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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Manchester Financial
Westlake Village,
California
| $161M | +$29.4M | +22% | 17.1% | 73% | 681 | 18.94% | 0.8 |
|
| 4752 |
4752
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $161M | +$26M | +19% | 13.5% | 34.2% | 53 | 22.64% | 2.3 |
|
| 4753 |
4753
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $161M | – | – | 18% | 83.4% | 61 | – | 0 |
|
| 4754 |
4754
Fountainhead AM
Warren,
New Jersey
| $161M | – | – | 12.4% | 80.4% | 53 | – | 0 |
|
| 4755 |
CWAG
4755
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $161M | +$26.8M | +20% | 13.3% | 76.1% | 70 | 12.86% | 1.5 |
|
| 4756 |
4756
Marshall & Sullivan
Seattle,
Washington
| $161M | +$12.2M | +8% | 15.9% | 82% | 67 | 7.46% | 3 |
|
| 4757 |
4757
Sturgeon Ventures
London,
United Kingdom
| $160M | +$28M | +21% | 19.4% | 85.9% | 46 | 15.22% | 1.2 |
|
| 4758 |
4758
Waycross Partners
Louisville,
Kentucky
| $160M | – | – | 15.5% | 98.4% | 98 | – | 0 |
|
| 4759 |
4759
SunTx Capital Management
Dallas,
Texas
| $160M | +$60.1M | +60% | 59.9% | – | 1 | 0% | 1 |
|
| 4760 |
4760
Caxton Corporation
Princeton,
New Jersey
| $160M | +$54.4M | +51% | 23.7% | 512% | 49 | 75.51% | 0.5 |
|
| 4761 |
4761
C-J Advisory
San Jose,
California
| $160M | +$22.9M | +17% | 13.6% | 39.2% | 31 | 3.23% | 3.5 |
|
| 4762 |
4762
Howard Wealth Management
Madison,
Connecticut
| $160M | +$20.1M | +14% | 9.65% | 69.9% | 123 | 4.88% | 0.8 |
|
| 4763 |
4763
Weaver Consulting Group
Huntington Beach,
California
| $160M | -$13.3M | -8% | 8.99% | 56.4% | 1,032 | 86.72% | 1.5 |
|
| 4764 |
AFT
4764
Alpha Family Trust
Los Angeles,
California
| $160M | – | – | 6.57% | 215% | 17 | – | 0 |
|
| 4765 |
4765
IMS Capital Management
Portland,
Oregon
| $160M | +$21.4M | +15% | 14.1% | 119% | 140 | 35% | 2.9 |
|
| 4766 |
4766
Wealth CMT
Cherry Hill,
New Jersey
| $160M | +$25.6M | +19% | 12.7% | 25% | 19 | 0% | 0.9 |
|
| 4767 |
4767
Lantz Financial
Naperville,
Illinois
| $160M | +$11.6M | +8% | 11.6% | 74.3% | 129 | 11.63% | 1.4 |
|
| 4768 |
4768
Brick & Kyle Associates
Newtown,
Pennsylvania
| $160M | +$15.6M | +11% | 12.8% | 116% | 60 | 15% | 3.6 |
|
| 4769 |
MHR
4769
Matthew Hamilton Rosenberg
| $160M | +$24.1M | +18% | 11.4% | 52% | 550 | 6.91% | 0.6 |
|
| 4770 |
4770
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $160M | -$9.42M | -6% | 6.22% | 21.9% | 36 | 0% | 5.4 |
|
| 4771 |
4771
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $160M | -$14.2M | -8% | 1.26% | 96.7% | 1 | 0% | 1 |
|
| 4772 |
AFC
4772
AFT Forsyth & Company
West Palm Beach,
Florida
| $160M | +$25.5M | +19% | 12.9% | 159% | 152 | 19.08% | 4.3 |
|
| 4773 |
4773
1776 Wealth
Atlanta,
Georgia
| $160M | +$22M | +16% | 9.93% | 115% | 123 | 15.45% | 0.9 |
|
| 4774 |
4774
Pictet Bank & Trust
Nassau,
Bahamas
| $160M | +$7.08M | +5% | 12.8% | 82.7% | 66 | 18.18% | 3.5 |
|
| 4775 |
4775
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $159M | +$16.7M | +12% | 7.24% | 40.3% | 80 | 17.5% | 1.2 |
|