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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
M3 Advisory Group
Needham Heights,
Massachusetts
| $127M | -$13.1M | -9% | 3.47% | – | 151 | 13.91% | 1.1 |
|
| 6927 |
MSK
6927
Melissa S. Kampmann
| $127M | -$602K | -0.5% | 0.52% | 82.1% | 42 | 4.76% | 1.4 |
|
| 6928 |
6928
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $126M | +$3.25M | +3% | 2.68% | – | 71 | 23.94% | 0.2 |
|
| 6929 |
6929
Brightwater Advisory
Tampa,
Florida
| $126M | -$1.13M | -0.9% | 0.67% | – | 61 | 6.56% | 1.1 |
|
| 6930 |
6930
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $126M | +$4.93M | +4% | 0.55% | – | 98 | 6.12% | 0.6 |
|
| 6931 |
6931
Bruce G. Allen Investments
Denver,
Colorado
| $126M | +$3.07M | +2% | 5.07% | – | 1,149 | 10.53% | 1.1 |
|
| 6932 |
6932
Delos Wealth Advisors
Dallas,
Texas
| $126M | +$760K | +0.6% | 1.79% | 58% | 202 | 75.74% | 2.6 |
|
| 6933 |
6933
Mirabaud Asset Management (France)
Paris,
France
| $126M | +$40.2M | +47% | 0% | – | 16 | 0% | 0.1 |
|
| 6934 |
PIP
6934
PB Investment Partners
Burlingame,
California
| $126M | -$7.23M | -5% | 3.31% | 81.1% | 8 | 0% | 2.8 |
|
| 6935 |
6935
Mainstream Capital Management
Los Angeles,
California
| $126M | -$16.4M | -12% | 3.37% | – | 324 | 74.07% | 0.5 |
|
| 6936 |
6936
Moon Capital Management
New York
| $126M | -$5.28M | -4% | 17.3% | 76.3% | 18 | 38.89% | 3.7 |
|
| 6937 |
EMB
6937
Elefante Mark B
| $126M | +$16.7M | +15% | 1.21% | – | 57 | 12.28% | 4 |
|
| 6938 |
6938
Challenger Wealth Management
Aliso Viejo,
California
| $126M | +$10.1M | +9% | 1.63% | – | 125 | 25.6% | 0.2 |
|
| 6939 |
6939
U.S. Wealth Group
Woodbury,
New York
| $126M | -$6.09M | -5% | 1.53% | – | 42 | 9.52% | 0.2 |
|
| 6940 |
6940
HMV Wealth Advisors
Shreveport,
Louisiana
| $126M | +$26.1M | +26% | 1.51% | – | 84 | 11.9% | 0.2 |
|
| 6941 |
6941
FSA Advisors
Troy,
Michigan
| $126M | +$44.3M | +54% | 2.25% | – | 190 | 33.16% | 0.7 |
|
| 6942 |
6942
Twenty Acre Capital
Newtown,
Pennsylvania
| $126M | +$3.52M | +3% | 1.07% | 196% | 18 | 5.56% | 2 |
|
| 6943 |
6943
Park Square Financial Group
Roswell,
Georgia
| $126M | -$18.7M | -13% | 3.32% | – | 1,054 | 17.93% | 0.2 |
|
| 6944 |
6944
Safir Wealth Advisors
Greenland,
New Hampshire
| $126M | -$3.65M | -3% | 2.64% | 52.1% | 17 | 11.76% | 3 |
|
| 6945 |
6945
Rochester Wealth Strategies
Rochester,
Michigan
| $126M | – | – | 0.06% | – | 23 | – | 0 |
|
| 6946 |
6946
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $126M | -$3.92M | -3% | 1.88% | 101% | 122 | 3.28% | 2.8 |
|
| 6947 |
6947
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $126M | -$4.66M | -4% | 3.69% | 44.9% | 38 | 0% | 1.9 |
|
| 6948 |
6948
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $126M | -$6.56M | -5% | 3.02% | 85.3% | 68 | 5.88% | 1.1 |
|
| 6949 |
6949
Gordian Advisors
Tucson,
Arizona
| $126M | -$515K | -0.4% | 0.73% | 55.4% | 39 | 5.13% | 0.9 |
|
| 6950 |
6950
Ellerson Group
Annapolis,
Maryland
| $126M | -$11.3M | -8% | 4.42% | 178% | 52 | 7.69% | 1.7 |
|