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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Emerson Wealth
Bloomfield Hills,
Michigan
| $168M | -$1M | -0.6% | 7.05% | 18.1% | 39 | 46.15% | 1 |
|
| 4827 |
4827
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $168M | +$14.6M | +10% | 9.99% | 58.9% | 75 | 16% | 0.2 |
|
| 4828 |
4828
Jeppson Wealth Management
Manhattan Beach,
California
| $168M | +$17.8M | +12% | 5.38% | 107% | 145 | 10.34% | 0.5 |
|
| 4829 |
MA
4829
Menlo Advisors
Menlo Park,
California
| $168M | +$17.1M | +11% | 7.96% | 108% | 42 | 16.67% | 3.7 |
|
| 4830 |
4830
Salem Capital Management
Woburn,
Massachusetts
| $168M | +$10.5M | +7% | 10.2% | 32.3% | 76 | 14.47% | 4.8 |
|
| 4831 |
4831
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $168M | -$10.3M | -6% | 4.89% | 103% | 82 | 35.37% | 2.2 |
|
| 4832 |
4832
Narus Financial Partners
Salt Lake City,
Utah
| $168M | – | – | 0.96% | 85.3% | 107 | – | 2 |
|
| 4833 |
4833
Verity Asset Management
Durham,
North Carolina
| $168M | +$24.2M | +17% | 7.21% | 87% | 236 | 37.29% | 1.2 |
|
| 4834 |
4834
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $167M | +$14M | +9% | 3.41% | 63.5% | 137 | 13.14% | 0.2 |
|
| 4835 |
4835
Landaas & Company
Milwaukee,
Wisconsin
| $167M | +$20.1M | +14% | 6.8% | 68.3% | 74 | 14.86% | 2.2 |
|
| 4836 |
HM
4836
Harvest Management
New York
| $167M | +$44.3M | +36% | 20.1% | 610% | 91 | 81.32% | 0.3 |
|
| 4837 |
4837
Shayne & Jacobs LLC
Nashville,
Tennessee
| $167M | +$13.8M | +9% | 9.39% | 79.4% | 35 | 5.71% | 4.1 |
|
| 4838 |
AFC
4838
AFT Forsyth & Company
West Palm Beach,
Florida
| $167M | +$6.89M | +4% | 2.21% | 135% | 159 | 11.95% | 4.3 |
|
| 4839 |
CFG
4839
CMC Financial Group
Atlanta,
Georgia
| $167M | +$39.4M | +31% | 2.67% | 102% | 33 | 45.45% | 1 |
|
| 4840 |
SWM
4840
Strategic Wealth Management
Kirkland,
Washington
| $167M | +$3.87M | +2% | 1.3% | 52.8% | 75 | 20% | 0.7 |
|
| 4841 |
CL
4841
COWA LLC
Tulsa,
Oklahoma
| $167M | +$35.3M | +27% | 8.18% | 67.7% | 424 | 25.94% | 0.2 |
|
| 4842 |
JPC
4842
Jabodon PT Co
Reno,
Nevada
| $166M | +$1.98M | +1% | 1.82% | 61.9% | 33 | 69.7% | 0.5 |
|
| 4843 |
4843
H&H Retirement Design & Management
Las Vegas,
Nevada
| $166M | – | – | 3.05% | 38.4% | 45 | – | 0.8 |
|
| 4844 |
4844
Ellsworth Advisors
Hudson,
Ohio
| $166M | +$28.2M | +20% | 5.03% | 131% | 157 | 33.76% | 0.4 |
|
| 4845 |
4845
Matrix Private Capital Group
New York
| $166M | +$26.8M | +19% | 7.67% | 62.5% | 247 | 14.17% | 0.8 |
|
| 4846 |
RS
4846
Retirement Solution
Redmond,
Washington
| $166M | +$14M | +9% | 4.58% | 77.3% | 42 | 19.05% | 0.2 |
|
| 4847 |
CP
4847
Columbus Point
London,
United Kingdom
| $166M | +$13.6M | +9% | 1.12% | – | 15 | 6.67% | 0.3 |
|
| 4848 |
4848
Marshall & Sullivan
Seattle,
Washington
| $166M | +$5.3M | +3% | 4.27% | 82% | 65 | 40% | 4.9 |
|
| 4849 |
4849
Hudson Value Partners
Palm Beach,
Florida
| $166M | +$16.4M | +11% | 9.01% | 124% | 120 | 15.83% | 0.2 |
|
| 4850 |
FWM
4850
Filbrandt Wealth Management
Middleton,
Wisconsin
| $166M | +$9.05M | +6% | 8.91% | – | 216 | 37.04% | 0.9 |
|