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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
LifeSteps Financial
Claremont,
California
| $123M | -$7.02M | -5% | 4.42% | 98.4% | 83 | 2.41% | 3.8 |
|
| 7002 |
7002
Grantvest Financial Group
Matawan,
New Jersey
| $123M | +$33.8M | +38% | 2.02% | – | 138 | 19.57% | 0.2 |
|
| 7003 |
7003
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $123M | +$1.96M | +2% | 1.49% | – | 49 | 14.29% | 0.2 |
|
| 7004 |
7004
York GP
Grand Cayman,
Cayman Islands
| $123M | +$16.7M | +16% | 19.6% | – | 2 | 0% | 2 |
|
| 7005 |
7005
IFS Advisors
Overland Park,
Kansas
| $123M | -$4.07M | -3% | 4.04% | 54.2% | 205 | 11.22% | 2.1 |
|
| 7006 |
HFAS
7006
Hummer Financial Advisory Services
Chicago,
Illinois
| $123M | -$3.33M | -3% | 3.2% | 71.8% | 113 | 9.73% | 3.8 |
|
| 7007 |
7007
Wealth Watch Advisors
Englewood,
Colorado
| $123M | -$37.6M | -23% | 8% | – | 80 | 25% | 0.2 |
|
| 7008 |
7008
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $123M | – | – | 0.67% | – | 434 | – | 3.8 |
|
| 7009 |
B
7009
BennBridge
Edinburgh,
United Kingdom
| $123M | +$24.7M | +25% | 25.7% | – | 6 | 0% | 0.3 |
|
| 7010 |
CF
7010
CBM Financial
Austin,
Texas
| $123M | – | – | 1.63% | – | 13 | – | 0 |
|
| 7011 |
7011
J. Hagan Capital
Louisville,
Kentucky
| $123M | – | – | 4.53% | – | 65 | – | 0 |
|
| 7012 |
7012
Mosaic Financial Group
Chicago,
Illinois
| $123M | -$16.4M | -12% | 0.55% | – | 128 | 12.5% | 0.9 |
|
| 7013 |
QGA
7013
Q Global Advisors
Fort Worth,
Texas
| $123M | +$25.9M | +27% | 2.42% | 79% | 59 | 27.12% | 1.4 |
|
| 7014 |
KAM
7014
Kazazian Asset Management
Fort Lauderdale,
Florida
| $123M | -$7.89M | -6% | 4.9% | – | 79 | 48.1% | 1.4 |
|
| 7015 |
7015
Broyhill Asset Management
Charlotte,
North Carolina
| $123M | +$9.42M | +8% | 1.23% | – | 79 | 10.13% | 0.2 |
|
| 7016 |
7016
Epacria Capital Partners
Boulder,
Colorado
| $123M | +$4.59M | +4% | 8.48% | 89.1% | 44 | 13.64% | 1.8 |
|
| 7017 |
7017
Steinberg Asset Management
New York
| $123M | -$12.6M | -9% | 6.62% | 108% | 43 | 18.6% | 4.5 |
|
| 7018 |
7018
Seed Wealth Management
Evanston,
Illinois
| $123M | -$996K | -0.8% | 0.49% | 62% | 156 | 9.62% | 1.8 |
|
| 7019 |
7019
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $123M | +$4.2M | +4% | 0.54% | – | 40 | 5% | 0.3 |
|
| 7020 |
BTC
7020
Bank & Trust Company
Litchfield,
Illinois
| $123M | +$3.7M | +3% | 3.27% | – | 292 | 3.42% | 0.7 |
|
| 7021 |
7021
Affinity Investment Advisors
Newport Beach,
California
| $123M | +$2.77M | +2% | 0.13% | 189% | 147 | 17.01% | 3.2 |
|
| 7022 |
7022
DMC Group
Birmingham,
Alabama
| $123M | -$193K | -0.2% | 0.01% | 116% | 140 | 17.86% | 2.2 |
|
| 7023 |
7023
WESPAC Advisors
Orinda,
California
| $123M | -$13.2M | -10% | 2.85% | 126% | 210 | 50.95% | 1.1 |
|
| 7024 |
7024
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $123M | +$5.7M | +5% | 4.72% | 281% | 36 | 5.56% | 2.1 |
|
| 7025 |
7025
Mount Vernon Associates
Baltimore,
Maryland
| $123M | -$5.68M | -4% | 2.86% | 136% | 52 | 3.85% | 7.6 |
|