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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 |
6226
Menard Financial Group
Houston,
Texas
| $152M | +$11.6M | +8% | 5.56% | 141% | 117 | 14.53% | 1.4 |
|
| 6227 |
6227
Sebold Capital Management
Lisle,
Illinois
| $152M | +$6.92M | +5% | 7.02% | – | 75 | 13.33% | 1.5 |
|
| 6228 |
6228
Apricus Wealth
Beaufort,
South Carolina
| $152M | +$11.7M | +8% | 6.76% | 80.6% | 96 | 7.29% | 2 |
|
| 6229 |
KA
6229
Kearns & Associates
Palos Verdes Estates,
California
| $152M | +$17.7M | +13% | 5.78% | 78.7% | 44 | 6.82% | 1.8 |
|
| 6230 |
DIS
6230
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $152M | +$8.58M | +6% | 8.13% | 93.8% | 50 | 4% | 4.6 |
|
| 6231 |
6231
Merrion Investment Management
Cranford,
New Jersey
| $152M | +$6.08M | +4% | 5.41% | 161% | 103 | 5.83% | 2.5 |
|
| 6232 |
6232
Petra Financial Advisors
Colorado Srpings,
Colorado
| $152M | +$12.5M | +9% | 8.07% | 129% | 151 | 27.15% | 1 |
|
| 6233 |
6233
Melfa Wealth Management
Westborough,
Massachusetts
| $152M | +$8.43M | +6% | 6.29% | 49.9% | 203 | 2.96% | 1.3 |
|
| 6234 |
6234
Cassia Capital Partners
Winston Salem,
North Carolina
| $151M | -$190K | -0.1% | 5.55% | 59.9% | 60 | 6.67% | 2.1 |
|
| 6235 |
6235
Applied Fundamental Research
Cambridge,
Massachusetts
| $151M | +$15.5M | +11% | 16% | 44.6% | 13 | 7.69% | 2.7 |
|
| 6236 |
6236
Barnett & Company
Chattanooga,
Tennessee
| $151M | +$12.1M | +9% | 7.69% | 65.9% | 87 | 17.24% | 4 |
|
| 6237 |
6237
Sard Wealth Management Group
Atlanta,
Georgia
| $151M | +$8.87M | +6% | 6.14% | 51.3% | 47 | 6.38% | 0.6 |
|
| 6238 |
6238
Ecofi Investissements
Nanterre,
France
| $151M | -$28.7M | -16% | 5.12% | – | 42 | 7.14% | 0.2 |
|
| 6239 |
6239
Strategic Financial Planning
Plano,
Texas
| $151M | +$12.6M | +9% | 8.13% | 47.5% | 37 | 8.11% | 3.5 |
|
| 6240 |
6240
Seven Mile Advisory
Ewing,
New Jersey
| $151M | +$15.2M | +11% | 4.12% | 146% | 178 | 16.85% | 0.9 |
|
| 6241 |
6241
Jacobs Asset Management
New York
| $151M | -$6.45M | -4% | 14.9% | 114% | 42 | 42.86% | 1.9 |
|
| 6242 |
6242
Round Hill Asset Management
Pasadena,
California
| $151M | -$5.69M | -4% | 6.89% | 43.2% | 62 | 3.23% | 5.5 |
|
| 6243 |
HAM
6243
Hedges Asset Management
Reno,
Nevada
| $151M | +$11.8M | +8% | 7.85% | – | 121 | 11.57% | 2 |
|
| 6244 |
6244
Tenon Financial
Metuchen,
New Jersey
| $151M | +$22.8M | +18% | 6% | – | 46 | 15.22% | 0.4 |
|
| 6245 |
6245
Black Maple Capital Management
Milwaukee,
Wisconsin
| $151M | -$2.09M | -1% | 3.75% | 35.7% | 131 | 51.91% | 0.7 |
|
| 6246 |
6246
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $151M | +$9.27M | +7% | 9.49% | – | 925 | 37.84% | 0.5 |
|
| 6247 |
OM
6247
OV Management
Minneapolis,
Minnesota
| $151M | +$7.44M | +5% | 4.45% | – | 63 | 12.7% | 0.7 |
|
| 6248 |
6248
EJF Capital
Arlington,
Virginia
| $150M | +$15.5M | +11% | 15.5% | 127% | 110 | 22.73% | 1.9 |
|
| 6249 |
6249
MWA Asset Management
Lexington,
Massachusetts
| $150M | +$10M | +7% | 8.1% | 174% | 131 | 9.92% | 0.9 |
|
| 6250 |
6250
Western Pacific Wealth Management
Lake Forest,
Illinois
| $150M | +$18.1M | +14% | 10.7% | 91.4% | 266 | 18.42% | 1.9 |
|