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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $234M | +$15.6M | +7% | 6.93% | 66.8% | 114 | 3.51% | 4.7 |
|
| 4577 |
4577
CTC (Chicago Trading Company)
Chicago,
Illinois
| $234M | +$35.9M | +18% | 8.39% | 192% | 254 | 40.16% | 0.9 |
|
| 4578 |
4578
Ogorek Anthony Joseph
Williamsville,
New York
| $234M | +$15M | +7% | 8.97% | 61.1% | 253 | 11.07% | 2.4 |
|
| 4579 |
4579
Palouse Capital Management
Spokane,
Washington
| $234M | +$9.13M | +4% | 8.82% | 67.8% | 106 | 11.32% | 2.2 |
|
| 4580 |
4580
LSP Investment Advisors
New York
| $234M | -$15M | -6% | 6.33% | 79.5% | 31 | 22.58% | 0.4 |
|
| 4581 |
4581
Caspian Capital
New York
| $234M | – | – | 4.97% | – | 37 | – | 0.3 |
|
| 4582 |
4582
Marvin & Palmer Associates
Wilmington,
Delaware
| $234M | -$12.9M | -5% | 12.6% | 392% | 32 | 40.63% | 1.1 |
|
| 4583 |
RS
4583
Retirement Solution
Redmond,
Washington
| $234M | +$16.5M | +8% | 9.98% | 77.3% | 50 | 16% | 0.8 |
|
| 4584 |
HF
4584
Halpern Financial
Ashburn,
Virginia
| $234M | +$17.9M | +8% | 8.72% | 26.3% | 302 | 33.77% | 1.2 |
|
| 4585 |
SGH
4585
Sivik Global Healthcare
Greenwich,
Connecticut
| $233M | -$185M | -44% | 9.08% | 83.8% | 61 | 55.74% | 1.1 |
|
| 4586 |
CWAG
4586
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $233M | +$20.4M | +10% | 9.23% | 76.1% | 76 | 11.84% | 2.2 |
|
| 4587 |
SCP
4587
Syntal Capital Partners
Midland,
Texas
| $233M | -$56.4M | -19% | 14.4% | 102% | 107 | 30.84% | 1.9 |
|
| 4588 |
WCM
4588
W Capital Management
New York
| $233M | – | – | 19.2% | – | 6 | – | 0 |
|
| 4589 |
4589
Chartist Inc
Seal Beach,
California
| $233M | +$22M | +10% | 14.9% | – | 38 | 15.79% | 3.6 |
|
| 4590 |
4590
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $233M | – | – | 8.37% | 58.9% | 245 | – | 0 |
|
| 4591 |
4591
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $233M | -$102M | -30% | 4.68% | 44.3% | 62 | 51.61% | 0.8 |
|
| 4592 |
4592
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $233M | +$26M | +13% | 6.11% | 83.4% | 68 | 16.18% | 0.8 |
|
| 4593 |
4593
Acima Private Wealth
Richmond,
Virginia
| $232M | +$14.8M | +7% | 5.01% | 51.1% | 243 | 5.76% | 2.5 |
|
| 4594 |
4594
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $232M | +$168M | +262% | 11.8% | 58.6% | 174 | 18.39% | 1.8 |
|
| 4595 |
4595
Catalyst Private Wealth
San Mateo,
California
| $232M | -$1.13M | -0.5% | 3.88% | 120% | 82 | 15.85% | 0.9 |
|
| 4596 |
4596
Greencape Capital
Melbourne,
Australia
| $232M | +$81.6M | +54% | 8.35% | 98.1% | 3 | 33.33% | 3 |
|
| 4597 |
4597
Shaker Investments
Cleveland,
Ohio
| $232M | +$5.44M | +2% | 8.25% | 216% | 97 | 8.25% | 2.8 |
|
| 4598 |
PL
4598
Polianta Ltd
St Helier,
Jersey
| $232M | +$16.4M | +8% | 4.04% | 31.6% | 104 | 69.23% | 0.2 |
|
| 4599 |
AWAM
4599
Appian Way Asset Management
New York
| $232M | -$3.78M | -2% | 8.9% | 49.4% | 55 | 69.09% | 0.3 |
|
| 4600 |
4600
Gainplan
Bloomfield Hills,
Michigan
| $232M | +$5.15M | +2% | 8.2% | 103% | 73 | 41.1% | 1 |
|