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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Clio Asset Management
Charlottesville,
Virginia
| $126M | -$9.8M | -7% | 5.31% | 60.6% | 16 | 12.5% | 1.3 |
|
| 6952 |
ICMP
6952
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $126M | -$904K | -0.7% | 1.02% | 39.7% | 75 | 9.33% | 2.8 |
|
| 6953 |
KCM
6953
KRS Capital Management
Bloomfield,
Michigan
| $126M | -$15.8M | -11% | 7.9% | 272% | 113 | 12.39% | 2.5 |
|
| 6954 |
6954
EQ Wealth Advisors
Dallas,
Texas
| $126M | +$21.5M | +21% | 3.66% | – | 280 | 81.07% | 0 |
|
| 6955 |
6955
Armor Advisors
New York
| $125M | +$29.4M | +31% | 2.37% | 78.5% | 20 | 40% | 1.2 |
|
| 6956 |
6956
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $125M | -$916K | -0.7% | 0.56% | – | 92 | 5.43% | 1.1 |
|
| 6957 |
6957
Davis Capital Management
Jacksonville,
Florida
| $125M | +$2.68M | +2% | 0.65% | – | 323 | 4.95% | 3.3 |
|
| 6958 |
6958
S.R. Schill & Associates
Mercer Island,
Washington
| $125M | +$5.85M | +5% | 0.43% | 42.7% | 33 | 39.39% | 3.2 |
|
| 6959 |
6959
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $125M | -$3.32M | -3% | 5.31% | 88.8% | 6 | 0% | 2.8 |
|
| 6960 |
6960
Parkworth Wealth Management
Los Gatos,
California
| $125M | +$5.06M | +4% | 0.64% | – | 1,307 | 9.26% | 0.2 |
|
| 6961 |
6961
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $125M | -$6.39M | -5% | 0.47% | – | 104 | 14.42% | 0.2 |
|
| 6962 |
APW
6962
Aurora Private Wealth
Rockaway,
New Jersey
| $125M | -$8.33M | -6% | 2.87% | – | 169 | 18.34% | 2.8 |
|
| 6963 |
6963
TRV GP V
Boston,
Massachusetts
| $125M | -$169M | -57% | 53% | – | 4 | 25% | 0.2 |
|
| 6964 |
6964
Enhancing Capital
Harrisburg,
Pennsylvania
| $125M | -$474K | -0.4% | 0.66% | – | 94 | 7.45% | 2.3 |
|
| 6965 |
6965
Paladin Advisory Group
Clive,
Iowa
| $125M | -$5.61M | -4% | 2.3% | 78.7% | 242 | 7.85% | 1.8 |
|
| 6966 |
6966
MontVue Capital Management
Lynchburg,
Virginia
| $125M | -$6.16M | -5% | 2.07% | 76% | 62 | 12.9% | 1.1 |
|
| 6967 |
6967
Babb Wealth Advisors
Flagstaff,
Arizona
| $125M | +$688K | +0.6% | 1.38% | – | 19 | 0% | 0.3 |
|
| 6968 |
RFL
6968
RD Finance Ltd
Limassol,
Cyprus
| $125M | – | – | 7.1% | – | 28 | – | 0 |
|
| 6969 |
6969
Capstone Capital
Henderson,
Nevada
| $125M | +$2.4M | +2% | 0.48% | 62.8% | 24 | 4.17% | 1.1 |
|
| 6970 |
6970
Alpha Financial Partners
Lexington,
Kentucky
| $125M | -$1.85M | -1% | 2.71% | 61.8% | 90 | 13.33% | 0.7 |
|
| 6971 |
6971
Gibson Wealth Advisors
Tyler,
Texas
| $125M | +$3.47M | +3% | 0.49% | – | 38 | 13.16% | 2.6 |
|
| 6972 |
6972
Redwood Park Advisors
Redwood City,
California
| $125M | -$21.5M | -15% | 1.4% | – | 363 | 10.47% | 0.2 |
|
| 6973 |
6973
Tabor Asset Management
New York
| $124M | -$85.4M | -41% | 4.2% | 214% | 52 | 51.92% | 0.8 |
|
| 6974 |
6974
Mustard Seed Financial
Magnolia,
Arkansas
| $124M | +$1.22M | +1% | 0.73% | 59.2% | 85 | 9.41% | 1.1 |
|
| 6975 |
6975
Cultivar Capital
Denton,
Texas
| $124M | +$10.1M | +9% | 7.21% | 38.3% | 32 | 15.63% | 1 |
|