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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Blueshift Asset Management
Red Bank,
New Jersey
| $107M | -$771M | -88% | 26.9% | 41.1% | 845 | 89.7% | 0.3 |
|
| 4427 |
4427
Brick & Kyle Associates
Newtown,
Pennsylvania
| $106M | -$24.8M | -19% | 16.3% | 116% | 69 | 26.09% | 3.2 |
|
| 4428 |
KCM
4428
Knoll Capital Management
Miami,
Florida
| $106M | -$29M | -21% | 13.9% | 258% | 19 | 10.53% | 1.9 |
|
| 4429 |
4429
Exeter Financial
Scottsdale,
Arizona
| $106M | -$22.5M | -17% | 18% | 59.1% | 69 | 5.8% | 2.1 |
|
| 4430 |
WC
4430
Weil Company
San Diego,
California
| $106M | -$24.5M | -19% | 17.2% | 71.7% | 120 | 26.67% | 1.5 |
|
| 4431 |
4431
DRH Investments
Thousand Oaks,
California
| $106M | +$3.5M | +3% | 19.6% | 76.2% | 18 | 38.89% | 0.2 |
|
| 4432 |
4432
Ballast Advisors
Woodbury,
Minnesota
| $106M | -$29.7M | -22% | 19.6% | 73.9% | 165 | 7.27% | 0.2 |
|
| 4433 |
4433
Newport Wealth Strategies
Irvine,
California
| $106M | -$31.3M | -23% | 15.3% | 51.5% | 109 | 32.11% | 1.5 |
|
| 4434 |
HF
4434
Halpern Financial
Ashburn,
Virginia
| $106M | -$22.1M | -17% | 20.6% | 26.3% | 196 | 25% | 0.2 |
|
| 4435 |
TI
4435
Truehand Inc
Strafford,
New Hampshire
| $106M | -$25.8M | -20% | 18.8% | 86.9% | 186 | 1.61% | 1.2 |
|
| 4436 |
MA
4436
Menlo Advisors
Menlo Park,
California
| $106M | -$47M | -31% | 18.2% | 108% | 37 | 24.32% | 4.5 |
|
| 4437 |
4437
Old Mission Investment Co
Traverse City,
Michigan
| $106M | -$5.45M | -5% | 20.3% | 82% | 71 | 18.31% | 0.4 |
|
| 4438 |
4438
Titus Wealth Management
Larskpur,
California
| $106M | +$6.14M | +6% | 15.8% | 26.6% | 118 | 27.12% | 1.4 |
|
| 4439 |
4439
Garrett Wealth Advisory Group
Weatherford,
Texas
| $106M | -$29.4M | -22% | 17.7% | 74.6% | 50 | 20% | 1.2 |
|
| 4440 |
4440
Yost Capital Management
Houston,
Texas
| $106M | -$21.3M | -17% | 27.5% | 125% | 13 | 61.54% | 0.6 |
|
| 4441 |
4441
Horton Capital Management
Philadelphia,
Pennsylvania
| $106M | +$3.08M | +3% | 6.43% | – | 7 | 0% | 0.3 |
|
| 4442 |
4442
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $106M | -$71M | -40% | 12.6% | 58.6% | 138 | 58.7% | 2.5 |
|
| 4443 |
4443
HGI Capital Management
New York
| $106M | -$101M | -49% | 18% | 47% | 80 | 57.5% | 0.8 |
|
| 4444 |
4444
AUA Capital Management
Camp Hill,
Pennsylvania
| $106M | -$16M | -13% | 13.6% | 70.2% | 186 | 2.15% | 3 |
|
| 4445 |
4445
Wynnefield Capital
New York
| $105M | -$44.4M | -30% | 14.2% | 52.1% | 27 | 11.11% | 3.7 |
|
| 4446 |
4446
H&H Retirement Design & Management
Las Vegas,
Nevada
| $105M | – | – | 14.8% | 37% | 48 | – | 0 |
|
| 4447 |
4447
Red Door Wealth Management
Memphis,
Tennessee
| $105M | -$6.96M | -6% | 19.2% | 117% | 460 | 77.83% | 0.1 |
|
| 4448 |
4448
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $105M | -$90.4M | -46% | 13.1% | 82.2% | 63 | 53.97% | 0.2 |
|
| 4449 |
4449
Oldfather Financial Services
Kearney,
Nebraska
| $105M | -$2.38M | -2% | 23.2% | 60.8% | 62 | 17.74% | 0.2 |
|
| 4450 |
4450
Legacy Financial Strategies
Overland Park,
Kansas
| $105M | -$18.6M | -15% | 21.1% | 76.7% | 67 | 19.4% | 1.7 |
|