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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Jenkins Wealth
Englewood,
Colorado
| $307M | – | – | 4.97% | – | 31 | – | 0 |
|
| 3952 |
3952
Summit Financial Group
Moorefield,
West Virginia
| $307M | +$30.8M | +11% | 7.84% | 26.1% | 215 | 6.98% | 2.5 |
|
| 3953 |
3953
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $307M | – | – | 7.19% | – | 874 | – | 0 |
|
| 3954 |
3954
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $307M | +$54.5M | +22% | 4.73% | 44% | 79 | 18.99% | 1.7 |
|
| 3955 |
3955
Paradiem
Covington,
Louisiana
| $307M | -$29.3M | -9% | 9.54% | 107% | 113 | 18.58% | 0.8 |
|
| 3956 |
3956
Versant Capital Management
Phoenix,
Arizona
| $307M | +$23.6M | +8% | 5.31% | 97.3% | 1,667 | 5.22% | 4.1 |
|
| 3957 |
3957
Gleason Group
Prospect,
Kentucky
| $306M | +$29.6M | +11% | 7.25% | 69.1% | 216 | 6.94% | 1.7 |
|
| 3958 |
3958
Hendley & Co
Zanesville,
Ohio
| $306M | +$20.1M | +7% | 12.9% | 64.9% | 76 | 13.16% | 4.4 |
|
| 3959 |
3959
Burt Wealth Advisors
North Bethesda,
Maryland
| $306M | -$7.59M | -2% | 4.5% | 57.3% | 103 | 17.48% | 5.2 |
|
| 3960 |
3960
Richmond Hill Investments
New York
| $306M | -$25.7M | -8% | 6.38% | 55.2% | 10 | 0% | 2.6 |
|
| 3961 |
3961
Prism Advisors
Studio City,
California
| $306M | +$25.3M | +9% | 6.27% | 54.6% | 57 | 12.28% | 2.2 |
|
| 3962 |
3962
Fernwood Investment Management
Quincy,
Massachusetts
| $306M | +$14.7M | +5% | 7.3% | 83.4% | 219 | 13.24% | 3.3 |
|
| 3963 |
3963
Falcon Wealth Planning
Ontario,
California
| $306M | +$42.6M | +16% | 7.93% | 56.4% | 82 | 17.07% | 0.7 |
|
| 3964 |
3964
Pasadena Private Wealth
Pasadena,
California
| $306M | +$20M | +7% | 5.83% | 53% | 133 | 37.59% | 1.3 |
|
| 3965 |
3965
Raffa Wealth Management
Washington,
District of Columbia
| $305M | +$17M | +6% | 2.64% | 35.8% | 1,156 | 6.23% | 1.7 |
|
| 3966 |
IP
3966
Isomer Partners
New York
| $305M | -$63M | -17% | 11.6% | 57.2% | 26 | 42.31% | 0.8 |
|
| 3967 |
3967
Steginsky Capital
Port Washington,
New York
| $305M | +$39.1M | +15% | 16.9% | 99.4% | 8 | 12.5% | 4.9 |
|
| 3968 |
3968
Red Door Wealth Management
Memphis,
Tennessee
| $305M | +$43.5M | +17% | 11.4% | 100% | 167 | 11.98% | 1.4 |
|
| 3969 |
3969
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $305M | +$28.1M | +10% | 11.3% | 84.7% | 169 | 6.51% | 4.5 |
|
| 3970 |
3970
Highland Management Partners 9
Cambridge,
Massachusetts
| $305M | – | – | 12.9% | – | 5 | – | 0 |
|
| 3971 |
3971
Curtis Advisory Group
Santa Barbara,
California
| $305M | +$29.3M | +11% | 10% | 79.8% | 85 | 16.47% | 1.4 |
|
| 3972 |
3972
O'Brien Greene & Co
Media,
Pennsylvania
| $304M | +$30.3M | +11% | 10.5% | 90.9% | 145 | 13.1% | 1.8 |
|
| 3973 |
BDWCC
3973
B&D White Capital Company
Lakeway,
Texas
| $304M | +$44.4M | +17% | 11% | 44.2% | 77 | 36.36% | 0.6 |
|
| 3974 |
3974
Bard Associates
Chicago,
Illinois
| $304M | +$7.99M | +3% | 12.3% | 241% | 183 | 4.92% | 4.3 |
|
| 3975 |
3975
Day & Ennis
Macon,
Georgia
| $304M | +$14.8M | +5% | 6.71% | 15.2% | 128 | 11.72% | 3 |
|