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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Blodgett Wealth Advisors
Concord,
California
| $117M | -$10.2M | -8% | 7.33% | 150% | 63 | 9.52% | 2.4 |
|
| 7127 |
DFA
7127
Davies Financial Advisors
Murrieta,
California
| $117M | -$204K | -0.2% | 5.13% | – | 71 | 19.72% | 0.8 |
|
| 7128 |
7128
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $117M | +$4.18M | +4% | 3.66% | 41.6% | 12 | 8.33% | 1 |
|
| 7129 |
7129
SCP Investment
Orinda,
California
| $117M | -$13.6M | -10% | 10.3% | 32.8% | 62 | 48.39% | 1.6 |
|
| 7130 |
7130
Goodlander Investment Management
Dallas,
Texas
| $117M | -$18.6M | -14% | 0.89% | – | 15 | 66.67% | 0.1 |
|
| 7131 |
7131
Aegis Financial
Mc Lean,
Virginia
| $117M | +$1.09M | +0.9% | 2.12% | 266% | 24 | 12.5% | 2.6 |
|
| 7132 |
7132
HFG Advisors
Cincinatti,
Ohio
| $117M | +$2.67M | +2% | 1.8% | 69.7% | 101 | 14.85% | 2.2 |
|
| 7133 |
7133
Colrain Capital
Boston,
Massachusetts
| $117M | +$15.1M | +15% | 9.44% | – | 27 | 11.11% | 6.4 |
|
| 7134 |
7134
William Mack & Associates
Troy,
Michigan
| $117M | +$21.3M | +22% | 2.55% | – | 73 | 16.44% | 0.2 |
|
| 7135 |
7135
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $117M | -$2.83M | -2% | 0.58% | 38.5% | 61 | 21.31% | 2.9 |
|
| 7136 |
7136
Travelers Companies
Saint Paul,
Minnesota
| $117M | -$14M | -11% | 10.7% | – | 4 | 50% | 0.5 |
|
| 7137 |
7137
Ativo Capital Management
Chicago,
Illinois
| $117M | +$16M | +16% | 10.5% | 63.2% | 59 | 22.03% | 2.1 |
|
| 7138 |
7138
Merkkuri Wealth Advisors
Hicksville,
New York
| $117M | -$9.7M | -8% | 1.51% | – | 88 | 11.36% | 0.7 |
|
| 7139 |
BGI
7139
B Group Inc
Dallas,
Texas
| $117M | -$46.9M | -29% | 9.51% | – | 20 | 15% | 0.2 |
|
| 7140 |
7140
7G Capital Management
New York
| $117M | +$3.12M | +3% | 0.75% | 137% | 8 | 25% | 1.9 |
|
| 7141 |
7141
Obsido Oy
Tampere,
| $117M | +$5.49M | +5% | 0.28% | – | 20 | 0% | 0.3 |
|
| 7142 |
7142
Bluegrass Capital Partners
Palm Beach,
Florida
| $117M | +$3.99M | +4% | 0.34% | 60.1% | 12 | 16.67% | 2.6 |
|
| 7143 |
7143
Argyle Capital Partners
Los Angeles,
California
| $117M | +$61.7K | +0.1% | 0.03% | – | 151 | 15.23% | 0.2 |
|
| 7144 |
7144
Three Cord True Wealth Management
Beaver,
Pennsylvania
| $117M | +$1.01M | +0.9% | 3.89% | – | 28 | 7.14% | 0.2 |
|
| 7145 |
MCM
7145
Magnolia Capital Management
Cold Spring,
New York
| $117M | -$9.33M | -7% | 3.6% | 85.9% | 76 | 10.53% | 3.8 |
|
| 7146 |
7146
JDH Wealth Management
Santa Rosa,
California
| $117M | +$2.51M | +2% | 1.28% | – | 49 | 10.2% | 0.2 |
|
| 7147 |
7147
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $117M | +$1.81M | +2% | 0.5% | – | 57 | 12.28% | 0.2 |
|
| 7148 |
7148
Longview Financial Advisors
Huntsville,
Alabama
| $117M | -$10.4M | -8% | 2.17% | 47.4% | 45 | 6.67% | 1.1 |
|
| 7149 |
7149
Seneschal Advisors
Tacoma,
Washington
| $116M | -$3.12M | -3% | 2% | – | 37 | 13.51% | 0.2 |
|
| 7150 |
7150
LSP Investment Advisors
New York
| $116M | -$26.9M | -19% | 4.67% | 79.5% | 24 | 25% | 2.7 |
|