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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Baldrige Asset Management
Allentown,
Pennsylvania
| $115M | -$6.61M | -5% | 13.5% | 43.5% | 90 | 30% | 0.8 |
|
| 4277 |
4277
Brown University
Providence,
Rhode Island
| $115M | -$69.1M | -38% | 30.6% | 40.1% | 14 | 85.71% | 0.1 |
|
| 4278 |
FA
4278
Financial Advantage
Columbia,
Maryland
| $114M | -$31.4M | -22% | 19.7% | 24.3% | 112 | 11.61% | 1.9 |
|
| 4279 |
4279
Liberty Wealth Management
Oakland,
California
| $114M | -$12.4M | -10% | 15.9% | 73% | 1,034 | 18.96% | 1 |
|
| 4280 |
4280
Axis Capital Holdings
Pembroke,
| $114M | -$21.5M | -16% | 19.9% | 76% | 3 | 33.33% | 3.6 |
|
| 4281 |
CHA
4281
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $114M | -$26.6M | -19% | 18.2% | 39.7% | 740 | 10.41% | 0.5 |
|
| 4282 |
4282
Great Hill Partners
Boston,
Massachusetts
| $114M | -$73.7M | -39% | 54.3% | 24% | 2 | 50% | 0.1 |
|
| 4283 |
4283
Wealthsimple US
Brooklyn,
New York
| $114M | -$11.9M | -9% | 8.73% | – | 37 | 37.84% | 0.2 |
|
| 4284 |
SWMG
4284
Signature Wealth Management Group
Atlanta,
Georgia
| $114M | -$44.6M | -28% | 18.2% | – | 87 | 29.89% | 1.6 |
|
| 4285 |
4285
Sowa Financial Group
Lincoln,
Rhode Island
| $114M | -$9.17M | -7% | 13.2% | 100% | 396 | 16.41% | 0.2 |
|
| 4286 |
MI
4286
Moneywise Inc
Forest,
Virginia
| $114M | -$19.3M | -15% | 20.1% | 60.8% | 47 | 29.79% | 2.2 |
|
| 4287 |
4287
Lake Point Wealth Management
Rockwall,
Texas
| $114M | -$187M | -62% | 9.81% | – | 721 | 44.8% | 1 |
|
| 4288 |
4288
Protective Life
Birmingham,
Alabama
| $113M | -$119K | -0.1% | 5.89% | 34.7% | 14 | 0% | 1.3 |
|
| 4289 |
4289
MAK Capital One
New York
| $113M | -$192M | -63% | 46.3% | 200% | 11 | 63.64% | 1.5 |
|
| 4290 |
4290
Roman Butler Fullerton & Co
St Louis,
Missouri
| $113M | -$38.2M | -25% | 14.2% | 134% | 172 | 29.07% | 1.1 |
|
| 4291 |
4291
Crystal Rock Capital Management
Bannockburn,
Illinois
| $113M | -$39.9M | -26% | 13.8% | 164% | 38 | 34.21% | 2.4 |
|
| 4292 |
4292
Interactive Financial Advisors
New Lenox,
Illinois
| $113M | -$109M | -49% | 12.4% | 51.3% | 144 | 26.39% | 4.3 |
|
| 4293 |
4293
Souders Financial Advisors
Cincinnati,
Ohio
| $113M | – | – | 15% | 59.8% | 93 | – | 0 |
|
| 4294 |
4294
Bennicas & Associates
Portola Valley,
California
| $113M | -$25.1M | -18% | 11.9% | 40.3% | 85 | 8.24% | 5.3 |
|
| 4295 |
4295
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $113M | -$37.1M | -25% | 19.8% | 66.8% | 132 | 11.36% | 2.1 |
|
| 4296 |
4296
Graybill Wealth Management
Elmhurst,
Illinois
| $113M | -$47.3M | -30% | 23.9% | – | 59 | 18.64% | 3.6 |
|
| 4297 |
PC
4297
PA Capital
Richmond,
Virginia
| $113M | +$2K | +0% | 24.1% | – | 196 | 50% | 0.5 |
|
| 4298 |
4298
Howard Financial Services
Dallas,
Texas
| $113M | -$49.6M | -31% | 22.5% | 55.9% | 136 | 33.82% | 0.9 |
|
| 4299 |
4299
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $113M | -$11.1M | -9% | 1.69% | 62.5% | 23 | 43.48% | 0.8 |
|
| 4300 |
4300
EDMP Inc
Lutz,
Florida
| $113M | -$4.29M | -4% | 24.8% | 78% | 69 | 40.58% | 2.6 |
|