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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Milestone Asset Management Group
Avon,
Connecticut
| $111M | -$1.26M | -1% | 3.4% | – | 97 | 6.19% | 0.2 |
|
| 7277 |
7277
Wolfstich Capital
Medfield,
Massachusetts
| $111M | -$2.15M | -2% | 0.4% | – | 24 | 8.33% | 0.2 |
|
| 7278 |
CTA
7278
Camelot Technology Advisors
San Francisco,
California
| $111M | +$159K | +0.1% | 0.21% | 71% | 57 | 7.02% | 1.2 |
|
| 7279 |
7279
Western Pacific Wealth Management
Lake Forest,
Illinois
| $111M | -$13.3M | -11% | 5.68% | 91.4% | 215 | 10.23% | 2.3 |
|
| 7280 |
7280
Michels Family Financial
Fort Worth,
Texas
| $111M | +$1.35M | +1% | 0.65% | – | 127 | 8.66% | 0.2 |
|
| 7281 |
FFG
7281
Floyd Financial Group
Springfield,
Missouri
| $111M | -$11.1M | -9% | 4.34% | – | 63 | 17.46% | 0.2 |
|
| 7282 |
AAM
7282
Ackerman Asset Management
Rockville,
Maryland
| $111M | – | – | 4.76% | – | 24 | – | 0 |
|
| 7283 |
7283
Strategent Financial
Harrisonburg,
Virginia
| $110M | +$9.8M | +10% | 1.78% | – | 33 | 3.03% | 0.2 |
|
| 7284 |
7284
Life Planning Partners
Jacksonville,
Florida
| $110M | +$2.32M | +2% | 0.21% | 50.3% | 62 | 6.45% | 2.7 |
|
| 7285 |
7285
PlanWiser Financial
Colorado Springs,
Colorado
| $110M | – | – | 0.29% | – | 47 | – | 0 |
|
| 7286 |
7286
Instrumental Wealth
Tampa,
Florida
| $110M | +$4.69M | +4% | 3.94% | 38.2% | 56 | 8.93% | 1.3 |
|
| 7287 |
7287
General Equity Holdings
Brooklyn,
New York
| $110M | -$16.8M | -13% | 3.61% | 775% | 7 | 28.57% | 1.6 |
|
| 7288 |
7288
Collar Capital Management
Appleton,
Wisconsin
| $110M | -$9.8M | -8% | 4.37% | – | 80 | 21.25% | 0.2 |
|
| 7289 |
7289
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $110M | -$12.4M | -10% | 5.14% | 119% | 48 | 25% | 1.7 |
|
| 7290 |
7290
Grizzlyrock Capital
Chicago,
Illinois
| $110M | +$14.5M | +15% | 3.89% | – | 21 | 19.05% | 0.8 |
|
| 7291 |
7291
Avant Financial Advisors
Austin,
Texas
| $110M | +$1.41M | +1% | 0.71% | – | 65 | 3.08% | 0.2 |
|
| 7292 |
7292
Fairway Financial
Casselberry,
Florida
| $110M | +$687K | +0.6% | 1.54% | – | 21 | 4.76% | 0.3 |
|
| 7293 |
7293
Delta Wealth Advisors
Indianapolis,
Indiana
| $110M | +$4.08M | +4% | 0.96% | – | 42 | 9.52% | 0.8 |
|
| 7294 |
7294
Centricity Wealth Management
Westerville,
Ohio
| $110M | +$3.05M | +3% | 0.81% | – | 461 | 4.12% | 0.2 |
|
| 7295 |
7295
InTrack Investment Management
South Burlington,
Vermont
| $110M | -$33.2M | -23% | 3.43% | 99.2% | 112 | 24.11% | 2.6 |
|
| 7296 |
7296
Opulen Financial Group
Arlington,
Virginia
| $110M | +$77.6K | +0.1% | 2.15% | – | 93 | 9.68% | 0.2 |
|
| 7297 |
7297
Chiron Capital Management
Tallahassee,
Florida
| $110M | +$4.1M | +4% | 0.12% | – | 131 | 26.72% | 2.1 |
|
| 7298 |
7298
CVFG LLC
Shelbyville,
Indiana
| $110M | +$320K | +0.3% | 2.97% | – | 94 | 9.57% | 0.2 |
|
| 7299 |
7299
Kize Capital
New York
| $110M | -$1.33M | -1% | 8.02% | 34.7% | 7 | 14.29% | 2.5 |
|
| 7300 |
7300
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $110M | – | – | 2.01% | – | 127 | – | 0 |
|