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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Capital Planning
Bellevue,
Washington
| $343M | +$25M | +8% | 7.37% | 81.2% | 82 | 7.32% | 3.1 |
|
| 4452 |
4452
Palo Alto Wealth Advisors
Palo Alto,
California
| $343M | +$78.9M | +30% | 22.5% | 108% | 65 | 16.92% | 1.6 |
|
| 4453 |
4453
PCG Wealth Advisors
Overland Park,
Kansas
| $343M | +$148M | +76% | 12.5% | 87% | 153 | 45.75% | 1.4 |
|
| 4454 |
4454
Westend Capital Management
Sausalito,
California
| $343M | +$18.6M | +6% | 14.3% | – | 279 | 27.24% | 1.6 |
|
| 4455 |
4455
Tidemark
San Diego,
California
| $343M | +$33M | +11% | 6.29% | – | 713 | 8.13% | 1.4 |
|
| 4456 |
4456
S.E.E.D. Planning Group
Binghamton,
New York
| $343M | +$24.2M | +8% | 7.68% | 57.3% | 88 | 22.73% | 3.1 |
|
| 4457 |
4457
Greenlea Lane Capital Management
Weston,
Connecticut
| $343M | -$12.5M | -4% | 5.97% | 99.7% | 8 | 0% | 4.3 |
|
| 4458 |
4458
Pathway Financial Advisers
Auburn,
Indiana
| $343M | +$33.9M | +11% | 7.7% | 88.2% | 382 | 58.9% | 1 |
|
| 4459 |
4459
Granger Management
New York
| $343M | +$74.6M | +28% | 7.4% | 69.9% | 6 | 0% | 4 |
|
| 4460 |
4460
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $343M | +$26.8M | +8% | 11.2% | 167% | 190 | 6.32% | 1.9 |
|
| 4461 |
4461
SRH Advisors
Salina,
Kansas
| $343M | +$13.7M | +4% | 4.02% | 55.7% | 286 | 9.44% | 7 |
|
| 4462 |
4462
Northcape Wealth Management
Williamsville,
New York
| $342M | +$14.5M | +4% | 5.94% | 66% | 144 | 8.33% | 2.6 |
|
| 4463 |
FAP
4463
Financial Advisory Partners
Winter Park,
Florida
| $342M | +$24.3M | +8% | 6.01% | 52.9% | 71 | 9.86% | 2.6 |
|
| 4464 |
4464
Quantum Private Wealth
Tampa,
Florida
| $342M | +$33.3M | +11% | 11% | 240% | 185 | 13.51% | 2.6 |
|
| 4465 |
VC
4465
Vision Capital
Toronto,
Ontario, Canada
| $342M | -$35.7M | -9% | 1.51% | 19.8% | 18 | 61.11% | 0.9 |
|
| 4466 |
4466
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $342M | +$29.8M | +10% | 7.08% | 61.9% | 103 | 27.18% | 3.1 |
|
| 4467 |
4467
Neumann Capital Management
Foster City,
California
| $342M | +$23.9M | +8% | 10.2% | 89.9% | 104 | 4.81% | 7.3 |
|
| 4468 |
4468
FC Advisory
West Chester,
Pennsylvania
| $342M | +$18M | +6% | 5.41% | 46.6% | 117 | 5.13% | 4.8 |
|
| 4469 |
4469
Main Street Group
Glen Allen,
Virginia
| $341M | +$34.1M | +11% | 9.86% | 98.3% | 880 | 13.75% | 1.4 |
|
| 4470 |
4470
Corbyn Investment Management
Lutherville,
Maryland
| $341M | +$43.8M | +15% | 3.85% | 71% | 71 | 7.04% | 4.9 |
|
| 4471 |
4471
Metropolitan Life Insurance Company (MetLife)
New York
| $341M | +$6.7M | +2% | 5.14% | 50.8% | 11 | 0% | 6.8 |
|
| 4472 |
4472
May Hill Capital
Cohasset,
Massachusetts
| $341M | +$37.5M | +12% | 7.96% | – | 220 | 20.45% | 0.6 |
|
| 4473 |
4473
OLIO Financial Planning
Mclean,
Virginia
| $341M | +$23.8M | +8% | 5.91% | 52.9% | 67 | 4.48% | 2.3 |
|
| 4474 |
4474
Rench Wealth Management
Denton,
Texas
| $341M | +$24.8M | +8% | 8.76% | 106% | 57 | 10.53% | 5.4 |
|
| 4475 |
4475
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $341M | +$31.7M | +10% | 7.27% | – | 256 | 9.77% | 1 |
|