9.27M | +6% | 6.92% | 56.4% | 111 | 29.73% | 1.2 |
|
| 4250 |
4250
MBM Wealth Consultants
Chesterfield,
Missouri
| $157M | +$14.8M | +10% | 4.47% | 57.1% | 238 | 13.87% | 1.4 |
|