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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
OnyxPoint Global Management
New York
| $424M | +$65.2M | +18% | 45.3% | 162% | 52 | 73.08% | 0.5 |
|
| 4002 |
4002
Dunhill Financial
London,
United Kingdom
| $424M | +$15.5M | +4% | 0.28% | 58.6% | 2,117 | 19.98% | 1 |
|
| 4003 |
4003
McDonald Partners
Cleveland,
Ohio
| $424M | +$107M | +34% | 3.96% | 102% | 218 | 11.01% | 3.1 |
|
| 4004 |
4004
AMJ Financial Wealth Management
Leesburg,
Virginia
| $424M | +$994K | +0.2% | 4.71% | 167% | 101 | 26.73% | 1.7 |
|
| 4005 |
4005
Sector Gamma AS
Oslo,
Norway
| $423M | -$15.2M | -3% | 1.23% | 35.3% | 47 | 34.04% | 2.7 |
|
| 4006 |
DS
4006
Dalal Street
West Lake Hills,
Texas
| $423M | +$20.8M | +5% | 22.4% | 92.7% | 4 | 25% | 1.8 |
|
| 4007 |
RS
4007
Retirement Solution
Redmond,
Washington
| $423M | -$28.7M | -6% | 3.86% | 77.3% | 70 | 32.86% | 1.8 |
|
| 4008 |
4008
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $422M | -$30.2M | -7% | 0.1% | 55.5% | 109 | 12.84% | 4.7 |
|
| 4009 |
4009
Guidance Point Advisors
Wellesley,
Massachusetts
| $422M | -$9.2M | -2% | 3.37% | 71.8% | 98 | 5.1% | 4 |
|
| 4010 |
4010
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $422M | -$12.7M | -3% | 2.02% | 83.4% | 76 | 15.79% | 3.8 |
|
| 4011 |
4011
AllGen Financial Advisors
Orlando,
Florida
| $421M | -$170K | -0% | 0.51% | 39.7% | 46 | 26.09% | 1.8 |
|
| 4012 |
4012
Wealthspring Capital
West Harrison,
New York
| $421M | -$2.24M | -0.5% | 0.48% | 22.6% | 241 | 43.15% | 0.5 |
|
| 4013 |
4013
Sands Capital Ventures
Arlington,
Virginia
| $421M | -$97.3M | -19% | 20.6% | 167% | 21 | 4.76% | 2.9 |
|
| 4014 |
4014
RIA Advisory Group
Des Moines,
Iowa
| $421M | +$4.84M | +1% | 1.28% | – | 170 | 30.59% | 1.3 |
|
| 4015 |
4015
Triune Financial Partners
Overland Park,
Kansas
| $421M | -$7.31M | -2% | 1.22% | 66.6% | 49 | 4.08% | 2.7 |
|
| 4016 |
4016
Hilltop National Bank
Casper,
Wyoming
| $421M | +$6.91M | +2% | 2.01% | – | 840 | 12.62% | 1.6 |
|
| 4017 |
CWM
4017
Cordatus Wealth Management
Newtown,
Pennsylvania
| $420M | -$12.3M | -3% | 1.11% | 108% | 197 | 35.03% | 1.4 |
|
| 4018 |
4018
MilWealth Group
Milwaukee,
Wisconsin
| $420M | +$29.5K | +0% | 0.89% | 39.6% | 84 | 15.48% | 4.3 |
|
| 4019 |
4019
Hurlow Wealth Management Group
Bloomington,
Indiana
| $420M | +$11.6M | +3% | 0.81% | 60.7% | 124 | 6.45% | 4.5 |
|
| 4020 |
4020
ArchPoint Investors
Coral Gables,
Florida
| $420M | -$1.65M | -0.4% | 0.16% | 111% | 84 | 11.9% | 4.1 |
|
| 4021 |
4021
Meridian Investment Counsel
Lafayette,
California
| $420M | +$4.89M | +1% | 2.35% | 116% | 249 | 8.84% | 6.4 |
|
| 4022 |
4022
Investment Management Associates
Greenwood Village,
Colorado
| $420M | +$57.2M | +16% | 1.09% | 50.4% | 33 | 24.24% | 2.2 |
|
| 4023 |
4023
Parisi Gray Wealth Management
Mendham,
New Jersey
| $420M | -$20.7M | -5% | 4.86% | 137% | 143 | 9.79% | 4.1 |
|
| 4024 |
4024
CVC Management Holdings II
St. Helier,
Jersey
| $420M | -$175M | -29% | 1.3% | – | 4 | 25% | 1.4 |
|
| 4025 |
4025
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $420M | +$17M | +4% | 0.28% | 49.3% | 56 | 8.93% | 7.7 |
|