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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 |
BWG
6226
Boomfish Wealth Group
Alpharetta,
Georgia
| $185M | +$12.3M | +7% | 5.35% | 86% | 89 | 4.49% | 1.5 |
|
| 6227 |
6227
Carson Advisory
Athens,
Georgia
| $185M | +$28M | +18% | 7.09% | 70.9% | 180 | 8.89% | 2.5 |
|
| 6228 |
6228
First City Capital Management
Savannah,
Georgia
| $185M | +$12.1M | +7% | 7.83% | 86.4% | 154 | 7.14% | 6.6 |
|
| 6229 |
6229
Apricus Wealth
Beaufort,
South Carolina
| $185M | +$13.4M | +8% | 7.21% | 80.6% | 132 | 15.91% | 2.1 |
|
| 6230 |
6230
Charter Capital Management
Brookfield,
Wisconsin
| $185M | +$15M | +9% | 6.51% | – | 65 | 10.77% | 0.2 |
|
| 6231 |
RCM
6231
Ratan Capital Management
Miami Beach,
Florida
| $185M | -$33.1M | -15% | 11.9% | 616% | 37 | 37.84% | 2.7 |
|
| 6232 |
6232
Equinox Partners Investment Management
Stamford,
Connecticut
| $185M | +$9.29M | +5% | 41.6% | 241% | 10 | 20% | 2.8 |
|
| 6233 |
6233
Innova Wealth Partners
Newtown,
Pennsylvania
| $185M | +$15M | +9% | 7.76% | 72.5% | 134 | 23.88% | 0.7 |
|
| 6234 |
6234
Investments & Financial Planning LLC
Lexington,
Kentucky
| $185M | +$11.5M | +7% | 7.43% | 63.6% | 37 | 0% | 3 |
|
| 6235 |
6235
Hager Investment Management Services
New London,
New Hampshire
| $185M | +$17.4M | +10% | 12.2% | – | 302 | 8.61% | 0.7 |
|
| 6236 |
6236
Interactive Financial Advisors
New Lenox,
Illinois
| $185M | -$20.2M | -10% | 5.59% | 47.6% | 88 | 9.09% | 7.3 |
|
| 6237 |
6237
CoreFirst Bank & Trust
Topeka,
Kansas
| $185M | +$7.84M | +4% | 6.49% | 61.4% | 345 | 4.93% | 1.6 |
|
| 6238 |
6238
Strategic Investment Management
Arlington,
Virginia
| $185M | -$1.73M | -0.9% | 6.32% | 53.4% | 14 | 14.29% | 5 |
|
| 6239 |
6239
Legion Partners Asset Management
Los Angeles,
California
| $185M | +$18.4M | +11% | 16.4% | 206% | 7 | 0% | 3.8 |
|
| 6240 |
KTC
6240
Kentucky Trust Company
Danville,
Kentucky
| $185M | +$10.3M | +6% | 7.77% | – | 300 | 3% | 0.7 |
|
| 6241 |
6241
Spectrum Investment Advisors
Mequon,
Wisconsin
| $185M | +$12.3M | +7% | 6.75% | 56.5% | 31 | 25.81% | 1.2 |
|
| 6242 |
PIM
6242
Pullen Investment Management
Bradenton,
Florida
| $185M | +$18.7M | +11% | 7.47% | – | 105 | 10.48% | 1.2 |
|
| 6243 |
6243
Fairbanks Capital Management
Rancho Santa Fe,
California
| $185M | +$9.01M | +5% | 6.78% | 90% | 56 | 8.93% | 5.3 |
|
| 6244 |
6244
Strive Asset Management
Dublin,
Ohio
| $184M | +$18.2M | +11% | 8.74% | – | 190 | 59.47% | 0.3 |
|
| 6245 |
6245
Northern Capital Management (Washington)
Spokane,
Washington
| $184M | +$14.3M | +8% | 8.72% | 90.9% | 47 | 8.51% | 2.9 |
|
| 6246 |
6246
Sovereign's Capital Management
Atlanta,
Georgia
| $184M | -$2.61M | -1% | 0.29% | – | 78 | 1.28% | 0.7 |
|
| 6247 |
6247
Castleview Partners
Dallas,
Texas
| $184M | +$28.5M | +18% | 7.34% | 61.3% | 199 | 25.13% | 2.8 |
|
| 6248 |
6248
Granite FO LLC
Bedford,
New Hampshire
| $184M | +$7.58M | +4% | 6.26% | 112% | 195 | 5.64% | 1.4 |
|
| 6249 |
PIS
6249
POM Investment Strategies
Raleigh,
North Carolina
| $184M | +$44.1M | +32% | 6.5% | 67.9% | 220 | 45% | 0.7 |
|
| 6250 |
6250
HFG Wealth Management
The Woodlands,
Texas
| $184M | +$20M | +12% | 5.94% | 45.9% | 53 | 9.43% | 1.5 |
|