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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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