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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Rhodes Investment Advisors
Fort Worth,
Texas
| $116M | -$7.54M | -6% | 0.7% | – | 131 | 22.9% | 0.2 |
|
| 7852 |
7852
Alexander Randolph Advisory
Mclean,
Virginia
| $116M | -$4.32M | -4% | 0.55% | 56% | 54 | 0% | 2.1 |
|
| 7853 |
7853
RM Financial Services
Falmouth,
Maine
| $116M | +$3.27M | +3% | 1.16% | – | 78 | 6.41% | 0.2 |
|
| 7854 |
7854
Sidoxia Capital Management
Newport Beach,
California
| $116M | – | – | 4.01% | – | 83 | – | 0 |
|
| 7855 |
7855
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $116M | -$2.51M | -2% | 6.37% | – | 111 | 57.66% | 0.6 |
|
| 7856 |
7856
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $116M | -$2.85M | -2% | 1.54% | – | 57 | 5.26% | 1.8 |
|
| 7857 |
MCFP
7857
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| $116M | +$4.92M | +4% | 0.23% | – | 317 | 19.87% | 0.2 |
|
| 7858 |
WA
7858
Wilmar Advisors
Juno Beach,
Florida
| $116M | -$12.4M | -10% | 5.7% | – | 27 | 0% | 0.9 |
|
| 7859 |
7859
Silchester International Investors
London,
United Kingdom
| $116M | -$149M | -56% | 17.4% | 53.9% | 4 | 25% | 1.6 |
|
| 7860 |
7860
James Reed Financial Services
Cleveland,
Ohio
| $116M | -$9.26M | -7% | 3.52% | – | 17 | 0% | 2.4 |
|
| 7861 |
7861
TSG Consumer Partners
Larkspur,
California
| $115M | -$24.1M | -17% | 17.2% | 12.3% | 1 | 0% | 4.3 |
|
| 7862 |
7862
Arthedge Capital Management
Jericho,
New York
| $115M | -$37.1M | -24% | 25.4% | 80.7% | 11 | 0% | 4.1 |
|
| 7863 |
7863
RD Lewis Holdings
Maitland,
Florida
| $115M | -$1.64M | -1% | 6.13% | – | 91 | 6.59% | 1.1 |
|
| 7864 |
UAML
7864
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $115M | -$7.06M | -6% | 3.11% | – | 121 | 5.79% | 3.8 |
|
| 7865 |
7865
Quattro Advisors
Pittsburgh,
Pennsylvania
| $115M | -$9.7M | -8% | 4.96% | – | 551 | 91.11% | 0.2 |
|
| 7866 |
7866
NewCorp Financial Services
Alpharetta,
Georgia
| $115M | +$2.45M | +2% | 2.12% | – | 54 | 16.67% | 0.2 |
|
| 7867 |
7867
LWM Advisors
El Dorado Hills,
California
| $115M | +$1.58M | +1% | 1.39% | – | 31 | 6.45% | 1 |
|
| 7868 |
7868
Raffles Associates
New York
| $115M | -$18.1M | -14% | 0.63% | 50% | 59 | 25.42% | 3.2 |
|
| 7869 |
7869
Corps Capital Advisors
Southlake,
Texas
| $115M | +$18.6M | +19% | 16.5% | – | 103 | 22.33% | 0.7 |
|
| 7870 |
7870
Cassilly Financial Group
Severna Park,
Maryland
| $115M | +$2.11M | +2% | 0.6% | – | 65 | 6.15% | 0.2 |
|
| 7871 |
7871
American Asset Management
Boca Raton,
Florida
| $115M | -$2.71M | -2% | 1.69% | 42.5% | 35 | 11.43% | 2.1 |
|
| 7872 |
7872
Perissos Private Wealth Management
Bethany,
Oklahoma
| $115M | -$671K | -0.6% | 2.24% | – | 78 | 16.67% | 1.5 |
|
| 7873 |
7873
SPWM Advisors
Traverse City,
Michigan
| $115M | +$9.9M | +9% | 0.2% | – | 109 | 28.44% | 0.2 |
|
| 7874 |
7874
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $115M | +$1.74M | +2% | 0.09% | – | 55 | 5.45% | 0.3 |
|
| 7875 |
7875
BLVD Private Wealth
Prospect,
Kentucky
| $115M | +$184K | +0.2% | 1.3% | – | 77 | 27.27% | 0.6 |
|