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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Swisher Financial Concepts
Westerville,
Ohio
| $121M | +$36.1M | +43% | 0.88% | – | 90 | 41.11% | 0.8 |
|
| 7052 |
7052
Lewis Asset Management
Lafayette,
California
| $121M | -$10.1M | -8% | 4.13% | 142% | 140 | 17.14% | 1 |
|
| 7053 |
7053
Archvest Wealth Advisors
Concord,
California
| $121M | -$17.1M | -12% | 0.22% | 53.1% | 66 | 12.12% | 1.9 |
|
| 7054 |
7054
Tiptree Advisors
New York
| $121M | +$24.4M | +25% | 0.8% | – | 27 | 40.74% | 0.2 |
|
| 7055 |
7055
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $121M | +$2.89M | +2% | 0.38% | – | 126 | 6.35% | 0.2 |
|
| 7056 |
7056
Kepos Capital
New York
| $121M | +$5.02M | +4% | 2.22% | 21.1% | 74 | 51.35% | 0.9 |
|
| 7057 |
7057
Sand Grove Capital Management
London,
United Kingdom
| $121M | -$85.4M | -41% | 7.58% | 410% | 15 | 73.33% | 0.5 |
|
| 7058 |
SWM
7058
SpringVest Wealth Management
Dallas,
Texas
| $121M | +$3.88M | +3% | 2.63% | – | 60 | 18.33% | 0.2 |
|
| 7059 |
7059
Northwest Financial Advisors
Herndon,
Virginia
| $121M | -$539K | -0.4% | 3.36% | 67% | 125 | 14.4% | 1 |
|
| 7060 |
7060
SIMA Wealth Partners
North Chesterfield,
Virginia
| $120M | +$2.79M | +2% | 0.3% | – | 192 | 15.1% | 0.6 |
|
| 7061 |
7061
Northeast Planning Associates NH
Bedford,
New Hampshire
| $120M | +$23.8M | +25% | 6.61% | – | 60 | 46.67% | 0.2 |
|
| 7062 |
7062
Holcombe Financial
Atlanta,
Georgia
| $120M | -$1.02M | -0.8% | 1.06% | – | 42 | 16.67% | 0.2 |
|
| 7063 |
7063
Marest Capital
Tarzana,
California
| $120M | -$3.35M | -3% | 4.93% | 84.5% | 26 | 23.08% | 0.9 |
|
| 7064 |
7064
Dynamic Wealth Strategies
Granite Bay,
California
| $120M | +$7.92M | +7% | 0.94% | 52.2% | 233 | 72.53% | 0.3 |
|
| 7065 |
7065
Avant Capital
Lafayette,
Louisiana
| $120M | -$324K | -0.3% | 0.61% | – | 68 | 7.35% | 2.6 |
|
| 7066 |
JAIC
7066
Josh Arnold Investment Consultant
Edina,
Minnesota
| $120M | +$2.01M | +2% | 4.3% | 272% | 23 | 69.57% | 0.4 |
|
| 7067 |
7067
Baypointe Partners
Stamford,
Connecticut
| $120M | – | – | 9.6% | – | 19 | – | 0 |
|
| 7068 |
SPAS
7068
Spectrum Planning & Advisory Services
San Diego,
California
| $120M | +$4.9M | +4% | 0.88% | – | 71 | 23.94% | 1.7 |
|
| 7069 |
7069
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $120M | -$3.26M | -3% | 1.78% | 83.3% | 93 | 13.98% | 4.7 |
|
| 7070 |
7070
Bay Capital Advisors
Virginia Beach,
Virginia
| $120M | -$4.25M | -3% | 3.15% | – | 116 | 8.62% | 0.2 |
|
| 7071 |
7071
Gerber LLC
Columbus,
Ohio
| $120M | -$17.3M | -13% | 3.5% | 137% | 101 | 19.8% | 1.1 |
|
| 7072 |
7072
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $120M | -$10.2M | -8% | 13.3% | 54.4% | 6 | 33.33% | 1.3 |
|
| 7073 |
7073
Two West Capital Advisors
Overland Park,
Kansas
| $120M | +$3.04M | +3% | 0.55% | – | 82 | 15.85% | 0.6 |
|
| 7074 |
7074
Guided Capital Wealth Management
Houston,
Texas
| $120M | +$10.6M | +10% | 4.26% | – | 38 | 28.95% | 0.2 |
|
| 7075 |
7075
Accredited Investor Services
St. Cloud,
Minnesota
| $120M | -$5.3M | -4% | 2.84% | – | 98 | 70.41% | 0.1 |
|