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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Interactive Financial Advisors
New Lenox,
Illinois
| $153M | -$1.89M | -1% | 0.66% | 47.6% | 81 | 7.41% | 7.5 |
|
| 7027 |
7027
Bruce G. Allen Investments
Denver,
Colorado
| $153M | +$5M | +3% | 5.56% | – | 1,158 | 13.04% | 1.8 |
|
| 7028 |
7028
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $153M | +$1.36M | +0.9% | 1.2% | – | 364 | 12.64% | 1.1 |
|
| 7029 |
7029
Fiduciary Wealth Partners
Boston,
Massachusetts
| $153M | -$91.1M | -37% | 2.25% | – | 97 | 46.39% | 1.6 |
|
| 7030 |
7030
Round Hill Asset Management
Pasadena,
California
| $153M | -$6.01M | -4% | 4.65% | 43.2% | 67 | 13.43% | 5.5 |
|
| 7031 |
7031
SeaTown Holdings
Singapore
| $153M | -$19.7M | -11% | 10.5% | 220% | 22 | 45.45% | 1.1 |
|
| 7032 |
7032
PUREfi Wealth
Boston,
Massachusetts
| $153M | +$22.1M | +17% | 0.84% | – | 205 | 28.29% | 0.8 |
|
| 7033 |
7033
Climber Capital
Nyon,
Switzerland
| $153M | -$829K | -0.5% | 1.84% | – | 70 | 18.57% | 1 |
|
| 7034 |
7034
Ellerson Group
Annapolis,
Maryland
| $153M | +$4.78M | +3% | 0.91% | 178% | 62 | 14.52% | 2 |
|
| 7035 |
7035
Redwood Financial Network
Solon,
Ohio
| $153M | -$4.36M | -3% | 2.29% | 82.2% | 190 | 17.37% | 2.5 |
|
| 7036 |
7036
Sellaronda Global Management
New York
| $152M | +$36.8M | +32% | 9.14% | – | 12 | 66.67% | 0.4 |
|
| 7037 |
7037
Horizons Wealth Management
Asheville,
North Carolina
| $152M | -$158K | -0.1% | 0.2% | – | 172 | 2.91% | 3.1 |
|
| 7038 |
7038
Comprehensive Money Management Services
Coral Gables,
Florida
| $152M | +$7.41M | +5% | 4.14% | – | 196 | 4.59% | 1.1 |
|
| 7039 |
7039
Tower Trust & Investment Company
Davenport,
Iowa
| $152M | -$6.58M | -4% | 1.99% | – | 216 | 9.26% | 0.9 |
|
| 7040 |
7040
Forest Hill Capital
Little Rock,
Arkansas
| $152M | -$43.3M | -22% | 8.37% | 132% | 36 | 50% | 4.3 |
|
| 7041 |
7041
Integras Partners
Alpharetta,
Georgia
| $152M | +$28.5M | +23% | 3.4% | – | 73 | 16.44% | 0.9 |
|
| 7042 |
7042
Somnio Financial Group
Glastonbury,
Connecticut
| $152M | +$941K | +0.6% | 0.85% | – | 14 | 0% | 1.6 |
|
| 7043 |
7043
Ibex Investors
Denver,
Colorado
| $152M | +$10M | +7% | 18.1% | 1.71% | 18 | 44.44% | 1 |
|
| 7044 |
7044
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $152M | -$2.77M | -2% | 1% | 4.78% | 6 | 0% | 3 |
|
| 7045 |
CIG
7045
Cascade Investment Group
Colorado Springs,
Colorado
| $152M | +$2.07M | +1% | 1.75% | 93.2% | 158 | 16.46% | 2.3 |
|
| 7046 |
7046
Silvia McColl Wealth Management
San Diego,
California
| $152M | +$1.41M | +0.9% | 1.84% | 82.7% | 122 | 7.38% | 2.6 |
|
| 7047 |
7047
Point Nemo Capital
Dripping Springs,
Texas
| $152M | +$50.8M | +50% | 8.9% | – | 135 | 65.93% | 0.1 |
|
| 7048 |
7048
FSA Advisors
Troy,
Michigan
| $152M | +$7.84M | +5% | 0.11% | – | 259 | 43.63% | 0.9 |
|
| 7049 |
7049
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $152M | -$25.7M | -14% | 8.04% | 114% | 15 | 13.33% | 4.2 |
|
| 7050 |
7050
Guided Capital Wealth Management
Houston,
Texas
| $152M | +$8.89M | +6% | 1.66% | – | 39 | 20.51% | 0.9 |
|