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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Ranch Capital Advisors
Sarasota,
Florida
| $101M | -$22.2M | -18% | 15.8% | 99.2% | 1,016 | 12.5% | 0.3 |
|
| 4527 |
4527
Acorn Financial Advisory Services
Reston,
Virginia
| $101M | -$18.1M | -15% | 16.8% | 108% | 177 | 19.21% | 0.2 |
|
| 4528 |
GA
4528
Greytown Advisors
Miami,
Florida
| $101M | -$40M | -28% | 21% | 14.1% | 73 | 13.7% | 2.5 |
|
| 4529 |
4529
Beam Wealth Advisors
Covington,
Louisiana
| $101M | -$6.3M | -6% | 16.8% | 69.2% | 181 | 38.67% | 0.2 |
|
| 4530 |
4530
One Wealth Advisors
San Francisco,
California
| $101M | -$34.5M | -25% | 22% | 74.4% | 141 | 57.45% | 1 |
|
| 4531 |
4531
Point Break Capital Management
Miami,
Florida
| $101M | -$532M | -84% | 46.7% | – | 24 | 50% | 0.5 |
|
| 4532 |
RMSCM
4532
R.M. Sincerbeaux Capital Management
New York
| $101M | -$28.3M | -22% | 19% | 84.4% | 49 | 10.2% | 5.4 |
|
| 4533 |
4533
TPG Financial Advisors
Portland,
Oregon
| $101M | -$20.5M | -17% | 13.6% | – | 49 | 14.29% | 1.1 |
|
| 4534 |
ABP
4534
Arthur B. Page
| $101M | -$23.3M | -19% | 14.4% | 40.4% | 61 | 8.2% | 4.9 |
|
| 4535 |
4535
Centerpoint Advisors
Needham,
Massachusetts
| $101M | -$35.2M | -26% | 22.8% | 82.6% | 302 | 20.86% | 1.8 |
|
| 4536 |
MHR
4536
Matthew Hamilton Rosenberg
| $101M | – | – | 14.8% | 52% | 328 | – | 0 |
|
| 4537 |
4537
Black Swift Group
Boulder,
Colorado
| $101M | +$33.9M | +51% | 21.7% | 145% | 105 | 62.86% | 0.5 |
|
| 4538 |
KLCM
4538
KG&L Capital Management
Saint Francisville,
Louisiana
| $101M | -$17.5M | -15% | 19.2% | 91.9% | 103 | 25.24% | 1 |
|
| 4539 |
4539
Harborview Advisors
Portland,
Maine
| $100M | -$30.1M | -23% | 19.9% | 27.1% | 97 | 22.68% | 1.4 |
|
| 4540 |
4540
Stonebridge Financial Planning Group
Orlando,
Florida
| $100M | -$10.3M | -9% | 15.7% | 72.4% | 434 | 20.51% | 0.2 |
|
| 4541 |
4541
X-Square Capital
Guaynabo,
Puerto Rico
| $100M | -$69.6M | -41% | 33.5% | 151% | 90 | 25.56% | 1.5 |
|
| 4542 |
4542
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $100M | -$19.9M | -17% | 20.7% | 58.7% | 44 | 20.45% | 1 |
|
| 4543 |
WFA
4543
Wade Financial Advisory
Campbell,
California
| $100M | -$13M | -11% | 20.4% | 15.9% | 67 | 17.91% | 0.2 |
|
| 4544 |
4544
Clarus Wealth Advisors
Peoria,
Arizona
| $100M | -$51.3M | -34% | 14.9% | 89.7% | 155 | 35.48% | 1.3 |
|
| 4545 |
4545
Northwest Capital Management
Lake Oswego,
Oregon
| $100M | -$9.45M | -9% | 12.5% | 57% | 63 | 23.81% | 1.6 |
|
| 4546 |
4546
Reliant Investment Management
Memphis,
Tennessee
| $100M | -$42.1M | -30% | 17.5% | 129% | 61 | 44.26% | 2.2 |
|
| 4547 |
4547
Peachtree Investment Partners
Indian River Shores,,
Florida
| $100M | -$44.9M | -31% | 14.2% | 111% | 82 | 18.29% | 0.9 |
|
| 4548 |
4548
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $100M | -$57.7M | -37% | 20.1% | – | 140 | 37.14% | 2.4 |
|
| 4549 |
4549
Chou Associates Management
Toronto,
Ontario, Canada
| $100M | -$73.8M | -42% | 33.7% | 70% | 19 | 0% | 4.3 |
|
| 4550 |
4550
Ironwood Investment Management
Boston,
Massachusetts
| $100M | -$44.9M | -31% | 24.3% | 163% | 171 | 18.71% | 4.2 |
|