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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
Reliant Investment Management
Memphis,
Tennessee
| $187M | +$31.5M | +20% | 14.9% | 129% | 69 | 27.54% | 1.6 |
|
| 4427 |
4427
Astoria Strategic Wealth
Conroe,
Texas
| $187M | +$15.2M | +9% | 9.1% | 46.1% | 29 | 3.45% | 0.8 |
|
| 4428 |
4428
Guinness Atkinson Asset Management
Pasadena,
California
| $187M | +$22.5M | +14% | 18% | 148% | 95 | 15.79% | 3.1 |
|
| 4429 |
4429
FSB Premier Wealth Management
Waterloo,
Iowa
| $187M | – | – | 10.2% | 61% | 100 | – | 0 |
|
| 4430 |
4430
Ogorek Anthony Joseph
Williamsville,
New York
| $187M | +$17M | +10% | 11% | 66.3% | 204 | 16.67% | 2.2 |
|
| 4431 |
AIP
4431
Ahrens Investment Partners
Lafayette,
Louisiana
| $187M | +$36.5M | +24% | 12.8% | 82.3% | 216 | 34.72% | 1.8 |
|
| 4432 |
4432
Marlowe Partners
New York
| $187M | +$14.5M | +8% | 31.6% | 16.3% | 18 | 38.89% | 1.1 |
|
| 4433 |
4433
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $186M | +$31.1M | +20% | 18.3% | 95.9% | 121 | 8.26% | 0.8 |
|
| 4434 |
CWM
4434
Cedar Wealth Management
Walnut Creek,
California
| $186M | +$25.5M | +16% | 14% | 76.7% | 246 | 16.67% | 1.8 |
|
| 4435 |
4435
Ratio Wealth Group
Denver,
Colorado
| $186M | – | – | 14% | – | 49 | – | 0 |
|
| 4436 |
4436
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $186M | – | – | 14.1% | 72.7% | 130 | – | 0 |
|
| 4437 |
4437
Excalibur Management
Waltham,
Massachusetts
| $186M | +$21.1M | +13% | 11.1% | 93% | 158 | 18.99% | 2.7 |
|
| 4438 |
4438
Sanchez Wealth Management Group
Jacksonville,
Florida
| $186M | +$16.8M | +10% | 11.9% | 61.1% | 29 | 17.24% | 1.6 |
|
| 4439 |
4439
Merk Investments
Menlo Park,
California
| $186M | +$19.6M | +12% | 4.69% | 378% | 18 | 16.67% | 0.8 |
|
| 4440 |
PA
4440
Paragon Advisors
College Station,
Texas
| $186M | +$35.7M | +24% | 13.2% | 138% | 100 | 32% | 0.6 |
|
| 4441 |
4441
Yaupon Capital Management
New York
| $186M | +$103M | +126% | 38.8% | 122% | 58 | 67.24% | 0.5 |
|
| 4442 |
4442
Lagoda Investment Management
New York
| $186M | +$51M | +38% | 42.7% | 250% | 36 | 11.11% | 3.4 |
|
| 4443 |
4443
Eads & Heald Wealth Management
Atlanta,
Georgia
| $186M | +$18.5M | +11% | 10.5% | 93.3% | 136 | 11.03% | 5.2 |
|
| 4444 |
4444
VELT Partners Investimentos
Sao Paolo,
Brazil
| $185M | +$44.3M | +31% | 51% | 19.4% | 4 | 25% | 1 |
|
| 4445 |
PCMK
4445
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $185M | +$9.9M | +6% | 9.8% | 95.5% | 62 | 16.13% | 4.4 |
|
| 4446 |
4446
X-Square Capital
Guaynabo,
Puerto Rico
| $185M | +$46.6M | +34% | 37.1% | 151% | 113 | 23.01% | 1.2 |
|
| 4447 |
CNBT
4447
Cornerstone National Bank & Trust
Palatine,
Illinois
| $185M | +$28.8M | +18% | 6.74% | 38.5% | 59 | 3.39% | 0.9 |
|
| 4448 |
4448
Hillman Capital Management
Bethesda,
Maryland
| $185M | +$43.2M | +30% | 26.2% | 20.2% | 47 | 25.53% | 2.2 |
|
| 4449 |
4449
Omega Financial Group
Santa Barbara,
California
| $185M | +$20.8M | +13% | 12% | 47% | 66 | 16.67% | 1.5 |
|
| 4450 |
4450
Wealth Alliance Advisory Group
Wichita,
Kansas
| $185M | +$15.9M | +9% | 13.8% | 72.7% | 154 | 14.94% | 1.8 |
|