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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
MFG Wealth Management
Indianapolis,
Indiana
| $105M | -$4.49M | -4% | 1.18% | – | 68 | 38.24% | 0.2 |
|
| 7402 |
7402
Sherman Asset Management
Ventura,
California
| $105M | -$4.62M | -4% | 5.63% | – | 180 | 17.78% | 0.2 |
|
| 7403 |
7403
Mountaineer Partners Management
New York
| $105M | -$32.1M | -23% | 8.09% | 129% | 17 | 17.65% | 1.9 |
|
| 7404 |
7404
Red Crane Wealth Management
San Francisco,
California
| $104M | -$1.09M | -1% | 1.24% | – | 67 | 8.96% | 0.2 |
|
| 7405 |
7405
Barrier Capital Management
San Francisco,
California
| $104M | -$19.5M | -16% | 7.68% | 216% | 16 | 37.5% | 0.8 |
|
| 7406 |
7406
Principia Wealth Advisory
Dallas,
Texas
| $104M | -$2.13M | -2% | 2.11% | – | 923 | 23.4% | 0.2 |
|
| 7407 |
7407
Ramiah Investment Group
Brookfield,
Wisconsin
| $104M | -$5.44M | -5% | 1.1% | 62.2% | 61 | 19.67% | 2.8 |
|
| 7408 |
7408
International Private Wealth Advisors
San Diego,
California
| $104M | +$3.85M | +4% | 0.02% | 63.4% | 165 | 15.15% | 0.8 |
|
| 7409 |
7409
Runnymede Capital Advisors
Dublin,
Ohio
| $104M | -$10.2M | -9% | 8.43% | – | 315 | 14.92% | 0.2 |
|
| 7410 |
7410
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $104M | -$256K | -0.2% | 2.68% | 52.2% | 64 | 6.25% | 5.7 |
|
| 7411 |
7411
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $104M | -$2.8M | -3% | 0.44% | – | 171 | 23.98% | 0.2 |
|
| 7412 |
HPM
7412
Hudson Portfolio Management
Garrison,
New York
| $104M | +$2.16M | +2% | 2.81% | – | 115 | 3.48% | 2.9 |
|
| 7413 |
7413
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $104M | – | – | 2.99% | – | 479 | – | 0 |
|
| 7414 |
7414
Benningfield Financial Advisors
San Francisco,
California
| $104M | +$1.89M | +2% | 1.22% | – | 16 | 18.75% | 0.2 |
|
| 7415 |
7415
WealthGarden F.S.
El Segundo,
California
| $104M | -$2.95M | -3% | 1.51% | – | 134 | 16.42% | 0.6 |
|
| 7416 |
7416
R.H. Investment Group
Scottsdale,
Arizona
| $104M | -$2.13M | -2% | 3.44% | – | 32 | 9.38% | 0.2 |
|
| 7417 |
HEC
7417
Hudson Executive Capital
New York
| $104M | -$288M | -73% | 16.2% | 127% | 4 | 25% | 4.5 |
|
| 7418 |
7418
Twin Lions Management
Stamford,
Connecticut
| $104M | +$921K | +0.9% | 1.08% | – | 7 | 0% | 0.3 |
|
| 7419 |
7419
Caerus Investment Advisors
West Lake Hills,
Texas
| $104M | -$2.68M | -3% | 6.03% | 85% | 32 | 9.38% | 2.3 |
|
| 7420 |
7420
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $104M | +$37.5M | +57% | 0.15% | – | 78 | 28.21% | 0.2 |
|
| 7421 |
7421
AGH Wealth Advisors
Wichita,
Kansas
| $104M | -$4.25M | -4% | 0.52% | – | 125 | 14.4% | 0.2 |
|
| 7422 |
SR
7422
Summer Road
West Palm Beach,
Florida
| $104M | -$16.5M | -14% | 13.8% | 214% | 29 | 27.59% | 0.9 |
|
| 7423 |
7423
Maxele Advisors
Webster Groves,
Missouri
| $103M | -$1.33M | -1% | 2.26% | – | 100 | 6% | 2.4 |
|
| 7424 |
7424
MY Wealth Management
Germantown,
Maryland
| $103M | +$3.21M | +3% | 0.51% | 41.2% | 27 | 7.41% | 2.2 |
|
| 7425 |
7425
Andrew Hill Investment Advisors
Naples,
Florida
| $103M | -$31.2M | -23% | 5.74% | 269% | 61 | 44.26% | 1.2 |
|