We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $701M | +$28.7M | +4% | 2.12% | 62.2% | 118 | 11.86% | 3.5 |
|
| 2552 |
2552
JGP Wealth Management
Bend,
Oregon
| $701M | +$12.3M | +2% | 1.9% | 87.8% | 178 | 13.48% | 3.5 |
|
| 2553 |
2553
Perennial Investment Advisors
Los Angeles,
California
| $701M | +$41.9M | +6% | 3.92% | 84.3% | 401 | 17.96% | 2 |
|
| 2554 |
2554
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $700M | +$4.19M | +0.6% | 0.98% | 75.6% | 229 | 1.31% | 1.3 |
|
| 2555 |
2555
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $700M | +$17.3M | +3% | 2.6% | 82.1% | 557 | 17.77% | 2.7 |
|
| 2556 |
2556
HCR Wealth Advisors
Los Angeles,
California
| $700M | +$40.3M | +6% | 7.15% | 107% | 234 | 10.68% | 3.5 |
|
| 2557 |
2557
Focused Wealth Management
Newburgh,
New York
| $699M | +$48.4M | +7% | 3.46% | 73.9% | 275 | 41.82% | 4.9 |
|
| 2558 |
2558
Mechanics Bank - Trust Department
Walnut Creek,
California
| $699M | +$17.7M | +3% | 3.2% | 76.8% | 202 | 7.43% | 6 |
|
| 2559 |
2559
NTV Asset Management
Charleston,
West Virginia
| $699M | +$42.5M | +6% | 3.34% | 110% | 264 | 7.2% | 6.1 |
|
| 2560 |
2560
McGuire Investment Group
Wakefield,
Rhode Island
| $697M | +$12.9M | +2% | 5.41% | 202% | 117 | 4.27% | 3.8 |
|
| 2561 |
2561
River Wealth Advisors
Camp Hill,
Pennsylvania
| $697M | +$9.3M | +1% | 2.95% | 80.3% | 209 | 8.13% | 5.8 |
|
| 2562 |
2562
Heritage Financial Services
Westwood,
Massachusetts
| $697M | +$25M | +4% | 1.29% | 38.3% | 108 | 6.48% | 1.6 |
|
| 2563 |
2563
Hendershot Investments
Centreville,
Virginia
| $696M | -$3.5M | -0.5% | 0.29% | 50.5% | 137 | 8.76% | 5.1 |
|
| 2564 |
2564
Stanley-Laman Group
Berwyn,
Pennsylvania
| $696M | -$17.3M | -2% | 1.83% | 114% | 288 | 19.79% | 1.9 |
|
| 2565 |
2565
Continuum Advisory
Eagle,
Idaho
| $694M | +$25.8M | +4% | 2.61% | 77% | 1,761 | 6.81% | 0.9 |
|
| 2566 |
2566
ShawSpring Partners
Boston,
Massachusetts
| $693M | -$85.3M | -11% | 3.76% | 3.53% | 10 | 20% | 2 |
|
| 2567 |
2567
Qtron Investments
Boston,
Massachusetts
| $692M | -$13.9M | -2% | 5.79% | 140% | 507 | 18.15% | 2.1 |
|
| 2568 |
2568
Moloney Securities Asset Management
Manchester,
Missouri
| $692M | +$28.1M | +4% | 2.54% | 86% | 519 | 18.3% | 3.3 |
|
| 2569 |
2569
Center for Financial Planning
Southfied,
Michigan
| $692M | +$22.7M | +3% | 1.4% | 57.5% | 634 | 11.83% | 3.1 |
|
| 2570 |
TCOT
2570
Trust Company of Toledo
Holland,
Ohio
| $691M | +$51.8M | +8% | 4.13% | 109% | 237 | 6.75% | 6.2 |
|
| 2571 |
2571
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $691M | -$94.8M | -12% | 5.16% | 40.2% | 99 | 15.15% | 4.2 |
|
| 2572 |
WCM
2572
Wallace Capital Management
Dallas,
Texas
| $690M | -$43M | -6% | 3.6% | 62.3% | 81 | 7.41% | 5 |
|
| 2573 |
2573
Security National Bank
Omaha,
Nebraska
| $689M | +$28.1M | +4% | 5.59% | 113% | 295 | 8.47% | 1.8 |
|
| 2574 |
2574
Dillon & Associates
Jackson,
Michigan
| $688M | +$51.3M | +8% | 9.36% | 117% | 83 | 4.82% | 7 |
|
| 2575 |
2575
Resources Management Corp
West Hartford,
Connecticut
| $687M | +$2.78M | +0.4% | 2.19% | 78.5% | 451 | 7.54% | 4.4 |
|