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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Brown University
Providence,
Rhode Island
| $239M | -$7.25M | -3% | 12.3% | 37.9% | 7 | 42.86% | 1.3 |
|
| 4052 |
4052
WealthBridge Capital Management
Westerville,
Ohio
| $239M | +$4.91M | +2% | 7.45% | 89.4% | 214 | 16.36% | 2.3 |
|
| 4053 |
4053
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $239M | +$26.7M | +13% | 11.7% | 71.1% | 175 | 10.86% | 1.4 |
|
| 4054 |
4054
Canvas Wealth Advisors
Shawnee,
Kansas
| $239M | +$4.32M | +2% | 5.08% | 115% | 154 | 25.32% | 1.1 |
|
| 4055 |
4055
Astoria Strategic Wealth
Conroe,
Texas
| $239M | +$20M | +9% | 5.44% | 42.1% | 33 | 9.09% | 2.2 |
|
| 4056 |
4056
Ignite Planners
San Clemente,
California
| $239M | +$114M | +91% | 7.62% | 83.8% | 257 | 38.13% | 0.6 |
|
| 4057 |
4057
MPM Asset Management
Boston,
Massachusetts
| $239M | -$23.5M | -9% | 4.92% | 5.89% | 9 | 0% | 2.3 |
|
| 4058 |
4058
Kize Capital
New York
| $239M | +$22.5M | +10% | 13.8% | 34.7% | 8 | 37.5% | 1.5 |
|
| 4059 |
4059
Investment Management Associates
Greenwood Village,
Colorado
| $239M | +$26.2M | +12% | 8.05% | 50.4% | 45 | 11.11% | 1.7 |
|
| 4060 |
4060
BCS Wealth Management
Johnson City,
Tennessee
| $239M | +$26.4M | +12% | 7.01% | 46.7% | 197 | 12.69% | 1.8 |
|
| 4061 |
4061
High Note Wealth
Deephaven,
Minnesota
| $239M | -$11.5M | -5% | 7.6% | 82.8% | 100 | 12% | 1.4 |
|
| 4062 |
4062
Harvey Capital Management
Palm Beach,
Florida
| $239M | +$7.89M | +3% | 4.74% | 147% | 82 | 10.98% | 3.4 |
|
| 4063 |
4063
Cornerstone Planning Group
Fairfield,
New Jersey
| $239M | – | – | 6.65% | 60% | 1,561 | – | 0 |
|
| 4064 |
LWA
4064
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $239M | -$22.5M | -9% | 7.63% | 8.87% | 61 | 9.84% | 2.4 |
|
| 4065 |
4065
Kiley Juergens Wealth Management
Olympia,
Washington
| $239M | +$26M | +12% | 7.23% | 106% | 74 | 9.46% | 2.7 |
|
| 4066 |
4066
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $239M | +$88.3M | +59% | 58.8% | 121% | 1 | 0% | 3 |
|
| 4067 |
4067
Denali Advisors
San Diego,
California
| $239M | +$27M | +13% | 13.2% | 106% | 465 | 33.98% | 1.4 |
|
| 4068 |
4068
Somerset Trust
Somerset,
Pennsylvania
| $238M | +$23.7M | +11% | 12.1% | 80.5% | 153 | 9.8% | 4.8 |
|
| 4069 |
4069
Compton Financial Group
Towson,
Maryland
| $238M | +$21M | +10% | 6.35% | 37.7% | 36 | 16.67% | 1.4 |
|
| 4070 |
4070
Sovereign Investment Advisors
Phoenix,
Arizona
| $238M | +$14.9M | +7% | 5.59% | 43.7% | 33 | 6.06% | 2.3 |
|
| 4071 |
4071
Presilium Private Wealth
Radnor,
Pennsylvania
| $238M | – | – | 7.32% | 45.9% | 48 | – | 0 |
|
| 4072 |
4072
Baker Boyer National Bank
Walla Walla,
Washington
| $238M | +$12.9M | +6% | 8.33% | 44.7% | 81 | 4.94% | 4.6 |
|
| 4073 |
4073
Medicxi Ventures Management
St. Helier,
Jersey
| $238M | -$2.1M | -0.9% | 16% | 369% | 6 | 16.67% | 1.8 |
|
| 4074 |
4074
Athyrium Capital Management
New York
| $238M | -$29.1M | -11% | 4.37% | 25.1% | 11 | 0% | 1.1 |
|
| 4075 |
4075
ETF Portfolio Partners
Leawood,
Kansas
| $238M | +$11.5M | +5% | 5.62% | 50.2% | 51 | 7.84% | 3.8 |
|