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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Ranch Capital Advisors
Sarasota,
Florida
| $151M | +$12.4M | +9% | 6.03% | 99.2% | 963 | 12.15% | 0.9 |
|
| 5052 |
5052
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $151M | -$12M | -7% | 3.79% | – | 351 | 66.95% | 0.2 |
|
| 5053 |
5053
Constitution Capital
Shelton,
Connecticut
| $151M | +$10.7M | +8% | 3.37% | 91.1% | 64 | 14.06% | 0.2 |
|
| 5054 |
5054
Hixon Zuercher
Findlay,
Ohio
| $151M | +$7.67M | +5% | 1.96% | 101% | 60 | 10% | 1 |
|
| 5055 |
5055
Banyan Capital Management
Atlanta,
Georgia
| $151M | +$12.2M | +9% | 10.7% | 44.4% | 21 | 9.52% | 1.9 |
|
| 5056 |
5056
Northeast Financial Group
Tannersville,
Pennsylvania
| $151M | +$19.5M | +15% | 6.69% | 31.6% | 50 | 16% | 0.2 |
|
| 5057 |
5057
Sustainable Insight Capital Management
New York
| $150M | +$3.75M | +3% | 9.14% | 168% | 134 | 33.58% | 0.9 |
|
| 5058 |
SAMT
5058
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $150M | +$25.1M | +20% | 6.58% | 68.4% | 76 | 31.58% | 2.6 |
|
| 5059 |
LAM
5059
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $150M | +$13.9M | +10% | 13.9% | 124% | 82 | 8.54% | 0.7 |
|
| 5060 |
5060
Mad River Investors
Boston,
Massachusetts
| $150M | +$48.2M | +47% | 70% | 169% | 23 | 0% | 4.3 |
|
| 5061 |
5061
Mine & Arao Wealth Creation & Management
Campbell,
California
| $150M | +$10.7M | +8% | 4.54% | 105% | 281 | 7.12% | 1.1 |
|
| 5062 |
5062
Red Cedar Capital
Omaha,
Nebraska
| $150M | +$12.9M | +9% | 8.93% | 43% | 156 | 11.54% | 2.7 |
|
| 5063 |
5063
Compass Advisory Group
Melville,
New York
| $150M | +$19.1M | +15% | 2.98% | 49.2% | 45 | 20% | 0.2 |
|
| 5064 |
5064
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $150M | +$12M | +9% | 6.17% | 63.8% | 99 | 8.08% | 1 |
|
| 5065 |
5065
Capital Wealth Alliance
Scottsdale,
Arizona
| $150M | +$13M | +9% | 5.71% | 124% | 143 | 23.78% | 0.7 |
|
| 5066 |
5066
AlphaCore Capital
La Jolla,
California
| $150M | +$15.4M | +11% | 6.4% | 91.5% | 67 | 34.33% | 1 |
|
| 5067 |
5067
Newman & Schimel
Deerfield,
Illinois
| $150M | +$29.2M | +24% | 5.31% | – | 49 | 10.2% | 0.2 |
|
| 5068 |
5068
FSA Wealth Management
Needham,
Massachusetts
| $149M | -$50.5M | -25% | 5.06% | – | 273 | 83.88% | 1.2 |
|
| 5069 |
5069
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $149M | -$7.52M | -5% | 3.7% | 114% | 13 | 23.08% | 0.2 |
|
| 5070 |
5070
Brendel Financial Advisors
Hanover,
New Hampshire
| $149M | +$2.26M | +2% | 10.3% | 139% | 98 | 31.63% | 1.2 |
|
| 5071 |
RP
5071
RBS Partners
Bay Harbor Islands,
Florida
| $149M | -$105M | -41% | 27.3% | 210% | 3 | 33.33% | 7.3 |
|
| 5072 |
5072
Brooktree Capital Management
Gand Rapids,
Michigan
| $149M | +$13.4M | +10% | 14.6% | 92.6% | 46 | 17.39% | 1.1 |
|
| 5073 |
5073
Catawba River Capital
Lake Wylie,
South Carolina
| $149M | +$4.15M | +3% | 4.93% | 89.5% | 34 | 26.47% | 0.6 |
|
| 5074 |
5074
Spark Investment Management
New York
| $149M | +$28M | +23% | 5.88% | 459% | 63 | 46.03% | 0.6 |
|
| 5075 |
5075
Samalin Investment Counsel
Chappaqua,
New York
| $149M | +$15.9M | +12% | 7.01% | 68.3% | 249 | 18.07% | 0.8 |
|