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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $638M | +$14.4M | +2% | 0.34% | 75.1% | 165 | 12.73% | 4.2 |
|
| 3152 |
3152
St. James Investment Company
Southlake,
Texas
| $638M | +$15.3M | +2% | 6.2% | 43.8% | 31 | 32.26% | 4 |
|
| 3153 |
3153
Bearing Point Capital
Bloomington,
Minnesota
| $638M | -$1.29M | -0.2% | 3.04% | – | 188 | 14.36% | 1 |
|
| 3154 |
3154
Wilsey Asset Management
San Diego,
California
| $638M | -$6.32M | -1% | 5.76% | 66.9% | 30 | 20% | 3.8 |
|
| 3155 |
3155
Kultura Capital Management
Park City,
Utah
| $638M | +$477M | +296% | 17.5% | – | 83 | 77.11% | 0.1 |
|
| 3156 |
3156
Farmers Trust Company
Youngstown,
Ohio
| $637M | +$23.8M | +4% | 1.7% | 73.5% | 210 | 10% | 6.4 |
|
| 3157 |
3157
Phocas Financial Corp
Alameda,
California
| $637M | -$132M | -17% | 8.64% | – | 170 | 21.76% | 2.8 |
|
| 3158 |
CBT
3158
Central Bank & Trust
Lexington,
Kentucky
| $636M | -$10.3M | -2% | 0.43% | 118% | 185 | 5.95% | 7.8 |
|
| 3159 |
WCM
3159
Woodson Capital Management
Greenwich,
Connecticut
| $636M | -$85.5M | -12% | 13.8% | 235% | 40 | 42.5% | 1 |
|
| 3160 |
3160
Pacific Sage Partners
Edmonds,
Washington
| $636M | +$4.59M | +0.7% | 2.49% | 58.9% | 125 | 6.4% | 2.3 |
|
| 3161 |
3161
Affinity Partners
Sunny Isles Beach,
Florida
| $635M | +$4.25M | +0.7% | 0.67% | – | 1 | 0% | 1.3 |
|
| 3162 |
3162
SFE Investment Counsel
Los Angeles,
California
| $635M | -$18.1M | -3% | 2.35% | 114% | 154 | 12.34% | 5.5 |
|
| 3163 |
3163
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $634M | -$8.85M | -1% | 1.26% | 44% | 107 | 6.54% | 3.8 |
|
| 3164 |
3164
Arini Captial Management
London,
United Kingdom
| $634M | +$483M | +322% | 4.71% | – | 8 | 62.5% | 0.1 |
|
| 3165 |
LCM
3165
Lynx1 Capital Management
San Juan,
Puerto Rico
| $633M | +$139M | +28% | 17.4% | 883% | 27 | 33.33% | 0.9 |
|
| 3166 |
3166
SilverOak Wealth Management
Edina,
Minnesota
| $632M | -$5.65M | -0.9% | 2.55% | 77.8% | 124 | 5.65% | 1.7 |
|
| 3167 |
3167
Rollins Financial Advisors
New York City,
New York
| $632M | -$49M | -7% | 6.25% | – | 162 | 9.26% | 1.6 |
|
| 3168 |
SFS
3168
Security Financial Services
Fort Wayne,
Indiana
| $632M | -$4.65M | -0.7% | 1.64% | 67.7% | 231 | 20.35% | 2.3 |
|
| 3169 |
3169
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $632M | -$173M | -21% | 18.2% | 89.9% | 8 | 50% | 2.6 |
|
| 3170 |
3170
American Money Management
Rancho Santa Fe,
California
| $632M | -$4.36M | -0.7% | 0.86% | 65% | 173 | 6.94% | 4.7 |
|
| 3171 |
3171
Secure Asset Management
Troy,
Michigan
| $632M | -$7.14M | -1% | 0.8% | 97.2% | 388 | 27.32% | 1.9 |
|
| 3172 |
3172
Essex Investment Management
Boston,
Massachusetts
| $632M | -$24.2M | -4% | 7.95% | 370% | 333 | 16.52% | 4 |
|
| 3173 |
3173
Commonwealth Financial Services
Vienna,
West Virginia
| $632M | +$25.4M | +4% | 0.69% | 64.2% | 293 | 24.57% | 3.1 |
|
| 3174 |
3174
Summit Wealth Partners
Orlando,
Florida
| $632M | +$90.4M | +17% | 1.1% | 44.9% | 273 | 26.37% | 2.8 |
|
| 3175 |
3175
Wealth Alliance Advisory Group
Wichita,
Kansas
| $632M | +$47.6M | +8% | 0.03% | 72.7% | 210 | 12.38% | 4.3 |
|