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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $129M | +$2.15M | +2% | 10.1% | – | 191 | 15.71% | 3.3 |
|
| 4602 |
4602
Prince Street Capital Management
New York
| $129M | +$9.8M | +8% | 18.7% | 302% | 18 | 27.78% | 0.9 |
|
| 4603 |
4603
Ascension Capital Advisors
Houston,
Texas
| $129M | +$14.2M | +12% | 8.66% | 59.3% | 46 | 19.57% | 0.6 |
|
| 4604 |
4604
Van Leeuwen & Company
Princeton,
New Jersey
| $128M | -$456K | -0.4% | 12.4% | 75.4% | 74 | 35.14% | 1.3 |
|
| 4605 |
EAM
4605
Eukles Asset Management
Cincinnati,
Ohio
| $128M | +$11M | +9% | 9.64% | 87.9% | 177 | 12.99% | 1.5 |
|
| 4606 |
EP
4606
Elkhorn Partners
Omaha,
Nebraska
| $128M | -$212K | -0.2% | 0.87% | 32.2% | 43 | 18.6% | 4.2 |
|
| 4607 |
4607
Adams Wealth Management
Logan,
Utah
| $128M | +$30.7M | +31% | 6.31% | 105% | 379 | 78.89% | 0.1 |
|
| 4608 |
RWG
4608
Regal Wealth Group
Seal Beach,
California
| $128M | +$7.24M | +6% | 6.64% | 17% | 223 | 6.73% | 2.9 |
|
| 4609 |
4609
O'Keefe Stevens Advisory
Rochester,
New York
| $128M | +$12.9M | +11% | 15.2% | 208% | 37 | 2.7% | 2.6 |
|
| 4610 |
4610
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $128M | +$9.5M | +8% | 6.86% | 64.8% | 59 | 1.69% | 0.9 |
|
| 4611 |
4611
Cincinnati Casualty Company
Fairfield,
Ohio
| $128M | +$5.7M | +5% | 7.32% | 68.7% | 26 | 11.54% | 5.5 |
|
| 4612 |
4612
Exeter Financial
Scottsdale,
Arizona
| $128M | +$7.65M | +6% | 6.45% | 59.1% | 70 | 2.86% | 2.4 |
|
| 4613 |
4613
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $128M | +$5.01M | +4% | 4.88% | 62.5% | 20 | 0% | 1 |
|
| 4614 |
4614
Strategic Financial Partners
Bend,
Oregon
| $128M | +$7.15M | +6% | 4.28% | 54.8% | 61 | 4.92% | 0.7 |
|
| 4615 |
4615
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $128M | -$59.8M | -32% | 10.9% | 90.8% | 149 | 84.56% | 0.3 |
|
| 4616 |
4616
Mendel Money Management
Northbrook,
Illinois
| $128M | +$14.2M | +13% | 11.6% | 88.8% | 61 | 9.84% | 3.2 |
|
| 4617 |
FWM
4617
Filbrandt Wealth Management
Middleton,
Wisconsin
| $128M | +$2.23M | +2% | 6.87% | – | 405 | 62.22% | 0.7 |
|
| 4618 |
4618
Ridgewood Investments
Springfield,
New Jersey
| $128M | +$6.88M | +6% | 9.02% | – | 184 | 16.3% | 2.2 |
|
| 4619 |
4619
Townsend & Associates
Westminster,
Colorado
| $128M | +$8.71M | +7% | 10.2% | 58% | 75 | 17.33% | 2 |
|
| 4620 |
4620
Atlas Private Wealth Management
Albany,
New York
| $128M | +$3.52M | +3% | 7.33% | 19.8% | 509 | 25.93% | 0.7 |
|
| 4621 |
4621
Jeppson Wealth Management
Manhattan Beach,
California
| $128M | – | – | 6.92% | 107% | 511 | – | 0 |
|
| 4622 |
GWM
4622
Gray Wealth Management
Bangor,
Maine
| $128M | +$11.8M | +10% | 7.82% | 22.1% | 98 | 7.14% | 0.4 |
|
| 4623 |
MA
4623
Menlo Advisors
Menlo Park,
California
| $128M | -$495K | -0.4% | 11.5% | 108% | 37 | 8.11% | 3.7 |
|
| 4624 |
4624
Selective Wealth Management
Forest,
Virginia
| $127M | +$6.79M | +6% | 7.05% | 74.4% | 434 | 30.18% | 0.8 |
|
| 4625 |
4625
Your Advocates Ltd
Houston,
Texas
| $127M | -$17M | -12% | 2.99% | 53.6% | 184 | 34.78% | 0.4 |
|