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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 |
4351
Coalescence Partners Investment Management
New York
| $194M | – | – | 48.3% | – | 10 | – | 0 |
|
| 4352 |
4352
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $194M | +$15.7M | +9% | 17.8% | 83.8% | 86 | 13.95% | 1.3 |
|
| 4353 |
4353
Family Legacy Inc
Greenville,
South Carolina
| $194M | +$16.7M | +9% | 11.1% | 89% | 116 | 6.9% | 2.7 |
|
| 4354 |
4354
Biltmore Wealth Management
Tempe,
Arizona
| $194M | +$21.1M | +12% | 7.48% | 59.8% | 47 | 8.51% | 1.9 |
|
| 4355 |
4355
VCU Investment Management
Richmond,
Virginia
| $194M | -$14.9M | -7% | 6.42% | – | 10 | 30% | 2 |
|
| 4356 |
4356
Seven Springs Wealth Group
Brentwood,
Tennessee
| $193M | +$34.4M | +22% | 12.5% | 62.6% | 280 | 54.29% | 0.4 |
|
| 4357 |
AB
4357
Atlas Brown
Louisville,
Kentucky
| $193M | +$24.3M | +14% | 13.5% | 115% | 164 | 10.37% | 4.3 |
|
| 4358 |
4358
Modus Advisors
Excelsior,
Minnesota
| $193M | +$19.3M | +11% | 10.3% | 99.2% | 88 | 12.5% | 0.8 |
|
| 4359 |
4359
Oak Family Advisors
Chicago,
Illinois
| $193M | – | – | 15.8% | 81.9% | 96 | – | 0 |
|
| 4360 |
4360
Horan Capital Advisors
Cincinnati,
Ohio
| $193M | +$16.5M | +9% | 13.4% | 26.6% | 307 | 72.64% | 3.3 |
|
| 4361 |
4361
Financial Life Advisors
San Antonio,
Texas
| $193M | +$2.21M | +1% | 9.52% | 47% | 51 | 7.84% | 1.4 |
|
| 4362 |
4362
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $193M | +$38.2M | +25% | 19.6% | 73.2% | 109 | 15.6% | 4.1 |
|
| 4363 |
4363
Acima Private Wealth
Richmond,
Virginia
| $193M | +$27.3M | +16% | 13.2% | 51.1% | 243 | 10.29% | 1.6 |
|
| 4364 |
4364
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $193M | +$20.6M | +12% | 10.2% | 27.4% | 39 | 23.08% | 1.4 |
|
| 4365 |
4365
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $193M | +$22.9M | +13% | 10% | 65% | 36 | 19.44% | 1.6 |
|
| 4366 |
4366
Strategic Value Partners
Greenwich,
Connecticut
| $193M | +$68.8M | +55% | 14.7% | – | 4 | 50% | 2 |
|
| 4367 |
4367
Augustine Asset Management
Jacksonville,
Florida
| $193M | +$22.6M | +13% | 17.7% | 316% | 88 | 11.36% | 2.8 |
|
| 4368 |
IBOK
4368
Independence Bank of Kentucky
Owensboro,
Kentucky
| $193M | +$16.9M | +10% | 11.3% | 94.3% | 389 | 8.74% | 2.2 |
|
| 4369 |
4369
Disciplina Capital Management
Nashville,
Tennessee
| $193M | +$37.5M | +24% | 9.02% | 33% | 47 | 65.96% | 0.7 |
|
| 4370 |
4370
J. Safra Asset Management
New York
| $193M | +$20.1M | +12% | 13.4% | 93.8% | 32 | 53.13% | 1 |
|
| 4371 |
4371
Socorro Asset Management
Dallas,
Texas
| $193M | – | – | 11.9% | 43.8% | 33 | – | 0 |
|
| 4372 |
4372
Browning West
Los Angeles,
California
| $193M | – | – | 31.6% | 96.8% | 2 | – | 0 |
|
| 4373 |
4373
Veracity Capital
Atlanta,
Georgia
| $193M | +$14.5M | +8% | 11.5% | 149% | 248 | 24.19% | 0.6 |
|
| 4374 |
4374
BCS Wealth Management
Johnson City,
Tennessee
| $193M | +$15.7M | +9% | 10% | 51% | 152 | 20.39% | 0.7 |
|
| 4375 |
HF
4375
Halpern Financial
Ashburn,
Virginia
| $192M | +$23.1M | +14% | 13.1% | 26.3% | 217 | 11.52% | 0.7 |
|