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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7876 |
B
7876
Bayban
Bayport,
Minnesota
| $115M | +$1.89M | +2% | 0.97% | – | 736 | 25.54% | 0.2 |
|
| 7877 |
7877
Carter Financial
La Jolla,
California
| $115M | +$1.67M | +1% | 3.72% | – | 29 | 20.69% | 0.2 |
|
| 7878 |
PCM
7878
Potomac Capital Management
New York
| $115M | -$9.5M | -8% | 0.18% | – | 85 | 35.29% | 1.4 |
|
| 7879 |
7879
DWR Wealth Management
San Jose,
California
| $115M | +$7.18M | +7% | 0.31% | – | 53 | 9.43% | 0.2 |
|
| 7880 |
7880
GK Wealth Management
Reno,
Nevada
| $115M | -$35.9M | -24% | 0.31% | – | 232 | 93.53% | 0.4 |
|
| 7881 |
7881
Ativo Capital Management
Chicago,
Illinois
| $115M | +$902K | +0.8% | 2.5% | 63.2% | 58 | 10.34% | 2.1 |
|
| 7882 |
IASG
7882
Investment Advisory Services Group
Boca Raton,
Florida
| $115M | +$2.28M | +2% | 3.19% | – | 31 | 6.45% | 0.3 |
|
| 7883 |
7883
Powerhouse Assets
Lincoln,
Massachusetts
| $115M | +$1.22M | +1% | 1.73% | – | 56 | 5.36% | 0.2 |
|
| 7884 |
7884
Anabranch Capital Management
Stamford,
Connecticut
| $115M | -$33.9M | -23% | 15.7% | 139% | 5 | 0% | 4.7 |
|
| 7885 |
7885
Palatine Hill Wealth Management
Birmingham,
Michigan
| $115M | -$9.15M | -7% | 4.39% | – | 51 | 9.8% | 0.2 |
|
| 7886 |
7886
Rubicon Advisors
Redding,
California
| $115M | +$6.77M | +6% | 3.25% | – | 89 | 21.35% | 0.2 |
|
| 7887 |
7887
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| $115M | -$1.27M | -1% | 0.89% | – | 120 | 10% | 0.2 |
|
| 7888 |
7888
MRP Capital Investments
Alpharetta,
Georgia
| $115M | -$4.54M | -4% | 3.24% | 222% | 230 | 21.74% | 1.4 |
|
| 7889 |
7889
Dedeker Financial
St. Louis Park,
Minnesota
| $115M | +$3.03M | +3% | 3.08% | – | 63 | 33.33% | 0.2 |
|
| 7890 |
7890
HBE Wealth Management
Lincoln,
Nebraska
| $115M | +$8.43M | +8% | 1.7% | – | 55 | 16.36% | 0.2 |
|
| 7891 |
7891
Bey-Douglas LLC
Marietta,
Georgia
| $115M | -$10.2M | -8% | 8.04% | – | 57 | 26.32% | 1.3 |
|
| 7892 |
7892
Summerhill Capital Management
Toronto,
Ontario, Canada
| $115M | +$6.3M | +6% | 1.39% | – | 36 | 55.56% | 0.8 |
|
| 7893 |
7893
MH & Associates Securities Management
Carlsbad,
California
| $115M | -$7.87M | -6% | 13.6% | – | 104 | 7.69% | 0.2 |
|
| 7894 |
7894
Pandowealth
Peachtree City,
Georgia
| $115M | +$5.63M | +5% | 2.6% | – | 20 | 10% | 0.2 |
|
| 7895 |
7895
Ramiah Investment Group
Brookfield,
Wisconsin
| $114M | -$833K | -0.7% | 1.09% | 62.2% | 72 | 11.11% | 2.7 |
|
| 7896 |
7896
Kelsey Financial
Moorpark,
California
| $114M | -$2.06M | -2% | 1.5% | – | 67 | 13.43% | 0.2 |
|
| 7897 |
KA
7897
Kailix Advisors
Fort Lauderdale,
Florida
| $114M | +$24.6M | +27% | 22.6% | 16.3% | 13 | 53.85% | 0.8 |
|
| 7898 |
7898
Wolfstich Capital
Medfield,
Massachusetts
| $114M | +$5.77M | +5% | 1.07% | – | 49 | 73.47% | 0.3 |
|
| 7899 |
7899
Winter & Associates
St. Paul,
Minnesota
| $114M | +$6.04M | +6% | 0.58% | – | 87 | 9.2% | 0.2 |
|
| 7900 |
7900
Jacobs Equity
Draper,
Utah
| $114M | +$10.3M | +10% | 0.42% | – | 111 | 9.91% | 0.2 |
|