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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
JDH Wealth Management
Santa Rosa,
California
| $148M | +$2.45M | +2% | 1.74% | – | 54 | 5.56% | 1.1 |
|
| 7127 |
7127
Corepath Wealth Partners
Scottsdale,
Arizona
| $148M | -$848K | -0.6% | 1% | 62.1% | 42 | 2.38% | 2.9 |
|
| 7128 |
7128
Lakehouse Capital
Sydney NSW,
Australia
| $148M | +$9.6M | +7% | 21.6% | 87.4% | 14 | 14.29% | 3.5 |
|
| 7129 |
7129
UG Investment Advisers
Taipei,
Taiwan
| $148M | -$286M | -66% | 4.74% | 183% | 15 | 26.67% | 1.3 |
|
| 7130 |
7130
Authentikos Wealth Advisory
Morgan Hill,
California
| $148M | -$3.04M | -2% | 1.26% | 43.5% | 76 | 21.05% | 0.9 |
|
| 7131 |
7131
Jacksonville Wealth Management
Jacksonville,
Florida
| $148M | +$6.83M | +5% | 3.07% | – | 79 | 20.25% | 1.1 |
|
| 7132 |
7132
S.R. Schill & Associates
Mercer Island,
Washington
| $148M | +$6.41M | +5% | 1.91% | 42.7% | 31 | 25.81% | 3.3 |
|
| 7133 |
7133
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $148M | -$3.91M | -3% | 2.92% | 74.9% | 45 | 11.11% | 2.3 |
|
| 7134 |
7134
DMC Group
Birmingham,
Alabama
| $148M | -$1.9M | -1% | 0.42% | 116% | 158 | 18.99% | 2.4 |
|
| 7135 |
7135
MQS Management
New York
| $148M | -$21.6M | -13% | 2.17% | 4.55% | 615 | 77.72% | 0.1 |
|
| 7136 |
7136
U.S. Wealth Group
Woodbury,
New York
| $148M | -$3.8M | -3% | 0.69% | – | 45 | 13.33% | 1.1 |
|
| 7137 |
7137
Orleans Capital Management
Mandeville,
Louisiana
| $148M | -$13.1M | -8% | 1.78% | 94.6% | 128 | 22.66% | 3.2 |
|
| 7138 |
7138
SLT Holdings
Scottsdale,
Arizona
| $148M | -$7.61M | -5% | 5.94% | – | 164 | 31.71% | 0.7 |
|
| 7139 |
7139
1620 Investment Advisors
Plymouth,
Massachusetts
| $148M | -$2.19M | -1% | 4.32% | 71.4% | 675 | 6.67% | 1.8 |
|
| 7140 |
7140
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $148M | +$6.17M | +4% | 1.37% | – | 89 | 11.24% | 1.3 |
|
| 7141 |
7141
Robinson Smith Wealth Advisors
South Portland,
Maine
| $148M | +$1.38M | +0.9% | 1.18% | 62.6% | 86 | 4.65% | 1.8 |
|
| 7142 |
7142
North Dallas Bank & Trust
Dallas,
Texas
| $148M | -$5.56M | -4% | 1.37% | – | 113 | 7.08% | 0.7 |
|
| 7143 |
7143
Northern Lights Advisors
Seattle,
Washington
| $148M | +$1.85M | +1% | 2.95% | – | 57 | 5.26% | 0.2 |
|
| 7144 |
7144
Davis Capital Management
Jacksonville,
Florida
| $148M | +$2.25M | +2% | 1% | – | 648 | 16.2% | 2.3 |
|
| 7145 |
7145
Wynnefield Capital
New York
| $148M | -$30.3M | -17% | 7.54% | 52.1% | 12 | 25% | 7.2 |
|
| 7146 |
7146
SwitchPoint Financial Planning
Lehi,
Utah
| $147M | +$4.7M | +3% | 0.36% | – | 65 | 6.15% | 1 |
|
| 7147 |
JWM
7147
JP Wealth Management
Mt. Pleasant,
South Carolina
| $147M | +$6M | +4% | 3.49% | – | 16 | 12.5% | 1 |
|
| 7148 |
7148
Campion Asset Management
Falls Church,
Virginia
| $147M | +$3.4M | +2% | 2.22% | 70.2% | 83 | 4.82% | 4.2 |
|
| 7149 |
7149
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $147M | -$4.97M | -3% | 0.56% | 41.2% | 57 | 17.54% | 2.9 |
|
| 7150 |
7150
Entruity Wealth
Bakersfield,
California
| $147M | +$7.03M | +5% | 2.4% | – | 47 | 6.38% | 1.1 |
|