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