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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $132M | +$1.85M | +1% | 0.17% | 58.1% | 61 | 6.56% | 3 |
|
| 7477 |
7477
Macco Financial Group
Green Bay,
Wisconsin
| $132M | +$15.7M | +14% | 1.17% | – | 27 | 51.85% | 0.2 |
|
| 7478 |
7478
Penbrook Management
New York
| $132M | -$12.9M | -9% | 1.08% | 107% | 105 | 19.05% | 5.9 |
|
| 7479 |
7479
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $132M | +$12.7M | +11% | 0.26% | 58.2% | 83 | 13.25% | 2.3 |
|
| 7480 |
7480
Alterna Wealth Management
Houston,
Texas
| $132M | +$12.1M | +10% | 1.59% | 52.9% | 115 | 20.87% | 2.7 |
|
| 7481 |
DQRIM
7481
Dale Q Rice Investment Management
Vancouver,
Washington
| $132M | -$7.61M | -5% | 5.77% | – | 69 | 7.25% | 1.2 |
|
| 7482 |
7482
Sincerus Advisory
New York
| $132M | +$7.55M | +6% | 1.08% | – | 79 | 10.13% | 1.1 |
|
| 7483 |
7483
Phillip James Consulting
Plymouth,
Minnesota
| $132M | +$126M | +2,227% | 0.78% | – | 392 | 81.38% | 0 |
|
| 7484 |
GCM
7484
Gunpowder Capital Management
Towson,
Maryland
| $132M | +$3.37M | +3% | 0.82% | – | 447 | 10.51% | 0.2 |
|
| 7485 |
7485
Twin City Private Wealth
Winston-Salem,
North Carolina
| $132M | -$367K | -0.3% | 1.81% | – | 102 | 13.73% | 1.7 |
|
| 7486 |
7486
Reicon Wealth Advisors
Atlanta,
Georgia
| $132M | -$6.35M | -5% | 3.11% | – | 78 | 32.05% | 0.2 |
|
| 7487 |
7487
Richard Young Associates
Augusta,
Georgia
| $132M | +$3.65M | +3% | 2.67% | – | 27 | 14.81% | 0.2 |
|
| 7488 |
SGH
7488
Sivik Global Healthcare
Greenwich,
Connecticut
| $132M | -$213M | -62% | 5.27% | 83.8% | 55 | 49.09% | 2.3 |
|
| 7489 |
7489
Rik Saylor Financial
Fairfield,
Ohio
| $132M | -$4.83M | -4% | 1.22% | – | 86 | 4.65% | 1.2 |
|
| 7490 |
7490
Visa Foundation
San Francisco,
California
| $132M | -$10.2M | -7% | 7.18% | 58.1% | 1 | 0% | 4.3 |
|
| 7491 |
7491
ATX Financial Planning
Austin,
Texas
| $132M | +$1.95M | +2% | 3.22% | – | 100 | 32% | 0.2 |
|
| 7492 |
7492
Graver Capital Management
Columbus,
Ohio
| $132M | +$5.07M | +4% | 1.12% | – | 25 | 4% | 1.2 |
|
| 7493 |
7493
Fairway Financial
Casselberry,
Florida
| $132M | -$962K | -0.7% | 0.46% | – | 23 | 4.35% | 1.2 |
|
| 7494 |
7494
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $131M | +$7.89M | +6% | 5.34% | 54.4% | 11 | 36.36% | 1.4 |
|
| 7495 |
7495
PlanVest Financial
Gaithersburg,
Maryland
| $131M | – | – | 0.04% | – | 565 | – | 0 |
|
| 7496 |
7496
Paladin Advisory Group
Clive,
Iowa
| $131M | -$5.46M | -4% | 1.58% | 71.9% | 247 | 3.24% | 2.5 |
|
| 7497 |
AIM
7497
Axiom Investment Management
New York
| $131M | – | – | 3% | – | 386 | – | 0.7 |
|
| 7498 |
7498
Delta Wealth Advisors
Indianapolis,
Indiana
| $131M | +$12M | +10% | 1.22% | – | 49 | 10.2% | 1.4 |
|
| 7499 |
7499
SIMA Wealth Partners
North Chesterfield,
Virginia
| $131M | -$220K | -0.2% | 1.11% | – | 133 | 3.76% | 1.6 |
|
| 7500 |
7500
Vested Financial Planning
San Carlos,
California
| $131M | +$1.39M | +1% | 1.07% | – | 30 | 10% | 1.2 |
|