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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Stableford Capital II
Scottsdale,
Arizona
| $198M | +$27.6M | +16% | 5.57% | 66.9% | 127 | 25.98% | 0.9 |
|
| 4477 |
4477
Oxler Private Wealth
Rye Brook,
New York
| $197M | +$20M | +11% | 3.56% | 119% | 227 | 51.98% | 0.2 |
|
| 4478 |
GAMC
4478
Garner Asset Management Corp
Plano,
Texas
| $197M | +$14.8M | +8% | 9.37% | 103% | 165 | 6.06% | 2.8 |
|
| 4479 |
4479
Claro Advisors
Boston,
Massachusetts
| $197M | +$9.26M | +5% | 4.72% | 98.8% | 233 | 16.31% | 1.4 |
|
| 4480 |
BIA
4480
Bigelow Investment Advisors
Portland,
Maine
| $197M | +$8.58M | +5% | 2.92% | 75.7% | 142 | 5.63% | 2.5 |
|
| 4481 |
4481
Bridgewater Advisors
New York
| $197M | – | – | 5.8% | 61% | 156 | – | 2.2 |
|
| 4482 |
4482
Daily Journal Corp
Los Angeles,
California
| $197M | +$72.2M | +58% | 22.1% | 109% | 5 | 20% | 5.8 |
|
| 4483 |
PAM
4483
Pegasus Asset Management
Montebello,
New York
| $197M | +$14.6M | +8% | 5.46% | 101% | 73 | 2.74% | 2.6 |
|
| 4484 |
4484
MBM Wealth Consultants
Chesterfield,
Missouri
| $197M | +$13.3M | +7% | 4.5% | 57.1% | 270 | 15.56% | 1.6 |
|
| 4485 |
TF
4485
TRH Financial
North Liberty,
Iowa
| $197M | +$22.9M | +13% | 5.83% | – | 78 | 7.69% | 1 |
|
| 4486 |
4486
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $197M | +$9.5M | +5% | 4.64% | 81% | 957 | 24.14% | 1.6 |
|
| 4487 |
4487
Omega Financial Group
Santa Barbara,
California
| $197M | +$11.5M | +6% | 5.06% | 47% | 64 | 7.81% | 1.7 |
|
| 4488 |
4488
Brand Asset Management Group
Chesterfield,
Missouri
| $197M | +$18.7M | +11% | 5.83% | 70.2% | 289 | 19.38% | 1.9 |
|
| 4489 |
4489
Sanchez Wealth Management Group
Jacksonville,
Florida
| $197M | +$10.5M | +6% | 4.8% | 61.1% | 31 | 12.9% | 1.6 |
|
| 4490 |
4490
Peregrine Asset Advisers
Portland,
Oregon
| $196M | -$17.4M | -8% | 6.71% | 189% | 160 | 50.63% | 2 |
|
| 4491 |
SLA
4491
Silver Lake Advisory
Cottonwood Heights,
Utah
| $196M | +$13.8M | +8% | 9.81% | 76.7% | 99 | 6.06% | 3.9 |
|
| 4492 |
4492
Abacus FCF Advisors
Orlando,
Florida
| $196M | +$24.8M | +14% | 7.29% | 197% | 183 | 70.49% | 0.7 |
|
| 4493 |
4493
Lexington Partners
New York
| $196M | +$12.8M | +7% | 8.26% | 24.5% | 6 | 50% | 1 |
|
| 4494 |
4494
Astoria Strategic Wealth
Conroe,
Texas
| $196M | +$9.19M | +5% | 2.72% | 42.1% | 30 | 6.67% | 1.1 |
|
| 4495 |
4495
Red Door Wealth Management
Memphis,
Tennessee
| $196M | +$26.5M | +16% | 5.79% | 100% | 118 | 10.17% | 1 |
|
| 4496 |
4496
Gill Capital Partners
Denver,
Colorado
| $196M | +$28.4M | +17% | 3.66% | 59% | 116 | 11.21% | 1.4 |
|
| 4497 |
4497
Chartist Inc
Seal Beach,
California
| $196M | +$4.48M | +2% | 4.13% | – | 28 | 14.29% | 4.2 |
|
| 4498 |
AWAM
4498
Appian Way Asset Management
New York
| $196M | -$8.32M | -4% | 12.5% | 49.4% | 85 | 80% | 0.2 |
|
| 4499 |
4499
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $196M | -$3.46M | -2% | 1.38% | 60.5% | 8 | 0% | 1.1 |
|
| 4500 |
4500
Lowell Blake & Associates
Boston,
Massachusetts
| $195M | +$60.3M | +45% | 2.58% | 44.2% | 46 | 10.87% | 1 |
|