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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
CWAG
4726
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $175M | +$14.3M | +9% | 5.33% | 76.1% | 75 | 8% | 1.6 |
|
| 4727 |
4727
Beacon Financial Advisory
Cleveland,
Ohio
| $175M | +$20.9M | +14% | 5.33% | 76.8% | 237 | 21.94% | 0.8 |
|
| 4728 |
4728
EPIQ Partners
Minneapolis,
Minnesota
| $175M | +$30.9M | +21% | 5.02% | 49.6% | 87 | 13.79% | 0.9 |
|
| 4729 |
4729
Client 1st Advisory Group
Dunedin,
Florida
| $175M | +$20.6M | +13% | 2.55% | 64.5% | 70 | 20% | 0.8 |
|
| 4730 |
HR
4730
Hayden Royal
Charlotte,
North Carolina
| $175M | -$9.29M | -5% | 8.46% | 100% | 594 | 86.03% | 0.5 |
|
| 4731 |
LP
4731
LGL Partners
Philadelphia,
Pennsylvania
| $175M | +$1.55M | +0.9% | 7.18% | 68.9% | 98 | 16.33% | 2.4 |
|
| 4732 |
4732
BC Gestao de Recursos
Sao Paulo,
Brazil
| $174M | -$107M | -38% | 12.5% | – | 5 | 40% | 0.2 |
|
| 4733 |
4733
Vest Financial
Mclean,
Virginia
| $174M | +$25.1M | +17% | 8.93% | 68.4% | 68 | 8.82% | 0.2 |
|
| 4734 |
4734
Acuitas Investments
Seattle,
Washington
| $174M | +$20.4M | +13% | 33.5% | 120% | 77 | 23.38% | 0.5 |
|
| 4735 |
4735
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $174M | -$1.53M | -0.9% | 3.41% | 92.4% | 403 | 16.63% | 3.6 |
|
| 4736 |
4736
Bennicas & Associates
Portola Valley,
California
| $174M | +$2.64M | +2% | 2% | 40.3% | 101 | 3.96% | 4.8 |
|
| 4737 |
4737
Total Clarity Wealth Management
St. Charles,
Illinois
| $174M | +$30.1M | +21% | 5.81% | 73.2% | 829 | 82.27% | 0.2 |
|
| 4738 |
4738
Peachtree Investment Partners
Indian River Shores,,
Florida
| $174M | +$2.22M | +1% | 1.87% | 111% | 107 | 21.5% | 1.3 |
|
| 4739 |
KCM
4739
Kempner Capital Management
Galveston,
Texas
| $174M | +$22.6M | +15% | 16.9% | 60.9% | 50 | 14% | 4.3 |
|
| 4740 |
4740
TriaGen Wealth Management
Calabasas,
California
| $174M | +$3.27M | +2% | 5.55% | 132% | 190 | 24.21% | 0.2 |
|
| 4741 |
4741
Palmer Knight Company
Jacksonville,
Florida
| $174M | +$42.4M | +32% | 7.44% | 90.5% | 28 | 3.57% | 1.7 |
|
| 4742 |
4742
SYM Financial Corp
Winona Lake,
Indiana
| $174M | +$37.4M | +27% | 6.89% | 64.3% | 96 | 33.33% | 1.8 |
|
| 4743 |
4743
Oldfather Financial Services
Kearney,
Nebraska
| $174M | +$5.24M | +3% | 7.99% | 60.8% | 66 | 13.64% | 1.1 |
|
| 4744 |
4744
St. Johns Investment Management
Jacksonville,
Florida
| $174M | +$11.7M | +7% | 7.43% | 91.9% | 187 | 17.11% | 4.5 |
|
| 4745 |
4745
Wolf Group Capital Advisors
Fairfax,
Virginia
| $174M | +$12.1M | +7% | 6.35% | 28.2% | 105 | 14.29% | 2.2 |
|
| 4746 |
4746
Central Asset Investments & Management Holdings
Hong Kong
| $174M | -$148M | -46% | 13.9% | 3,078% | 73 | 54.79% | 0.4 |
|
| 4747 |
4747
Avory & Company
Miami,
Florida
| $174M | +$24.9M | +17% | 12.1% | 74.9% | 16 | 31.25% | 0.2 |
|
| 4748 |
4748
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $174M | +$21.3M | +14% | 7.57% | 80.3% | 123 | 21.95% | 0.9 |
|
| 4749 |
4749
Tieton Capital Management
Yakima,
Washington
| $174M | +$36.9M | +27% | 30% | 172% | 36 | 16.67% | 3.4 |
|
| 4750 |
4750
Collaborative Wealth Management
Lake Mary,
Florida
| $173M | – | – | 3.96% | 46.6% | 189 | – | 0 |
|