We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
WestHill Financial Advisors
3601
WestHill Financial Advisors
California
$324M – – 0.39% 62.9% 112 – 0.5
Hedeker Wealth
3602
Hedeker Wealth
Illinois
$324M +$2.49M +0.8% 0.13% 161% 94 25.53% 2.4
Acorn Financial Advisory Services
3603
Acorn Financial Advisory Services
Virginia
$323M -$15.9M -5% 1.26% 96.9% 248 20.97% 1.2
Capital City Trust
3604
Capital City Trust
Florida
$322M -$7.48M -2% 0.01% 98.5% 122 4.92% 5.3
Advisors Management Group
3605
Advisors Management Group
Wisconsin
$322M -$13.2M -4% 0.94% 125% 137 5.84% 3.1
BT Wealth Management
3606
BT Wealth Management
Georgia
$322M -$7.93M -2% 0.29% 34.8% 60 10% 1.7
Foresite Capital Management V
3607
Foresite Capital Management V
California
$322M +$67.6M +27% 9.48% 401% 20 30% 0.5
Seven Post Investment Office
3608
Seven Post Investment Office
California
$322M -$9.28M -3% 2.11% 44.4% 56 25% 2
TCPWM
3609
Traverso Chambers Private Wealth Management
California
$321M +$3.68M +1% 0.41% 16.4% 109 2.75% 2.3
Providence Capital Advisors
3610
Providence Capital Advisors
North Carolina
$321M +$11.5M +4% 0.97% 47.4% 358 20.95% 1.7
Anfield Capital Management
3611
Anfield Capital Management
California
$321M +$58M +22% 0.78% 65.3% 275 76.36% 0.6
Partners in Financial Planning
3612
Partners in Financial Planning
Virginia
$320M +$890K +0.3% 1.11% 38.9% 95 3.16% 0.2
Parkside Advisors
3613
Parkside Advisors
California
$320M +$6.7M +2% 0.75% 36.7% 73 8.22% 3.1
Bar Harbor Trust Services
3614
Bar Harbor Trust Services
Maine
$320M +$8.85M +3% 1.46% 86.4% 127 5.51% 2.8
Ellenbecker Investment Group
3615
Ellenbecker Investment Group
Wisconsin
$320M +$15.2M +5% 0.46% 56.3% 74 9.46% 2.4
Perkins Coie Trust Company
3616
Perkins Coie Trust Company
Washington
$320M -$5.24M -2% 0.28% 83.2% 297 6.4% 5
Westover Capital Advisors
3617
Westover Capital Advisors
Delaware
$320M +$7.81M +3% 1.92% 144% 191 17.28% 2.3
Redmond Asset Management
3618
Redmond Asset Management
Virginia
$319M -$21.6M -6% 1.85% 68.2% 194 6.7% 3.2
Discerene Group
3619
Discerene Group
Connecticut
$319M +$8.01M +3% 14.2% 48.6% 14 14.29% 0.6
Summit Asset Management
3620
Summit Asset Management
Tennessee
$319M +$965K +0.3% 0.94% 48.9% 149 3.36% 4.4
Inscription Capital
3621
Inscription Capital
Texas
$319M -$562M -64% 0.09% – 413 73.85% 0.9
SWK
3622
Stephen W. Kidder
$319M -$5.25M -2% 0.29% 94.7% 77 7.79% 5.7
Krensavage Asset Management
3623
Krensavage Asset Management
New York
$319M +$24.2M +8% 8.76% 124% 14 14.29% 3
Gries Financial
3624
Gries Financial
Ohio
$319M +$6.81M +2% 0.05% 71.3% 191 32.98% 0.4
Franklin, Parlapiano, Turner & Welch
3625
Franklin, Parlapiano, Turner & Welch
Texas
$319M -$5.03M -2% 0.8% 49.3% 51 3.92% 5.5