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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Stableford Capital II
Scottsdale,
Arizona
| $147M | +$13.2M | +10% | 2.59% | 66.9% | 72 | 29.17% | 1 |
|
| 4377 |
YRHAM
4377
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $147M | +$32.8M | +29% | 23.4% | 2,310% | 18 | 66.67% | 0.2 |
|
| 4378 |
4378
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $147M | -$360K | -0.2% | 7.94% | 81.9% | 6 | 33.33% | 0.6 |
|
| 4379 |
4379
Bull Street Advisors
Savannah,
Georgia
| $146M | +$16.6M | +13% | 6.6% | 48.5% | 90 | 2.22% | 0.9 |
|
| 4380 |
APSI
4380
Asset Planning Services Inc
Covington,
Louisiana
| $146M | +$7.54M | +5% | 5.62% | 138% | 41 | 21.95% | 2.5 |
|
| 4381 |
4381
Argent Advisors
Monroe,
Louisiana
| $146M | +$15.3M | +12% | 5.08% | 63.1% | 151 | 19.87% | 0.5 |
|
| 4382 |
4382
Blue Square Asset Management
New York
| $146M | +$881K | +0.6% | 9.73% | 117% | 194 | 62.89% | 0.7 |
|
| 4383 |
4383
Ferguson Shapiro
Decatur,
Georgia
| $146M | +$700K | +0.5% | 3.4% | 42.7% | 42 | 69.05% | 0.3 |
|
| 4384 |
4384
Secure Asset Management
Troy,
Michigan
| $146M | +$4.11M | +3% | 9.1% | 97.2% | 172 | 29.65% | 0.5 |
|
| 4385 |
4385
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $146M | +$1.36M | +0.9% | 4.25% | 60.3% | 36 | 13.89% | 4.3 |
|
| 4386 |
SFA
4386
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $146M | +$11.6M | +9% | 6.2% | 187% | 17 | 35.29% | 1.2 |
|
| 4387 |
4387
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $146M | +$12.9M | +10% | 5.29% | 60.9% | 35 | 28.57% | 0.4 |
|
| 4388 |
4388
Peachtree Investment Partners
Indian River Shores,,
Florida
| $145M | +$23.4M | +19% | 11.1% | 111% | 82 | 23.17% | 1.1 |
|
| 4389 |
4389
Elm Advisors
Burlingame,
California
| $145M | +$3.46M | +2% | 8.52% | 50.5% | 86 | 10.47% | 5.4 |
|
| 4390 |
4390
JRM Investment Counsel
Omaha,
Nebraska
| $145M | +$1.28M | +0.9% | 7.57% | 65.5% | 18 | 5.56% | 4.4 |
|
| 4391 |
4391
ION Crossover Partners
Herzliya Pituach,
Israel
| $145M | – | – | 84.9% | – | 2 | – | 0 |
|
| 4392 |
4392
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $145M | +$59.1M | +69% | 6.08% | 52.3% | 47 | 61.7% | 0.8 |
|
| 4393 |
4393
Tuttle Capital Management
Riverside,
Connecticut
| $145M | +$4.85M | +3% | 0.65% | 115% | 208 | 85.58% | 0.1 |
|
| 4394 |
LWMM
4394
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $145M | +$14.1M | +11% | 8.91% | 105% | 103 | 13.59% | 0.6 |
|
| 4395 |
4395
One Wealth Advisors
San Francisco,
California
| $145M | +$19.1M | +15% | 9.86% | 66% | 104 | 31.73% | 1.1 |
|
| 4396 |
4396
Juncture Wealth Strategies
Scottsdale,
Arizona
| $145M | +$12.2M | +9% | 5.4% | 76.5% | 110 | 17.27% | 2.5 |
|
| 4397 |
4397
Brick & Kyle Associates
Newtown,
Pennsylvania
| $145M | +$10.6M | +8% | 10.6% | 116% | 63 | 19.05% | 3.6 |
|
| 4398 |
4398
V Wealth Advisors
Overland Park,
Kansas
| $144M | -$241M | -62% | 12.9% | 36.9% | 372 | 60.48% | 1.5 |
|
| 4399 |
4399
Harvest Group Wealth Management
Waltham,
Massachusetts
| $144M | +$24.6M | +21% | 7.01% | 28.1% | 907 | 14% | 1 |
|
| 4400 |
4400
Stanley Capital Management
Houston,
Texas
| $144M | +$3.25M | +2% | 5.96% | 158% | 46 | 23.91% | 2.3 |
|