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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Colton Groome Financial Advisors
Asheville,
North Carolina
| $246M | +$16.2M | +7% | 6.25% | 65.8% | 112 | 12.5% | 1.2 |
|
| 4452 |
4452
Compton Financial Group
Towson,
Maryland
| $246M | +$11.3M | +5% | 3.9% | 37.7% | 33 | 24.24% | 0.8 |
|
| 4453 |
FPOC
4453
Financial Planners of Cleveland
Mayfield Heights,
Ohio
| $246M | – | – | 6.86% | – | 87 | – | 0 |
|
| 4454 |
4454
Peregrine Asset Advisers
Portland,
Oregon
| $246M | +$50M | +26% | 10.4% | 189% | 160 | 41.88% | 2 |
|
| 4455 |
GAMC
4455
Garner Asset Management Corp
Plano,
Texas
| $246M | +$24.5M | +11% | 6.89% | 103% | 176 | 4.55% | 3.3 |
|
| 4456 |
PA
4456
PSI Advisors
Tampa,
Florida
| $246M | +$28.1M | +13% | 9.08% | 58.2% | 833 | 16.09% | 0.4 |
|
| 4457 |
4457
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $246M | – | – | 4.46% | – | 5 | – | 0 |
|
| 4458 |
4458
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $246M | +$14.7M | +6% | 4.94% | 59.6% | 136 | 21.32% | 1.1 |
|
| 4459 |
4459
Fluent Financial
Dallas,
Texas
| $246M | +$11.1M | +5% | 7.31% | 46.9% | 66 | 19.7% | 1.2 |
|
| 4460 |
ST
4460
SAL Trading
Bala Cynwyd,
Pennsylvania
| $246M | – | – | 11.5% | 18.9% | 31 | – | 0 |
|
| 4461 |
KSCM
4461
Key Square Capital Management
Stamford,
Connecticut
| $245M | -$26.5M | -10% | 0.1% | 50.2% | 33 | 63.64% | 0.3 |
|
| 4462 |
4462
Neumann Capital Management
Foster City,
California
| $245M | +$22.7M | +10% | 8.92% | 89.9% | 92 | 7.61% | 5 |
|
| 4463 |
4463
Delta Financial Advisors
New Orleans,
Louisiana
| $245M | +$20.8M | +9% | 10.7% | 107% | 119 | 2.52% | 2.1 |
|
| 4464 |
CP
4464
CPV Partners
Stamford,
Connecticut
| $245M | +$45.2M | +23% | 11.2% | 105% | 6 | 33.33% | 1.1 |
|
| 4465 |
4465
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $245M | +$27M | +12% | 12.6% | 80% | 84 | 9.52% | 3.1 |
|
| 4466 |
4466
Bank OZK
Little Rock,
Arkansas
| $245M | +$24.5M | +11% | 11.5% | 112% | 130 | 6.15% | 5.2 |
|
| 4467 |
4467
Castle Rock Wealth Management
Walnut Creek,
California
| $245M | -$46.9M | -16% | 9.45% | 115% | 280 | 21.43% | 1.2 |
|
| 4468 |
4468
Financial Strategies Group
Okemos,
Michigan
| $245M | +$21.4M | +10% | 3.93% | 44.9% | 79 | 10.13% | 1.4 |
|
| 4469 |
4469
Topel & Distasi Wealth Management
Berkeley,
California
| $245M | – | – | 3.64% | 43.6% | 74 | – | 0 |
|
| 4470 |
4470
RDA Financial Network
Akron,
Iowa
| $245M | +$18.1M | +8% | 8.19% | 93.4% | 233 | 14.16% | 2 |
|
| 4471 |
4471
Holowesko Partners
Nassau,
Bahamas
| $245M | -$23.8M | -9% | 7.79% | 51.1% | 32 | 12.5% | 2.8 |
|
| 4472 |
4472
Ten Capital Wealth Advisors
Spokane,
Washington
| $245M | +$31.2M | +15% | 5.95% | 25% | 536 | 26.31% | 0.7 |
|
| 4473 |
4473
Selective Wealth Management
Forest,
Virginia
| $245M | +$56.3M | +30% | 2.55% | 74.4% | 708 | 18.93% | 1 |
|
| 4474 |
4474
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $245M | +$16.2M | +7% | 10.9% | 71.1% | 89 | 10.11% | 2.5 |
|
| 4475 |
4475
Financial & Tax Architects
St Louis,
Missouri
| $245M | +$25.6M | +12% | 7.21% | 50.2% | 107 | 22.43% | 0.6 |
|