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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
Private Wealth Advisors (California)
Fresno,
California
| $356M | +$42.6M | +14% | 3.95% | 63.6% | 109 | 29.36% | 3.3 |
|
| 4452 |
4452
Seaside Wealth Management
Carlsbad,
California
| $356M | +$5.05M | +1% | 0.13% | 58.1% | 66 | 6.06% | 2.8 |
|
| 4453 |
4453
Oak Family Advisors
Chicago,
Illinois
| $355M | -$9.01M | -2% | 0.56% | 81.9% | 132 | 28.03% | 2.3 |
|
| 4454 |
4454
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $355M | -$17.9M | -5% | 2.53% | 92% | 162 | 8.02% | 5.3 |
|
| 4455 |
4455
Clean Yield Group
Norwich,
Vermont
| $355M | -$5.01M | -1% | 1.5% | 80.7% | 419 | 10.5% | 5.1 |
|
| 4456 |
EL
4456
EQ LLC
Bellevue,
Washington
| $355M | +$8.17M | +2% | 1.67% | 80% | 79 | 8.86% | 2.6 |
|
| 4457 |
HC
4457
Headland Capital
Mt. Pleasant,
South Carolina
| $355M | -$4.34M | -1% | 0.76% | – | 71 | 18.31% | 1 |
|
| 4458 |
4458
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $355M | -$32M | -8% | 1.76% | 166% | 372 | 63.71% | 4 |
|
| 4459 |
4459
Libra Wealth
Los Gatos,
California
| $355M | -$2.6M | -0.7% | 1.51% | 58.2% | 69 | 7.25% | 2.9 |
|
| 4460 |
4460
Windsor Capital Management
Phoenix,
Arizona
| $355M | -$7.45M | -2% | 0.55% | 49.1% | 127 | 7.87% | 6.8 |
|
| 4461 |
4461
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $355M | -$14.2M | -4% | 2.44% | 60.3% | 41 | 4.88% | 2.5 |
|
| 4462 |
4462
Tactive Advisors
Jacksonville,
Florida
| $355M | +$13.3M | +4% | 2.15% | – | 293 | 21.5% | 1 |
|
| 4463 |
4463
Avalon Capital Management
Port Of Redwood City,
California
| $354M | -$63.7M | -15% | 4.48% | 163% | 151 | 27.15% | 2.1 |
|
| 4464 |
4464
Courage Miller Partners
Norfolk,
Virginia
| $354M | +$22.2M | +7% | 1.16% | 43.5% | 93 | 10.75% | 7.7 |
|
| 4465 |
4465
FCA Corp
Houston,
Texas
| $354M | -$172K | -0% | 1.17% | 57.4% | 205 | 11.22% | 5.3 |
|
| 4466 |
4466
Wilson Asset Management
Sydney,
Australia
| $354M | -$35.6M | -9% | 4.85% | 58% | 48 | 22.92% | 1.3 |
|
| 4467 |
4467
Strathmore Capital Advisors
Charlotte,
North Carolina
| $354M | +$48.8M | +16% | 0.02% | – | 142 | 23.24% | 0.7 |
|
| 4468 |
FAP
4468
Financial Advisory Partners
Winter Park,
Florida
| $354M | -$954K | -0.3% | 0.35% | 52.9% | 67 | 2.99% | 3.2 |
|
| 4469 |
4469
Pathway Financial Advisers
Auburn,
Indiana
| $354M | +$8.6M | +2% | 3.88% | 88.2% | 175 | 13.14% | 2.6 |
|
| 4470 |
4470
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $354M | +$8.3M | +2% | 0.9% | 81.9% | 111 | 9.91% | 3.9 |
|
| 4471 |
4471
First Washington Corp
Seattle,
Washington
| $353M | -$32.6M | -8% | 2.56% | 142% | 59 | 16.95% | 5.1 |
|
| 4472 |
4472
Greystone Financial Group
Bloomfield Hills,
Michigan
| $353M | -$287M | -45% | 0.14% | 79.3% | 100 | 25% | 2.3 |
|
| 4473 |
4473
O'Brien Greene & Co
Media,
Pennsylvania
| $353M | +$16.5M | +5% | 10.1% | 90.9% | 147 | 17.01% | 4.3 |
|
| 4474 |
4474
BCWM LLC
Overland Park,
Kansas
| $353M | +$18.8M | +6% | 5.26% | – | 62 | 17.74% | 4.5 |
|
| 4475 |
4475
BridgePort Financial Solutions
Fairfield,
Iowa
| $353M | -$19.4M | -5% | 1.73% | – | 253 | 13.83% | 0.9 |
|