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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $182M | +$19.2M | +12% | 11% | 47.8% | 112 | 9.82% | 3.7 |
|
| 4802 |
4802
Social Capital Group
Menlo Park,
California
| $182M | +$65.1M | +56% | 58.2% | – | 4 | 0% | 0.3 |
|
| 4803 |
4803
Ategra Capital Management
Vienna,
Virginia
| $182M | -$15.6M | -8% | 3.15% | 114% | 104 | 19.23% | 2.4 |
|
| 4804 |
4804
Your Advocates Ltd
Houston,
Texas
| $182M | +$9.16M | +5% | 5.38% | 53.6% | 254 | 16.93% | 1.7 |
|
| 4805 |
4805
IRON Financial
Northbrook,
Illinois
| $182M | +$7.96M | +5% | 6.11% | 60.6% | 116 | 32.76% | 2.7 |
|
| 4806 |
HIC
4806
Harbor Island Capital
Topsfield,
Massachusetts
| $182M | +$25M | +16% | 17.9% | 218% | 15 | 0% | 4.7 |
|
| 4807 |
4807
Olympus Wealth Management
Cottonwood Heights,
Utah
| $182M | -$17.2M | -9% | 5.61% | 43.1% | 14 | 14.29% | 1.3 |
|
| 4808 |
4808
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $182M | +$36.1M | +25% | 7.56% | 117% | 104 | 32.69% | 2.4 |
|
| 4809 |
AFP
4809
Advus Financial Partners
Winter Park,
Florida
| $182M | +$5.19M | +3% | 5.78% | 56.5% | 68 | 29.41% | 1.1 |
|
| 4810 |
4810
Virtus ETF Advisers
New York
| $182M | -$9.7M | -5% | 2.93% | 191% | 508 | 26.18% | 2 |
|
| 4811 |
4811
Twin Securities
New York
| $182M | +$66.9M | +58% | 14.2% | 506% | 22 | 86.36% | 0.2 |
|
| 4812 |
4812
Rivermont Capital Management
New York
| $182M | +$23.7M | +15% | 14% | 555% | 24 | 41.67% | 0.2 |
|
| 4813 |
4813
HoldCo Asset Management
Fort Lauderdale,
Florida
| $182M | -$291M | -62% | 0.25% | – | 21 | 9.52% | 2.1 |
|
| 4814 |
4814
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $182M | -$6.53M | -3% | 7.33% | 77.8% | 175 | 21.14% | 0.2 |
|
| 4815 |
4815
TCP Asset Management
Columbus,
Ohio
| $182M | +$53.7M | +42% | 5.53% | 65% | 58 | 20.69% | 0.2 |
|
| 4816 |
4816
L2 Asset Management
Wayland,
Massachusetts
| $182M | +$21M | +13% | 7.16% | 128% | 164 | 34.76% | 1 |
|
| 4817 |
4817
EnerVest
Houston,
Texas
| $182M | -$13M | -7% | 6.7% | 20.5% | 1 | 0% | 4.3 |
|
| 4818 |
4818
Demars Financial Group
Spokane Valley,
Washington
| $181M | +$105K | +0.1% | 1.01% | 69.1% | 75 | 10.67% | 1.8 |
|
| 4819 |
4819
Deane Retirement Strategies
New Orleans,
Louisiana
| $181M | +$2.05M | +1% | 2.29% | 73.4% | 83 | 33.73% | 2.4 |
|
| 4820 |
4820
Heron Financial Group
New York
| $181M | +$31.6M | +21% | 5.32% | 47.5% | 146 | 13.7% | 2.3 |
|
| 4821 |
4821
Donald L. Hagan LLC
Sarasota,
Florida
| $181M | +$22.3M | +14% | 6.82% | 47.9% | 123 | 47.15% | 2 |
|
| 4822 |
LWMM
4822
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $181M | +$12.5M | +7% | 7.42% | 105% | 72 | 1.39% | 2.7 |
|
| 4823 |
MAM
4823
Mystic Asset Management
Warwick,
Rhode Island
| $181M | +$5.29M | +3% | 7.69% | 114% | 154 | 5.84% | 1.2 |
|
| 4824 |
FC
4824
Fore Capital
New York
| $181M | -$90.5M | -33% | 0.38% | 25.4% | 39 | 51.28% | 0.7 |
|
| 4825 |
LFGO
4825
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $181M | +$18.6M | +11% | 6.01% | 64.2% | 70 | 20% | 0.2 |
|