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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Aurelius Family Office
Bedford,
New Hampshire
| $197M | -$1.1M | -0.6% | 0.88% | – | 46 | 6.52% | 0.2 |
|
| 5577 |
5577
Ballentine Capital Advisors
Greenville,
South Carolina
| $197M | +$4.05M | +2% | 0.53% | 48.8% | 29 | 0% | 1.2 |
|
| 5578 |
5578
Meridian Financial Partners
Warrenton,
Virginia
| $197M | +$7.66M | +4% | 3.37% | 80.8% | 109 | 12.84% | 1.8 |
|
| 5579 |
5579
JDM Financial Group
Austin,
Texas
| $197M | +$4.64M | +2% | 2.34% | 56.7% | 347 | 17.58% | 1.5 |
|
| 5580 |
5580
Marshall & Sullivan
Seattle,
Washington
| $197M | -$7.58M | -4% | 1.83% | 82% | 43 | 6.98% | 7.7 |
|
| 5581 |
5581
Eads & Heald Wealth Management
Atlanta,
Georgia
| $197M | -$6.39M | -3% | 0.27% | 93.3% | 141 | 6.38% | 8 |
|
| 5582 |
NERM
5582
New England Research & Management
Chicago,
Illinois
| $197M | +$354K | +0.2% | 3.32% | 65% | 169 | 28.99% | 4 |
|
| 5583 |
5583
Dopkins Wealth Management
Williamsville,
New York
| $197M | +$361K | +0.2% | 1.41% | 64.4% | 89 | 8.99% | 1.5 |
|
| 5584 |
APSI
5584
Asset Planning Services Inc
Covington,
Louisiana
| $197M | -$8.4M | -4% | 2.04% | 138% | 35 | 0% | 5.7 |
|
| 5585 |
5585
Burrus Financial Services
Salt Lake City,
Utah
| $197M | +$2.06M | +1% | 0.17% | 31.3% | 10 | 0% | 2.3 |
|
| 5586 |
5586
New England Capital Financial Advisors
Meriden,
Connecticut
| $197M | -$8.26M | -4% | 2.58% | 58.3% | 422 | 9.48% | 1.9 |
|
| 5587 |
5587
Redwood Wealth Management Group
Medford,
New Jersey
| $197M | -$8.5M | -4% | 1.62% | 74.1% | 171 | 15.2% | 1.4 |
|
| 5588 |
5588
Cahill Wealth Management
Portage,
Michigan
| $196M | +$407K | +0.2% | 2.63% | 24.7% | 50 | 4% | 2.4 |
|
| 5589 |
5589
Peak Financial Advisors
Denver,
Colorado
| $196M | +$4.18M | +2% | 1.56% | 39.1% | 87 | 32.18% | 1.4 |
|
| 5590 |
5590
Rings Capital Management
Chicago,
Illinois
| $196M | +$4.81M | +3% | 3.59% | 40.9% | 8 | 0% | 2.4 |
|
| 5591 |
5591
Envision Financial Planning
Memphis,
Tennessee
| $196M | +$2.7M | +1% | 0.06% | 32.1% | 48 | 18.75% | 1.1 |
|
| 5592 |
5592
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $196M | -$806K | -0.4% | 5.98% | 116% | 23 | 8.7% | 1.6 |
|
| 5593 |
5593
Heritage Family Offices
Scottsdale,
Arizona
| $196M | -$4.87M | -2% | 0.17% | – | 197 | 16.75% | 0.6 |
|
| 5594 |
SST
5594
S Squared Technology
New York
| $195M | -$45.3M | -19% | 10.6% | 223% | 39 | 25.64% | 3.5 |
|
| 5595 |
5595
AJ Advisors
Nashville,
Tennessee
| $195M | +$2.63M | +1% | 2.09% | 64.6% | 36 | 16.67% | 1.7 |
|
| 5596 |
5596
Halter Ferguson Financial
Carmel,
Indiana
| $195M | -$49.1M | -20% | 26.1% | 131% | 35 | 14.29% | 1 |
|
| 5597 |
SSA
5597
SSA Swiss Advisors
Zurich,
| $195M | – | – | 2.09% | – | 121 | – | 0 |
|
| 5598 |
5598
Client First Capital
San Diego,
California
| $195M | +$652K | +0.3% | 1.84% | 54.6% | 22 | 31.82% | 1.6 |
|
| 5599 |
5599
Significant Wealth Partners
Cary,
Illinois
| $195M | +$1.97M | +1% | 2.93% | – | 94 | 12.77% | 0.6 |
|
| 5600 |
5600
Continuum Wealth Advisors
Saratoga Springs,
New York
| $195M | -$2.67M | -1% | 0.88% | 69% | 65 | 23.08% | 1.5 |
|