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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Ayrshire Capital Management
Westport,
Connecticut
| $136M | +$16.7M | +14% | 10.6% | 84.8% | 63 | 9.52% | 0.7 |
|
| 4502 |
4502
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $136M | +$26.6M | +24% | 5.12% | 64.9% | 116 | 13.79% | 0.6 |
|
| 4503 |
CSA
4503
Cottage Street Advisors
Marion,
Massachusetts
| $136M | +$2.99M | +2% | 9.24% | 95.8% | 97 | 16.49% | 3.1 |
|
| 4504 |
MHR
4504
Matthew Hamilton Rosenberg
| $136M | +$10.6M | +8% | 6.67% | 52% | 552 | 6.16% | 0.4 |
|
| 4505 |
4505
Shayne & Jacobs LLC
Nashville,
Tennessee
| $136M | +$17.5M | +15% | 14.5% | 79.4% | 33 | 12.12% | 4 |
|
| 4506 |
4506
Red Door Wealth Management
Memphis,
Tennessee
| $136M | -$882K | -0.6% | 10.6% | 100% | 484 | 79.13% | 0.7 |
|
| 4507 |
DI
4507
Disciplined Investments
Tulsa,
Oklahoma
| $136M | +$7.08M | +6% | 5.51% | 51.4% | 461 | 17.57% | 0.7 |
|
| 4508 |
4508
Quantamental Technologies
White Plains,
New York
| $135M | -$14.3M | -10% | 4.68% | 24.2% | 402 | 71.14% | 0.2 |
|
| 4509 |
4509
Watchman Group
Plano,
Texas
| $135M | +$15M | +12% | 14.2% | 54% | 83 | 15.66% | 0.6 |
|
| 4510 |
4510
Fure Financial Corporation
Bloomington,
Minnesota
| $135M | +$10.1M | +8% | 7.99% | 59.5% | 84 | 72.62% | 0.2 |
|
| 4511 |
4511
Chapman Investment Management
San Anselmo,
California
| $135M | +$13.1M | +11% | 12.4% | 57.3% | 42 | 14.29% | 0.6 |
|
| 4512 |
4512
EPG Wealth Management
Atlanta,
Georgia
| $135M | -$5.72M | -4% | 9.87% | 108% | 154 | 27.27% | 0.6 |
|
| 4513 |
PCM
4513
Perritt Capital Management
Chicago,
Illinois
| $135M | +$1.48M | +1% | 8.39% | 80.9% | 198 | 15.66% | 3.6 |
|
| 4514 |
4514
CornerStone Partners
Charlottesville,
Virginia
| $135M | +$13M | +11% | 7.19% | – | 10 | 10% | 0.8 |
|
| 4515 |
4515
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $135M | $0 | 0% | 5.21% | 34.2% | 44 | 0% | 2.6 |
|
| 4516 |
VAM
4516
Velanne Asset Management
London,
United Kingdom
| $135M | +$3.81M | +3% | 7.95% | 29.6% | 20 | 5% | 1.4 |
|
| 4517 |
4517
Wealth CMT
Cherry Hill,
New Jersey
| $135M | +$5.46M | +4% | 6.9% | 25% | 19 | 0% | 0.7 |
|
| 4518 |
4518
Lagoda Investment Management
New York
| $135M | +$14.7M | +12% | 14% | 250% | 33 | 12.12% | 3.6 |
|
| 4519 |
4519
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $135M | +$8.74M | +7% | 5.42% | 50.2% | 23 | 26.09% | 0.3 |
|
| 4520 |
4520
J. Arnold Wealth Management
Youngstown,
Ohio
| $135M | +$15.2M | +13% | 13% | 46.2% | 78 | 33.33% | 0.4 |
|
| 4521 |
4521
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $135M | +$14.7M | +12% | 5.66% | 86.2% | 73 | 8.22% | 1.8 |
|
| 4522 |
4522
Hutner Capital Management
Manchester,
Vermont
| $135M | +$16.3M | +14% | 11.3% | 52.2% | 44 | 11.36% | 3.1 |
|
| 4523 |
4523
Brookmont Capital Management
Dallas,
Texas
| $135M | +$9.6M | +8% | 8.29% | 32.2% | 51 | 7.84% | 5.5 |
|
| 4524 |
MS
4524
Madden Securities
Dallas,
Texas
| $135M | +$22.3M | +20% | 9.24% | 108% | 123 | 29.27% | 0.5 |
|
| 4525 |
SST
4525
S Squared Technology
New York
| $135M | +$7.23M | +6% | 24.6% | 223% | 34 | 8.82% | 2.5 |
|