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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
Landmark Financial Advisors
Bowling Green,
Kentucky
| $186M | +$8.4M | +5% | 6.05% | 11.8% | 71 | 8.45% | 4.1 |
|
| 4602 |
4602
Okabena Investment Services
Minneapolis,
Minnesota
| $186M | +$14.3M | +8% | 6.96% | 72.4% | 82 | 25.61% | 0.8 |
|
| 4603 |
4603
Deane Retirement Strategies
New Orleans,
Louisiana
| $186M | +$21.6M | +13% | 13.1% | 73.4% | 87 | 50.57% | 1.7 |
|
| 4604 |
4604
Millrace Asset Group
Berwyn,
Pennsylvania
| $186M | +$42M | +29% | 23.1% | 113% | 98 | 33.67% | 0.7 |
|
| 4605 |
4605
FSB Premier Wealth Management
Waterloo,
Iowa
| $186M | -$1.19M | -0.6% | 4.69% | 53.9% | 105 | 9.52% | 0.2 |
|
| 4606 |
4606
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $186M | +$25.5M | +16% | 8.78% | 21.9% | 36 | 94.44% | 2.1 |
|
| 4607 |
4607
Oak Asset Management
Westlake Village,
California
| $186M | -$19.8M | -10% | 5.81% | 91.8% | 93 | 48.39% | 3 |
|
| 4608 |
4608
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $185M | +$17M | +10% | 4.99% | 52.3% | 55 | 18.18% | 1.1 |
|
| 4609 |
4609
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $185M | +$10.7M | +6% | 5.56% | 13% | 52 | 19.23% | 3.1 |
|
| 4610 |
4610
Stonepine Capital Management
Bend,
Oregon
| $185M | +$54.5M | +42% | 11.1% | 231% | 35 | 57.14% | 0.7 |
|
| 4611 |
4611
MACRO Consulting Group
Parsippany,
New Jersey
| $185M | +$12.6M | +7% | 5.4% | – | 108 | 11.11% | 1.3 |
|
| 4612 |
4612
NIA Impact Advisors
Berkeley,
California
| $185M | -$7.02M | -4% | 0.21% | – | 55 | 5.45% | 0.2 |
|
| 4613 |
GDS
4613
Gimbel Daniel Scott
| $185M | +$20.4M | +12% | 2.2% | 57.1% | 3 | 0% | 0.3 |
|
| 4614 |
4614
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $185M | +$5.88M | +3% | 2.21% | 72.4% | 305 | 22.3% | 0.2 |
|
| 4615 |
LBC
4615
Lawrence B. Cohen
| $184M | +$4.36M | +2% | 4.3% | 41.8% | 75 | 1.33% | 4.7 |
|
| 4616 |
4616
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $184M | +$50K | +0% | 6.94% | 106% | 1,250 | 82.08% | 0.2 |
|
| 4617 |
KRC
4617
Kehrs Ridge Capital
Holmdel,
New Jersey
| $184M | -$90.9M | -33% | 9.45% | – | 51 | 86.27% | 0.2 |
|
| 4618 |
4618
Peoples Bank (Ohio)
Marietta,
Ohio
| $184M | +$14.6M | +9% | 9.03% | 78.9% | 115 | 13.91% | 3.1 |
|
| 4619 |
4619
MBE Wealth Management
Tomah,
Wisconsin
| $184M | +$36.4M | +25% | 4.19% | 66.5% | 64 | 17.19% | 0.9 |
|
| 4620 |
4620
Crystal Rock Capital Management
Bannockburn,
Illinois
| $184M | +$9.05M | +5% | 10.7% | 164% | 39 | 20.51% | 2.4 |
|
| 4621 |
4621
Stonehearth Capital Management
Danvers,
Massachusetts
| $184M | +$6.77M | +4% | 4.92% | 87.5% | 68 | 19.12% | 2.1 |
|
| 4622 |
4622
Lloyd Advisory Services
Suwanee,
Georgia
| $184M | +$1.07M | +0.6% | 2.5% | 51.1% | 425 | 22.12% | 0.8 |
|
| 4623 |
4623
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $184M | -$108M | -37% | 5.68% | 52.1% | 540 | 90.74% | 0.3 |
|
| 4624 |
4624
Ararat Capital Management
Westport,
Connecticut
| $184M | +$11.1M | +6% | 19.8% | 99.2% | 21 | 19.05% | 0.2 |
|
| 4625 |
4625
AH Equity Partners V
Menlo Park,
California
| $184M | -$11.7M | -6% | 6.77% | – | 2 | 50% | 0.1 |
|