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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
CWD
7701
Clarity Wealth Development
Corvallis,
Oregon
| $123M | +$4.31M | +4% | 0.43% | – | 47 | 10.64% | 1.1 |
|
| 7702 |
7702
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $123M | -$9.8M | -7% | 0.63% | – | 27 | 14.81% | 0.6 |
|
| 7703 |
7703
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $123M | -$2.46M | -2% | 1.82% | – | 78 | 3.85% | 1.1 |
|
| 7704 |
7704
ArborFi Advisors
Ann Arbor,
Michigan
| $122M | -$702K | -0.6% | 1.56% | – | 51 | 15.69% | 1.1 |
|
| 7705 |
7705
Sankala Group
Lyons,
Colorado
| $122M | -$2.63M | -2% | 0.53% | – | 581 | 6.37% | 0.2 |
|
| 7706 |
7706
First Financial Group
Raleigh,
North Carolina
| $122M | +$4.94M | +4% | 1.69% | – | 80 | 8.75% | 1 |
|
| 7707 |
7707
A4 Wealth Advisors
Huntersville,
North Carolina
| $122M | +$6.85M | +6% | 1.38% | – | 148 | 40.54% | 0.4 |
|
| 7708 |
7708
Semitam Bonam
Goshen,
New York
| $122M | +$2.3M | +2% | 1.35% | – | 47 | 6.38% | 0.7 |
|
| 7709 |
7709
Reyes Financial Architecture
San Diego,
California
| $122M | -$41.8M | -25% | 1.15% | – | 459 | 39.87% | 0.8 |
|
| 7710 |
7710
Dynamic Financial Group
Cedar Falls,
Iowa
| $122M | +$5.07M | +4% | 1.76% | – | 72 | 8.33% | 1.1 |
|
| 7711 |
RWIA
7711
Roger Wittlin Investment Advisory
San Francisco,
California
| $122M | -$20.7M | -14% | 2.51% | 61.3% | 40 | 5% | 2.6 |
|
| 7712 |
7712
Athena Wealth Management
Reno,
Nevada
| $122M | +$19.3M | +19% | 3.32% | – | 121 | 24.79% | 0.2 |
|
| 7713 |
GAFA
7713
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $122M | -$56.3M | -32% | 0.97% | – | 1,199 | 90.33% | 0.2 |
|
| 7714 |
7714
Karani Asset Management
New York
| $122M | -$31.6K | -0% | 2.72% | – | 60 | 50% | 1.6 |
|
| 7715 |
7715
Kennon-Green & Company
New Albany,
Ohio
| $122M | -$3.91M | -3% | 1.94% | 58.4% | 41 | 9.76% | 2.7 |
|
| 7716 |
7716
PrairieView Wealth Partners
Orland Park,
Illinois
| $122M | +$11.8M | +11% | 1.57% | – | 31 | 6.45% | 1.5 |
|
| 7717 |
MFC
7717
Miramar Fiduciary Corp
Reno,
Nevada
| $122M | -$7.27M | -6% | 3.05% | – | 5 | 0% | 4.3 |
|
| 7718 |
7718
Targeted Financial Services
Seminole,
Florida
| $122M | +$5.84M | +5% | 2.22% | – | 55 | 7.27% | 0.2 |
|
| 7719 |
7719
Valliance Asset Management
Central,
Hong Kong
| $122M | -$119M | -49% | 93.6% | 2,198% | 16 | 81.25% | 0.1 |
|
| 7720 |
7720
Peapod Lane Capital
Bedford Hills,
New York
| $122M | +$4.36M | +4% | 9.94% | – | 68 | 22.06% | 0.9 |
|
| 7721 |
HRC
7721
Hoertkorn Richard Charles
| $122M | -$136M | -53% | 1.54% | 182% | 79 | 6.33% | 8.7 |
|
| 7722 |
7722
Peak Wealth Management
Nashua,
New Hampshire
| $122M | +$2.24M | +2% | 0.73% | – | 56 | 12.5% | 0.2 |
|
| 7723 |
7723
Western Reserve Capital Management
Hudson,
Ohio
| $122M | +$14.6M | +14% | 3.83% | – | 51 | 7.84% | 0.2 |
|
| 7724 |
7724
Sierra Ocean
Ripon,
California
| $122M | +$1.01M | +0.8% | 0.35% | – | 62 | 4.84% | 1.1 |
|
| 7725 |
7725
Innovative Advisory Group
Lexington,
Massachusetts
| $122M | -$35.4M | -23% | 0.6% | – | 255 | 90.98% | 0.9 |
|