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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
7826
4Wealth Advisors
Burr Ridge,
Illinois
| $117M | -$165K | -0.1% | 1.27% | – | 156 | 14.74% | 1 |
|
| 7827 |
JAIC
7827
Josh Arnold Investment Consultant
Edina,
Minnesota
| $117M | -$17M | -13% | 6.84% | 272% | 18 | 44.44% | 1.1 |
|
| 7828 |
7828
Liberty Atlantic Advisors
Allen,
Texas
| $117M | +$15.2M | +15% | 1.63% | – | 83 | 18.07% | 0.2 |
|
| 7829 |
7829
Eagle Harbor Asset Management
Seattle,
Washington
| $117M | -$3.78M | -3% | 0.11% | 76.2% | 138 | 10.14% | 2.8 |
|
| 7830 |
7830
Fairman Group
Chesterbrook,
Pennsylvania
| $117M | -$8.18M | -7% | 6.3% | 46.8% | 344 | 8.14% | 1.6 |
|
| 7831 |
ACMH
7831
Andar Capital Management (HK)
Hong Kong
| $117M | +$24.2M | +26% | 52.1% | 863% | 20 | 60% | 0.6 |
|
| 7832 |
7832
Barden Capital Management
Austin,
Texas
| $117M | -$4.86M | -4% | 2.26% | 80.1% | 62 | 16.13% | 2.8 |
|
| 7833 |
7833
Leo H. Evart Inc
Redwood City,
California
| $117M | – | – | 1.63% | – | 298 | – | 0.4 |
|
| 7834 |
OP
7834
Orvieto Partners
Boston,
Massachusetts
| $117M | -$6.78M | -5% | 0.62% | – | 49 | 20.41% | 0.8 |
|
| 7835 |
7835
APS Management Group
Torrance,
California
| $117M | +$29.9K | +0% | 1.32% | – | 80 | 13.75% | 0.5 |
|
| 7836 |
7836
Fremen Capital Management
Stamford,
Connecticut
| $117M | -$5.38M | -4% | 4.46% | – | 21 | 47.62% | 0.2 |
|
| 7837 |
7837
DB Fitzpatrick & Co
Boise,
Idaho
| $117M | +$4.3M | +4% | 0.36% | 42.7% | 113 | 17.7% | 2.3 |
|
| 7838 |
7838
Ulland Investment Advisors
Minneapolis,
Minnesota
| $117M | -$8.33M | -7% | 2.42% | 161% | 224 | 7.59% | 2.9 |
|
| 7839 |
7839
Ethos Capital Management
Newtown,
Pennsylvania
| $117M | +$10.4M | +10% | 0.3% | – | 57 | 5.26% | 0.2 |
|
| 7840 |
7840
Smith Asset Management
Chiefland,
Florida
| $117M | -$4.6M | -4% | 3.86% | – | 73 | 6.85% | 1.1 |
|
| 7841 |
7841
Godfrey Financial Associates
Glenmont,
New York
| $117M | +$1.2M | +1% | 0.34% | – | 1,142 | 5.34% | 0.2 |
|
| 7842 |
7842
Severin Investments
St. Louis,
Missouri
| $116M | +$3.35M | +3% | 3.38% | – | 204 | 34.31% | 0.8 |
|
| 7843 |
7843
Runnymede Capital Advisors
Dublin,
Ohio
| $116M | -$57.2M | -33% | 3.71% | – | 133 | 87.97% | 0.3 |
|
| 7844 |
7844
Journey Beyond Wealth
Roswell,
Georgia
| $116M | -$9.29M | -7% | 1.07% | – | 31 | 6.45% | 1.1 |
|
| 7845 |
7845
McKinney Capital Management
Houston,
Texas
| $116M | – | – | 4.03% | – | 46 | – | 0 |
|
| 7846 |
7846
Investment Management Corporation
Roanoke,
Virginia
| $116M | -$2.83M | -2% | 0.05% | – | 56 | 12.5% | 1 |
|
| 7847 |
7847
Sherman Wealth Management
Gaithersburg,
Maryland
| $116M | +$1.28M | +1% | 1.99% | – | 83 | 10.84% | 0.2 |
|
| 7848 |
7848
Worthington Financial Partners
Worthington,
Ohio
| $116M | +$3.44M | +3% | 3.16% | – | 108 | 13.89% | 0.2 |
|
| 7849 |
7849
Financially in Tune
Stoneham,
Massachusetts
| $116M | +$9.16M | +9% | 1.31% | – | 78 | 10.26% | 0.2 |
|
| 7850 |
7850
Chung Wu Investment Group
Sugar Land,
Texas
| $116M | -$6.18M | -5% | 4.58% | – | 303 | 27.72% | 0.7 |
|