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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
Denver PWM
Denver,
Colorado
| $201M | +$29.3M | +17% | 11.7% | 48.6% | 92 | 26.09% | 1.5 |
|
| 4277 |
4277
Garrison Point Capital
Walnut Creek,
California
| $201M | +$20.7M | +11% | 2.18% | – | 21 | 4.76% | 0.5 |
|
| 4278 |
JAMH
4278
Junson Asset Management (HK)
Hong Kong
| $201M | – | – | 25.4% | – | 67 | – | 0 |
|
| 4279 |
4279
Wills Financial Group
Richmond,
Virginia
| $201M | +$28.6M | +17% | 9.28% | 75.9% | 59 | 20.34% | 3.9 |
|
| 4280 |
4280
Steginsky Capital
Port Washington,
New York
| $200M | +$23.5M | +13% | 14.6% | 99.4% | 8 | 0% | 3.9 |
|
| 4281 |
AAG
4281
Avalon Advisory Group
Wexford,
Pennsylvania
| $200M | +$14.2M | +8% | 8.36% | 46% | 10 | 0% | 0.9 |
|
| 4282 |
4282
Stadium Capital Management
New Canaan,
Connecticut
| $200M | -$10.8M | -5% | 27.2% | 10.9% | 14 | 35.71% | 1.1 |
|
| 4283 |
4283
Sitrin Capital Management
Century City,
California
| $200M | +$11.4M | +6% | 9.92% | 139% | 38 | 7.89% | 2.1 |
|
| 4284 |
4284
Aries Wealth Management
Portland,
Maine
| $200M | +$24M | +14% | 12.1% | 87.7% | 167 | 11.98% | 2 |
|
| 4285 |
4285
Deer IX & Co
Larchmont,
New York
| $200M | – | – | 40.3% | – | 3 | – | 0 |
|
| 4286 |
4286
FSA Wealth Management
Needham,
Massachusetts
| $200M | +$44.3M | +29% | 15.1% | – | 274 | 81.39% | 0.2 |
|
| 4287 |
4287
Towerpoint Wealth
Sacramento,
California
| $200M | +$20M | +11% | 10.5% | 67.7% | 76 | 15.79% | 1.7 |
|
| 4288 |
4288
FC Advisory
West Chester,
Pennsylvania
| $200M | +$22.7M | +13% | 11% | 46.6% | 64 | 7.81% | 3.5 |
|
| 4289 |
MWM
4289
Mascoma Wealth Management
Hanover,
New Hampshire
| $200M | – | – | 8.6% | 43.7% | 92 | – | 2.4 |
|
| 4290 |
4290
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $200M | +$25.4M | +15% | 15.1% | 68% | 75 | 14.67% | 2.3 |
|
| 4291 |
4291
Keating Investment Counselors
Delray Beach,
Florida
| $200M | +$8.78M | +5% | 8.65% | 50% | 61 | 9.84% | 5.3 |
|
| 4292 |
4292
Delta Financial Advisors
New Orleans,
Louisiana
| $200M | +$18.9M | +10% | 14.2% | 107% | 109 | 5.5% | 1.3 |
|
| 4293 |
4293
Prince Street Capital Management
New York
| $200M | +$70.8M | +55% | 47% | 302% | 23 | 56.52% | 0.8 |
|
| 4294 |
4294
Alethea Capital Management
Mercer Island,
Washington
| $199M | +$51.7M | +35% | 8.04% | 246% | 91 | 47.25% | 1.9 |
|
| 4295 |
4295
IAM Advisory
Easton,
Pennsylvania
| $199M | – | – | 12% | 74.5% | 63 | – | 0 |
|
| 4296 |
4296
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $199M | +$9.8M | +5% | 7.58% | 67.6% | 8 | 0% | 0.8 |
|
| 4297 |
CCP
4297
Camelot Capital Partners
Laguna Beach,
California
| $199M | +$49.3M | +33% | 32.9% | – | 2 | 0% | 0.5 |
|
| 4298 |
SC
4298
Schulhoff & Co
Cincinnati,
Ohio
| $199M | +$12.9M | +7% | 10.4% | 58.8% | 110 | 4.55% | 5.5 |
|
| 4299 |
4299
Stanley Capital Management
Houston,
Texas
| $199M | +$54.6M | +38% | 34.7% | 158% | 44 | 13.64% | 2.5 |
|
| 4300 |
4300
Intrepid Capital Management
Jacksonville Beach,
Florida
| $199M | +$26.8M | +16% | 16.1% | 74.8% | 90 | 14.44% | 1.4 |
|