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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Synergy Financial Group
San Ramon,
California
| $111M | -$8.55M | -7% | 8.8% | 133% | 113 | 15.04% | 2 |
|
| 7252 |
7252
IMG Wealth Management
Jacksonville,
Florida
| $111M | +$3.24M | +3% | 2.06% | – | 302 | 17.88% | 0.2 |
|
| 7253 |
7253
Paladin Wealth
Arden Hills,
Minnesota
| $111M | -$4.4M | -4% | 1.49% | – | 104 | 17.31% | 0.4 |
|
| 7254 |
7254
Cushing Capital Partners
Delafield,
Wisconsin
| $111M | +$7.42M | +7% | 0.63% | – | 95 | 32.63% | 0.2 |
|
| 7255 |
7255
Clear Point Advisors
Melville,
New York
| $111M | -$5.73M | -5% | 1.51% | 56.7% | 109 | 6.42% | 1.2 |
|
| 7256 |
7256
Cornerstone Financial Group
Omaha,
Nebraska
| $111M | +$9.7M | +10% | 0.01% | – | 68 | 4.41% | 0.2 |
|
| 7257 |
7257
Apex Wealth Management
Bedford,
New Hampshire
| $111M | -$4.7M | -4% | 4.44% | – | 51 | 5.88% | 0.2 |
|
| 7258 |
7258
H&F Corporate Investors VIII
San Francisco,
California
| $111M | +$31.5M | +40% | 39.6% | 33.8% | 1 | 0% | 4.3 |
|
| 7259 |
7259
Joel Adams & Associates
Asheville,
North Carolina
| $111M | +$1.07M | +1% | 0.02% | – | 62 | 8.06% | 0.2 |
|
| 7260 |
7260
City National Bank of Florida
Miami,
Florida
| $111M | +$1.46M | +1% | 2.55% | – | 131 | 17.56% | 0.2 |
|
| 7261 |
MFC
7261
Miramar Fiduciary Corp
Reno,
Nevada
| $111M | +$12M | +12% | 6.63% | – | 5 | 0% | 3.3 |
|
| 7262 |
OF
7262
Outfitter Financial
Brunswick,
Maine
| $111M | -$13.8M | -11% | 1.14% | 97.6% | 85 | 15.29% | 3 |
|
| 7263 |
7263
Foresite Capital Management IV
Larkspur,
California
| $111M | +$2.27M | +2% | 21.5% | 151% | 5 | 20% | 2.7 |
|
| 7264 |
7264
Generation Capital Management
Pittsford,
New York
| $111M | -$5.63M | -5% | 1.97% | – | 84 | 27.38% | 0.2 |
|
| 7265 |
7265
DMKC Advisory Services
Des Moines,
Iowa
| $111M | +$770K | +0.7% | 1.59% | – | 58 | 8.62% | 0.2 |
|
| 7266 |
7266
Ally Bridge Group
New York
| $111M | -$5.7M | -5% | 5.28% | 844% | 34 | 29.41% | 0.7 |
|
| 7267 |
7267
Investment Management Corporation
Roanoke,
Virginia
| $111M | -$832K | -0.7% | 0.06% | – | 205 | 15.61% | 0.2 |
|
| 7268 |
7268
Alpine Peaks Capital
New York
| $111M | -$10.9M | -9% | 4.49% | 24.3% | 25 | 8% | 2.6 |
|
| 7269 |
7269
Winebrenner Capital Management
Louisville,
Kentucky
| $111M | -$18.9M | -15% | 0.92% | – | 133 | 17.29% | 0.2 |
|
| 7270 |
7270
Mittelman Wealth Management
Andover,
Massachusetts
| $111M | +$3.36M | +3% | 0.36% | – | 35 | 17.14% | 0.7 |
|
| 7271 |
7271
Gimbal Financial
Carmel,
Indiana
| $111M | -$11.6M | -9% | 5.59% | – | 53 | 32.08% | 1 |
|
| 7272 |
7272
Washington University
St Louis,
Missouri
| $111M | -$6.69M | -6% | 2.33% | 30.4% | 3 | 33.33% | 3.3 |
|
| 7273 |
7273
Disciplined Investors
Waco,
Texas
| $111M | +$7.02M | +7% | 0.49% | – | 122 | 12.3% | 0.2 |
|
| 7274 |
7274
Integras Partners
Alpharetta,
Georgia
| $111M | -$6.35M | -5% | 1.15% | – | 65 | 12.31% | 0.2 |
|
| 7275 |
7275
Fairscale Capital
Nashua,
New Hampshire
| $111M | -$5.43M | -5% | 4.91% | – | 360 | 3.61% | 0.7 |
|