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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
Essential Planning
Portsmouth,
New Hampshire
| $315M | +$943K | +0.3% | 1.31% | 40.9% | 92 | 9.78% | 2.4 |
|
| 4802 |
4802
Whitegate Investment Counselors
Concord,
New Hampshire
| $315M | -$5.55M | -2% | 0.77% | 51% | 70 | 5.71% | 6.4 |
|
| 4803 |
IAS
4803
Investment Advisory Services
The Woodlands,
Texas
| $314M | -$5.18M | -2% | 0.93% | 74.9% | 135 | 10.37% | 4 |
|
| 4804 |
EWA
4804
ERTS Wealth Advisors
Marquette,
Michigan
| $314M | -$4.06M | -1% | 1.49% | 39.3% | 31 | 3.23% | 4.5 |
|
| 4805 |
4805
Tandem Financial
Greenwood Village,
Colorado
| $314M | +$231M | +277% | 0.07% | – | 107 | 57.01% | 0.5 |
|
| 4806 |
4806
Sentry LLC
Memphis,
Tennessee
| $314M | -$51M | -14% | 10.9% | 52.6% | 128 | 10.94% | 2.7 |
|
| 4807 |
4807
Moseley Investment Management
Bradenton,
Florida
| $314M | -$9.8M | -3% | 1.86% | 96.6% | 174 | 11.49% | 4 |
|
| 4808 |
4808
Ameliora Wealth Management
Zurich,
Switzerland
| $314M | -$14.6M | -4% | 1.25% | 73.9% | 240 | 8.75% | 2 |
|
| 4809 |
4809
Purus Wealth Management
Newport Beach,
California
| $314M | -$6.95M | -2% | 1.94% | 174% | 163 | 11.66% | 2.9 |
|
| 4810 |
4810
Etesian Wealth Advisors
West Linn,
Oregon
| $313M | -$5.51M | -2% | 2.16% | 60.6% | 142 | 8.45% | 2.4 |
|
| 4811 |
4811
Nova R Wealth
Overland Park,
Kansas
| $313M | +$39.1M | +14% | 0.78% | 60.7% | 93 | 8.6% | 2.6 |
|
| 4812 |
4812
Juniper Investment Company
New York
| $313M | +$22.5M | +8% | 16.7% | 358% | 9 | 11.11% | 4.4 |
|
| 4813 |
4813
White Mountains Insurance Group
Hanover,
New Hampshire
| $313M | +$51.4M | +20% | 17.1% | 105% | 2 | 0% | 2.8 |
|
| 4814 |
SCI
4814
Silver Coast Investments
San Diego,
United States
| $313M | +$23.2M | +8% | 2.01% | – | 122 | 16.39% | 1.5 |
|
| 4815 |
4815
FDx Advisors
Chicago,
Illinois
| $313M | +$117M | +60% | 0.05% | 71.6% | 189 | 55.03% | 3.5 |
|
| 4816 |
4816
Flynn Zito Capital Management
Garden City,
New York
| $313M | +$33.3M | +12% | 2.01% | 109% | 164 | 18.29% | 1.9 |
|
| 4817 |
4817
GFG Capital
Miami,
Florida
| $313M | +$32.4M | +12% | 5.68% | 152% | 93 | 37.63% | 2.7 |
|
| 4818 |
PAM
4818
Pegasus Asset Management
Montebello,
New York
| $313M | -$12.1M | -4% | 3.19% | 101% | 72 | 12.5% | 5.3 |
|
| 4819 |
4819
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $313M | +$11.3M | +4% | 0.53% | 35.4% | 48 | 6.25% | 2.6 |
|
| 4820 |
4820
Kercheville Advisors
San Antonio,
Texas
| $313M | -$69M | -18% | 8.98% | 261% | 127 | 24.41% | 2.6 |
|
| 4821 |
4821
StrongBox Wealth
Lee's Summit,
Missouri
| $313M | +$8.23M | +3% | 0.51% | 63.9% | 99 | 10.1% | 3.5 |
|
| 4822 |
4822
California First Leasing Corp
Newport Beach,
California
| $312M | +$4.1M | +1% | 10.8% | 352% | 48 | 25% | 2.7 |
|
| 4823 |
4823
Elyxium Wealth
San Mateo,
California
| $312M | -$48.8M | -14% | 4.29% | – | 1,360 | 87.94% | 1.1 |
|
| 4824 |
4824
Midwest Heritage Bank
West Des Moines,
Iowa
| $312M | +$21.9M | +8% | 1.44% | 52.2% | 62 | 22.58% | 2.9 |
|
| 4825 |
4825
Portland Investment Counsel
Burlington,
Ontario, Canada
| $312M | -$20.5M | -6% | 2.74% | 108% | 59 | 16.95% | 2.6 |
|