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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Strategic Global Advisors
Newport Beach,
California
| $647M | -$13M | -2% | 2.13% | 137% | 163 | 33.13% | 2.1 |
|
| 3127 |
3127
Allied Investment Advisors
Billings,
Montana
| $647M | +$18.5M | +3% | 3.24% | 68.4% | 108 | 15.74% | 3.8 |
|
| 3128 |
CBT
3128
Central Bank & Trust
Lexington,
Kentucky
| $647M | +$12.3M | +2% | 3.27% | 118% | 183 | 4.37% | 7.8 |
|
| 3129 |
3129
SC&H Financial Advisors
Sparks,
Maryland
| $646M | +$33M | +5% | 2.67% | 66.2% | 162 | 11.11% | 3 |
|
| 3130 |
3130
Foguth Wealth Management
Brighton,
Michigan
| $645M | – | – | 1.57% | – | 175 | – | 1 |
|
| 3131 |
3131
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $645M | -$58.4M | -8% | 2.26% | 83% | 166 | 20.48% | 2.8 |
|
| 3132 |
3132
Blue Fin Capital
Warren,
Rhode Island
| $645M | +$8.78M | +1% | 3.52% | 147% | 154 | 5.19% | 6.7 |
|
| 3133 |
3133
Soundwatch Capital
Rowayton,
Connecticut
| $645M | +$21.2M | +3% | 2.45% | 68.6% | 49 | 22.45% | 1.3 |
|
| 3134 |
3134
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $644M | +$50.6M | +9% | 1.44% | 57.9% | 950 | 34.84% | 0.5 |
|
| 3135 |
3135
Horizon Wealth Management
La Grange,
Illinois
| $644M | -$37M | -5% | 2.61% | 109% | 140 | 19.29% | 2 |
|
| 3136 |
3136
FRG Family Wealth Advisors
Bellevue,
Washington
| $644M | +$22.8M | +4% | 4.19% | 76.4% | 163 | 6.75% | 6.1 |
|
| 3137 |
3137
Wilsey Asset Management
San Diego,
California
| $644M | +$98.8M | +18% | 1.05% | 66.9% | 32 | 21.88% | 3.8 |
|
| 3138 |
3138
Newbridge Financial Services Group
Boca Raton,
Florida
| $644M | -$25.2M | -4% | 1.13% | 189% | 1,460 | 31.44% | 1.8 |
|
| 3139 |
3139
Corsair Capital Management
New York
| $644M | +$38.7M | +6% | 14.8% | 435% | 195 | 37.44% | 1.8 |
|
| 3140 |
3140
Burling Wealth Partners
Chicago,
Illinois
| $644M | +$39.7M | +7% | 3.09% | – | 189 | 8.99% | 0.8 |
|
| 3141 |
3141
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $643M | +$13.5M | +2% | 2.47% | 44% | 103 | 3.88% | 3.8 |
|
| 3142 |
ACPLP
3142
Amberjack Capital Partners, L.P.
Houston,
Texas
| $642M | +$97.8M | +18% | 18% | – | 1 | 0% | 1 |
|
| 3143 |
3143
Versor Investments
New York
| $642M | +$98.5M | +18% | 15.4% | 240% | 825 | 55.03% | 0.4 |
|
| 3144 |
3144
Schnieders Capital Management
Pasadena,
California
| $642M | +$81.1M | +14% | 4.67% | 103% | 228 | 8.77% | 6.1 |
|
| 3145 |
3145
Cornerstone Planning Group
Fairfield,
New Jersey
| $641M | +$16.9M | +3% | 1.57% | 60% | 1,869 | 17.87% | 1.6 |
|
| 3146 |
3146
Eclectic Associates
Fullerton,
California
| $641M | +$96.4M | +18% | 1.35% | 53.8% | 153 | 22.22% | 2.5 |
|
| 3147 |
3147
Nalanda India Equity Fund
Mauritius
| $641M | +$110M | +21% | 11.7% | 13.6% | 1 | 0% | 7 |
|
| 3148 |
3148
Stablepoint Partners
Braintree,
Massachusetts
| $641M | +$10.9M | +2% | 3.4% | 92.8% | 251 | 3.59% | 1.8 |
|
| 3149 |
3149
Greystone Financial Group
Bloomfield Hills,
Michigan
| $641M | -$4.7M | -0.7% | 1.97% | 79.3% | 105 | 12.38% | 1.9 |
|
| 3150 |
CT
3150
Chicago Trust
Grayslake,
Illinois
| $640M | -$80.7M | -11% | 3.77% | 96.7% | 425 | 13.41% | 4.1 |
|