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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
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $172M | +$11.7M | +7% | 8.17% | 31.6% | 10 | 0% | 2.7 |
|
| 4602 |
4602
Peachtree Investment Partners
Indian River Shores,,
Florida
| $172M | +$26.6M | +18% | 9.92% | 111% | 101 | 26.73% | 1 |
|
| 4603 |
4603
DCM Advisors
New York
| $172M | – | – | 24.3% | 99.3% | 229 | – | 0 |
|
| 4604 |
4604
Paulson Wealth Management
Wheaton,
Illinois
| $172M | +$16.8M | +11% | 12.6% | 62.6% | 97 | 28.87% | 1.9 |
|
| 4605 |
4605
Abacus FCF Advisors
Orlando,
Florida
| $172M | -$14.4M | -8% | 17.3% | 197% | 98 | 22.45% | 1.5 |
|
| 4606 |
4606
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $172M | +$24.9M | +17% | 10.3% | 81.9% | 6 | 50% | 0.6 |
|
| 4607 |
4607
Bennicas & Associates
Portola Valley,
California
| $172M | +$10.6M | +7% | 5.81% | 40.3% | 105 | 16.19% | 4.6 |
|
| 4608 |
4608
Okabena Investment Services
Minneapolis,
Minnesota
| $171M | +$40.8M | +31% | 15.8% | 83.9% | 86 | 24.42% | 0.6 |
|
| 4609 |
4609
Aquamarine Capital Management
New York
| $171M | +$19.8M | +13% | 19% | 23% | 13 | 7.69% | 4.4 |
|
| 4610 |
SM
4610
Saya Management
New York
| $171M | -$27.9M | -14% | 20.5% | 34.8% | 16 | 56.25% | 0.7 |
|
| 4611 |
4611
Gables Capital Management
Miami,
Florida
| $171M | +$13.9M | +9% | 13.5% | 173% | 374 | 4.81% | 2.2 |
|
| 4612 |
4612
Seascape Capital Management
Portsmouth,
New Hampshire
| $171M | +$13.8M | +9% | 8.85% | 111% | 88 | 25% | 0.7 |
|
| 4613 |
4613
Childress Capital Advisors
Houston,
Texas
| $171M | – | – | 17.9% | 107% | 1,081 | – | 0 |
|
| 4614 |
4614
Martin Capital Partners
Eugene,
Oregon
| $171M | +$21.6M | +14% | 11.7% | 42.3% | 69 | 11.59% | 1.7 |
|
| 4615 |
4615
Westbourne Investment Advisors
Annapolis,
Maryland
| $171M | +$83.9M | +96% | 20.6% | 107% | 81 | 41.98% | 2 |
|
| 4616 |
4616
Running Point Capital Advisors
El Segundo,
California
| $171M | – | – | 9.58% | 52.1% | 126 | – | 0 |
|
| 4617 |
4617
Invesco Senior Secured Management
New York
| $171M | +$54.9M | +47% | 43.2% | 18.1% | 21 | 33.33% | 2 |
|
| 4618 |
4618
Ironwood Investment Management
Boston,
Massachusetts
| $171M | +$30.9M | +22% | 29.9% | 163% | 171 | 9.36% | 4.3 |
|
| 4619 |
4619
Strategic Wealth Investment Group
Louisville,
Kentucky
| $171M | +$37.8M | +28% | 11.3% | – | 92 | 18.48% | 0.7 |
|
| 4620 |
4620
TriaGen Wealth Management
Calabasas,
California
| $171M | – | – | 14.8% | 132% | 171 | – | 0 |
|
| 4621 |
4621
Blue Water Life Science Advisors
Larkspur,
California
| $170M | – | – | 45% | 1,355% | 21 | – | 0 |
|
| 4622 |
4622
Independent Order of Foresters
Toronto,
Ontario, Canada
| $170M | +$22.3M | +15% | 15.2% | 75.1% | 12 | 0% | 0.8 |
|
| 4623 |
4623
Samson Rock Capital
London,
United Kingdom
| $170M | – | – | 22.1% | 166% | 15 | – | 0 |
|
| 4624 |
4624
Stableford Capital II
Scottsdale,
Arizona
| $170M | +$23.3M | +16% | 12.8% | 66.9% | 113 | 46.02% | 0.8 |
|
| 4625 |
DLG
4625
Daniel L. Goodwin
| $170M | +$27.3M | +19% | 28.7% | 72.6% | 103 | 19.42% | 3.3 |
|