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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Highland Capital Management (Texas)
Dallas,
Texas
| $129M | +$33.7M | +35% | 1.64% | – | 11 | 45.45% | 3.2 |
|
| 5352 |
5352
Trinity Financial Advisors
Columbus,
Ohio
| $129M | +$19M | +17% | 6.84% | 74.5% | 61 | 26.23% | 0.2 |
|
| 5353 |
5353
Navis Wealth Advisors
Rye Brook,
New York
| $129M | +$18.4M | +17% | 5.94% | 107% | 184 | 52.17% | 0.2 |
|
| 5354 |
5354
Tatro Capital
Lexington,
Kentucky
| $129M | +$21.8M | +20% | 4.7% | – | 109 | 36.7% | 0.6 |
|
| 5355 |
5355
Signet Investment Advisory Group
Providence,
Rhode Island
| $129M | +$2.38M | +2% | 5.83% | 68.2% | 217 | 65.9% | 1.8 |
|
| 5356 |
5356
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $129M | +$10M | +8% | 7.05% | 82.3% | 152 | 4.61% | 0.2 |
|
| 5357 |
5357
Wealth Dimensions Group
Cincinnati,
Ohio
| $129M | +$13M | +11% | 5.97% | 63.6% | 121 | 9.92% | 0.2 |
|
| 5358 |
5358
Garrison Point Advisors
Walnut Creek,
California
| $129M | +$4.5M | +4% | 6.17% | 95.4% | 142 | 2.82% | 1.8 |
|
| 5359 |
5359
Broadview Financial Management
Wauwatosa,
Wisconsin
| $129M | -$1.68M | -1% | 7.02% | 57.4% | 46 | 4.35% | 2.7 |
|
| 5360 |
5360
Bay Rivers Group
Williamsburg,
Virginia
| $129M | +$9.25M | +8% | 4.44% | 166% | 75 | 12% | 0.9 |
|
| 5361 |
5361
Bennett Selby Investments
Falmouth,
Maine
| $129M | +$11.1M | +9% | 3.19% | 82.1% | 53 | 11.32% | 0.2 |
|
| 5362 |
DIS
5362
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $129M | +$699K | +0.5% | 16.8% | 93.8% | 43 | 6.98% | 3.2 |
|
| 5363 |
5363
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $129M | -$3.09M | -2% | 3.87% | 68.8% | 370 | 10.27% | 0.2 |
|
| 5364 |
5364
Blueprint Investment Partners
Greensboro,
North Carolina
| $128M | +$128M | +103,866% | 4.51% | 91.9% | 70 | 30% | 0.6 |
|
| 5365 |
5365
Jentner Corp
Akron,
Ohio
| $128M | +$26.6M | +26% | 1.47% | 38.9% | 30 | 13.33% | 3.1 |
|
| 5366 |
5366
Nierenberg Investment Management Company
Camas,
Washington
| $128M | +$20.2M | +19% | 33% | 135% | 38 | 28.95% | 0.6 |
|
| 5367 |
5367
Planned Solutions
Folsom,
California
| $128M | +$3.2M | +3% | 6.72% | 68.3% | 467 | 87.15% | 0.5 |
|
| 5368 |
5368
Wolff Wiese Magana
Carslbad,
California
| $128M | +$9.47M | +8% | 3.59% | 149% | 786 | 13.36% | 0.2 |
|
| 5369 |
5369
Corundum Group
Colorado Springs,
Colorado
| $128M | +$7.94M | +7% | 7.3% | 89.5% | 95 | 6.32% | 2.5 |
|
| 5370 |
5370
One Plus One Wealth Management
Jupiter,
Florida
| $128M | – | – | 5.51% | 71.9% | 95 | – | 0 |
|
| 5371 |
5371
IFS Advisors
Overland Park,
Kansas
| $128M | -$2.8M | -2% | 4.52% | 54.2% | 182 | 89.01% | 0.2 |
|
| 5372 |
5372
McCarthy Asset Management
Redwood Shores,
California
| $128M | +$7.24M | +6% | 5.51% | – | 449 | 25.39% | 0.2 |
|
| 5373 |
MAS
5373
Madden Advisory Services
Jacksonville,
Florida
| $128M | +$8.65M | +7% | 4.03% | 58.4% | 73 | 10.96% | 4.4 |
|
| 5374 |
CAM
5374
Crown Advisors Management
Larkspur,
California
| $128M | -$11.9M | -8% | 14.2% | 284% | 40 | 17.5% | 1.4 |
|
| 5375 |
5375
Must Asset Management
Seoul,
South Korea
| $128M | -$12.3M | -9% | 12.1% | 65.2% | 40 | 40% | 0.2 |
|