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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $209M | -$3.59M | -2% | 3.44% | 27.4% | 46 | 15.22% | 1.8 |
|
| 4702 |
4702
Rockwood Wealth Management
New Hope,
Pennsylvania
| $209M | -$16.5M | -7% | 4.49% | 52.6% | 128 | 50.78% | 0.2 |
|
| 4703 |
4703
Colony Family Offices
Charlotte,
North Carolina
| $208M | +$1.07M | +0.5% | 3.31% | 53.9% | 34 | 23.53% | 0.8 |
|
| 4704 |
4704
DHJJ Financial Advisors
Naperville,
Illinois
| $208M | -$4.73M | -2% | 4.65% | 62.5% | 138 | 7.25% | 1 |
|
| 4705 |
4705
Jefferies Financial Group
New York
| $208M | -$15.7M | -7% | 3.36% | 135% | 6 | 0% | 2.1 |
|
| 4706 |
4706
Keeler Thomas Management
Orem,
Utah
| $208M | -$22.8M | -10% | 2.87% | 52.1% | 79 | 25.32% | 2.2 |
|
| 4707 |
4707
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $208M | -$11.6M | -5% | 3.85% | 13% | 51 | 7.84% | 3.7 |
|
| 4708 |
HIC
4708
Harbor Island Capital
Topsfield,
Massachusetts
| $208M | -$17.3M | -8% | 7.94% | 218% | 15 | 0% | 3.8 |
|
| 4709 |
4709
Prentice Wealth Management
Rochester,
New York
| $208M | -$5.42M | -3% | 4.33% | 47.8% | 106 | 11.32% | 0.9 |
|
| 4710 |
4710
Landmark Financial Advisors
Bowling Green,
Kentucky
| $208M | -$16.5M | -7% | 1.86% | 11.8% | 91 | 14.29% | 3.8 |
|
| 4711 |
4711
Holowesko Partners
Nassau,
Bahamas
| $208M | -$36.9M | -15% | 2.5% | 51.1% | 35 | 25.71% | 2.9 |
|
| 4712 |
4712
Brown, Lisle/Cummings
Providence,
Rhode Island
| $208M | +$8.06M | +4% | 3.36% | 82.3% | 488 | 9.22% | 0.2 |
|
| 4713 |
4713
Rings Capital Management
Chicago,
Illinois
| $208M | -$35.5M | -15% | 7.35% | 40.9% | 7 | 42.86% | 2 |
|
| 4714 |
4714
Guinness Atkinson Asset Management
Pasadena,
California
| $208M | -$20.8M | -9% | 6.21% | 132% | 98 | 3.06% | 4.1 |
|
| 4715 |
ITIM
4715
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $208M | -$8.36M | -4% | 1.89% | 114% | 122 | 5.74% | 6.2 |
|
| 4716 |
4716
RBA Wealth Management
Newport Beach,
California
| $208M | -$3.57M | -2% | 0.62% | 91% | 113 | 9.73% | 0.6 |
|
| 4717 |
4717
Platform Technology Partners
New York
| $208M | -$19.6M | -9% | 3.18% | – | 238 | 13.03% | 1.6 |
|
| 4718 |
4718
US Financial Advisors
Braintree,
Massachusetts
| $208M | -$11.7M | -5% | 4.74% | 12.6% | 84 | 21.43% | 2.1 |
|
| 4719 |
4719
Baker Boyer National Bank
Walla Walla,
Washington
| $208M | -$9.8M | -5% | 3.69% | 44.7% | 88 | 11.36% | 4 |
|
| 4720 |
DL
4720
DOHJ LLC
Seattle,
Washington
| $208M | -$15.9M | -7% | 5.05% | 51.5% | 106 | 21.7% | 1.6 |
|
| 4721 |
4721
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $208M | +$41.5M | +25% | 0.64% | 21.8% | 672 | 83.78% | 0.2 |
|
| 4722 |
4722
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $207M | +$13.2M | +7% | 1.91% | 207% | 56 | 28.57% | 4.2 |
|
| 4723 |
4723
360 Financial
Wayzata,
Minnesota
| $207M | -$11.9M | -5% | 6.43% | 82.5% | 105 | 22.86% | 1.5 |
|
| 4724 |
4724
Wisconsin Capital Management
Madison,
Wisconsin
| $207M | -$35.9M | -15% | 5.31% | 153% | 60 | 23.33% | 3.4 |
|
| 4725 |
4725
Kiley Juergens Wealth Management
Olympia,
Washington
| $207M | -$56.5M | -21% | 4.73% | 106% | 71 | 26.76% | 2.9 |
|