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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 |
4851
Argyle Capital Management
Center Valley,
Pennsylvania
| $308M | +$8.22M | +3% | 6.11% | 106% | 140 | 4.29% | 9.1 |
|
| 4852 |
4852
Omega Financial Group
Santa Barbara,
California
| $308M | +$3.69M | +1% | 1.06% | 47% | 117 | 18.8% | 4.3 |
|
| 4853 |
4853
Elevated Financial Group
Indianapolis,
Indiana
| $308M | +$18.5M | +6% | 1.98% | – | 142 | 16.9% | 0.2 |
|
| 4854 |
4854
Idaho Trust Bank
Boise,
Idaho
| $308M | +$5.69M | +2% | 0.23% | 50.5% | 108 | 12.96% | 1.5 |
|
| 4855 |
4855
Capital Planning
Bellevue,
Washington
| $307M | -$49.4M | -14% | 4.87% | 81.2% | 89 | 13.48% | 3.3 |
|
| 4856 |
4856
TPG Financial Advisors
Portland,
Oregon
| $307M | +$7.86M | +3% | 0.95% | – | 82 | 14.63% | 3.4 |
|
| 4857 |
4857
Centerpoint Advisors
Needham,
Massachusetts
| $307M | -$17.7M | -5% | 2.86% | 82.6% | 437 | 10.07% | 4.1 |
|
| 4858 |
4858
Hayek Kallen Investment Management
Fairhope,
Alabama
| $307M | -$9.8M | -3% | 0.31% | 71.9% | 184 | 99.46% | 0.1 |
|
| 4859 |
4859
Norris Financial Group
Greenville,
South Carolina
| $306M | +$12.2M | +4% | 5.79% | 142% | 110 | 23.64% | 1.8 |
|
| 4860 |
4860
Medallion Wealth Advisors
Farmington,
Connecticut
| $306M | +$8.65M | +3% | 0.45% | – | 1,164 | 7.56% | 1.1 |
|
| 4861 |
4861
Lifestyle Asset Management
Friendswood,
Texas
| $306M | -$1.22M | -0.4% | 1.23% | 88.3% | 161 | 31.06% | 1.2 |
|
| 4862 |
4862
Fearnley Asset Management
Oslo,
| $306M | +$88.1M | +40% | 44.4% | – | 24 | 33.33% | 0.2 |
|
| 4863 |
4863
Aster Capital Management
Dubai,
United Arab Emirates
| $306M | +$77.6M | +34% | 1.09% | – | 1,464 | 72.75% | 0.3 |
|
| 4864 |
4864
RPD Fund Management
New York
| $306M | +$75.3M | +33% | 30.6% | – | 8 | 50% | 0.5 |
|
| 4865 |
4865
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $306M | +$139M | +83% | 14.2% | 51.8% | 28 | 28.57% | 2 |
|
| 4866 |
SIM
4866
Synergy Investment Management
Altamonte Springs,
Florida
| $306M | +$23.2M | +8% | 2.36% | – | 911 | 85.84% | 0.1 |
|
| 4867 |
4867
Global Financial Private Client
Sarasota,
Florida
| $306M | +$20.3M | +7% | 0.2% | 100% | 246 | 11.79% | 4.1 |
|
| 4868 |
4868
Planned Solutions
Folsom,
California
| $306M | -$6.18M | -2% | 1.8% | 68.3% | 147 | 10.88% | 2.8 |
|
| 4869 |
EFH
4869
Eaton Financial Holdings
Coral Springs,
Florida
| $305M | -$66.6M | -18% | 2.3% | – | 144 | 20.14% | 1.2 |
|
| 4870 |
4870
Sunpointe
St. Louis,
Missouri
| $305M | +$3.68M | +1% | 0.72% | 122% | 297 | 22.56% | 1.3 |
|
| 4871 |
4871
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $305M | +$92.2M | +43% | 0.19% | – | 13 | 15.38% | 1.1 |
|
| 4872 |
4872
Demars Financial Group
Spokane Valley,
Washington
| $304M | +$4.93M | +2% | 0.91% | 69.1% | 108 | 22.22% | 2.3 |
|
| 4873 |
BPH
4873
Boundless Plain Holdings
Hong Kong,
| $304M | -$9.9M | -3% | 8.28% | – | 23 | 21.74% | 0.2 |
|
| 4874 |
4874
Engaged Capital
Newport Beach,
California
| $303M | -$88.6M | -23% | 10.1% | 26.2% | 9 | 11.11% | 2.1 |
|
| 4875 |
4875
Tejara Capital
London,
United Kingdom
| $303M | -$121M | -29% | 7.1% | 17.3% | 94 | 56.38% | 0.7 |
|