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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
Davis Rea
Toronto,
Ontario, Canada
| $178M | +$28.9M | +19% | 14.4% | 66.9% | 59 | 10.17% | 3.5 |
|
| 4527 |
4527
Brand Asset Management Group
Chesterfield,
Missouri
| $178M | +$18.2M | +11% | 15.9% | 77.3% | 263 | 13.31% | 2 |
|
| 4528 |
4528
PRW Wealth Management
Quincy,
Massachusetts
| $178M | +$38M | +27% | 16.4% | 42.3% | 94 | 18.09% | 0.9 |
|
| 4529 |
TCM
4529
TORQ Capital Management
Hong Kong
| $178M | – | – | 52.5% | – | 6 | – | 0 |
|
| 4530 |
4530
Davidson Capital Management
Corpus Christi,
Texas
| $178M | +$20.1M | +13% | 10.3% | 79.4% | 66 | 3.03% | 0.8 |
|
| 4531 |
4531
Keeler Thomas Management
Orem,
Utah
| $178M | +$19M | +12% | 10.4% | 52.1% | 74 | 18.92% | 1.8 |
|
| 4532 |
4532
Rench Wealth Management
Denton,
Texas
| $178M | +$20.4M | +13% | 10.7% | 121% | 40 | 7.5% | 5.2 |
|
| 4533 |
4533
Oxler Private Wealth
Rye Brook,
New York
| $177M | – | – | 10.7% | 119% | 221 | – | 0 |
|
| 4534 |
ECM
4534
EII Capital Management
New York
| $177M | +$20.1M | +13% | 13.1% | 46.9% | 185 | 8.65% | 2.9 |
|
| 4535 |
4535
Biechele Royce Advisors
Fishers,
Indiana
| $177M | +$18.4M | +12% | 20.7% | 39.2% | 45 | 6.67% | 2.3 |
|
| 4536 |
4536
Landmark Financial Advisors
Bowling Green,
Kentucky
| $177M | +$19.5M | +12% | 12.4% | 11.8% | 69 | 13.04% | 3.8 |
|
| 4537 |
4537
Graybill Wealth Management
Elmhurst,
Illinois
| $177M | +$23.7M | +15% | 17.1% | – | 55 | 9.09% | 3.8 |
|
| 4538 |
4538
Stonehearth Capital Management
Danvers,
Massachusetts
| $177M | +$26.4M | +18% | 11.6% | 87.5% | 62 | 19.35% | 2.2 |
|
| 4539 |
4539
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $177M | – | – | 30.4% | 61.4% | 5 | – | 0 |
|
| 4540 |
4540
BigSur Wealth Management
Miami,
Florida
| $177M | +$20.1M | +13% | 15.4% | 94.8% | 110 | 5.45% | 2.4 |
|
| 4541 |
4541
Rings Capital Management
Chicago,
Illinois
| $177M | -$9.5M | -5% | 2.64% | 40.9% | 8 | 0% | 1.3 |
|
| 4542 |
4542
Founders Financial Alliance
Raleigh,
North Carolina
| $177M | +$9.47M | +6% | 14.2% | 95.7% | 1,449 | 72.74% | 0.2 |
|
| 4543 |
4543
Teza Capital Management
Chicago,
Illinois
| $177M | +$5.82M | +3% | 17.5% | 133% | 494 | 75.1% | 0.2 |
|
| 4544 |
HBL
4544
Higo Bank, Ltd.
Kumamoto,
| $177M | – | – | 7.65% | 155% | 31 | – | 0 |
|
| 4545 |
4545
LCNB Corp
Lebanon,
Ohio
| $176M | +$23.5M | +15% | 12.8% | 83.1% | 151 | 9.27% | 2.7 |
|
| 4546 |
4546
CastleArk Alternatives
Chicago,
Illinois
| $176M | +$75.6M | +75% | 42.4% | – | 58 | 32.76% | 0.9 |
|
| 4547 |
4547
Madison International Realty Holdings
New York
| $176M | +$8.15M | +5% | 17% | – | 8 | 12.5% | 2.2 |
|
| 4548 |
SFA
4548
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $176M | +$30.3M | +21% | 29.7% | 187% | 15 | 6.67% | 1.4 |
|
| 4549 |
4549
Reston Wealth Management
Reston,
Virginia
| $176M | +$20.5M | +13% | 10.7% | 66.4% | 49 | 20.41% | 1.3 |
|
| 4550 |
FP
4550
Financial Perspectives
Minneapolis,
Minnesota
| $176M | +$24M | +16% | 13.1% | 104% | 608 | 9.87% | 0.8 |
|