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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Oakwell Private Wealth Management
Austin,
Texas
| $127M | – | – | 14.7% | 68.2% | 62 | – | 0 |
|
| 5252 |
5252
XXEC Inc
Tulsa,
Oklahoma
| $127M | +$22.2M | +21% | 16.7% | 30.1% | 32 | 31.25% | 0.2 |
|
| 5253 |
5253
Cordant Inc
Portland,
Oregon
| $127M | +$8.81M | +7% | 8.35% | 47% | 70 | 22.86% | 1 |
|
| 5254 |
5254
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $127M | +$12.9M | +11% | 11.4% | 58.8% | 153 | 20.92% | 1.8 |
|
| 5255 |
5255
Rovin Capital
Mesa,
Arizona
| $127M | +$21.1M | +20% | 14.1% | 63.8% | 45 | 28.89% | 0.7 |
|
| 5256 |
5256
Ridgewood Investments
Springfield,
New Jersey
| $127M | -$848K | -0.7% | 13.8% | – | 170 | 0.59% | 2.5 |
|
| 5257 |
PFA
5257
Professional Financial Advisors
North Platte,
Nebraska
| $127M | +$19.6M | +18% | 13.1% | 59.2% | 389 | 13.11% | 0.3 |
|
| 5258 |
5258
Norris Financial Group
Greenville,
South Carolina
| $127M | +$8.7M | +7% | 12.3% | 161% | 81 | 30.86% | 0.5 |
|
| 5259 |
RFMS
5259
RWQ Financial Management Services
Naples,
Florida
| $127M | – | – | 19.3% | 446% | 28 | – | 0 |
|
| 5260 |
5260
Signet Investment Advisory Group
Providence,
Rhode Island
| $127M | – | – | 10.3% | 68.2% | 213 | – | 0.6 |
|
| 5261 |
5261
Concentrum Wealth Management
San Jose,
California
| $127M | +$21.9M | +21% | 11.8% | 200% | 51 | 25.49% | 1.1 |
|
| 5262 |
5262
Cordasco Financial Network
Naples,
Florida
| $127M | +$11.7M | +10% | 14.9% | 31.1% | 559 | 10.38% | 2.8 |
|
| 5263 |
5263
Trust Company
Manhattan,
Kansas
| $127M | +$7.65M | +6% | 11.5% | 40.6% | 330 | 15.45% | 3.7 |
|
| 5264 |
SIP
5264
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $127M | – | – | 16.8% | 44% | 45 | – | 0 |
|
| 5265 |
5265
Spreng Capital Management
Bucyrus,
Ohio
| $127M | +$20.7M | +20% | 12% | 84.4% | 101 | 16.83% | 0.8 |
|
| 5266 |
5266
USA Financial Formulas
Ada,
Michigan
| $127M | -$6M | -5% | 19.3% | 104% | 437 | 44.39% | 0.6 |
|
| 5267 |
5267
7G Capital Management
New York
| $126M | – | – | 14.2% | 137% | 5 | – | 0 |
|
| 5268 |
5268
Signify Wealth
Saint Louis,
Missouri
| $126M | – | – | 13.3% | 36.7% | 15 | – | 0 |
|
| 5269 |
5269
Apexium Financial
Dallas,
Texas
| $126M | +$3.1M | +3% | 12.9% | 89.6% | 81 | 12.35% | 0.9 |
|
| 5270 |
5270
Worth Venture Partners
Fort Lee,
New Jersey
| $126M | +$4.36M | +4% | 29.2% | 98.6% | 141 | 48.23% | 0.7 |
|
| 5271 |
5271
Q3 Asset Management
Birmingham,
Michigan
| $126M | +$3.24M | +3% | 12.6% | 105% | 49 | 65.31% | 0.3 |
|
| 5272 |
5272
Cohanzick Management
Pleasantville,
New York
| $126M | – | – | 56% | 1.18% | 68 | – | 0 |
|
| 5273 |
5273
CenturyLink Investment Management
Denver,
Colorado
| $126M | -$20.9M | -14% | 13.2% | – | 1 | 0% | 0.5 |
|
| 5274 |
OGF
5274
Orin Green Financial
San Diego,
California
| $126M | – | – | 18% | 59.1% | 64 | – | 0 |
|
| 5275 |
5275
Keystone Wealth Partners
Chandler,
Arizona
| $126M | – | – | 9.64% | – | 31 | – | 0 |
|