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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Iron Horse Wealth Management
Johston,
Iowa
| $134M | +$8.64M | +7% | 3.59% | 29.1% | 207 | 10.63% | 0.2 |
|
| 5302 |
5302
Ramiah Investment Group
Brookfield,
Wisconsin
| $133M | +$13M | +11% | 13% | 62.2% | 102 | 38.24% | 0.7 |
|
| 5303 |
5303
Kensington Investment Counsel
Long Beach,
California
| $133M | +$12M | +10% | 3.9% | 81.9% | 87 | 4.6% | 0.2 |
|
| 5304 |
5304
Meridian Financial Partners
Warrenton,
Virginia
| $133M | +$3.46M | +3% | 4.05% | 80.8% | 75 | 21.33% | 1.4 |
|
| 5305 |
5305
Carl P. Sherr & Co
Worcester,
Massachusetts
| $133M | +$7.44M | +6% | 4.41% | 78.6% | 114 | 9.65% | 1.1 |
|
| 5306 |
5306
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $133M | +$15.9M | +14% | 5.43% | 92.9% | 105 | 27.62% | 1.1 |
|
| 5307 |
5307
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $133M | +$7.41M | +6% | 6.27% | 65.5% | 311 | 15.43% | 3 |
|
| 5308 |
SC
5308
Sovarnum Capital
New York
| $133M | -$10M | -7% | 14% | – | 93 | 52.69% | 0.6 |
|
| 5309 |
5309
Palumbo Wealth Management
Great Neck,
New York
| $133M | +$8.79M | +7% | 3.3% | 115% | 107 | 25.23% | 0.2 |
|
| 5310 |
5310
Somerset Group
Wayzata,
Minnesota
| $133M | +$7.22M | +6% | 6.98% | 84.6% | 76 | 9.21% | 3.8 |
|
| 5311 |
5311
Moulton Wealth Management
Spokane,
Washington
| $132M | +$8.28M | +7% | 8.99% | 47.8% | 41 | 63.41% | 0.3 |
|
| 5312 |
GCM
5312
Garland Capital Management
Bellevue,
Washington
| $132M | +$14.4M | +12% | 6.79% | 55.7% | 31 | 9.68% | 4.9 |
|
| 5313 |
5313
Concentrum Wealth Management
San Jose,
California
| $132M | +$5.79M | +5% | 5.21% | 200% | 60 | 30% | 1.1 |
|
| 5314 |
5314
Campion Asset Management
Falls Church,
Virginia
| $132M | – | – | 8.16% | 70.2% | 95 | – | 0 |
|
| 5315 |
AMAL
5315
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $132M | +$22.4M | +20% | 12.5% | 125% | 18 | 16.67% | 3.7 |
|
| 5316 |
5316
Chronos Wealth Management
Clearwater,
Florida
| $132M | +$10.3M | +8% | 5.22% | 92.3% | 48 | 18.75% | 1 |
|
| 5317 |
5317
Founders Circle Capital
Campbell,
California
| $132M | -$1.7M | -1% | 14.1% | 28% | 6 | 33.33% | 0.2 |
|
| 5318 |
5318
LDR Capital Management
New York
| $132M | +$2.28M | +2% | 13.8% | 28.4% | 40 | 67.5% | 0.4 |
|
| 5319 |
5319
DRH Investments
Thousand Oaks,
California
| $132M | +$6.49M | +5% | 10.2% | 81.2% | 18 | 44.44% | 0.7 |
|
| 5320 |
5320
Truvvo Partners
New York
| $132M | -$17.5M | -12% | 1.67% | 21.1% | 27 | 14.81% | 2 |
|
| 5321 |
5321
Quad-Cities Investment Group
Davenport,
Iowa
| $132M | +$10.1M | +8% | 4.79% | 67.3% | 177 | 16.38% | 2 |
|
| 5322 |
5322
Benjamin Edwards Inc
Clayton,
Missouri
| $132M | +$2.64M | +2% | 5.51% | 66.5% | 405 | 15.8% | 1.2 |
|
| 5323 |
5323
EVR Research
Richmond,
Virginia
| $131M | +$9.12M | +7% | 25.3% | 165% | 29 | 55.17% | 0.1 |
|
| 5324 |
5324
Stone House Capital Management
Bay Harbor Islands,
Florida
| $131M | -$17.4M | -12% | 3.66% | 151% | 4 | 25% | 2.3 |
|
| 5325 |
5325
Mork Capital Management
Healdsburg,
California
| $131M | -$5.1M | -4% | 21.8% | 61.9% | 107 | 22.43% | 2.4 |
|