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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
Mountain Capital Investment Advisors
Westminster,
Colorado
| $155M | -$63.4M | -29% | 7.16% | 70.1% | 116 | 70.69% | 0.4 |
|
| 4277 |
4277
Paulson Wealth Management
Wheaton,
Illinois
| $155M | +$12M | +8% | 6.35% | 62.6% | 91 | 14.29% | 2 |
|
| 4278 |
4278
Howard Financial Services
Dallas,
Texas
| $155M | +$14M | +10% | 7.4% | 55.9% | 124 | 12.1% | 1.1 |
|
| 4279 |
4279
Cowbird Capital
New York
| $155M | +$25.4M | +20% | 28.9% | 21.3% | 10 | 20% | 0.7 |
|
| 4280 |
4280
Stolper & Co
Tulsa,
Oklahoma
| $155M | +$1.58M | +1% | 7.52% | 77.1% | 91 | 14.29% | 0.4 |
|
| 4281 |
LM
4281
Lasry Marc
| $155M | +$2.46M | +2% | 0.41% | 14.8% | 6 | 33.33% | 2.2 |
|
| 4282 |
4282
Israel Discount Bank of New York
New York
| $154M | +$7.46M | +5% | 6.4% | 40.8% | 90 | 8.89% | 2.9 |
|
| 4283 |
4283
NovaPoint Capital
Atlanta,
Georgia
| $154M | +$20M | +15% | 8.21% | 94% | 107 | 24.3% | 0.6 |
|
| 4284 |
4284
Abbot Financial Management
Andover,
Massachusetts
| $154M | +$8.76M | +6% | 8.2% | 102% | 135 | 8.89% | 2.4 |
|
| 4285 |
4285
TRV GP II
Boston,
Massachusetts
| $154M | +$18.8M | +14% | 14.1% | 20.8% | 3 | 0% | 2 |
|
| 4286 |
VST
4286
Van Strum & Towne
San Francisco,
California
| $154M | +$10.5M | +7% | 5.2% | 72.3% | 86 | 13.95% | 4.2 |
|
| 4287 |
4287
Progeny 3 Inc
Kirkland,
Washington
| $154M | +$6.71M | +5% | 4.84% | 96.8% | 26 | 11.54% | 0.9 |
|
| 4288 |
CAM
4288
Crown Advisors Management
Larkspur,
California
| $154M | +$7.63M | +5% | 19.4% | 284% | 47 | 23.4% | 1.2 |
|
| 4289 |
4289
Tower View Wealth Management
Shorewood,
Wisconsin
| $154M | +$16.9M | +12% | 11.2% | 135% | 167 | 10.18% | 1.7 |
|
| 4290 |
4290
Innealta Capital
Austin,
Texas
| $154M | +$7.79M | +5% | 6.18% | 69.8% | 55 | 30.91% | 0.9 |
|
| 4291 |
4291
Graybill Wealth Management
Elmhurst,
Illinois
| $154M | +$17.6M | +13% | 9.87% | – | 54 | 1.85% | 3.7 |
|
| 4292 |
4292
Tealwood Asset Management
Minneapolis,
Minnesota
| $153M | +$3.02M | +2% | 6.6% | 128% | 94 | 8.51% | 2.3 |
|
| 4293 |
4293
Bandera Partners
New York
| $153M | +$8.93M | +6% | 17.4% | 55.4% | 17 | 11.76% | 3 |
|
| 4294 |
4294
Reliant Wealth Planning
Louisville,
Kentucky
| $153M | -$7.89M | -5% | 6.84% | 39.4% | 9 | 33.33% | 0.5 |
|
| 4295 |
4295
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $153M | -$4.43M | -3% | 9.15% | 119% | 47 | 23.4% | 1.4 |
|
| 4296 |
GAMC
4296
Garner Asset Management Corp
Plano,
Texas
| $153M | +$18.9M | +14% | 10.4% | 103% | 158 | 10.13% | 2.5 |
|
| 4297 |
4297
LCNB Corp
Lebanon,
Ohio
| $153M | +$4.95M | +3% | 7.94% | 75.2% | 145 | 6.9% | 2.7 |
|
| 4298 |
4298
Roman Butler Fullerton & Co
St Louis,
Missouri
| $153M | +$12.7M | +9% | 10.7% | 134% | 162 | 14.2% | 1.3 |
|
| 4299 |
4299
Nationwide Asset Management
Columbus,
Ohio
| $153M | -$5.94M | -4% | 2.29% | 8.56% | 10 | 0% | 0.6 |
|
| 4300 |
4300
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $153M | +$4.86M | +3% | 8.77% | 94.5% | 97 | 14.43% | 1 |
|