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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
WealthPoint Financial
Cramerton,
North Carolina
| $119M | +$4.54M | +4% | 0.76% | – | 129 | 15.5% | 0.2 |
|
| 7777 |
7777
Clio Asset Management
Charlottesville,
Virginia
| $119M | -$9.44M | -7% | 0.81% | 60.6% | 19 | 42.11% | 1.6 |
|
| 7778 |
7778
Lubar & Co
Milwaukee,
Wisconsin
| $119M | -$15.2M | -11% | 10.9% | – | 3 | 0% | 8.6 |
|
| 7779 |
7779
Commerce Advisors
Memphis,
Tennessee
| $119M | – | – | 0.04% | – | 122 | – | 0 |
|
| 7780 |
7780
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $119M | -$2.13M | -2% | 0.56% | 38.5% | 64 | 4.69% | 3.5 |
|
| 7781 |
7781
Marrick Wealth
Irvine,
California
| $119M | -$3.25M | -3% | 0.04% | – | 58 | 15.52% | 0.2 |
|
| 7782 |
7782
Valor Advisors
Miami,
Florida
| $119M | -$1.11M | -0.9% | 3.02% | – | 36 | 2.78% | 0.3 |
|
| 7783 |
7783
Harbor Asset Planning
Belmont,
Massachusetts
| $119M | +$1.86M | +2% | 1.17% | – | 455 | 10.33% | 0.7 |
|
| 7784 |
TCM
7784
Tao Capital Management
San Francisco,
California
| $119M | +$2.65M | +2% | 9.59% | 314% | 8 | 0% | 4.9 |
|
| 7785 |
SF
7785
Schaeffer Financial
Rockville,
Maryland
| $119M | +$4.21M | +4% | 0.57% | 52.2% | 25 | 16% | 2.3 |
|
| 7786 |
7786
M Wealth Management LLC
San Diego,
California
| $119M | +$3.89M | +3% | 0.68% | – | 56 | 16.07% | 1 |
|
| 7787 |
7787
McCartney Wealth Management
Clayton,
Missouri
| $119M | +$2.89M | +2% | 1.39% | – | 65 | 6.15% | 0.2 |
|
| 7788 |
HPM
7788
Hudson Portfolio Management
Garrison,
New York
| $119M | +$2.57M | +2% | 1.69% | – | 113 | 6.19% | 3.6 |
|
| 7789 |
7789
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $119M | -$18M | -13% | 3.79% | 111% | 96 | 22.92% | 2.5 |
|
| 7790 |
7790
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| $119M | +$3.07M | +3% | 0.06% | – | 178 | 17.98% | 0.2 |
|
| 7791 |
7791
Kane Co Wealth Management
Johnston,
Iowa
| $119M | +$5.19M | +5% | 1.54% | – | 54 | 12.96% | 0.2 |
|
| 7792 |
KL
7792
Keenan LLC
Boston,
Massachusetts
| $119M | +$4.81M | +4% | 2.45% | – | 42 | 2.38% | 0.2 |
|
| 7793 |
7793
ClientFirst Wealth Management
Little Rock,
Arkansas
| $118M | -$6.07M | -5% | 4.62% | – | 52 | 7.69% | 2.8 |
|
| 7794 |
7794
Worldly Partners Management
Needham,
Massachusetts
| $118M | -$15.7M | -12% | 3.01% | 19.2% | 3 | 0% | 3.3 |
|
| 7795 |
7795
Washington Capital Management
Seattle,
Washington
| $118M | -$4.82M | -4% | 0.11% | 81.8% | 123 | 27.64% | 2.8 |
|
| 7796 |
7796
Elm3 Financial Group
Alpharetta,
Georgia
| $118M | -$2.17M | -2% | 2.34% | – | 121 | 9.92% | 0.9 |
|
| 7797 |
7797
Topor & Co Korea
Seoul,
| $118M | -$14.5M | -11% | 0.77% | – | 18 | 16.67% | 0.2 |
|
| 7798 |
7798
C2C Wealth Management
Scottsdale,
Arizona
| $118M | -$392K | -0.3% | 0.6% | 77.2% | 95 | 11.58% | 3.4 |
|
| 7799 |
7799
Aventus Investment Advisors
Naples,
Florida
| $118M | -$5.18M | -4% | 3.87% | – | 155 | 9.68% | 0.7 |
|
| 7800 |
7800
Stillwater Private Wealth
Glen Mills,
Pennsylvania
| $118M | – | – | 1% | – | 78 | – | 0 |
|