We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
JT Stratford LLC
Gainesville,
Georgia
| $608M | +$23.5M | +4% | 4.54% | 103% | 331 | 26.89% | 2.5 |
|
| 2927 |
2927
Chatham Capital Group
Savannah,
Georgia
| $608M | -$3.69M | -0.6% | 0.37% | 97% | 204 | 7.84% | 5.6 |
|
| 2928 |
2928
Enclave Advisors
Austin,
Texas
| $608M | +$17.7M | +3% | 1.72% | – | 130 | 13.85% | 0.2 |
|
| 2929 |
2929
Octagon Capital Advisors
New York
| $608M | -$35.2M | -5% | 16.1% | 2,969% | 49 | 46.94% | 1 |
|
| 2930 |
2930
Acorn Financial Advisory Services
Reston,
Virginia
| $607M | +$41.9M | +7% | 5.52% | 108% | 221 | 13.57% | 3.2 |
|
| 2931 |
2931
12th Street Asset Management Company
Nashville,
Tennessee
| $607M | +$13.6M | +2% | 2.44% | 106% | 33 | 15.15% | 3.1 |
|
| 2932 |
2932
Tarbox Family Office
Newport Beach,
California
| $606M | -$3.91M | -0.6% | 0.98% | 66.4% | 109 | 1.83% | 7 |
|
| 2933 |
2933
Meridian Wealth Advisors
Austin,
Texas
| $606M | +$8.27M | +1% | 0.75% | 79.9% | 181 | 6.08% | 4.3 |
|
| 2934 |
2934
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $606M | -$7.07M | -1% | 3.28% | 195% | 76 | 11.84% | 6.6 |
|
| 2935 |
2935
Kiltearn Partners
Edinburgh,
United Kingdom
| $605M | -$130M | -18% | 8.14% | 41% | 34 | 11.76% | 2.8 |
|
| 2936 |
2936
Legacy Financial Advisors
Covington,
Kentucky
| $605M | +$9.5M | +2% | 1.27% | 86.3% | 376 | 13.03% | 2.5 |
|
| 2937 |
2937
Nelson Capital Management
Menlo Park,
California
| $605M | +$10.7M | +2% | 2.32% | 121% | 117 | 13.68% | 5.4 |
|
| 2938 |
2938
Portside Wealth Group
Provo,
Utah
| $605M | +$19.1M | +3% | 2.43% | 90.1% | 447 | 18.57% | 1 |
|
| 2939 |
2939
Avenir Tech
Hong Kong
| $604M | +$581M | +2,605% | 46.8% | – | 6 | 0% | 0.5 |
|
| 2940 |
2940
Redwood Capital Management
New York
| $603M | -$53.4M | -8% | 0.38% | 313% | 15 | 26.67% | 2.8 |
|
| 2941 |
2941
Buffington Mohr McNeal
Boise,
Idaho
| $603M | -$4.94M | -0.8% | 0.6% | 29.3% | 139 | 10.79% | 5 |
|
| 2942 |
2942
Glen Eagle Advisors
Kingston,
New Jersey
| $603M | +$10.3M | +2% | 0.4% | 68.5% | 1,172 | 6.74% | 4.4 |
|
| 2943 |
2943
Cadinha & Co
Honolulu,
Hawaii
| $603M | +$17.9M | +3% | 5.56% | 132% | 106 | 11.32% | 6.2 |
|
| 2944 |
2944
Proffitt & Goodson
Knoxville,
Tennessee
| $603M | -$7.24M | -1% | 1.8% | 48.5% | 322 | 25.78% | 4.6 |
|
| 2945 |
2945
Wahed Invest
New York
| $602M | +$39.6M | +7% | 3.29% | 140% | 229 | 6.99% | 2.2 |
|
| 2946 |
2946
Advisory Research
Chicago,
Illinois
| $602M | +$38.8M | +7% | 3.49% | 144% | 165 | 13.33% | 3.4 |
|
| 2947 |
2947
Eagle Rock Investment Company
Atlanta,
Georgia
| $602M | +$4.85M | +0.8% | 2.91% | 121% | 159 | 7.55% | 2.1 |
|
| 2948 |
2948
Financial Advisors Network
Tustin,
California
| $601M | – | – | 0.44% | – | 188 | – | 3.1 |
|
| 2949 |
2949
TRB Advisors
New York
| $601M | +$57.6M | +11% | 4.04% | 76.1% | 8 | 37.5% | 3.5 |
|
| 2950 |
2950
Liberty Wealth Management
Oakland,
California
| $600M | +$11.4M | +2% | 0.28% | 64.2% | 247 | 14.17% | 2.4 |
|