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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
APSI
4851
Asset Planning Services Inc
Covington,
Louisiana
| $166M | +$9.38M | +6% | 7.68% | 138% | 43 | 11.63% | 2.5 |
|
| 4852 |
4852
Susquehanna International Securities
Dublin,
Ireland
| $165M | +$27.8M | +20% | 3.35% | 2.8% | 45 | 68.89% | 0.6 |
|
| 4853 |
4853
Harborview Advisors
Portland,
Maine
| $165M | +$16.1M | +11% | 5.5% | 27.1% | 100 | 8% | 2 |
|
| 4854 |
4854
Leisure Capital Management
Costa Mesa,
California
| $165M | +$11.8M | +8% | 6.67% | 111% | 144 | 11.11% | 2.9 |
|
| 4855 |
LWMM
4855
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $165M | +$7.19M | +5% | 5.18% | 105% | 97 | 5.15% | 1 |
|
| 4856 |
4856
Heron Financial Group
New York
| $165M | +$20.1M | +14% | 7.33% | 47.5% | 145 | 8.97% | 1 |
|
| 4857 |
BC
4857
Breakline Capital
New York
| $165M | +$42.4M | +35% | 13% | – | 48 | 50% | 0.5 |
|
| 4858 |
4858
Independent Order of Foresters
Toronto,
Ontario, Canada
| $165M | -$5.49M | -3% | 6.46% | 75.1% | 14 | 14.29% | 0.9 |
|
| 4859 |
4859
TLW Wealth Management
Indian Rocks Beach,
Florida
| $165M | +$9.7M | +6% | 10.3% | 98.3% | 20 | 15% | 1.8 |
|
| 4860 |
4860
Innealta Capital
Austin,
Texas
| $165M | -$5.09M | -3% | 5.42% | 69.8% | 51 | 33.33% | 1 |
|
| 4861 |
4861
CTC (Chicago Trading Company)
Chicago,
Illinois
| $164M | +$13.2M | +9% | 13.1% | 192% | 107 | 27.1% | 1.4 |
|
| 4862 |
4862
HC Financial Advisors
Lafayette,
California
| $164M | +$8.04M | +5% | 4.77% | 31.2% | 380 | 10.53% | 1.1 |
|
| 4863 |
4863
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $164M | +$14.6M | +10% | 6.38% | 58.7% | 55 | 10.91% | 1.5 |
|
| 4864 |
4864
Alethea Capital Management
Mercer Island,
Washington
| $164M | -$35.5M | -18% | 11.2% | 275% | 106 | 57.55% | 1.9 |
|
| 4865 |
4865
Elmwood Wealth Management
Berkeley,
California
| $164M | – | – | 3.17% | 42.1% | 320 | – | 1.1 |
|
| 4866 |
4866
SummerHaven Investment Management
Stamford,
Connecticut
| $164M | +$34.5M | +27% | 30.3% | 150% | 200 | 0.5% | 0.3 |
|
| 4867 |
4867
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $164M | -$3.94M | -2% | 7.61% | 98.6% | 164 | 14.02% | 2.5 |
|
| 4868 |
4868
Western Financial Corp
San Diego,
California
| $164M | +$11.6M | +8% | 10% | 275% | 97 | 30.93% | 0.2 |
|
| 4869 |
TI
4869
Truehand Inc
Strafford,
New Hampshire
| $164M | +$11.5M | +8% | 11% | 86.9% | 215 | 6.98% | 2 |
|
| 4870 |
4870
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $163M | +$12.1M | +8% | 3.41% | 95.3% | 89 | 29.21% | 0.7 |
|
| 4871 |
IGYL
4871
I.G.Y. Ltd
London,
United Kingdom
| $163M | -$6.24M | -4% | 2.04% | 80.5% | 3 | 0% | 1 |
|
| 4872 |
4872
Ridgewood Investments
Springfield,
New Jersey
| $163M | +$36.4M | +29% | 11.1% | – | 222 | 38.29% | 2.1 |
|
| 4873 |
4873
New England Professional Planning Group
Westerly,
Rhode Island
| $163M | +$21.1M | +15% | 8.16% | 64.1% | 54 | 20.37% | 2.7 |
|
| 4874 |
4874
TL Private Wealth
Southlake,
Texas
| $163M | +$4.92M | +3% | 5.13% | 50.6% | 51 | 9.8% | 1 |
|
| 4875 |
4875
Monte Financial Group
Guilford,
Connecticut
| $163M | +$16M | +11% | 13.2% | 66.7% | 65 | 12.31% | 2.2 |
|