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
AFO
5401
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 46
BCA
5402
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5403
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5404
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5405
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5406
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5407
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5408
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5409
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5410
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5411
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5412
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5413
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
BFAG
5414
Blackston Financial Advisory Group
Florida
$197M -$4.18M -2% 143
CWM
5415
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5416
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5417
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5418
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5419
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5420
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197
SST
5421
S Squared Technology
New York
$195M -$45.3M -19% 39
AA
5422
AJ Advisors
Tennessee
$195M +$2.63M +1% 36
SSA
5423
SSA Swiss Advisors
$195M 121
CFC
5424
Client First Capital
California
$195M +$652K +0.3% 22
SWP
5425
Significant Wealth Partners
Illinois
$195M +$1.97M +1% 94