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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
LeClair Wealth Partners
Dublin,
Ohio
| $147M | +$8.53M | +6% | 9.02% | – | 104 | 12.5% | 0.4 |
|
| 6727 |
6727
Capital & Planning LLC
Jonesboro,
Georgia
| $147M | +$12.6M | +9% | 9.02% | – | 36 | 5.56% | 0.5 |
|
| 6728 |
6728
McCarthy Asset Management
Redwood Shores,
California
| $147M | +$9.17M | +7% | 4.55% | – | 27 | 7.41% | 3.3 |
|
| 6729 |
6729
Broadview Financial Management
Wauwatosa,
Wisconsin
| $147M | +$13.2M | +10% | 8.31% | 52.4% | 41 | 7.32% | 5.9 |
|
| 6730 |
6730
Shotwell Rutter Baer
Lansing,
Michigan
| $147M | +$33.8M | +30% | 6.13% | 45.5% | 37 | 10.81% | 1.1 |
|
| 6731 |
6731
Brueske Advisory Services
Bellevue,
Washington
| $147M | +$41.5M | +39% | 7.97% | – | 65 | 26.15% | 0.4 |
|
| 6732 |
PIP
6732
PB Investment Partners
Burlingame,
California
| $147M | +$20.8M | +16% | 9.85% | 81.1% | 9 | 22.22% | 2.6 |
|
| 6733 |
6733
Wilkins Miller Wealth Management
Mobile,
Alabama
| $147M | +$14M | +10% | 6.32% | – | 92 | 13.04% | 0.4 |
|
| 6734 |
6734
Shepherd Wealth Management
Cincinnati,
Ohio
| $147M | +$49.7M | +51% | 30.9% | – | 54 | 51.85% | 0.3 |
|
| 6735 |
6735
Crestwood Capital Management
New York
| $147M | +$16.6M | +13% | 17.2% | 203% | 16 | 18.75% | 2.5 |
|
| 6736 |
6736
Arcadia Wealth Management (New York)
Smithtown,
New York
| $147M | +$18.5M | +14% | 9.25% | – | 55 | 3.64% | 0.5 |
|
| 6737 |
6737
Grizzlyrock Capital
Chicago,
Illinois
| $147M | +$36.5M | +33% | 25.1% | – | 28 | 46.43% | 0.7 |
|
| 6738 |
6738
Future Financial Wealth Management
Cincinnati,
Ohio
| $147M | +$10.4M | +8% | 7.23% | 65.2% | 460 | 4.57% | 1.3 |
|
| 6739 |
6739
EQ Wealth Advisors
Dallas,
Texas
| $147M | +$21.2M | +17% | 4.66% | – | 283 | 12.72% | 0.3 |
|
| 6740 |
6740
Thompson Davis & Co
Richmond,
Virginia
| $147M | +$19.9M | +16% | 13.7% | 188% | 166 | 40.96% | 2.2 |
|
| 6741 |
6741
Millstone Evans Group
Boulder,
Colorado
| $147M | -$703K | -0.5% | 11.4% | – | 826 | 11.14% | 0.5 |
|
| 6742 |
6742
Cox Capital Management
Andover,
Massachusetts
| $147M | +$9.7M | +7% | 11% | 106% | 61 | 4.92% | 3.2 |
|
| 6743 |
6743
Jim Saulnier & Associates
Fort Collins,
Colorado
| $147M | +$18.1M | +14% | 6.06% | – | 113 | 10.62% | 0.6 |
|
| 6744 |
6744
Primoris Wealth Advisors
North Palm Beach,
Florida
| $147M | +$17.4M | +13% | 15.1% | 182% | 109 | 21.1% | 1.9 |
|
| 6745 |
6745
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $147M | +$18.7M | +15% | 20.1% | – | 11 | 72.73% | 0.2 |
|
| 6746 |
6746
Barrier Capital Management
San Francisco,
California
| $146M | +$42M | +40% | 36.7% | 216% | 21 | 66.67% | 0.6 |
|
| 6747 |
6747
Tabor Asset Management
New York
| $146M | +$22.1M | +18% | 24.7% | 214% | 51 | 47.06% | 0.9 |
|
| 6748 |
6748
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $146M | +$11.3M | +8% | 8.23% | 64.5% | 122 | 12.3% | 1.6 |
|
| 6749 |
6749
Vesey Street Capital Partners
New York
| $146M | +$78M | +114% | 106% | 47.8% | 1 | 0% | 3.5 |
|
| 6750 |
6750
Hengistbury Investment Partners
London,
United Kingdom
| $146M | -$26.9M | -16% | 18.1% | 108% | 5 | 40% | 5.1 |
|