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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $382M | +$44.2M | +13% | 17% | 128% | 202 | 12.38% | 1.9 |
|
| 4602 |
4602
Private Client Services
Louisville,
Kentucky
| $381M | +$46.9M | +14% | 14% | 72% | 245 | 21.63% | 1.4 |
|
| 4603 |
4603
Selective Wealth Management
Forest,
Virginia
| $381M | +$43.7M | +13% | 10.9% | 74.4% | 141 | 18.44% | 2.8 |
|
| 4604 |
4604
Northcape Wealth Management
Williamsville,
New York
| $381M | +$14.3M | +4% | 7.09% | 66% | 149 | 8.72% | 3 |
|
| 4605 |
4605
Leeward Financial Partners
Bellevue,
Washington
| $381M | +$45M | +13% | 17.6% | 97.9% | 108 | 10.19% | 2.6 |
|
| 4606 |
4606
Weybosset Research & Management
Province,
Rhode Island
| $381M | +$34.1M | +10% | 12.7% | 74.8% | 33 | 3.03% | 6.5 |
|
| 4607 |
4607
CJM Wealth Advisers
Falls Church,
Virginia
| $381M | +$52.6M | +16% | 16.7% | 76.8% | 79 | 10.13% | 3 |
|
| 4608 |
4608
Vienna Insurance Group
Warsaw,
Poland
| $381M | +$118M | +45% | 67.1% | 188% | 28 | 3.57% | 2.2 |
|
| 4609 |
4609
Sweeney & Michel
Chico,
California
| $381M | +$40.7M | +12% | 10.5% | – | 164 | 11.59% | 2.1 |
|
| 4610 |
4610
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $380M | +$92M | +32% | 39.3% | 282% | 78 | 41.03% | 1 |
|
| 4611 |
4611
Briaud Financial Planning
College Station,
Texas
| $380M | -$1.16M | -0.3% | 4.88% | 113% | 45 | 22.22% | 1.9 |
|
| 4612 |
4612
Hobbs Group Advisors
Columbia,
South Carolina
| $380M | +$45.7M | +14% | 11.3% | – | 171 | 10.53% | 1.7 |
|
| 4613 |
4613
Advanced Asset Management Advisors
Dublin,
Ohio
| $380M | +$18M | +5% | 13.4% | 93.6% | 85 | 7.06% | 5.3 |
|
| 4614 |
4614
Financial Insights
Tacoma,
Washington
| $380M | +$71.3M | +23% | 14.5% | 82.1% | 151 | 15.89% | 3.2 |
|
| 4615 |
4615
Corre Partners Management
New York
| $380M | +$315M | +485% | 9.05% | 109% | 4 | 25% | 2.7 |
|
| 4616 |
4616
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $380M | +$24.7M | +7% | 7.72% | 60.3% | 40 | 2.5% | 2.7 |
|
| 4617 |
4617
Bridgefront Capital
Austin,
Texas
| $380M | -$22.8M | -6% | 15.2% | 52.1% | 793 | 75.28% | 0.2 |
|
| 4618 |
4618
Cabot-Wellington
Boston,
Massachusetts
| $380M | +$41.5M | +12% | 14.1% | 65% | 5 | 0% | 5.8 |
|
| 4619 |
4619
Courage Miller Partners
Norfolk,
Virginia
| $379M | +$24.8M | +7% | 8.34% | 43.5% | 92 | 5.43% | 8.4 |
|
| 4620 |
4620
S.E.E.D. Planning Group
Binghamton,
New York
| $379M | +$34.6M | +10% | 3.28% | 57.3% | 100 | 23% | 3.2 |
|
| 4621 |
SC
4621
Schiavi & Co
Wilmington,
Delaware
| $378M | +$41.7M | +12% | 7.36% | 41.4% | 61 | 19.67% | 2 |
|
| 4622 |
4622
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $378M | +$41.5M | +12% | 12.8% | 78% | 215 | 14.88% | 2.7 |
|
| 4623 |
4623
Wellington Group
Indianapolis,
Indiana
| $378M | +$53.3M | +16% | 17.2% | – | 399 | 65.16% | 0.5 |
|
| 4624 |
4624
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $378M | -$44.7M | -11% | 11.6% | 55.5% | 110 | 39.09% | 4.1 |
|
| 4625 |
4625
Juniper Investment Company
New York
| $378M | +$64.2M | +20% | 28.6% | 358% | 12 | 33.33% | 3.8 |
|