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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
ASI
6226
Advisory Services & Investments
Bend,
Oregon
| $101M | +$5.8M | +6% | 8.89% | 19.9% | 39 | 23.08% | 1.1 |
|
| 6227 |
6227
Cladis Investment Advisory
Billings,
Montana
| $100M | +$8.12M | +9% | 10.4% | 131% | 135 | 9.63% | 0.8 |
|
| 6228 |
6228
Hickory Lane Capital Management
New York
| $100M | +$4.22M | +4% | 9.46% | – | 28 | 3.57% | 1.5 |
|
| 6229 |
6229
Onyx Financial Advisors
Idaho Falls,
Idaho
| $100M | – | – | 9.33% | 57.8% | 10 | – | 0 |
|
| 6230 |
6230
Lake Hills Wealth Management
Austin,
Texas
| $100M | -$9.9M | -9% | 1.45% | 83.7% | 69 | 100% | 0 |
|
| 6231 |
6231
Greycroft
New York
| $100M | -$39.7M | -28% | 28.2% | 20% | 3 | 0% | 0.9 |
|
| 6232 |
6232
Kennon-Green & Company
New Albany,
Ohio
| $100M | – | – | 9.89% | 58.4% | 45 | – | 0 |
|
| 6233 |
6233
Hofer & Associates
Thousand Oaks,
California
| $100M | +$7.29M | +8% | 7.09% | 61.7% | 54 | 16.67% | 0.9 |
|
| 6234 |
OFG
6234
OTA Financial Group
Purchase,
New York
| $100M | -$16.2M | -14% | 3.43% | 320% | 138 | 73.19% | 0.3 |
|
| 6235 |
6235
Starfox Financial Services
The Woodlands,
Texas
| $100M | -$2.22M | -2% | 5.99% | – | 25 | 12% | 0.8 |
|
| 6236 |
6236
Newport Capital Group
Red Bank,
New Jersey
| $100M | -$92.8M | -48% | 6.82% | – | 63 | 31.75% | 1.7 |
|
| 6237 |
RWIA
6237
Roger Wittlin Investment Advisory
San Francisco,
California
| $100M | +$96.5M | +2,623% | 5.07% | 61.3% | 39 | 61.54% | 0.3 |
|
| 6238 |
APS
6238
American Planning Services
Sun City Center,
Florida
| $100M | +$100M | +124,089% | 6.93% | 23.8% | 29 | 20.69% | 0.7 |
|
| 6239 |
6239
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $100M | +$11.4M | +13% | 10.2% | 64.9% | 31 | 38.71% | 0.7 |
|
| 6240 |
6240
Silphium Asset Management
London,
United Kingdom
| $100M | -$11.1M | -10% | 26.7% | 118% | 61 | 65.57% | 0.4 |
|
| 6241 |
6241
Unionview LLC
Seattle,
Washington
| $100M | +$12.4M | +14% | 8.15% | 21.2% | 81 | 17.28% | 0.8 |
|
| 6242 |
MIM
6242
Meixler Investment Management
Show Low,
Arizona
| $100M | +$14.4M | +17% | 13.3% | 60.8% | 108 | 23.15% | 0.7 |
|
| 6243 |
6243
Aurora Investment Managers
Naples,
Florida
| $100M | -$689K | -0.7% | 0.7% | 74.4% | 50 | 6% | 1.4 |
|
| 6244 |
6244
InTrack Investment Management
South Burlington,
Vermont
| $100M | +$9.44M | +10% | 7.85% | 99.2% | 132 | 26.52% | 1.2 |
|
| 6245 |
6245
EMFO LLC
Weston,
Florida
| $100M | -$5.18M | -5% | 10.7% | 25.8% | 328 | 8.84% | 1.3 |
|
| 6246 |
6246
Builders Union
London,
United Kingdom
| $100M | -$14.3M | -13% | 0.09% | – | 12 | 0% | 0.6 |
|
| 6247 |
6247
Old North State Wealth Management
Wilmington,
North Carolina
| $100M | +$13M | +15% | 11.8% | 91.5% | 64 | 9.38% | 0.8 |
|
| 6248 |
6248
Richwood Investment Advisors
Cincinnati,
Ohio
| $99.4M | +$8.31M | +9% | 11.5% | 71.9% | 105 | 2.86% | 1 |
|
| 6249 |
6249
Greenhouse Wealth Management
Westport,
Connecticut
| $99.3M | +$9.3M | +10% | 7.87% | 87.2% | 53 | 11.32% | 1.8 |
|
| 6250 |
6250
Johnson & White Wealth Management
York,
Pennsylvania
| $99.3M | +$10.7M | +12% | 7.57% | 85.1% | 132 | 84.09% | 0.1 |
|