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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
DigitalBridge Group
Boca Raton,
Florida
| $135M | +$39.5M | +42% | 1.18% | 161% | 38 | 31.58% | 0.4 |
|
| 4527 |
4527
TLW Wealth Management
Indian Rocks Beach,
Florida
| $134M | +$18.6M | +16% | 17.7% | 98.3% | 19 | 0% | 1.4 |
|
| 4528 |
AFC
4528
AFT Forsyth & Company
West Palm Beach,
Florida
| $134M | +$15.8M | +13% | 10.9% | 135% | 131 | 6.87% | 4.7 |
|
| 4529 |
4529
Foresite Capital Management III
Larkspur,
California
| $134M | +$21.8M | +19% | 33.3% | 444% | 12 | 50% | 1.4 |
|
| 4530 |
4530
Newport Wealth Strategies
Irvine,
California
| $134M | +$24.7M | +23% | 9.15% | 51.5% | 96 | 17.71% | 1.6 |
|
| 4531 |
4531
Consolidated Planning Corp
Atlanta,
Georgia
| $134M | +$32.3M | +32% | 7.96% | 84.6% | 46 | 10.87% | 0.6 |
|
| 4532 |
4532
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $134M | +$55.2M | +70% | 5.84% | 31% | 516 | 76.16% | 0.1 |
|
| 4533 |
4533
Diametric Capital
Boston,
Massachusetts
| $134M | +$4.93M | +4% | 18.7% | 175% | 234 | 82.05% | 0.3 |
|
| 4534 |
4534
American Securities
New York
| $134M | -$31.2M | -19% | 18.9% | – | 1 | 0% | 3.8 |
|
| 4535 |
SWM
4535
Strategic Wealth Management
Kirkland,
Washington
| $134M | +$25.9M | +24% | 7.64% | 52.8% | 74 | 28.38% | 0.4 |
|
| 4536 |
4536
Sterling Investment Management
Tucson,
Arizona
| $134M | +$4.56M | +4% | 6.23% | 45.3% | 65 | 15.38% | 3.1 |
|
| 4537 |
4537
Wambolt & Associates
Littleton,
Colorado
| $134M | +$6.57M | +5% | 8.35% | 62.2% | 189 | 10.58% | 1.3 |
|
| 4538 |
4538
Investors Financial Group
Plymouth,
Minnesota
| $134M | +$12.2M | +10% | 8.15% | – | 165 | 13.94% | 0.6 |
|
| 4539 |
4539
Searcy Financial Services
Overland Park,
Kansas
| $134M | +$13.7M | +11% | 7.62% | 60.2% | 19 | 26.32% | 0.9 |
|
| 4540 |
CWAG
4540
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $134M | +$39.8M | +42% | 8.34% | 76.1% | 64 | 7.81% | 1.4 |
|
| 4541 |
4541
Leisure Capital Management
Costa Mesa,
California
| $134M | +$9.8M | +8% | 10.1% | 111% | 127 | 11.81% | 3 |
|
| 4542 |
4542
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $134M | +$15M | +13% | 8.83% | 80.3% | 107 | 4.67% | 0.6 |
|
| 4543 |
4543
1492 Capital Management
Milwaukee,
Wisconsin
| $134M | +$16.8M | +14% | 24% | 332% | 107 | 33.64% | 1.3 |
|
| 4544 |
4544
SYM Financial Corp
Winona Lake,
Indiana
| $134M | +$9.6M | +8% | 8.53% | 64.3% | 92 | 40.22% | 1.3 |
|
| 4545 |
4545
Piper Sandler & Co
Minneapolis,
Minnesota
| $134M | +$26.4M | +25% | 0.72% | 0.05% | 31 | 48.39% | 0.2 |
|
| 4546 |
4546
ICW Investment Advisors
Scottsdale,
Arizona
| $134M | +$10.6M | +9% | 8.35% | 58.6% | 124 | 0% | 0.7 |
|
| 4547 |
4547
KFA Private Wealth Group
Tysons,
Virginia
| $133M | +$29.4M | +28% | 6.25% | 62.8% | 66 | 25.76% | 0.5 |
|
| 4548 |
GII
4548
Gryphon International Investment
Toronto,
Ontario, Canada
| $133M | -$22.4M | -14% | 0% | 5.67% | 21 | 4.76% | 3 |
|
| 4549 |
CC
4549
Claybrook Capital
Wellesley,
Massachusetts
| $133M | +$16.4M | +14% | 4.78% | 7.15% | 96 | 16.67% | 1.3 |
|
| 4550 |
4550
Game Creek Capital
Boston,
Massachusetts
| $133M | +$11M | +9% | 1.75% | 176% | 67 | 41.79% | 1.3 |
|