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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
Veracity Capital
Atlanta,
Georgia
| $219M | +$26M | +13% | 9.76% | 149% | 256 | 21.88% | 0.8 |
|
| 4277 |
4277
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $218M | +$22.4M | +11% | 9.67% | 47.8% | 127 | 7.09% | 2.5 |
|
| 4278 |
4278
Chase Investment Counsel
Charlottesville,
Virginia
| $218M | -$8.27M | -4% | 10.3% | 380% | 124 | 37.9% | 1.5 |
|
| 4279 |
4279
Wolff Financial Management
Kalamazoo,
Michigan
| $218M | +$27.4M | +14% | 5.43% | 56.7% | 96 | 10.42% | 1.7 |
|
| 4280 |
4280
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $218M | -$2.4M | -1% | 2.57% | 52.9% | 456 | 55.48% | 1.5 |
|
| 4281 |
4281
Cartenna Capital
Stamford,
Connecticut
| $218M | +$53.7M | +33% | 9.95% | 162% | 54 | 79.63% | 0.1 |
|
| 4282 |
MAM
4282
Miria Asset Management
St. Julians,
Malta
| $218M | +$143M | +191% | 11.5% | 265% | 31 | 74.19% | 0.2 |
|
| 4283 |
4283
Ameraudi Asset Management
New York
| $218M | +$5.66M | +3% | 4.84% | 51.5% | 48 | 29.17% | 0.8 |
|
| 4284 |
4284
Wittenberg Investment Management
Carlisle,
Massachusetts
| $218M | +$12.7M | +6% | 15.3% | 89.9% | 75 | 10.67% | 3.3 |
|
| 4285 |
4285
Childress Capital Advisors
Houston,
Texas
| $218M | +$46.6M | +27% | 12.6% | 107% | 1,110 | 88.74% | 0.2 |
|
| 4286 |
4286
United Capital Management of KS
Salina,
Kansas
| $218M | -$1.32M | -0.6% | 2.29% | 295% | 97 | 12.37% | 1.6 |
|
| 4287 |
4287
Vivid Financial Management
Orcutt,
California
| $218M | +$10.3M | +5% | 3.93% | – | 160 | 26.88% | 0.6 |
|
| 4288 |
4288
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $217M | +$21.4M | +11% | 5.94% | 54.3% | 397 | 23.43% | 2.4 |
|
| 4289 |
4289
Rutabaga Capital Management
Boston,
Massachusetts
| $217M | +$50.8M | +31% | 35.8% | 57% | 52 | 11.54% | 2.9 |
|
| 4290 |
4290
Bank OZK
Little Rock,
Arkansas
| $217M | +$14M | +7% | 8% | 112% | 129 | 9.3% | 4.8 |
|
| 4291 |
4291
Adams Wealth Management
Logan,
Utah
| $217M | +$58.2M | +37% | 5.36% | 105% | 73 | 15.07% | 0.8 |
|
| 4292 |
APSP
4292
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $217M | +$8.73M | +4% | 5.31% | 62.1% | 76 | 10.53% | 4.6 |
|
| 4293 |
CAM
4293
Centre Asset Management
New York
| $217M | +$4.1M | +2% | 13.3% | 45.3% | 70 | 27.14% | 1.7 |
|
| 4294 |
4294
Campbell Capital Management
Miami,
Florida
| $217M | +$13.3M | +7% | 6.21% | – | 63 | 28.57% | 1 |
|
| 4295 |
4295
Saudi Central Bank
Riyadh,
Saudi Arabia
| $217M | +$106M | +95% | 15.5% | 140% | 3 | 100% | 0 |
|
| 4296 |
4296
Ballast Advisors
Woodbury,
Minnesota
| $217M | +$22.6M | +12% | 5.42% | 66.7% | 177 | 5.08% | 1.1 |
|
| 4297 |
4297
Compton Financial Group
Towson,
Maryland
| $217M | +$7.53M | +4% | 4.07% | 37.7% | 31 | 22.58% | 0.2 |
|
| 4298 |
4298
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $217M | +$18.1M | +9% | 8.98% | 116% | 292 | 5.48% | 0.2 |
|
| 4299 |
4299
X-Square Capital
Guaynabo,
Puerto Rico
| $216M | +$31M | +17% | 18.6% | 158% | 125 | 19.2% | 1.3 |
|
| 4300 |
4300
WT Wealth Management
Scottsdale,
Arizona
| $216M | +$33M | +18% | 2.43% | 72% | 131 | 23.66% | 0.9 |
|