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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
SWG
4776
Summit Wealth Group
White River Junction,
Vermont
| $159M | +$44.2M | +38% | 7.81% | 56.7% | 41 | 26.83% | 0.7 |
|
| 4777 |
4777
Altman Advisors
Chicago,
Illinois
| $159M | +$18.2M | +13% | 11.5% | 143% | 87 | 17.24% | 1.3 |
|
| 4778 |
4778
ARQ Wealth Advisors
Scottsdale,
Arizona
| $159M | +$55.4M | +53% | 10.6% | 59.3% | 50 | 18% | 0.6 |
|
| 4779 |
4779
Adams Wealth Management
Logan,
Utah
| $159M | +$30.7M | +24% | 12.9% | 112% | 379 | 82.59% | 0.7 |
|
| 4780 |
4780
Atwater Malick
Lancaster,
Pennsylvania
| $159M | +$16.3M | +11% | 10.6% | 83.4% | 43 | 9.3% | 1.5 |
|
| 4781 |
4781
Detalus Advisors
St. Louis,
Missouri
| $159M | +$22.2M | +16% | 10.9% | 75.7% | 100 | 12% | 0.8 |
|
| 4782 |
4782
DHJJ Financial Advisors
Naperville,
Illinois
| $159M | – | – | 13.6% | 62.5% | 103 | – | 0 |
|
| 4783 |
4783
Barnett & Company
Chattanooga,
Tennessee
| $159M | +$18.9M | +13% | 18.7% | 77% | 317 | 16.72% | 3.2 |
|
| 4784 |
LWPC
4784
Legacy Wealth Partners (California)
Calabasas,
California
| $159M | +$17.6M | +12% | 16.6% | – | 103 | 27.18% | 0.6 |
|
| 4785 |
SWMG
4785
Signature Wealth Management Group
Atlanta,
Georgia
| $159M | +$19.6M | +14% | 9.69% | – | 77 | 14.29% | 1.9 |
|
| 4786 |
4786
Fourthstone LLC
St Louis,
Missouri
| $158M | +$39.2M | +33% | 34.4% | 93.6% | 54 | 50% | 0.5 |
|
| 4787 |
4787
Adalta Capital Management
New York
| $158M | +$21.4M | +16% | 18.8% | 89.2% | 84 | 23.81% | 1.9 |
|
| 4788 |
4788
Grace Capital
Quincy,
Massachusetts
| $158M | +$29.3M | +23% | 17.2% | 127% | 280 | 24.29% | 1.4 |
|
| 4789 |
4789
BNC Wealth Management
Beaverton,
Oregon
| $158M | +$16.2M | +11% | 15.1% | 204% | 530 | 82.64% | 0.2 |
|
| 4790 |
4790
TL Private Wealth
Southlake,
Texas
| $158M | +$15.2M | +11% | 11.4% | 50.6% | 48 | 6.25% | 0.9 |
|
| 4791 |
4791
WD Rutherford
Portland,
Oregon
| $158M | – | – | 14% | 189% | 115 | – | 0 |
|
| 4792 |
4792
Juncture Wealth Strategies
Scottsdale,
Arizona
| $158M | +$13.2M | +9% | 13.5% | 76.5% | 111 | 13.51% | 2.6 |
|
| 4793 |
FBT
4793
First Bank & Trust
Brookings,
South Dakota
| $158M | +$7.38M | +5% | 12.6% | 85.6% | 422 | 6.64% | 2.4 |
|
| 4794 |
4794
Stonebridge Financial Planning Group
Orlando,
Florida
| $158M | +$18.8M | +14% | 11.9% | 72.4% | 414 | 9.42% | 0.8 |
|
| 4795 |
4795
Orser Capital Management
Southlake,
Texas
| $158M | +$31.3M | +25% | 12.7% | 128% | 92 | 28.26% | 1.3 |
|
| 4796 |
CPFP
4796
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $158M | – | – | 6.72% | – | 187 | – | 0 |
|
| 4797 |
LWMM
4797
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $158M | +$12.7M | +9% | 13.5% | 105% | 102 | 14.71% | 0.8 |
|
| 4798 |
KMWM
4798
Keudell/Morrison Wealth Management
Salem,
Oregon
| $158M | +$1.93M | +1% | 13.7% | – | 161 | 11.18% | 1.3 |
|
| 4799 |
4799
KFA Private Wealth Group
Tysons,
Virginia
| $158M | +$24.1M | +18% | 11.6% | 62.8% | 73 | 13.7% | 0.7 |
|
| 4800 |
4800
Salem Capital Management
Woburn,
Massachusetts
| $157M | +$19.3M | +14% | 14.6% | 32.3% | 67 | 8.96% | 5.3 |
|