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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Kiley Juergens Wealth Management
Olympia,
Washington
| $323M | +$24.4M | +8% | 10.2% | 106% | 69 | 10.14% | 3.7 |
|
| 4002 |
4002
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $323M | +$25M | +8% | 9.2% | 74% | 79 | 11.39% | 5.8 |
|
| 4003 |
4003
Boltwood Capital Management
Walnut Creek,
California
| $323M | +$20.8M | +7% | 6.13% | 63% | 172 | 5.81% | 5.5 |
|
| 4004 |
4004
Windsor Capital Management
Phoenix,
Arizona
| $322M | +$16.7M | +5% | 5.38% | 49.1% | 116 | 7.76% | 6.3 |
|
| 4005 |
4005
TenCore Partners
New York
| $322M | -$14.4M | -4% | 17% | 78.4% | 14 | 14.29% | 2.6 |
|
| 4006 |
4006
KFA Private Wealth Group
Tysons,
Virginia
| $322M | +$43.4M | +16% | 6.78% | 62.8% | 99 | 14.14% | 2.4 |
|
| 4007 |
WFI
4007
West Family Investments
Carlsbad,
California
| $322M | +$27M | +9% | 7.28% | 116% | 276 | 20.65% | 1.4 |
|
| 4008 |
4008
Mariner Investment Group
Harrison,
New York
| $322M | -$48.3M | -13% | 6.52% | 68.7% | 40 | 62.5% | 0.7 |
|
| 4009 |
KS
4009
Karpas Strategies
Litchfield,
Connecticut
| $322M | +$19.3M | +6% | 8.19% | 16.1% | 117 | 2.56% | 7.3 |
|
| 4010 |
4010
WR Wealth Planners
Columbia,
Missouri
| $322M | +$52.8M | +20% | 8.44% | 22.1% | 1,178 | 83.87% | 0.3 |
|
| 4011 |
4011
Cornerstone Planning Group
Fairfield,
New Jersey
| $322M | +$18.7M | +6% | 5.48% | 60% | 1,206 | 27.61% | 0.8 |
|
| 4012 |
GPC
4012
Guardian Point Capital
Charlottesville,
Virginia
| $321M | -$17M | -5% | 16.4% | 142% | 11 | 27.27% | 1.8 |
|
| 4013 |
4013
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $321M | +$23.3M | +8% | 7.68% | 73.9% | 238 | 7.98% | 1.8 |
|
| 4014 |
4014
Redwood Grove Capital
Palo Alto,
California
| $321M | +$50.2M | +19% | 8.08% | 79.8% | 28 | 14.29% | 2.2 |
|
| 4015 |
4015
Fosun International
Hong Kong,
China
| $321M | -$170M | -35% | 14.4% | 41.3% | 49 | 18.37% | 2.3 |
|
| 4016 |
4016
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $321M | +$20.1M | +7% | 8.61% | 81% | 98 | 4.08% | 5.5 |
|
| 4017 |
4017
VeraBank
Henderson,
Texas
| $321M | +$23.8M | +8% | 7.16% | 60.6% | 147 | 6.12% | 3.6 |
|
| 4018 |
4018
First American Financial Corporation
Santa Ana,
California
| $321M | -$23.4M | -7% | 3.6% | – | 4 | 0% | 0.3 |
|
| 4019 |
4019
Hamilton Wealth
Encino,
California
| $320M | +$2.59M | +0.8% | 12.8% | 108% | 126 | 46.83% | 1.3 |
|
| 4020 |
4020
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $320M | +$22.6M | +8% | 7.36% | 83.4% | 74 | 8.11% | 2.4 |
|
| 4021 |
4021
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $320M | +$32.2M | +11% | 14% | 166% | 218 | 2.29% | 6.3 |
|
| 4022 |
4022
Gray Foundation
Cohoes,
New York
| $320M | +$37.3M | +13% | 13.5% | – | 11 | 0% | 0.3 |
|
| 4023 |
4023
Sollinda Capital Management
Miami,
Florida
| $320M | -$34.3M | -10% | 3.44% | – | 105 | 57.14% | 0.2 |
|
| 4024 |
4024
Timber Creek Capital Management
Boston,
Massachusetts
| $320M | +$26.5M | +9% | 8.8% | 139% | 136 | 14.71% | 5.9 |
|
| 4025 |
4025
Xcel Wealth Management
Holly Hill,
Florida
| $320M | +$34.7M | +12% | 12.6% | 98.8% | 130 | 13.85% | 3.1 |
|