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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Hixon Zuercher
Findlay,
Ohio
| $284M | +$23.7M | +9% | 0.76% | 101% | 85 | 12.94% | 3.1 |
|
| 4527 |
4527
TriaGen Wealth Management
Calabasas,
California
| $284M | -$13.2M | -4% | 0.18% | 132% | 196 | 29.08% | 2.3 |
|
| 4528 |
4528
Rockport Wealth
Fairview Park,
Ohio
| $283M | +$58.4M | +26% | 0.24% | – | 77 | 58.44% | 0.7 |
|
| 4529 |
4529
Cisco Systems
San Jose,
California
| $283M | -$70.3M | -20% | 5.37% | 210% | 4 | 50% | 1.7 |
|
| 4530 |
FNWM
4530
Financial Network Wealth Management
Draper,
Utah
| $283M | +$3.39M | +1% | 2.46% | – | 322 | 64.29% | 0.6 |
|
| 4531 |
4531
DG Capital Management
New York
| $283M | -$14.5M | -5% | 1.63% | 76.7% | 29 | 41.38% | 1.2 |
|
| 4532 |
4532
Sandbox Financial Partners
Bethesda,
Maryland
| $283M | -$16.6M | -6% | 4.32% | 69.6% | 117 | 15.38% | 2.4 |
|
| 4533 |
4533
CJM Wealth Advisers
Falls Church,
Virginia
| $283M | -$13.6M | -5% | 4.11% | 76.8% | 72 | 11.11% | 2.4 |
|
| 4534 |
4534
Field & Main Bank
Henderson,
Kentucky
| $283M | -$1.08M | -0.4% | 1.88% | 107% | 259 | 7.72% | 6.6 |
|
| 4535 |
4535
Rede Wealth
Charlottesville,
Virginia
| $283M | +$22.1M | +8% | 9.65% | 84.4% | 107 | 6.54% | 2.8 |
|
| 4536 |
4536
Accretive Wealth Partners
Parsippany,
New Jersey
| $283M | +$47.6M | +20% | 0.13% | 64.4% | 146 | 18.49% | 2.7 |
|
| 4537 |
4537
Quaker Wealth Management
Moorestown,
New Jersey
| $283M | – | – | – | – | 916 | – | 0 |
|
| 4538 |
4538
Advyzon Investment Management
Lisle,
Illinois
| $283M | +$23.7M | +9% | 0.76% | – | 311 | 34.41% | 0.2 |
|
| 4539 |
4539
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $283M | -$13.4M | -5% | 2.3% | 128% | 182 | 8.24% | 1.1 |
|
| 4540 |
BDA
4540
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $283M | -$4.78M | -2% | 2.29% | 44.2% | 61 | 4.92% | 2.6 |
|
| 4541 |
4541
WJ Wealth Management
Glendale,
Arizona
| $283M | -$7.7M | -3% | 3.28% | 95.6% | 86 | 20.93% | 2 |
|
| 4542 |
4542
Mint Tower Capital Management
Amsterdam,
Netherlands
| $283M | -$122M | -30% | 1.08% | 40% | 188 | 41.49% | 0.8 |
|
| 4543 |
4543
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $282M | +$18M | +7% | 1.03% | 65.5% | 417 | 10.55% | 4.5 |
|
| 4544 |
4544
Avanda Investment Management
Singapore
| $282M | -$31.9M | -10% | 0.74% | – | 26 | 11.54% | 1 |
|
| 4545 |
4545
Glassy Mountain Advisors
Bethesda,
Maryland
| $282M | -$9.9M | -3% | 3.54% | 91.5% | 63 | 9.52% | 1.4 |
|
| 4546 |
4546
Permit Capital
West Conshohocken,
Pennsylvania
| $282M | -$8.25M | -3% | 3.98% | 121% | 32 | 40.63% | 4.3 |
|
| 4547 |
4547
Custos Family Office
Austin,
Texas
| $282M | -$3.88M | -1% | 0.53% | 57.4% | 72 | 9.72% | 1.6 |
|
| 4548 |
4548
Whitegate Investment Counselors
Concord,
New Hampshire
| $282M | -$9.9M | -3% | 0.77% | 51% | 71 | 14.08% | 6.7 |
|
| 4549 |
4549
Pacifica Capital Investments
Leander,
Texas
| $282M | -$29M | -9% | 2.34% | 69.8% | 14 | 0% | 7.9 |
|
| 4550 |
4550
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $282M | +$12.8M | +5% | 0.34% | 62.6% | 138 | 8.7% | 2.3 |
|