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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
PFG Private Wealth Management
Lutz,
Florida
| $130M | +$15.7M | +14% | 7.54% | 52.6% | 49 | 6.12% | 0.8 |
|
| 5202 |
5202
Cooper/Haims Advisors
Victor,
New York
| $130M | +$9.06M | +7% | 15.4% | 58.8% | 70 | 18.57% | 1.7 |
|
| 5203 |
5203
Broadview Financial Management
Wauwatosa,
Wisconsin
| $130M | +$11.7M | +10% | 15.5% | 57.4% | 46 | 4.35% | 2.4 |
|
| 5204 |
5204
Lederer & Associates Investment Counsel
Long Beach,
California
| $130M | +$10.2M | +8% | 11.2% | 92.7% | 87 | 2.3% | 3.2 |
|
| 5205 |
5205
Americana Partners
Houston,
Texas
| $130M | +$20.3M | +18% | 15.9% | 93.9% | 110 | 26.36% | 0.7 |
|
| 5206 |
5206
Corrado Advisors
Ramsey,
New Jersey
| $130M | +$9.47M | +8% | 10% | 73.1% | 99 | 19.19% | 1.9 |
|
| 5207 |
5207
Penbrook Management
New York
| $130M | +$14.5M | +13% | 19.4% | 107% | 105 | 11.43% | 4.3 |
|
| 5208 |
5208
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $130M | +$24M | +23% | 15.5% | 90.8% | 71 | 12.68% | 0.7 |
|
| 5209 |
5209
LDR Capital Management
New York
| $130M | +$29.1M | +29% | 22% | 28.4% | 18 | 22.22% | 1 |
|
| 5210 |
5210
Concord Wealth Partners
Abingdon,
Virginia
| $130M | – | – | 14.7% | 71.1% | 700 | – | 0 |
|
| 5211 |
5211
Roubaix Capital
Denver,
Colorado
| $130M | +$44.8M | +53% | 50.8% | 159% | 75 | 61.33% | 0.4 |
|
| 5212 |
5212
Ballew Advisors
Jackson,
Mississippi
| $130M | +$11.7M | +10% | 10.9% | 68% | 117 | 28.21% | 1.6 |
|
| 5213 |
5213
Privium Fund Management (UK)
London,
United Kingdom
| $130M | – | – | 22.5% | 34.4% | 46 | – | 0 |
|
| 5214 |
5214
FOCUS Wealth Advisors
Houston,
Texas
| $130M | – | – | 10.1% | 68.7% | 35 | – | 0 |
|
| 5215 |
5215
WESPAC Advisors
Orinda,
California
| $130M | +$48.8M | +60% | 16.7% | 126% | 163 | 60.12% | 0.5 |
|
| 5216 |
5216
Meridian Financial Partners
Warrenton,
Virginia
| $129M | +$10.8M | +9% | 9.29% | 80.8% | 67 | 10.45% | 1.4 |
|
| 5217 |
5217
Tuttle Capital Management
Riverside,
Connecticut
| $129M | -$15.7M | -11% | 12.8% | 115% | 267 | 89.89% | 0.1 |
|
| 5218 |
5218
Kozak & Associates
Highlands Ranch,
Colorado
| $129M | – | – | 13.1% | 111% | 70 | – | 0 |
|
| 5219 |
5219
SummerHaven Investment Management
Stamford,
Connecticut
| $129M | – | – | 46.5% | 150% | 200 | – | 0 |
|
| 5220 |
5220
Quantinno Capital Management
New York
| $129M | -$20.2M | -13% | 25.2% | 132% | 455 | 45.71% | 0.5 |
|
| 5221 |
5221
Old North State Trust
Greensboro,
North Carolina
| $129M | -$19.3M | -13% | 10.8% | – | 495 | 32.93% | 0.6 |
|
| 5222 |
AFS
5222
Aft Forsyth & Sober
Valrico,
Florida
| $129M | +$116M | +902% | 9.56% | 107% | 61 | 54.1% | 1.8 |
|
| 5223 |
5223
Brooks Moore & Associates
Chattanooga,
Tennessee
| $129M | +$13.1M | +11% | 11.9% | 72.3% | 93 | 9.68% | 1.6 |
|
| 5224 |
5224
Financial Insights
Tacoma,
Washington
| $129M | +$11.6M | +10% | 9.75% | 82.1% | 81 | 11.11% | 1.5 |
|
| 5225 |
5225
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $129M | +$21.2M | +20% | 9.57% | 51.3% | 118 | 19.49% | 1.6 |
|