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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
Cabot-Wellington
Boston,
Massachusetts
| $210M | +$13.2M | +7% | 6.68% | 73.1% | 17 | 0% | 3.9 |
|
| 4352 |
4352
Family Legacy Inc
Greenville,
South Carolina
| $210M | +$15.9M | +8% | 7.36% | 89% | 120 | 14.17% | 2.8 |
|
| 4353 |
4353
Crestwood Capital Management
New York
| $209M | -$1.82M | -0.9% | 6.74% | 203% | 24 | 37.5% | 2.1 |
|
| 4354 |
ACM
4354
Aljian Capital Management
Carson City,
Nevada
| $209M | +$12M | +6% | 1.7% | 162% | 60 | 20% | 1.5 |
|
| 4355 |
4355
Pacific Center for Financial Services
San Ramon,
California
| $209M | -$61.1M | -23% | 5.5% | 60.1% | 352 | 6.25% | 3.2 |
|
| 4356 |
4356
Oregon Health & Science University
Portland,
Oregon
| $209M | +$54.3M | +35% | 5.1% | – | 1 | 0% | 0.3 |
|
| 4357 |
4357
VisionPoint Advisory Group
Dallas,
Texas
| $209M | +$10.3M | +5% | 5.03% | 79.3% | 148 | 31.08% | 0.8 |
|
| 4358 |
4358
Horan Capital Advisors
Cincinnati,
Ohio
| $209M | +$15.3M | +8% | 7.06% | 26.6% | 88 | 6.82% | 3.5 |
|
| 4359 |
4359
Towerpoint Wealth
Sacramento,
California
| $208M | +$8.55M | +4% | 3.19% | 67.7% | 78 | 7.69% | 1.9 |
|
| 4360 |
4360
Strategic Wealth Investment Group
Louisville,
Kentucky
| $208M | +$37.8M | +22% | 2.32% | – | 87 | 17.24% | 0.9 |
|
| 4361 |
4361
Cornell Pochily Investment Advisors
Ithaca,
New York
| $208M | +$458K | +0.2% | 5.96% | 97% | 154 | 7.14% | 2.4 |
|
| 4362 |
4362
Sonata Capital Group
Seattle,
Washington
| $208M | +$6.12M | +3% | 6.04% | 66.5% | 133 | 9.77% | 3.8 |
|
| 4363 |
4363
Keating Investment Counselors
Delray Beach,
Florida
| $208M | +$8.35M | +4% | 6.88% | 50% | 60 | 3.33% | 5.3 |
|
| 4364 |
PM
4364
Parametrica Management
Wanchai,
Hong Kong
| $208M | +$45.9M | +28% | 8.15% | 543% | 253 | 75.1% | 0.2 |
|
| 4365 |
4365
MilWealth Group
Milwaukee,
Wisconsin
| $208M | +$6.24M | +3% | 2.63% | 39.6% | 72 | 33.33% | 1.6 |
|
| 4366 |
4366
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $208M | +$1.2M | +0.6% | 7.65% | 62.3% | 69 | 17.39% | 0.2 |
|
| 4367 |
4367
Ballast Inc
Lexington,
Kentucky
| $208M | +$11.9M | +6% | 5.63% | 71.3% | 95 | 8.42% | 2.4 |
|
| 4368 |
BOC
4368
Barbara Oil Co
Chicago,
Illinois
| $208M | +$9.05M | +5% | 6.42% | 76.9% | 89 | 8.99% | 5 |
|
| 4369 |
4369
Pacific Edge Advisors
Corona Del Mar,
California
| $208M | +$15.6M | +8% | 5.98% | 31.3% | 38 | 7.89% | 2.5 |
|
| 4370 |
4370
Wellspring Financial Advisors
Cleveland,
Ohio
| $207M | -$79.2M | -28% | 5.19% | 77.2% | 111 | 36.04% | 0.8 |
|
| 4371 |
4371
Berkeley Capital Partners
Milton,
Georgia
| $207M | +$12.5M | +6% | 4.98% | 62.8% | 140 | 32.14% | 2.5 |
|
| 4372 |
4372
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $207M | -$64.8M | -24% | 7.43% | 207% | 81 | 18.52% | 4.2 |
|
| 4373 |
4373
Pettee Investors
Rowayton,
Connecticut
| $207M | +$18.4M | +10% | 8.63% | 102% | 127 | 6.3% | 3.9 |
|
| 4374 |
4374
Tri-Star Advisors
Houston,
Texas
| $207M | +$25.7M | +14% | 3% | 3.07% | 51 | 31.37% | 0.6 |
|
| 4375 |
4375
AMJ Financial Wealth Management
Leesburg,
Virginia
| $207M | +$11.2M | +6% | 3.93% | 167% | 98 | 39.8% | 0.5 |
|