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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
Prosight Management
Dallas,
Texas
| $211M | +$27.6M | +15% | 7.7% | 39.5% | 55 | 52.73% | 0.6 |
|
| 4452 |
4452
Ledge Wealth Management
Sartell,
Minnesota
| $211M | -$8.21M | -4% | 2.9% | – | 76 | 15.79% | 0.8 |
|
| 4453 |
4453
Deepwater Asset Management
Minneapolis,
Minnesota
| $211M | +$34.5M | +20% | 24.1% | 142% | 33 | 42.42% | 0.2 |
|
| 4454 |
SWMG
4454
Signature Wealth Management Group
Atlanta,
Georgia
| $211M | +$6.36M | +3% | 2.2% | – | 97 | 10.31% | 2.5 |
|
| 4455 |
4455
Prudent Investors Network
Lake Forest,
California
| $211M | -$933K | -0.4% | 3.35% | – | 37 | 24.32% | 1.8 |
|
| 4456 |
4456
Curran Financial Partners
Daniel Island,
South Carolina
| $211M | +$3.41M | +2% | 4.81% | 53.5% | 75 | 25.33% | 1.5 |
|
| 4457 |
IP
4457
Isomer Partners
New York
| $210M | +$53.8M | +34% | 21.3% | 57.2% | 20 | 35% | 0.9 |
|
| 4458 |
WA
4458
Wealth Advisors
Rancho Santa Fe,
California
| $210M | +$22.2M | +12% | 17.9% | 40% | 73 | 16.44% | 2.1 |
|
| 4459 |
4459
Gitterman Wealth Management
Edison,
New Jersey
| $210M | +$10.7M | +5% | 3.32% | 33% | 114 | 55.26% | 0.9 |
|
| 4460 |
4460
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $210M | +$2.36M | +1% | 4.82% | 59.6% | 119 | 12.61% | 2 |
|
| 4461 |
4461
Redwood Grove Capital
Palo Alto,
California
| $210M | +$8.57M | +4% | 9.07% | 79.8% | 27 | 7.41% | 1.7 |
|
| 4462 |
4462
Tranquility Partners
Brentwood,
Tennessee
| $210M | +$13.3M | +7% | 6.78% | 77.3% | 216 | 10.65% | 2.2 |
|
| 4463 |
4463
Rovin Capital
Mesa,
Arizona
| $210M | +$8.72M | +4% | 7.35% | 63.8% | 139 | 17.27% | 1.2 |
|
| 4464 |
4464
Colton Groome Financial Advisors
Asheville,
North Carolina
| $210M | +$5.77M | +3% | 6.63% | 65.8% | 138 | 23.91% | 1.4 |
|
| 4465 |
CCM
4465
Chimera Capital Management
New York
| $210M | -$149M | -42% | 19.4% | – | 223 | 85.2% | 0.2 |
|
| 4466 |
4466
Prentice Wealth Management
Rochester,
New York
| $210M | +$11.2M | +6% | 4.66% | 47.8% | 97 | 5.15% | 1 |
|
| 4467 |
4467
Global Trust Asset Management
West Palm Beach,
Florida
| $210M | +$11.6M | +6% | 6.44% | 178% | 443 | 7.9% | 3.2 |
|
| 4468 |
4468
Heirloom Wealth Management
Greenwood Village,
Colorado
| $210M | +$48.9M | +30% | 9.78% | 81.8% | 58 | 36.21% | 0.6 |
|
| 4469 |
CPIH
4469
Consolidated Press International Holdings
Sydney,
Australia
| $209M | -$80.8M | -28% | 20.4% | – | 19 | 63.16% | 0.1 |
|
| 4470 |
4470
Argent Advisors
Monroe,
Louisiana
| $209M | +$16.1M | +8% | 2.23% | 63.1% | 145 | 15.17% | 2.3 |
|
| 4471 |
4471
Almitas Capital
Santa Monica,
California
| $209M | -$7.72M | -4% | 1.99% | 86.1% | 147 | 48.3% | 0.8 |
|
| 4472 |
4472
Detalus Advisors
St. Louis,
Missouri
| $209M | +$4.32M | +2% | 3.68% | 75.7% | 154 | 17.53% | 2 |
|
| 4473 |
FP
4473
Financial Perspectives
Minneapolis,
Minnesota
| $209M | +$14.1M | +7% | 9.3% | 104% | 699 | 3.72% | 2.6 |
|
| 4474 |
4474
Stone Run Capital
New York
| $209M | +$11.3M | +6% | 4.26% | 77.8% | 60 | 8.33% | 6.8 |
|
| 4475 |
4475
Rench Wealth Management
Denton,
Texas
| $209M | +$12.2M | +6% | 7.35% | 106% | 44 | 11.36% | 7.1 |
|