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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
FNWM
5026
Financial Network Wealth Management
Draper,
Utah
| $153M | +$25.7M | +20% | 2.83% | – | 107 | 11.21% | 0.2 |
|
| 5027 |
5027
Albert D. Mason Inc
Boston,
Massachusetts
| $153M | +$9.32M | +6% | 9.58% | 83.4% | 153 | 9.8% | 4.4 |
|
| 5028 |
5028
Mendel Money Management
Northbrook,
Illinois
| $153M | +$10.3M | +7% | 5.71% | 88.8% | 67 | 4.48% | 3.2 |
|
| 5029 |
CIA
5029
Citadel Investment Advisory
Chesterland,
Ohio
| $153M | +$13M | +9% | 8.97% | 66.1% | 74 | 2.7% | 0.2 |
|
| 5030 |
5030
Trust Company of Kansas
Wichita,
Kansas
| $153M | -$38.3M | -20% | 10.1% | 100% | 56 | 37.5% | 0.8 |
|
| 5031 |
5031
Powell Investment Advisors
Miami,
Florida
| $153M | +$21.4M | +16% | 7.96% | 82.4% | 128 | 21.09% | 0.9 |
|
| 5032 |
5032
Resource Planning Group
Atlanta,
Georgia
| $153M | +$12M | +9% | 1.98% | 1.9% | 68 | 11.76% | 1.7 |
|
| 5033 |
5033
Hutner Capital Management
Manchester,
Vermont
| $152M | +$8.85M | +6% | 5.29% | 52.2% | 46 | 6.52% | 3.4 |
|
| 5034 |
CSA
5034
Cottage Street Advisors
Marion,
Massachusetts
| $152M | +$45.4M | +42% | 6.26% | 95.8% | 92 | 21.74% | 3.2 |
|
| 5035 |
5035
Van Leeuwen & Company
Princeton,
New Jersey
| $152M | +$2.94M | +2% | 8.02% | 75.4% | 82 | 45.12% | 1.2 |
|
| 5036 |
5036
One Advisory Partners
Overland Park,
Kansas
| $152M | +$6.28M | +4% | 3.86% | 58.3% | 34 | 41.18% | 0.5 |
|
| 5037 |
5037
Donald L. Hagan LLC
Sarasota,
Florida
| $152M | +$15.5M | +11% | 5.56% | 47.9% | 97 | 20.62% | 1.9 |
|
| 5038 |
5038
Hollow Brook Wealth Management
Katonah,
New York
| $152M | -$15.6M | -9% | 1.38% | 97.8% | 56 | 19.64% | 3.5 |
|
| 5039 |
DA
5039
Dash Acquisitions
Woodland Hills,
California
| $152M | +$9.11M | +6% | 2.26% | 52% | 39 | 15.38% | 0.2 |
|
| 5040 |
5040
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $152M | +$11.1M | +8% | 3.39% | 21.1% | 68 | 8.82% | 0.2 |
|
| 5041 |
5041
AUA Capital Management
Camp Hill,
Pennsylvania
| $152M | +$12M | +9% | 4.38% | 70.2% | 379 | 7.65% | 2 |
|
| 5042 |
5042
Cribstone Capital Management
Augusta,
Maine
| $152M | +$6.06M | +4% | 3.64% | 22.4% | 369 | 14.09% | 2.9 |
|
| 5043 |
5043
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $152M | +$26.4M | +21% | 12.3% | 173% | 60 | 53.33% | 0.8 |
|
| 5044 |
5044
Pavion Blue Capital
Newport Beach,
California
| $152M | +$5.77M | +4% | 8.26% | 87.8% | 92 | 6.52% | 1 |
|
| 5045 |
5045
Successful Portfolios
Clearwater,
Florida
| $152M | +$12.3M | +9% | 5.13% | 110% | 199 | 10.05% | 2.1 |
|
| 5046 |
5046
Key Financial Inc
West Chester,
Pennsylvania
| $152M | +$17.4M | +13% | 6.04% | 64.1% | 823 | 10.81% | 0.3 |
|
| 5047 |
5047
Holistic Financial Partners
Indianapolis,
Indiana
| $152M | +$6.64M | +5% | 5.14% | 95.7% | 136 | 34.56% | 1.4 |
|
| 5048 |
5048
Centennial Wealth Advisory
Traverse City,
Michigan
| $151M | +$10.3M | +7% | 2.14% | 63% | 84 | 26.19% | 0.2 |
|
| 5049 |
5049
Loveless Wealth Management
Billings,
Montana
| $151M | +$15.9M | +12% | 9.85% | – | 119 | 2.52% | 1.1 |
|
| 5050 |
5050
Baugh & Associates
Atlanta,
Georgia
| $151M | +$11.2M | +8% | 8.58% | 98.8% | 43 | 11.63% | 2.6 |
|