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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CA
3901
Crumly & Associates
Springfield,
Illinois
| $362M | -$5.03M | -1% | 2.37% | 58.1% | 169 | 9.47% | 2.2 |
|
| 3902 |
3902
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $362M | -$5.5M | -1% | 1.03% | 116% | 368 | 13.32% | 2.9 |
|
| 3903 |
3903
Waypoint Wealth Partners
Mill Valley,
California
| $362M | -$4.94M | -1% | 1.24% | 52.1% | 73 | 10.96% | 2.5 |
|
| 3904 |
3904
Landaas & Company
Milwaukee,
Wisconsin
| $362M | +$537K | +0.1% | 2.88% | 68.3% | 99 | 15.15% | 3.5 |
|
| 3905 |
LCM
3905
Lionstone Capital Management
New York
| $362M | -$29.1M | -7% | 6.87% | 74.1% | 11 | 0% | 5.2 |
|
| 3906 |
3906
AXS Investments
Port Chester,
New York
| $362M | +$2.44M | +0.7% | 0.83% | 107% | 243 | 27.98% | 2 |
|
| 3907 |
3907
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $361M | -$86.1M | -19% | 0.9% | 304% | 313 | 44.41% | 3.1 |
|
| 3908 |
3908
Arjuna Capital
Durham,
North Carolina
| $361M | -$14.5M | -4% | 2.98% | 118% | 124 | 29.03% | 2.3 |
|
| 3909 |
3909
Wolff Financial Management
Kalamazoo,
Michigan
| $361M | +$647K | +0.2% | 0.32% | 56.7% | 99 | 7.07% | 2.1 |
|
| 3910 |
DI
3910
DDFG Inc
Thousand Oaks,
California
| $361M | +$14.3M | +4% | 0.18% | 56.3% | 79 | 5.06% | 1.9 |
|
| 3911 |
3911
Clarity Wealth Advisors
San Jose,
California
| $361M | -$6.25M | -2% | 3.11% | 94.1% | 96 | 3.13% | 3.2 |
|
| 3912 |
3912
Ashton Thomas Securities
Rochester,
New York
| $361M | -$3.66M | -1% | 0.9% | – | 280 | 13.57% | 0.6 |
|
| 3913 |
3913
FTV Management Company
San Francisco,
California
| $360M | +$26.3M | +8% | 8.25% | 15.1% | 1 | 0% | 3.3 |
|
| 3914 |
CWAG
3914
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $360M | -$27.1M | -7% | 1.72% | 76.1% | 110 | 28.18% | 4.3 |
|
| 3915 |
3915
Milestone Investment Advisors
Middleton,
Wisconsin
| $360M | -$7.86M | -2% | 2.42% | 56.9% | 137 | 13.14% | 1.9 |
|
| 3916 |
3916
Evergreen Advisors
Chattanooga,
Tennessee
| $360M | -$5.58M | -2% | 0.63% | – | 20 | 15% | 4 |
|
| 3917 |
3917
Precedent Wealth Partners
Houston,
Texas
| $360M | +$53.7M | +18% | 1.48% | 61.1% | 164 | 15.24% | 1 |
|
| 3918 |
3918
Fruth Investment Management
Houston,
Texas
| $360M | -$2.88M | -0.8% | 1.17% | 79.4% | 223 | 6.28% | 8.2 |
|
| 3919 |
3919
Cornerstone Wealth Advisors
Edina,
Minnesota
| $360M | -$4.17M | -1% | 1.41% | 46.1% | 51 | 11.76% | 3.2 |
|
| 3920 |
3920
Blue Zone Wealth Advisors
Los Angeles,
California
| $360M | +$13.1M | +4% | 1.16% | 91.1% | 109 | 10.09% | 2.7 |
|
| 3921 |
3921
Monarch Capital Management
Fort Wayne,
Indiana
| $360M | -$5.35M | -1% | 0.97% | 77% | 117 | 4.27% | 8.6 |
|
| 3922 |
3922
Outlook Wealth Advisors
Shenandoah,
Texas
| $359M | +$11.2M | +3% | 2.16% | 76% | 272 | 12.5% | 2 |
|
| 3923 |
3923
Sollinda Capital Management
Miami,
Florida
| $359M | -$4.43M | -1% | 0.65% | – | 76 | 22.37% | 0.9 |
|
| 3924 |
3924
Rockline Wealth Management
Plainview,
New York
| $359M | -$14.9M | -4% | 4.95% | 176% | 103 | 10.68% | 1.1 |
|
| 3925 |
3925
EPG Wealth Management
Atlanta,
Georgia
| $359M | -$20.2M | -5% | 2.18% | 108% | 446 | 11.66% | 0.5 |
|