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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Ariadne Wealth Management
Santa Barbara,
California
| $223M | -$19.3M | -8% | 2.01% | – | 275 | 14.91% | 1.2 |
|
| 5827 |
5827
Sterneck Capital Management
Kansas City,
Missouri
| $223M | +$643K | +0.3% | 1.5% | 61.5% | 118 | 9.32% | 4.5 |
|
| 5828 |
5828
Walser Wealth Management
Tampa,
Florida
| $223M | +$33M | +17% | 4.99% | – | 210 | 41.9% | 0.2 |
|
| 5829 |
MA
5829
Menlo Advisors
Menlo Park,
California
| $223M | $0 | 0% | 2.07% | 108% | 30 | 0% | 6.7 |
|
| 5830 |
5830
Cobblestone Asset Management
Richmond,
Virginia
| $222M | -$391K | -0.2% | 2.4% | 60.6% | 83 | 27.71% | 1.3 |
|
| 5831 |
FAG
5831
Fortitude Advisory Group
Gig Harbor,
Washington
| $222M | -$13.6M | -6% | 0.06% | 142% | 240 | 15.42% | 2.7 |
|
| 5832 |
5832
Navi International
Sao Paulo,
Brazil
| $222M | +$17.4M | +8% | 3.28% | – | 21 | 42.86% | 0.2 |
|
| 5833 |
5833
Flatrock Wealth Partners
Newport Beach,
California
| $222M | +$13.9M | +7% | 1.91% | – | 188 | 22.87% | 0.2 |
|
| 5834 |
5834
Game Plan Financial Advisors
Westlake,
Ohio
| $222M | -$26.5M | -11% | 2.66% | – | 394 | 22.08% | 2.1 |
|
| 5835 |
5835
Beaumont Asset Management
Beaumont,
Texas
| $222M | +$22.1M | +11% | 3.13% | 73.1% | 76 | 6.58% | 3 |
|
| 5836 |
5836
Darrow Company
Needham,
Massachusetts
| $222M | -$357K | -0.2% | 2.38% | 44.5% | 59 | 5.08% | 2.7 |
|
| 5837 |
SHFP
5837
Second Half Financial Partners
Sebring,
Florida
| $222M | -$3.14M | -1% | 1.84% | 36.8% | 120 | 35% | 1.4 |
|
| 5838 |
5838
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $222M | -$7.17M | -3% | 2.1% | 63.5% | 104 | 29.81% | 1.1 |
|
| 5839 |
5839
Diesslin Group
Fort Worth,
Texas
| $222M | -$29.6M | -12% | 0.69% | – | 57 | 12.28% | 0.2 |
|
| 5840 |
5840
Bravera Wealth
Bismarck,
North Dakota
| $222M | +$22.4M | +11% | 0.52% | – | 513 | 25.93% | 0.2 |
|
| 5841 |
5841
Aviso Wealth Management
Bellevue,
Washington
| $222M | -$16M | -7% | 1.81% | 153% | 151 | 10.6% | 1.8 |
|
| 5842 |
5842
Seamount Financial Group
Colorado Springs,
Colorado
| $222M | +$1.64M | +0.7% | 0.29% | 79.7% | 140 | 9.29% | 1.6 |
|
| 5843 |
5843
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $222M | -$4.82M | -2% | 1.28% | 47.5% | 48 | 2.08% | 4.2 |
|
| 5844 |
5844
Delphi Financial Group
Wilmington,
Delaware
| $222M | +$21.4M | +11% | 1.07% | 66.3% | 35 | 31.43% | 1.7 |
|
| 5845 |
BOCM
5845
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $222M | -$10.5M | -5% | 0.52% | 49.6% | 39 | 33.33% | 4.1 |
|
| 5846 |
5846
Formula Growth
Montreal,
Quebec, Canada
| $222M | -$38M | -15% | 6.21% | 118% | 160 | 36.25% | 2.8 |
|
| 5847 |
5847
Capital Wealth Alliance
Scottsdale,
Arizona
| $221M | -$12.8M | -5% | 2.63% | 124% | 95 | 10.53% | 2.5 |
|
| 5848 |
SA
5848
Sunesis Advisors
Overland Park,
Kansas
| $221M | +$440K | +0.2% | 2.3% | – | 60 | 13.33% | 2.7 |
|
| 5849 |
5849
Pillsbury Lake Capital
San Francisco,
California
| $221M | -$65M | -23% | 1.66% | – | 41 | 48.78% | 0.2 |
|
| 5850 |
5850
Meritas Wealth Management
Larkspur,
California
| $221M | +$13.2M | +6% | 1.73% | 69.4% | 60 | 3.33% | 2.4 |
|