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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Cornerstone Wealth Advisors
Edina,
Minnesota
| $413M | +$26.2M | +7% | 5.11% | 46.1% | 51 | 5.88% | 3.3 |
|
| 3977 |
3977
Watchman Group
Plano,
Texas
| $413M | +$29.5M | +8% | 6.79% | 54% | 81 | 8.64% | 3.2 |
|
| 3978 |
3978
Brave Asset Management
Summit,
New Jersey
| $413M | +$42.1M | +11% | 10.2% | 76.3% | 183 | 13.66% | 4.9 |
|
| 3979 |
3979
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $413M | +$18M | +5% | 5.77% | 60.5% | 144 | 6.94% | 2 |
|
| 3980 |
3980
Ballast Inc
Lexington,
Kentucky
| $413M | +$30.8M | +8% | 6.5% | 71.3% | 137 | 8.76% | 4.5 |
|
| 3981 |
3981
Kelly Lawrence W & Associates
Pasadens,
California
| $413M | +$31M | +8% | 8.06% | 123% | 162 | 3.7% | 5.7 |
|
| 3982 |
3982
Winmill & Co
Walpole,
New Hampshire
| $412M | +$52.8M | +15% | 16.7% | 146% | 59 | 13.56% | 3.3 |
|
| 3983 |
3983
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $412M | +$37.2M | +10% | 4.14% | 89.7% | 39 | 23.08% | 2.8 |
|
| 3984 |
3984
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $412M | +$29.4M | +8% | 8.7% | 86.1% | 216 | 7.87% | 6.9 |
|
| 3985 |
3985
Davis Rea
Toronto,
Ontario, Canada
| $412M | +$9M | +2% | 5.09% | 66.9% | 69 | 28.99% | 3.7 |
|
| 3986 |
3986
Silverlake Wealth Management
Williston,
Vermont
| $412M | +$67.9M | +20% | 6.81% | 73.3% | 359 | 15.32% | 2 |
|
| 3987 |
3987
Progressive Investment Management
Lake Oswego,
Oregon
| $412M | +$19.1M | +5% | 9.32% | 139% | 59 | 11.86% | 5.2 |
|
| 3988 |
3988
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $412M | +$18M | +5% | 6.46% | 116% | 378 | 12.7% | 2.9 |
|
| 3989 |
3989
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $411M | +$5.67M | +1% | 6.63% | 62.3% | 131 | 7.63% | 4.8 |
|
| 3990 |
3990
Carderock Capital Management
Chevy Chase,
Maryland
| $411M | +$20.9M | +5% | 4.57% | 97.6% | 139 | 48.2% | 5.7 |
|
| 3991 |
3991
Sunflower Bank
Dallas,
Texas
| $411M | +$15.7M | +4% | 5.37% | 42.7% | 150 | 10% | 3.1 |
|
| 3992 |
3992
Integris Wealth Management
Monterey,
California
| $411M | +$27.6M | +7% | 6.59% | 60.3% | 122 | 6.56% | 1.9 |
|
| 3993 |
KDA
3993
Kraft Davis & Associates
St. Louis,
Missouri
| $411M | +$46.5M | +13% | 7.6% | 81.8% | 153 | 13.73% | 1.6 |
|
| 3994 |
3994
Old Mission Investment Co
Traverse City,
Michigan
| $411M | +$44.7M | +12% | 8.17% | 82% | 149 | 25.5% | 3.5 |
|
| 3995 |
3995
Tradewinds LLC
Raleigh,
North Carolina
| $411M | +$279M | +212% | 9.38% | – | 272 | 92.65% | 0.2 |
|
| 3996 |
3996
HGC Investment Management
Toronto,
Ontario, Canada
| $411M | +$50.6M | +14% | 1.31% | 33.2% | 167 | 64.67% | 0.4 |
|
| 3997 |
3997
MilWealth Group
Milwaukee,
Wisconsin
| $410M | +$22M | +6% | 4.9% | 36.8% | 69 | 2.9% | 4.9 |
|
| 3998 |
NICM
3998
Neo Ivy Capital Management
New York
| $410M | +$96.8M | +31% | 10.7% | – | 560 | 71.96% | 0.2 |
|
| 3999 |
3999
VELA Investment Management
New Albany,
Ohio
| $410M | +$41.1M | +11% | 6.21% | 56.8% | 190 | 24.74% | 1.7 |
|
| 4000 |
4000
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $410M | +$30.1M | +8% | 8.08% | 136% | 154 | 7.14% | 3.8 |
|