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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
VisionPoint Advisory Group
Dallas,
Texas
| $292M | -$707K | -0.2% | 1.11% | 79.3% | 326 | 46.63% | 1.8 |
|
| 4452 |
4452
Pathway Financial Advisers
Auburn,
Indiana
| $292M | -$6.79M | -2% | 2.93% | 88.2% | 438 | 64.84% | 2.1 |
|
| 4453 |
4453
Quattro Financial Advisors
The Woodlands,
Texas
| $292M | -$95.1M | -25% | 3.14% | 77.6% | 99 | 28.28% | 1.7 |
|
| 4454 |
4454
Post Oak Energy Holdings
Houston,
Texas
| $292M | -$11.2M | -4% | 3.69% | 64.6% | 1 | 0% | 2.3 |
|
| 4455 |
4455
HT Partners
Centerbrook,
Connecticut
| $291M | -$2.54M | -0.9% | 1.45% | 71.1% | 51 | 3.92% | 5.7 |
|
| 4456 |
4456
Graybill Wealth Management
Elmhurst,
Illinois
| $291M | – | – | 1.67% | – | 190 | – | 1.9 |
|
| 4457 |
4457
BOS Asset Management
Springfield,
Illinois
| $291M | +$12.2M | +4% | 0.11% | 70.3% | 169 | 8.28% | 1.6 |
|
| 4458 |
4458
Family Legacy Inc
Greenville,
South Carolina
| $291M | -$3.75M | -1% | 1.22% | 89% | 124 | 5.65% | 5.4 |
|
| 4459 |
4459
Droms Strauss Advisors
St. Louis,
Missouri
| $291M | -$15M | -5% | 4.11% | 74.5% | 73 | 13.7% | 3.5 |
|
| 4460 |
PHC
4460
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $291M | -$2.8M | -1% | 14.8% | – | 4 | 100% | 0 |
|
| 4461 |
4461
Silverleafe Capital Partners
Germantown,
Tennessee
| $291M | -$24.1M | -8% | 1.02% | 87.7% | 114 | 34.21% | 2.2 |
|
| 4462 |
4462
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $291M | -$18.7M | -6% | 3.84% | 167% | 208 | 21.63% | 1.6 |
|
| 4463 |
4463
Vert Asset Management
Sausalito,
California
| $291M | -$1.18M | -0.4% | 0.2% | 43.1% | 46 | 8.7% | 2.6 |
|
| 4464 |
BWM
4464
Brown Wealth Management
Naperville,
Illinois
| $291M | +$8.69M | +3% | 1.1% | 51.2% | 97 | 16.49% | 1.2 |
|
| 4465 |
4465
Morling Financial Advisors
Fremont,
California
| $291M | +$3.75M | +1% | 2.91% | 97.6% | 141 | 28.37% | 1.8 |
|
| 4466 |
4466
Ceera Investments
Bellaire,
Texas
| $290M | -$945K | -0.3% | 4.55% | 56.1% | 107 | 14.02% | 2.1 |
|
| 4467 |
4467
Provident Wealth Management
Brentwood,
Tennessee
| $290M | -$9.5M | -3% | 3.46% | 61.1% | 142 | 16.2% | 2.2 |
|
| 4468 |
4468
True Wind Capital Management
San Francisco,
California
| $290M | -$60.3M | -17% | 14.8% | 59.6% | 2 | 0% | 3.3 |
|
| 4469 |
4469
Solus Alternative Asset Management
Summit,
New Jersey
| $290M | -$23.9M | -8% | 1.32% | 79.3% | 10 | 10% | 3.1 |
|
| 4470 |
4470
Socorro Asset Management
Dallas,
Texas
| $290M | +$34.1M | +13% | 0.21% | 43.8% | 33 | 3.03% | 2.8 |
|
| 4471 |
4471
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $290M | -$23.2M | -7% | 3.56% | 101% | 141 | 18.44% | 5.8 |
|
| 4472 |
4472
Rench Wealth Management
Denton,
Texas
| $290M | -$3.56M | -1% | 0.26% | 106% | 51 | 3.92% | 5.7 |
|
| 4473 |
4473
Nixon Capital
Austin,
Texas
| $290M | -$33M | -10% | 4.53% | 118% | 32 | 34.38% | 1.5 |
|
| 4474 |
KM
4474
KP Management
Edina,
Minnesota
| $289M | -$29.8M | -9% | 4.78% | – | 91 | 32.97% | 0.9 |
|
| 4475 |
4475
Greenlea Lane Capital Management
Weston,
Connecticut
| $289M | -$42.2M | -13% | 6.12% | 99.7% | 8 | 0% | 3.8 |
|