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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 |
I2I
4776
Insight 2811 Inc
Chicago,
Illinois
| $171M | +$1.58M | +0.9% | 1.52% | 31.3% | 80 | 15% | 3.4 |
|
| 4777 |
BIMC
4777
Benson Investment Management Company
Roanoke,
Virginia
| $171M | +$7.76M | +5% | 5.95% | 99.8% | 59 | 22.03% | 2.1 |
|
| 4778 |
4778
KFA Private Wealth Group
Tysons,
Virginia
| $171M | +$13.9M | +9% | 5.96% | 62.8% | 78 | 12.82% | 0.8 |
|
| 4779 |
4779
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $171M | +$6.24M | +4% | 9.84% | 105% | 14 | 7.14% | 0.3 |
|
| 4780 |
4780
Denver PWM
Denver,
Colorado
| $171M | -$29.6M | -15% | 4.3% | 48.6% | 91 | 25.27% | 1.9 |
|
| 4781 |
4781
Investment Management Associates
Greenwood Village,
Colorado
| $171M | +$37.3M | +28% | 12.5% | 50.4% | 61 | 18.03% | 0.2 |
|
| 4782 |
4782
Titus Wealth Management
Larskpur,
California
| $171M | +$8.39M | +5% | 3.78% | 26.6% | 149 | 12.75% | 1.7 |
|
| 4783 |
CA
4783
Crumly & Associates
Springfield,
Illinois
| $171M | +$28.7M | +20% | 6.18% | 58.1% | 95 | 18.95% | 0.6 |
|
| 4784 |
4784
Stonebridge Financial Planning Group
Orlando,
Florida
| $171M | +$13.3M | +8% | 2.94% | 72.4% | 454 | 15.64% | 1 |
|
| 4785 |
4785
Howard Wealth Management
Madison,
Connecticut
| $171M | +$10.7M | +7% | 3.07% | 69.9% | 127 | 4.72% | 1 |
|
| 4786 |
MS
4786
Madden Securities
Dallas,
Texas
| $171M | +$15.6M | +10% | 4.49% | 108% | 145 | 20.69% | 0.8 |
|
| 4787 |
4787
Investors Financial Group
Plymouth,
Minnesota
| $171M | +$19.6M | +13% | 7.74% | – | 199 | 21.11% | 0.8 |
|
| 4788 |
4788
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $171M | +$20M | +13% | 4.33% | 62.5% | 27 | 14.81% | 1.2 |
|
| 4789 |
4789
West Branch Capital
Amherst,
Massachusetts
| $171M | +$1.68M | +1% | 3.91% | 156% | 95 | 13.68% | 1.9 |
|
| 4790 |
MCM
4790
McMillion Capital Management
Greensboro,
North Carolina
| $171M | +$6.26M | +4% | 6.57% | 59.3% | 311 | 73.63% | 4.2 |
|
| 4791 |
LWPC
4791
Legacy Wealth Partners (California)
Calabasas,
California
| $171M | +$11.8M | +7% | 6.77% | – | 100 | 25% | 0.8 |
|
| 4792 |
4792
Eos Management LP
New York
| $171M | +$83.7M | +96% | 1.39% | 149% | 33 | 36.36% | 3.4 |
|
| 4793 |
DCM
4793
DeGreen Capital Management
Scottsdale,
Arizona
| $171M | -$85.5M | -33% | 3.36% | 28.5% | 23 | 8.7% | 2.7 |
|
| 4794 |
CSWG
4794
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $171M | +$2.15M | +1% | 4.32% | 76% | 62 | 14.52% | 1 |
|
| 4795 |
4795
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $170M | +$78.1M | +85% | 4.04% | 94.2% | 47 | 72.34% | 1.9 |
|
| 4796 |
4796
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $170M | -$31.8M | -16% | 5.11% | 81.9% | 176 | 46.02% | 1.2 |
|
| 4797 |
4797
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $170M | +$17.4M | +11% | 2.91% | 90.8% | 70 | 7.14% | 0.6 |
|
| 4798 |
4798
Centerpoint Advisors
Needham,
Massachusetts
| $170M | +$16.4M | +11% | 9.05% | 82.6% | 288 | 13.89% | 2.1 |
|
| 4799 |
SL
4799
SIB LLC
New York,
New York
| $170M | +$20.4M | +14% | 16.4% | 29.2% | 22 | 13.64% | 5.8 |
|
| 4800 |
RWG
4800
Regal Wealth Group
Seal Beach,
California
| $170M | +$6.18M | +4% | 5.08% | 17% | 272 | 21.32% | 2.6 |
|