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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
MeadowBrook Investment Advisors
Livonia,
Michigan
| $107M | -$5.7M | -5% | 2.28% | 81.5% | 313 | 12.78% | 1.2 |
|
| 7352 |
7352
Clifford Group
Wayland,
Massachusetts
| $107M | -$24.1M | -18% | 4.26% | 67.9% | 81 | 13.58% | 1.8 |
|
| 7353 |
7353
MRP Capital Investments
Alpharetta,
Georgia
| $107M | -$2.79M | -3% | 1.77% | 222% | 250 | 22.4% | 1 |
|
| 7354 |
7354
Journey Beyond Wealth
Roswell,
Georgia
| $107M | +$578K | +0.5% | 1.58% | – | 31 | 9.68% | 0.2 |
|
| 7355 |
7355
Macroview Investment Management
Bethesda,
Maryland
| $107M | +$7.7M | +8% | 0.09% | 76.6% | 89 | 15.73% | 4.8 |
|
| 7356 |
7356
Turning Point Benefit Group
Frederick,
Maryland
| $107M | +$1.77M | +2% | 3.26% | – | 75 | 26.67% | 0.2 |
|
| 7357 |
7357
Stephen J. Garry & Associates
Garden City,
New York
| $107M | -$1.37M | -1% | 1.71% | 67.2% | 44 | 2.27% | 1.1 |
|
| 7358 |
7358
PCG Asset Management
Gladstone,
New Jersey
| $107M | -$7.13M | -6% | 2.06% | – | 79 | 8.86% | 0.2 |
|
| 7359 |
GCM
7359
Garland Capital Management
Bellevue,
Washington
| $107M | -$15.2M | -12% | 6.64% | 55.7% | 33 | 15.15% | 7.2 |
|
| 7360 |
7360
Orcam Financial Group
Encinitas,
California
| $107M | +$3.4M | +3% | 1.05% | 40% | 50 | 12% | 2.1 |
|
| 7361 |
7361
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $107M | -$3.81M | -3% | 1.32% | – | 54 | 7.41% | 0.9 |
|
| 7362 |
PWM
7362
Puff Wealth Management
Haddonfield,
New Jersey
| $107M | +$49.3M | +86% | 2.76% | – | 109 | 52.29% | 0.1 |
|
| 7363 |
7363
C2C Wealth Management
Scottsdale,
Arizona
| $106M | -$1.42M | -1% | 0.46% | 77.2% | 89 | 4.49% | 2.9 |
|
| 7364 |
7364
SLT Holdings
Scottsdale,
Arizona
| $106M | -$1.54M | -1% | 7.42% | – | 107 | 34.58% | 0.2 |
|
| 7365 |
7365
Chesapeake Asset Management
New York
| $106M | -$1.11M | -1% | 0.14% | 153% | 613 | 26.59% | 1.6 |
|
| 7366 |
7366
Mountain Lake Investment Management
Boca Raton,
Florida
| $106M | +$19.4M | +22% | 2.16% | 64% | 37 | 40.54% | 1.6 |
|
| 7367 |
FF
7367
Fox Financial
Wyomissing,
Pennsylvania
| $106M | -$4.46M | -4% | 4.74% | 78.9% | 13 | 0% | 1.2 |
|
| 7368 |
7368
Smith Asset Management
Chiefland,
Florida
| $106M | +$3.44M | +3% | 2.83% | – | 70 | 11.43% | 0.2 |
|
| 7369 |
7369
Entruity Wealth
Bakersfield,
California
| $106M | +$5.28M | +5% | 1.83% | – | 43 | 4.65% | 0.2 |
|
| 7370 |
7370
ADG Wealth Management Group
Metairie,
Louisiana
| $106M | -$6.56M | -6% | 2.35% | – | 33 | 42.42% | 0.2 |
|
| 7371 |
7371
North Capital
Salt Lake City,
Utah
| $106M | – | – | 0.7% | – | 618 | – | 0 |
|
| 7372 |
7372
Indus Capital Partners
New York
| $106M | -$33.2M | -24% | 6.06% | 117% | 6 | 33.33% | 2 |
|
| 7373 |
7373
Jordan Park Trust
Portsmouth,
New Hampshire
| $106M | -$13.7M | -11% | 11.3% | – | 12 | 8.33% | 0.3 |
|
| 7374 |
7374
Retireful LLC
Haslett,
Michigan
| $106M | -$71.9M | -40% | 1.27% | 437% | 180 | 78.89% | 0.3 |
|
| 7375 |
7375
Aldebaran Capital
Carmel,
Indiana
| $106M | +$514K | +0.5% | 2.43% | 80.4% | 42 | 14.29% | 1.6 |
|