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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Physicians Financial Services
Raleigh,
North Carolina
| $365M | -$7.49M | -2% | 0.49% | 116% | 110 | 8.18% | 7 |
|
| 4377 |
4377
Vestwell Advisors
New York
| $365M | -$312M | -46% | 3.73% | – | 31 | 0% | 0.4 |
|
| 4378 |
4378
Ogorek Anthony Joseph
Williamsville,
New York
| $365M | +$1.28M | +0.4% | 1.96% | 61.1% | 724 | 10.08% | 2.5 |
|
| 4379 |
4379
Pinnacle Financial Group
Western Springs,
Illinois
| $365M | +$20.3M | +6% | 1.21% | 59.1% | 119 | 12.61% | 2.4 |
|
| 4380 |
4380
Strata Wealth Advisors
Dallas,
Texas
| $365M | +$5.28M | +1% | 0.91% | 73.6% | 93 | 9.68% | 1.8 |
|
| 4381 |
4381
Davern Capital Partners
Ny,
New York
| $365M | +$55.2M | +18% | 3.11% | – | 18 | 27.78% | 0.2 |
|
| 4382 |
4382
Sterling Wealth Management
Champaign,
Illinois
| $364M | +$13.7M | +4% | 1.04% | – | 116 | 12.07% | 1.8 |
|
| 4383 |
4383
Three Bridge Wealth Advisors
Los Altos,
California
| $364M | -$15M | -4% | 3.27% | 162% | 93 | 10.75% | 2.9 |
|
| 4384 |
4384
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $364M | +$16.4M | +5% | 0.55% | 40.3% | 176 | 9.09% | 3.1 |
|
| 4385 |
4385
Roberts, Glore & Co
Deerfield,
Illinois
| $364M | -$11.4M | -3% | 0.76% | 72.3% | 236 | 13.98% | 6.6 |
|
| 4386 |
4386
Evexia Wealth
Stevens Point,
Wisconsin
| $364M | +$5.84M | +2% | 1.09% | 95% | 88 | 9.09% | 1.6 |
|
| 4387 |
4387
Roman Butler Fullerton & Co
St Louis,
Missouri
| $364M | -$17.7M | -5% | 0.54% | 134% | 289 | 16.26% | 3.4 |
|
| 4388 |
4388
Anfield Capital Management
Irvine,
California
| $363M | +$46.4M | +15% | 0.82% | 65.3% | 729 | 22.5% | 1.2 |
|
| 4389 |
4389
Modus Advisors
Excelsior,
Minnesota
| $363M | -$15.9M | -4% | 0.55% | 89.5% | 357 | 68.07% | 3.7 |
|
| 4390 |
IPA
4390
Investment Planning Advisors
Cumming,
Georgia
| $363M | +$19.7M | +6% | 1.01% | – | 110 | 16.36% | 1.1 |
|
| 4391 |
4391
Amicus Financial Advisors
Lubbock,
Texas
| $363M | +$4.4M | +1% | 0.58% | – | 95 | 10.53% | 0.2 |
|
| 4392 |
4392
Cypress Financial Planning
Haddon Heights,
New Jersey
| $363M | +$357K | +0.1% | 1.28% | 41.2% | 112 | 15.18% | 1.8 |
|
| 4393 |
4393
Virtus Investment Advisers
Hartford,
Connecticut
| $363M | -$5.41M | -1% | 5.04% | 172% | 495 | 15.96% | 0.8 |
|
| 4394 |
RC
4394
Reik & Co
New York
| $363M | -$1.04M | -0.3% | 1.67% | 47.2% | 56 | 0% | 8.7 |
|
| 4395 |
MS
4395
Millington Securities
Red Bank,
New Jersey
| $362M | – | – | 3.82% | – | 275 | – | 0 |
|
| 4396 |
4396
WBI Investments
Red Bank,
New Jersey
| $362M | -$21.2M | -6% | 3.82% | 105% | 429 | 64.34% | 0.7 |
|
| 4397 |
4397
HighVista Strategies
Boston,
Massachusetts
| $362M | -$26.1M | -7% | 12.7% | 622% | 180 | 32.78% | 1.2 |
|
| 4398 |
4398
Revisor Wealth Management
Akron,
Ohio
| $362M | -$11.4M | -3% | 1.58% | 72% | 360 | 17.5% | 1.3 |
|
| 4399 |
4399
Advanced Asset Management Advisors
Dublin,
Ohio
| $362M | -$4.22M | -1% | 3.68% | 93.6% | 83 | 7.23% | 5.5 |
|
| 4400 |
4400
Safeguard Investment Advisory Group
Corona,
California
| $362M | -$28.9M | -7% | 1.97% | 84.3% | 158 | 15.82% | 2.9 |
|