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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Virtue Asset Management
Barrington,
Illinois
| $126M | +$217K | +0.2% | 1.55% | – | 109 | 14.68% | 0.4 |
|
| 7627 |
7627
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| $126M | +$6.25M | +5% | 2.5% | – | 81 | 22.22% | 0.2 |
|
| 7628 |
7628
Lauer Wealth
Valparaiso,
Indiana
| $126M | -$9.14M | -7% | 4.55% | 89.4% | 74 | 24.32% | 1 |
|
| 7629 |
7629
Redstone Wealth Management
Oklahoma City,
Oklahoma
| $125M | -$1.07M | -0.8% | 1.46% | – | 43 | 9.3% | 0.2 |
|
| 7630 |
7630
Golden Bell Financial Planning
Alpharetta,
Georgia
| $125M | +$5.32M | +4% | 1.95% | – | 37 | 2.7% | 1.1 |
|
| 7631 |
7631
VanWeelden Wealth Management
West Chester Township,
Ohio
| $125M | -$1.91M | -1% | 0.72% | – | 36 | 55.56% | 0.8 |
|
| 7632 |
7632
Mueller Wealth
Mishicot,
Wisconsin
| $125M | +$4.57M | +4% | 2.1% | – | 17 | 11.76% | 0.2 |
|
| 7633 |
AF
7633
ASL Financial
Los Gatos,
California
| $125M | -$2.12M | -2% | 1.38% | – | 96 | 7.29% | 0.2 |
|
| 7634 |
7634
Challenger Wealth Management
Aliso Viejo,
California
| $125M | -$5.94M | -5% | 0.33% | – | 63 | 7.94% | 1.2 |
|
| 7635 |
7635
Carbahal Olsen Financial Services Group
Davis,
California
| $125M | -$5.16M | -4% | 2.93% | – | 44 | 20.45% | 1.1 |
|
| 7636 |
7636
Finward Bancorp
Munster,
Indiana
| $125M | -$3.69M | -3% | 1.64% | – | 107 | 5.61% | 1.1 |
|
| 7637 |
7637
PCG Asset Management
Gladstone,
New Jersey
| $125M | -$317K | -0.3% | 1.62% | – | 80 | 5% | 1.2 |
|
| 7638 |
7638
Freestate Advisors
Overland Park,
Kansas
| $125M | +$2.01M | +2% | 0.27% | – | 44 | 11.36% | 1.5 |
|
| 7639 |
7639
Whitebark Investors
Incline Village,
Nevada
| $125M | -$40.9M | -25% | 27.1% | – | 9 | 0% | 1 |
|
| 7640 |
7640
P.A.W. Capital
Greenwich,
Connecticut
| $125M | +$79M | +172% | 3.82% | 54.6% | 66 | 71.21% | 1.3 |
|
| 7641 |
7641
Sentinel Wealth Management
Reston,
Virginia
| $125M | +$4.42M | +4% | 1.33% | – | 39 | 2.56% | 0.7 |
|
| 7642 |
7642
Broussard Financial Group
Kaplan,
Louisiana
| $125M | +$1.65M | +1% | 1.37% | – | 36 | 25% | 0.2 |
|
| 7643 |
7643
Campbell Deegan Wealth Management
Richmond,
Virginia
| $125M | +$1.06M | +0.9% | 2.34% | – | 56 | 23.21% | 0.9 |
|
| 7644 |
ACM
7644
Appalachian Capital Management
St Clairsville,
Ohio
| $125M | +$100K | +0.1% | 1.7% | – | 47 | 14.89% | 0.2 |
|
| 7645 |
7645
Sandro Wealth Management
Fairfield,
New Jersey
| $125M | +$4.09M | +3% | 0.39% | – | 102 | 11.76% | 0.2 |
|
| 7646 |
7646
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $125M | +$937K | +0.8% | 1.77% | 3.79% | 2 | 0% | 3.3 |
|
| 7647 |
7647
Prosperity Bancshares
Houston,
Texas
| $125M | +$13.9M | +13% | 0.56% | – | 429 | 11.19% | 0.2 |
|
| 7648 |
7648
Blue Water Life Science Advisors
Larkspur,
California
| $125M | -$34.6M | -22% | 0.23% | 503% | 11 | 27.27% | 1.8 |
|
| 7649 |
7649
Allium Financial Advisors
Lake Oswego,
Oregon
| $125M | -$1.44M | -1% | 2.49% | – | 81 | 4.94% | 0.9 |
|
| 7650 |
7650
Kite Lake Capital Management (UK)
London,
United Kingdom
| $125M | +$65M | +109% | 11.6% | 337% | 10 | 70% | 0.4 |
|