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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Foguth Wealth Management
Brighton,
Michigan
| $382M | +$107M | +39% | 0.33% | – | 157 | 20.38% | 0.5 |
|
| 3852 |
3852
Shayne & Jacobs LLC
Nashville,
Tennessee
| $382M | -$16.8M | -4% | 1.91% | 79.4% | 97 | 4.12% | 3.3 |
|
| 3853 |
RS
3853
Retirement Solution
Redmond,
Washington
| $382M | -$28.7M | -7% | 0.55% | 77.3% | 65 | 36.92% | 1.7 |
|
| 3854 |
3854
Advanced Asset Management Advisors
Dublin,
Ohio
| $382M | +$7.65M | +2% | 0.97% | 93.6% | 88 | 6.82% | 4.8 |
|
| 3855 |
3855
Ellsworth Advisors
Hudson,
Ohio
| $382M | -$4.68M | -1% | 0.85% | 131% | 208 | 37.02% | 1.6 |
|
| 3856 |
3856
Ackerman Capital Advisors
Dallas,
Texas
| $381M | -$5.82M | -2% | 1.61% | 46.4% | 111 | 19.82% | 3.3 |
|
| 3857 |
3857
Capital Planning
Bellevue,
Washington
| $381M | +$24.5M | +7% | 1.5% | 81.2% | 99 | 21.21% | 2.4 |
|
| 3858 |
3858
Pensionfund Sabic
Sittard,
Netherlands
| $381M | +$60.7M | +19% | 2.2% | 63.6% | 209 | 7.18% | 4.6 |
|
| 3859 |
3859
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $381M | -$14.4M | -4% | 0.16% | 93.1% | 181 | 11.6% | 0.9 |
|
| 3860 |
3860
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $381M | -$26.4M | -6% | 0.68% | 66.3% | 61 | 9.84% | 3.1 |
|
| 3861 |
3861
Curran Financial Partners
Daniel Island,
South Carolina
| $381M | +$28.8M | +8% | 0.3% | 53.5% | 100 | 14% | 2.2 |
|
| 3862 |
3862
Watchman Group
Plano,
Texas
| $381M | -$2.81M | -0.7% | 0.26% | 54% | 84 | 3.57% | 2.6 |
|
| 3863 |
3863
Victory Financial Group
Austin,
Texas
| $381M | – | – | 1.5% | – | 138 | – | 0.5 |
|
| 3864 |
3864
Augustine Asset Management
Jacksonville,
Florida
| $380M | +$94.2M | +33% | 41.8% | 316% | 109 | 10.09% | 3.8 |
|
| 3865 |
3865
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $380M | +$26.2M | +7% | 7.38% | – | 1 | 0% | 2 |
|
| 3866 |
PBF
3866
Petix & Botte Financial
La Mesa,
California
| $380M | +$4.65M | +1% | 0.23% | 47.5% | 135 | 17.04% | 2.8 |
|
| 3867 |
3867
Moller Wealth Partners
| $380M | -$20M | -5% | 4.37% | 44.1% | 69 | 13.04% | 5.5 |
|
| 3868 |
3868
Davidson Capital Management
Corpus Christi,
Texas
| $380M | +$33.1M | +10% | 0.7% | 79.4% | 86 | 8.14% | 2.5 |
|
| 3869 |
FVCM
3869
F&V Capital Management
Boca Raton,
Florida
| $380M | -$9.05M | -2% | 3.21% | 123% | 58 | 12.07% | 4.9 |
|
| 3870 |
3870
Groupe Bruxelles Lambert
Brussels,
Belgium
| $380M | -$70M | -16% | 15.6% | – | 1 | 0% | 1 |
|
| 3871 |
3871
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $379M | – | – | 6.34% | – | 5 | – | 0 |
|
| 3872 |
3872
EPG Wealth Management
Atlanta,
Georgia
| $379M | -$17.1M | -4% | 2.32% | 108% | 444 | 9.23% | 0.2 |
|
| 3873 |
MM
3873
Meridian Management
Little Rock,
Arkansas
| $379M | -$14.5M | -4% | 1% | 57.8% | 104 | 14.42% | 4.9 |
|
| 3874 |
CWM
3874
Cordatus Wealth Management
Newtown,
Pennsylvania
| $379M | +$101M | +36% | 2.52% | 108% | 150 | 24.67% | 0.8 |
|
| 3875 |
3875
Coleford Investment Management
Toronto, Ontario,
Canada
| $379M | – | – | 0.48% | – | 20 | – | 0 |
|