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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $111M | -$68.1M | -38% | 14.9% | 130% | 121 | 89.26% | 0.3 |
|
| 4327 |
4327
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $111M | -$5.73M | -5% | 1.83% | 117% | 39 | 48.72% | 0.8 |
|
| 4328 |
NEGWA
4328
New England Guild Wealth Advisors
Avon,
Connecticut
| $111M | -$27.9M | -20% | 15.4% | 6.04% | 61 | 22.95% | 1.8 |
|
| 4329 |
4329
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $111M | -$25.7M | -19% | 15.9% | 51.3% | 138 | 13.04% | 1.3 |
|
| 4330 |
SA
4330
SoftVest Advisors
Abilene,
Texas
| $111M | -$9.5M | -8% | 51.2% | 178% | 9 | 66.67% | 0.1 |
|
| 4331 |
GAMC
4331
Garner Asset Management Corp
Plano,
Texas
| $111M | -$33.3M | -23% | 20.4% | 103% | 149 | 10.07% | 2.4 |
|
| 4332 |
FBT
4332
First Bank & Trust
Brookings,
South Dakota
| $111M | -$26.3M | -19% | 17.9% | 85.6% | 452 | 15.71% | 1.9 |
|
| 4333 |
CNBT
4333
Cornerstone National Bank & Trust
Palatine,
Illinois
| $111M | -$628K | -0.6% | 11.7% | 38.5% | 60 | 13.33% | 0.2 |
|
| 4334 |
4334
General Industrial Partners
London,
United Kingdom
| $111M | -$43.1M | -28% | 2.57% | – | 11 | 100% | 0 |
|
| 4335 |
CSA
4335
Cottage Street Advisors
Marion,
Massachusetts
| $111M | -$65.1M | -37% | 18.5% | 95.8% | 102 | 14.71% | 2.9 |
|
| 4336 |
4336
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $111M | -$82.8M | -43% | 0.14% | 75.6% | 66 | 45.45% | 0.2 |
|
| 4337 |
4337
Xcel Wealth Management
Holly Hill,
Florida
| $111M | -$9.5M | -8% | 16.1% | 98.8% | 84 | 23.81% | 1 |
|
| 4338 |
4338
Congress Park Capital
Saratoga Springs,
New York
| $111M | -$24.7M | -18% | 17.2% | 99.9% | 110 | 31.82% | 1.6 |
|
| 4339 |
4339
C-J Advisory
San Jose,
California
| $111M | -$57.2M | -34% | 16.2% | 39.2% | 40 | 30% | 3.1 |
|
| 4340 |
4340
Tower View Wealth Management
Shorewood,
Wisconsin
| $111M | -$21.2M | -16% | 12.8% | 135% | 153 | 26.8% | 1.8 |
|
| 4341 |
SFA
4341
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $111M | -$61.2M | -36% | 33.8% | 187% | 14 | 21.43% | 1.6 |
|
| 4342 |
4342
TrueFG
Cedar Park,
Texas
| $111M | -$21.3M | -16% | 18.8% | 54.2% | 30 | 10% | 0.2 |
|
| 4343 |
4343
Clearstead Trust
Portland,
Maine
| $111M | -$25.9M | -19% | 14% | 124% | 197 | 14.72% | 2.1 |
|
| 4344 |
4344
UBP Investment Advisors
Geneva,
Switzerland
| $111M | -$17.1M | -13% | 8.93% | 11.2% | 57 | 21.05% | 1.5 |
|
| 4345 |
4345
Harvey Partners
Tarrytown,
New York
| $111M | -$65.4M | -37% | 18.2% | 174% | 46 | 56.52% | 1 |
|
| 4346 |
4346
Polaris Venture Management Co V
Boston,
Massachusetts
| $110M | -$27M | -20% | 8.37% | 281% | 11 | 9.09% | 3.8 |
|
| 4347 |
4347
Financial Strategies Group
Okemos,
Michigan
| $110M | -$13.7M | -11% | 14.9% | 49.2% | 54 | 35.19% | 0.2 |
|
| 4348 |
4348
Centerstone Investors
New York
| $110M | -$29.2M | -21% | 20% | 73.7% | 30 | 33.33% | 0.9 |
|
| 4349 |
4349
Fifth Third Securities
Cincinnati,
Ohio
| $110M | -$12.4M | -10% | 14.7% | 62.7% | 70 | 24.29% | 1.8 |
|
| 4350 |
4350
Fairhaven Wealth Management
Oak Brook,
Illinois
| $110M | -$9.9M | -8% | 22% | – | 93 | 32.26% | 0.9 |
|