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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
MA
4351
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $148M | -$8K | -0% | 7.15% | 166% | 77 | 2.6% | 5 |
|
| 4352 |
WA1
4352
Wimmer Associates 1
Pasadena,
California
| $148M | +$19.9M | +15% | 9.9% | 78.9% | 106 | 6.6% | 3.6 |
|
| 4353 |
4353
Financial Strategies Group
Okemos,
Michigan
| $148M | +$14.2M | +11% | 4.95% | 44.9% | 59 | 22.03% | 0.5 |
|
| 4354 |
4354
Baldrige Asset Management
Allentown,
Pennsylvania
| $148M | +$15.3M | +12% | 6.3% | 43.5% | 81 | 7.41% | 1.2 |
|
| 4355 |
TF
4355
TRH Financial
North Liberty,
Iowa
| $148M | +$22.9M | +18% | 10.3% | – | 70 | 10% | 0.7 |
|
| 4356 |
4356
Emerson Wealth
Bloomfield Hills,
Michigan
| $148M | +$6.82M | +5% | 7.07% | 18.1% | 22 | 4.55% | 1.4 |
|
| 4357 |
4357
Marshall & Sullivan
Seattle,
Washington
| $148M | +$11.5M | +8% | 10.1% | 82% | 65 | 32.31% | 2.8 |
|
| 4358 |
DI
4358
DAGCO Inc
Westlake,
Ohio
| $148M | +$48.8M | +49% | 8.81% | 75% | 105 | 20.95% | 1.3 |
|
| 4359 |
4359
St. Johns Investment Management
Jacksonville,
Florida
| $148M | +$12M | +9% | 10.1% | 91.9% | 180 | 15.56% | 4.2 |
|
| 4360 |
4360
Employers Holdings
Reno,
Nevada
| $148M | -$28.9M | -16% | 9.68% | – | 173 | 26.59% | 1 |
|
| 4361 |
PK
4361
Pflug Koory
Omaha,
Nebraska
| $148M | +$13.1M | +10% | 9.8% | – | 414 | 4.59% | 3 |
|
| 4362 |
4362
Pinnacle Family Advisors
Springfield,
Missouri
| $148M | +$33.4M | +29% | 18% | 85.8% | 93 | 33.33% | 1 |
|
| 4363 |
4363
RBA Wealth Management
Newport Beach,
California
| $148M | +$10.5M | +8% | 8.83% | 91% | 106 | 12.26% | 1.1 |
|
| 4364 |
4364
Independent Order of Foresters
Toronto,
Ontario, Canada
| $148M | +$11.2M | +8% | 8.27% | 75.1% | 12 | 0% | 0.5 |
|
| 4365 |
4365
Norway Savings Bank
Portland,
Maine
| $148M | +$12M | +9% | 6.09% | 117% | 307 | 17.59% | 2.6 |
|
| 4366 |
4366
Alethea Capital Management
Mercer Island,
Washington
| $148M | -$23.2M | -14% | 2.4% | 275% | 102 | 52.94% | 2 |
|
| 4367 |
4367
Shilanski & Associates
Anchorage,
Alaska
| $148M | +$10.5M | +8% | 6.97% | 84.2% | 95 | 15.79% | 0.8 |
|
| 4368 |
4368
GPM Growth Investors
Bloomfield Hills,
Michigan
| $147M | +$13.1M | +10% | 10.2% | – | 38 | 10.53% | 0.6 |
|
| 4369 |
4369
Deane Retirement Strategies
New Orleans,
Louisiana
| $147M | +$10.4M | +8% | 4.44% | 73.4% | 77 | 55.84% | 1.8 |
|
| 4370 |
4370
Mountain Lake Investment Management
Boca Raton,
Florida
| $147M | +$8.4M | +6% | 1.82% | 64% | 27 | 18.52% | 1.4 |
|
| 4371 |
4371
Peoples Bank (Ohio)
Marietta,
Ohio
| $147M | +$5.46M | +4% | 5.35% | 78.9% | 100 | 14% | 3.2 |
|
| 4372 |
4372
Cavalier Investments
Alpharetta,
Georgia
| $147M | -$26M | -15% | 8.91% | 171% | 80 | 28.75% | 0.7 |
|
| 4373 |
4373
CenturyLink Investment Management
Denver,
Colorado
| $147M | -$50.8M | -26% | 9.01% | – | 1 | 0% | 0.3 |
|
| 4374 |
BOCM
4374
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $147M | +$5.53M | +4% | 4.55% | 49.6% | 34 | 5.88% | 3.1 |
|
| 4375 |
4375
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $147M | – | – | 30.9% | – | 1 | – | 0 |
|