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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Dean Capital Management
Overland Park,
Kansas
| $169M | +$71.6M | +74% | 21.6% | 89.7% | 154 | 28.57% | 0.8 |
|
| 4652 |
VAM
4652
Velanne Asset Management
London,
United Kingdom
| $169M | +$33.8M | +25% | 30.7% | 29.6% | 20 | 15% | 1.6 |
|
| 4653 |
NEGWA
4653
New England Guild Wealth Advisors
Avon,
Connecticut
| $169M | +$25.4M | +18% | 11.8% | 6.04% | 61 | 13.11% | 2.1 |
|
| 4654 |
4654
Oldfather Financial Services
Kearney,
Nebraska
| $169M | +$28.1M | +20% | 17.2% | 60.8% | 62 | 6.45% | 0.9 |
|
| 4655 |
CSWG
4655
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $168M | +$27.1M | +19% | 8.35% | 76% | 53 | 3.77% | 0.9 |
|
| 4656 |
4656
Baldrige Asset Management
Allentown,
Pennsylvania
| $168M | +$20M | +14% | 12.9% | 43.5% | 85 | 5.88% | 1.3 |
|
| 4657 |
4657
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $168M | +$23.2M | +16% | 11.4% | 52.3% | 50 | 10% | 1 |
|
| 4658 |
4658
360 Financial
Wayzata,
Minnesota
| $168M | +$26.5M | +19% | 12.7% | 86.1% | 82 | 15.85% | 0.7 |
|
| 4659 |
4659
Private Capital Management (Colorado)
Denver,
Colorado
| $168M | +$40.9M | +32% | 16.6% | 20% | 122 | 40.98% | 1 |
|
| 4660 |
4660
Clearstead Trust
Portland,
Maine
| $168M | +$42.3M | +34% | 11.1% | 124% | 190 | 16.84% | 2.5 |
|
| 4661 |
4661
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $168M | +$56.8M | +51% | 11.6% | 5.25% | 66 | 78.79% | 0.2 |
|
| 4662 |
4662
Gibraltar Capital Management
Tulsa,
Oklahoma
| $168M | +$24.7M | +17% | 17.4% | 65% | 58 | 17.24% | 2.1 |
|
| 4663 |
4663
Hollow Brook Wealth Management
Katonah,
New York
| $168M | +$7.44M | +5% | 2.99% | 97.8% | 50 | 8% | 3.6 |
|
| 4664 |
4664
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $168M | – | – | 18.4% | – | 37 | – | 0 |
|
| 4665 |
4665
PYA Waltman Capital
Knoxville,
Tennessee
| $168M | +$25.8M | +18% | 16.4% | 62.4% | 55 | 25.45% | 0.6 |
|
| 4666 |
4666
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $168M | -$100M | -37% | 12.2% | 98.6% | 154 | 15.58% | 2.4 |
|
| 4667 |
4667
Gill Capital Partners
Denver,
Colorado
| $168M | +$12.8M | +8% | 8.24% | 59% | 110 | 13.64% | 1.3 |
|
| 4668 |
4668
Reliant Wealth Planning
Louisville,
Kentucky
| $168M | +$14.5M | +9% | 9.43% | 46.6% | 6 | 0% | 0.8 |
|
| 4669 |
WA1
4669
Wimmer Associates 1
Pasadena,
California
| $168M | +$19.2M | +13% | 9.9% | 92.7% | 115 | 12.17% | 3.6 |
|
| 4670 |
4670
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $168M | – | – | 11.7% | – | 107 | – | 0 |
|
| 4671 |
4671
Harvest Group Wealth Management
Waltham,
Massachusetts
| $168M | +$23.3M | +16% | 9.4% | 28.1% | 916 | 16.7% | 1.2 |
|
| 4672 |
4672
Wambolt & Associates
Littleton,
Colorado
| $167M | +$33.6M | +25% | 13.5% | 62.2% | 212 | 18.87% | 1.3 |
|
| 4673 |
4673
Searcy Financial Services
Overland Park,
Kansas
| $167M | +$33.6M | +25% | 16.4% | 60.2% | 20 | 15% | 1.1 |
|
| 4674 |
4674
G&S Capital
Denver,
Colorado
| $167M | +$28.8M | +21% | 11.7% | 85.6% | 102 | 25.49% | 1.1 |
|
| 4675 |
CC
4675
Codex Capital
New York
| $167M | +$11.7M | +7% | 11.1% | 84.4% | 39 | 17.95% | 0.2 |
|