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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
4D Advisors
Redondo Beach,
California
| $158M | -$24.7M | -14% | 25.3% | – | 54 | 68.52% | 0.4 |
|
| 6927 |
6927
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $158M | -$19.3M | -11% | 1.69% | 76.1% | 126 | 21.43% | 4.8 |
|
| 6928 |
6928
Sarissa Capital Management
Greenwich,
Connecticut
| $158M | -$65.3M | -29% | 6.75% | 80% | 9 | 0% | 3.8 |
|
| 6929 |
6929
FWG Investments
Lexington,
Kentucky
| $157M | +$397K | +0.3% | 2.89% | 67.5% | 125 | 17.6% | 1 |
|
| 6930 |
6930
Providence Wealth Advisors
Frankfort,
Illinois
| $157M | -$2.74M | -2% | 1.59% | 121% | 89 | 12.36% | 5.5 |
|
| 6931 |
6931
Livet Wealth
Salt Lake City,
Utah
| $157M | -$5.04M | -3% | 0.41% | – | 129 | 19.38% | 0.2 |
|
| 6932 |
CF
6932
CDC Financial
Chicago,
Illinois
| $157M | -$56.4M | -26% | 5.78% | – | 56 | 41.07% | 0.2 |
|
| 6933 |
6933
Henson-Edgewater Management
Avon,
Ohio
| $157M | -$12M | -7% | 5.17% | – | 67 | 4.48% | 0.2 |
|
| 6934 |
6934
Syntax Research
Boca Raton,
Florida
| $157M | -$4.99M | -3% | 3.4% | 50.7% | 180 | 7.22% | 2.1 |
|
| 6935 |
BRWM
6935
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $157M | -$3.84M | -2% | 3.21% | – | 113 | 15.93% | 1 |
|
| 6936 |
6936
Seros Financial
Tempe,
Arizona
| $157M | -$13.4M | -8% | 2.04% | – | 67 | 22.39% | 1 |
|
| 6937 |
6937
AlpenGlobal Capital
Tahoe City,
California
| $157M | – | – | 8.3% | – | 36 | – | 1 |
|
| 6938 |
EP
6938
Elkhorn Partners
Omaha,
Nebraska
| $157M | -$1.25M | -0.8% | 1.44% | 32.2% | 59 | 33.9% | 4.4 |
|
| 6939 |
6939
Turning Point Benefit Group
Frederick,
Maryland
| $157M | -$34.4M | -18% | 2.32% | – | 849 | 89.05% | 1 |
|
| 6940 |
6940
Certior Financial Group
King Of Prussia,
Pennsylvania
| $157M | +$8.96M | +6% | 1.25% | – | 145 | 19.31% | 1 |
|
| 6941 |
6941
IMG Wealth Management
Jacksonville,
Florida
| $157M | -$595K | -0.4% | 0.8% | – | 629 | 26.39% | 0.8 |
|
| 6942 |
BIO
6942
Blue Investment Opportunities
Miami Beach,
Florida
| $157M | -$11M | -7% | 0.67% | – | 1 | 0% | 1 |
|
| 6943 |
6943
Affinity Wealth
Canton,
Ohio
| $157M | +$10.6M | +7% | 2.01% | – | 82 | 75.61% | 0.8 |
|
| 6944 |
6944
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $157M | -$15.4M | -9% | 2.41% | – | 62 | 9.68% | 3.5 |
|
| 6945 |
6945
Columbia Advisory Partners
Spokane,
Washington
| $157M | +$9.9M | +7% | 1.1% | 69.7% | 107 | 29.91% | 1.6 |
|
| 6946 |
6946
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $157M | +$2.64M | +2% | 6.47% | 83.3% | 108 | 15.74% | 4.7 |
|
| 6947 |
6947
First National Bank of Hutchinson
Hutchinson,
Kansas
| $157M | -$14.1M | -8% | 1.07% | 121% | 99 | 25.25% | 4.6 |
|
| 6948 |
DIS
6948
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $157M | +$4M | +3% | 9.11% | 93.8% | 56 | 12.5% | 5.2 |
|
| 6949 |
6949
Cultivar Capital
Denton,
Texas
| $156M | +$266K | +0.2% | 4.45% | 38.3% | 50 | 22% | 1.4 |
|
| 6950 |
6950
Lakewood Asset Management
Naperville,
Illinois
| $156M | -$13.8M | -8% | 3.19% | 69.3% | 112 | 10.71% | 2.6 |
|