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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
WA1
4626
Wimmer Associates 1
Pasadena,
California
| $184M | +$16.1M | +10% | 3.92% | 78.9% | 125 | 13.6% | 3.4 |
|
| 4627 |
4627
TrueFG
Cedar Park,
Texas
| $184M | +$16.8M | +10% | 6.02% | 54.2% | 35 | 8.57% | 1.1 |
|
| 4628 |
4628
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $184M | +$15.9M | +9% | 6.25% | – | 41 | 29.27% | 0.2 |
|
| 4629 |
IWAG
4629
Integer Wealth Advisors Group
Cartersville,
Georgia
| $184M | +$32M | +21% | 5% | – | 84 | 10.71% | 0.9 |
|
| 4630 |
PA
4630
Paragon Advisors
College Station,
Texas
| $183M | -$2.33M | -1% | 3.08% | 138% | 95 | 28.42% | 0.7 |
|
| 4631 |
4631
LCNB Corp
Lebanon,
Ohio
| $183M | +$6.98M | +4% | 7.68% | 75.2% | 154 | 2.6% | 2.8 |
|
| 4632 |
PCM
4632
Perritt Capital Management
Chicago,
Illinois
| $183M | +$19.5M | +12% | 15.9% | 80.9% | 205 | 11.22% | 3.7 |
|
| 4633 |
4633
Silverarc Capital Management
Boston,
Massachusetts
| $183M | +$11.2M | +7% | 25.8% | 2,765% | 110 | 40.91% | 0.2 |
|
| 4634 |
4634
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $183M | +$1.52M | +0.8% | 5.63% | 81.6% | 75 | 28% | 1.3 |
|
| 4635 |
4635
Arthedge Capital Management
Jericho,
New York
| $183M | +$71.1M | +64% | 9.27% | 80.7% | 17 | 11.76% | 0.2 |
|
| 4636 |
4636
Baldrige Asset Management
Allentown,
Pennsylvania
| $183M | +$14.5M | +9% | 4.1% | 43.5% | 87 | 4.6% | 1.6 |
|
| 4637 |
WCM
4637
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $183M | +$2.28M | +1% | 6.13% | 33.6% | 87 | 17.24% | 4 |
|
| 4638 |
4638
IFG Advisors
St. Louis,
Missouri
| $183M | +$21.3M | +13% | 6.45% | 78.7% | 92 | 9.78% | 1.1 |
|
| 4639 |
4639
Tower View Wealth Management
Shorewood,
Wisconsin
| $183M | +$6.77M | +4% | 2.79% | 135% | 223 | 30.94% | 1.6 |
|
| 4640 |
MA
4640
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $183M | +$951K | +0.5% | 24.4% | 166% | 76 | 7.89% | 5.4 |
|
| 4641 |
4641
Dalton Investments
Las Vegas,
Nevada
| $183M | -$19.9M | -10% | 5.08% | 125% | 36 | 16.67% | 2.9 |
|
| 4642 |
HWC
4642
Hill Winds Capital
High Falls,
New York
| $183M | +$47.2M | +35% | 10.4% | 8.52% | 49 | 57.14% | 0.3 |
|
| 4643 |
NERM
4643
New England Research & Management
Chicago,
Illinois
| $182M | +$20.7M | +13% | 6.39% | 65% | 196 | 38.27% | 2.4 |
|
| 4644 |
4644
Soundmark Wealth Management
Kirkland,
Washington
| $182M | +$25.6M | +16% | 8.79% | 17.2% | 71 | 18.31% | 0.2 |
|
| 4645 |
4645
S.E.E.D. Planning Group
Binghamton,
New York
| $182M | +$15.7M | +9% | 3.99% | 57.3% | 80 | 21.25% | 0.8 |
|
| 4646 |
NFP
4646
Novak Financial Planning
Bel Air,
Maryland
| $182M | +$12.2M | +7% | 4.15% | – | 115 | 3.48% | 0.2 |
|
| 4647 |
AIA
4647
Arcadia Investment Advisors
Eagle,
Idaho
| $182M | +$6.73M | +4% | 5.07% | 56.4% | 115 | 10.43% | 1.7 |
|
| 4648 |
4648
MBA Advisors
Hermitage,
Pennsylvania
| $182M | – | – | 12.8% | 66.1% | 131 | – | 0 |
|
| 4649 |
4649
New World Advisors
Hingham,
Massachusetts
| $182M | +$27.4M | +18% | 2.21% | 84.1% | 33 | 27.27% | 1.4 |
|
| 4650 |
4650
BCK Capital Management
Stamford,
Connecticut
| $182M | +$56.8M | +45% | 17.8% | 161% | 165 | 84.85% | 0 |
|