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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
4Thought Financial Group
Syosset,
New York
| $104M | – | – | 2.22% | 40.8% | 102 | – | 0 |
|
| 5677 |
5677
Intact Financial Corporation
Toronto,
Ontario, Canada
| $104M | – | – | 33.8% | – | 1 | – | 0 |
|
| 5678 |
5678
O'Neil Global Advisors
Los Angeles,
California
| $104M | – | – | 23.5% | 1,841% | 61 | – | 0 |
|
| 5679 |
5679
Mangham Associates
Charlottesville,
Virginia
| $104M | -$829K | -0.8% | 5.58% | 24.4% | 5 | 0% | 2.1 |
|
| 5680 |
5680
Clayton Partners
Berkeley,
California
| $104M | – | – | 25.7% | 109% | 33 | – | 0 |
|
| 5681 |
5681
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $103M | – | – | 5.41% | 41.2% | 234 | – | 0 |
|
| 5682 |
JC
5682
JCSD Capital
Walnut Creek,
California
| $103M | +$14.3M | +16% | 18.5% | – | 69 | 18.84% | 1.2 |
|
| 5683 |
5683
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $103M | -$1.6M | -2% | 4.38% | 85.6% | 104 | 12.5% | 4.3 |
|
| 5684 |
5684
Akaris Global Partners
New York
| $103M | -$24.6M | -19% | 1.8% | 35% | 21 | 52.38% | 0.5 |
|
| 5685 |
HFAS
5685
Hummer Financial Advisory Services
Chicago,
Illinois
| $103M | +$7.77M | +8% | 6.64% | 71.8% | 107 | 7.48% | 1 |
|
| 5686 |
5686
Grand Central Investment Group
Tampa,
Florida
| $103M | -$8.97M | -8% | 0.53% | – | 41 | 17.07% | 0.2 |
|
| 5687 |
5687
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $103M | +$10M | +11% | 10.8% | 65.5% | 60 | 23.33% | 0.8 |
|
| 5688 |
DLDF
5688
Dan L. Duncan Foundation
Houston,
Texas
| $103M | +$33.7M | +49% | 6.21% | 11.8% | 4 | 75% | 0.4 |
|
| 5689 |
5689
Peak Planning Group
Centennial,
Colorado
| $103M | +$14.5M | +16% | 4.34% | 105% | 76 | 21.05% | 0.4 |
|
| 5690 |
5690
Capital CS Group
Irvine,
California
| $102M | +$6.13M | +6% | 6.24% | 27.8% | 89 | 69.66% | 0.1 |
|
| 5691 |
5691
Farley Capital
New York
| $102M | +$3.94M | +4% | 8.01% | 116% | 18 | 0% | 3.5 |
|
| 5692 |
5692
Mantle Ridge LP
New York
| $102M | -$1.89M | -2% | 1.8% | 44.2% | 1 | 0% | 1.5 |
|
| 5693 |
5693
Trust Investment Advisors
Indianapolis,
Indiana
| $102M | +$3.34M | +3% | 7.9% | 178% | 81 | 13.58% | 3.1 |
|
| 5694 |
5694
Mount Vernon Associates
Baltimore,
Maryland
| $102M | +$6.66M | +7% | 8.79% | 136% | 56 | 1.79% | 4.8 |
|
| 5695 |
5695
OneAscent Financial Services
Birmingham,
Alabama
| $102M | +$7.97M | +9% | 3.61% | 68.2% | 164 | 32.93% | 0.8 |
|
| 5696 |
5696
AWH Capital
Dallas,
Texas
| $102M | +$1.58M | +2% | 41.9% | 183% | 40 | 37.5% | 1 |
|
| 5697 |
5697
Avondale Wealth Management
West Lake Hills,
Texas
| $102M | +$15.3M | +18% | 2.74% | 83.8% | 111 | 17.12% | 2.2 |
|
| 5698 |
CWM
5698
CCG Wealth Management
San Diego,
California
| $101M | +$6.62M | +7% | 6.12% | 82.6% | 90 | 21.11% | 1.3 |
|
| 5699 |
5699
First Bancorp
Damariscotta,
Maine
| $101M | – | – | 7.93% | 80.3% | 101 | – | 0 |
|
| 5700 |
5700
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $101M | +$6.04M | +6% | 8.71% | 74.4% | 116 | 14.66% | 0.2 |
|