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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Cutter & Co Brokerage
Ballwin,
Missouri
| $339M | +$18.3M | +6% | 5.29% | 40.4% | 227 | 11.01% | 3.7 |
|
| 3527 |
3527
Harbour Capital Advisors
Tysons Corner,
Virginia
| $339M | +$8.22M | +2% | 8.28% | 168% | 293 | 26.28% | 2.2 |
|
| 3528 |
3528
Mason & Associates (California)
Los Angeles,
California
| $339M | +$11.9M | +4% | 3.39% | 68.5% | 92 | 10.87% | 1.1 |
|
| 3529 |
3529
Waterloo Capital
Austin,
Texas
| $339M | +$15.4M | +5% | 5.38% | 79.8% | 260 | 43.46% | 1.2 |
|
| 3530 |
3530
Value Star Asset Management
Hong Kong
| $338M | +$82.8M | +32% | 18.6% | – | 34 | 47.06% | 0.2 |
|
| 3531 |
DI
3531
Diligent Investors
Redlands,
California
| $338M | +$14.4M | +4% | 5.39% | 82.2% | 297 | 7.07% | 4 |
|
| 3532 |
LCM
3532
Lionstone Capital Management
New York
| $338M | +$44.6M | +15% | 15.1% | 74.1% | 12 | 8.33% | 3.5 |
|
| 3533 |
3533
Sands Capital Ventures
Arlington,
Virginia
| $338M | -$66.5M | -16% | 23.5% | 167% | 23 | 8.7% | 1.3 |
|
| 3534 |
3534
EPG Wealth Management
Atlanta,
Georgia
| $338M | +$21M | +7% | 6.85% | 96% | 432 | 9.03% | 1.5 |
|
| 3535 |
3535
Pacific Sage Partners
Edmonds,
Washington
| $338M | +$26.9M | +9% | 6.44% | 58.9% | 97 | 16.49% | 0.4 |
|
| 3536 |
3536
Black Diamond Financial
Towson,
Maryland
| $338M | +$33.2M | +11% | 6.59% | 68.3% | 121 | 9.09% | 2.6 |
|
| 3537 |
3537
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $338M | +$13.1M | +4% | 6.15% | 21.1% | 110 | 4.55% | 1.5 |
|
| 3538 |
3538
Altrius Capital Management
New Bern,
North Carolina
| $338M | +$10.4M | +3% | 0.75% | 43.8% | 93 | 10.75% | 0.9 |
|
| 3539 |
3539
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $337M | +$22.9M | +7% | 6.21% | 41.6% | 50 | 8% | 6.5 |
|
| 3540 |
3540
Pettinga Financial Advisors
Evansville,
Indiana
| $337M | +$16.2M | +5% | 5.16% | 78.1% | 106 | 7.55% | 2.6 |
|
| 3541 |
3541
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $337M | -$16.3M | -5% | 2.26% | 17.8% | 1 | 0% | 10 |
|
| 3542 |
SC
3542
Saybrook Capital
Winston Salem,
North Carolina
| $337M | +$22.3M | +7% | 7.23% | 67.1% | 45 | 4.44% | 8.1 |
|
| 3543 |
3543
Waterfront Wealth
Overland Park,
Kansas
| $337M | +$30.5M | +10% | 3.46% | 71.8% | 258 | 7.36% | 1.8 |
|
| 3544 |
3544
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $337M | +$24.8M | +8% | 3.78% | 52.3% | 44 | 2.27% | 2.7 |
|
| 3545 |
3545
Fifth Lane Capital
Austin,
Texas
| $336M | +$159M | +90% | 0.02% | 80.4% | 281 | 50.53% | 0.5 |
|
| 3546 |
CFGSD
3546
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $336M | +$30.3M | +10% | 6.06% | 72% | 99 | 5.05% | 0.5 |
|
| 3547 |
3547
Dechtman Wealth Management
Centennial,
Colorado
| $336M | – | – | 5.45% | – | 52 | – | 0 |
|
| 3548 |
3548
Haverford Financial Services
Radnor,
Pennsylvania
| $335M | +$15.3M | +5% | 6.28% | 57.9% | 41 | 4.88% | 5.8 |
|
| 3549 |
3549
WealthPlan Investment Management
Omaha,
Nebraska
| $335M | -$246M | -42% | 5.94% | 74.2% | 470 | 27.45% | 0.8 |
|
| 3550 |
3550
Advisors Management Group
La Crosse,
Wisconsin
| $335M | +$21.5M | +7% | 2.15% | 125% | 154 | 6.49% | 3.8 |
|