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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Arrow Investment Advisors
Laurel,
Maryland
| $153M | +$2.43M | +2% | 6.48% | 38.1% | 57 | 54.39% | 0.8 |
|
| 4302 |
4302
Pictet Bank & Trust
Nassau,
Bahamas
| $153M | +$4.1M | +3% | 9.89% | 82.7% | 61 | 6.56% | 3.8 |
|
| 4303 |
4303
Shoker Investment Counsel
Oxford,
Ohio
| $153M | +$9.14M | +6% | 5.39% | 88.9% | 91 | 16.48% | 4.2 |
|
| 4304 |
4304
Castle Rock Wealth Management
Walnut Creek,
California
| $153M | -$18.1M | -11% | 10.1% | 115% | 226 | 43.36% | 0.6 |
|
| 4305 |
4305
Exane Asset Management
Paris,
France
| $153M | +$55.5M | +57% | 6.03% | 74.5% | 25 | 60% | 0.4 |
|
| 4306 |
4306
FORA Capital
Miami,
Florida
| $153M | -$140M | -48% | 17% | 162% | 1,132 | 70.14% | 0.2 |
|
| 4307 |
4307
GYL Financial Synergies
West Hartford,
Connecticut
| $153M | +$14.4M | +10% | 10.6% | 36% | 166 | 16.87% | 1.3 |
|
| 4308 |
4308
Adirondack Trust Company
Saratoga Springs,
New York
| $152M | +$1.34M | +0.9% | 8.68% | 96.7% | 350 | 4.57% | 5 |
|
| 4309 |
4309
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $152M | +$5.93M | +4% | 5.48% | 13% | 48 | 16.67% | 2.9 |
|
| 4310 |
AAM
4310
Aware Asset Management
Eagan,
Minnesota
| $152M | – | – | 2.32% | – | 2 | – | 0 |
|
| 4311 |
4311
Dalton Investments
Las Vegas,
Nevada
| $152M | +$14.5M | +11% | 10.4% | 125% | 53 | 24.53% | 2.3 |
|
| 4312 |
FP
4312
Financial Perspectives
Minneapolis,
Minnesota
| $152M | +$12.2M | +9% | 9.33% | 104% | 575 | 7.83% | 0.7 |
|
| 4313 |
4313
MACRO Consulting Group
Parsippany,
New Jersey
| $152M | +$7.72M | +5% | 6.63% | – | 104 | 19.23% | 0.9 |
|
| 4314 |
4314
NFP Retirement Inc
Aliso Viejo,
California
| $152M | +$15M | +11% | 4.77% | 46.7% | 113 | 12.39% | 0.6 |
|
| 4315 |
4315
Aquamarine Capital Management
New York
| $152M | +$14.3M | +10% | 11% | 23% | 13 | 0% | 4.3 |
|
| 4316 |
4316
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $152M | -$86M | -36% | 5.9% | 44.2% | 139 | 43.88% | 1.4 |
|
| 4317 |
4317
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $151M | +$25.4M | +20% | 10.4% | – | 113 | 13.27% | 2.2 |
|
| 4318 |
4318
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $151M | +$21.1M | +16% | 8.51% | 103% | 79 | 41.77% | 1.3 |
|
| 4319 |
4319
WT Wealth Management
Scottsdale,
Arizona
| $151M | +$26.8M | +22% | 9.26% | 72% | 112 | 29.46% | 0.6 |
|
| 4320 |
4320
Prudent Investors Network
Lake Forest,
California
| $151M | +$3.6M | +2% | 3.43% | – | 27 | 29.63% | 0.5 |
|
| 4321 |
HRC
4321
Hoertkorn Richard Charles
| $151M | +$4.11M | +3% | 7.36% | 182% | 84 | 2.38% | 5.3 |
|
| 4322 |
4322
Stonehearth Capital Management
Danvers,
Massachusetts
| $151M | +$365K | +0.2% | 6.2% | 87.5% | 57 | 10.53% | 2.4 |
|
| 4323 |
4323
Noked Capital
Tel Aviv,
Israel
| $151M | +$10.9M | +8% | 31.4% | 197% | 25 | 48% | 0.5 |
|
| 4324 |
4324
Noked Israel
Ramat Hasharon,
Israel
| $151M | +$10.9M | +8% | 31.4% | 265% | 25 | 48% | 0.5 |
|
| 4325 |
FBT
4325
First Bank & Trust
Brookings,
South Dakota
| $151M | +$17.7M | +13% | 6.41% | 85.6% | 420 | 7.62% | 2.3 |
|