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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
WC
4676
Weil Company
San Diego,
California
| $167M | +$29.8M | +22% | 22.4% | 71.7% | 138 | 21.01% | 1.5 |
|
| 4677 |
4677
TrueFG
Cedar Park,
Texas
| $167M | +$23.2M | +16% | 13.8% | 54.2% | 33 | 6.06% | 0.9 |
|
| 4678 |
FFG
4678
Fortem Financial Group
Palm Desert,
California
| $167M | +$28.8M | +21% | 17.6% | 183% | 473 | 71.04% | 0.4 |
|
| 4679 |
BOCM
4679
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $167M | +$19.8M | +13% | 12.8% | 58.8% | 34 | 2.94% | 3.2 |
|
| 4680 |
4680
S.E.E.D. Planning Group
Binghamton,
New York
| $167M | +$30.1M | +22% | 10.5% | 57.3% | 71 | 21.13% | 0.7 |
|
| 4681 |
4681
EPG Wealth Management
Atlanta,
Georgia
| $167M | +$31.2M | +23% | 13.7% | 108% | 164 | 29.27% | 0.7 |
|
| 4682 |
4682
Rutabaga Capital Management
Boston,
Massachusetts
| $167M | -$9.6M | -5% | 37.2% | 57% | 49 | 4.08% | 3.1 |
|
| 4683 |
4683
Axiom Financial Strategies
New Albany,
Indiana
| $166M | $0 | 0% | 13.8% | 59.8% | 73 | 0% | 0.7 |
|
| 4684 |
4684
Adirondack Trust Company
Saratoga Springs,
New York
| $166M | +$13.8M | +9% | 11.8% | 96.7% | 393 | 18.32% | 4.6 |
|
| 4685 |
4685
RBA Wealth Management
Newport Beach,
California
| $166M | +$18.1M | +12% | 15.8% | 91% | 104 | 8.65% | 1.3 |
|
| 4686 |
4686
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $166M | +$28.3M | +21% | 11% | 47.5% | 27 | 7.41% | 1.9 |
|
| 4687 |
4687
Trellis Advisors
Ellensburg,
Washington
| $166M | +$25.8M | +18% | 14.2% | 23.3% | 77 | 12.99% | 1.7 |
|
| 4688 |
4688
Employers Holdings
Reno,
Nevada
| $166M | +$17.7M | +12% | 12.8% | – | 150 | 9.33% | 1.2 |
|
| 4689 |
4689
Bull Street Advisors
Savannah,
Georgia
| $166M | +$19.3M | +13% | 9.67% | 48.5% | 92 | 4.35% | 1.2 |
|
| 4690 |
4690
Analog Century Management
New York
| $166M | – | – | 32.1% | 785% | 23 | – | 0 |
|
| 4691 |
4691
Mountain Capital Investment Advisors
Westminster,
Colorado
| $166M | +$10.8M | +7% | 12.1% | 70.1% | 139 | 30.22% | 0.5 |
|
| 4692 |
4692
Tucker Asset Management
Littleton,
Colorado
| $166M | – | – | 12.8% | 71.6% | 368 | – | 0 |
|
| 4693 |
AA
4693
Ashford Advisors
Pittsford,
New York
| $165M | – | – | 12.3% | 75.4% | 9 | – | 0 |
|
| 4694 |
4694
Addison Capital
Conshohocken,
Pennsylvania
| $165M | +$22.5M | +16% | 17.2% | 71.4% | 108 | 8.33% | 3.5 |
|
| 4695 |
4695
Point72 Europe
London,
United Kingdom
| $165M | -$2.48M | -1% | 39.7% | 95.4% | 45 | 71.11% | 0.2 |
|
| 4696 |
4696
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $165M | – | – | 31.3% | 112% | 14 | – | 0 |
|
| 4697 |
4697
Clarity Wealth Advisors
San Jose,
California
| $165M | +$25.6M | +18% | 15.7% | 94.1% | 60 | 6.67% | 0.9 |
|
| 4698 |
4698
Prudent Investors Network
Lake Forest,
California
| $165M | +$13.8M | +9% | 9.04% | – | 26 | 19.23% | 0.7 |
|
| 4699 |
4699
Shilanski & Associates
Anchorage,
Alaska
| $165M | +$17.1M | +12% | 12.6% | 84.2% | 107 | 28.04% | 0.9 |
|
| 4700 |
4700
Stewart Asset Management
New York
| $165M | +$35.2M | +27% | 14.5% | 42.5% | 28 | 3.57% | 1 |
|