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
Keystone Wealth Services
Palm Desert,
California
| $268M | +$23.2M | +9% | 7.05% | 80.1% | 212 | 14.62% | 1.1 |
|
| 4052 |
4052
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $267M | +$15.9M | +6% | 4.45% | 53.8% | 104 | 24.04% | 0.8 |
|
| 4053 |
4053
Knuff & Co
Foster City,
California
| $267M | +$14.3M | +6% | 8.37% | 85.8% | 132 | 8.33% | 3.4 |
|
| 4054 |
4054
Washington University
St Louis,
Missouri
| $267M | -$113M | -30% | 29.4% | 44% | 12 | 58.33% | 1.3 |
|
| 4055 |
4055
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $266M | +$18.7M | +8% | 8.51% | 80% | 78 | 7.69% | 4.1 |
|
| 4056 |
4056
Prudent Man Advisors
Naperville,
Illinois
| $266M | +$10.2M | +4% | 4.83% | 82.8% | 216 | 12.5% | 1.8 |
|
| 4057 |
4057
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| $266M | – | – | 1.84% | – | 1 | – | 0 |
|
| 4058 |
CWM
4058
Cordatus Wealth Management
Newtown,
Pennsylvania
| $266M | +$187M | +239% | 7.56% | 108% | 169 | 79.88% | 0.1 |
|
| 4059 |
4059
Stewardship Advisors
Mount Joy,
Pennsylvania
| $266M | +$5.55M | +2% | 2.26% | 46.1% | 43 | 9.3% | 1.9 |
|
| 4060 |
4060
Flagstar Advisors
New York
| $266M | -$9.34M | -3% | 4.27% | 81.9% | 165 | 12.73% | 1.5 |
|
| 4061 |
4061
Empower Annuity Insurance Company
Hartford,
Connecticut
| $266M | -$3.61M | -1% | 1.34% | 0.86% | 1 | 0% | 0.5 |
|
| 4062 |
4062
Ballast Advisors
Woodbury,
Minnesota
| $266M | +$14.8M | +6% | 7.55% | 66.7% | 194 | 11.86% | 2.9 |
|
| 4063 |
4063
Leonard Rickey Investment Advisors
Yakima,
Washington
| $266M | +$9.09M | +4% | 4.18% | 55.9% | 73 | 12.33% | 3.1 |
|
| 4064 |
4064
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $266M | +$15.3M | +6% | 5.13% | 83.4% | 71 | 9.86% | 1.8 |
|
| 4065 |
4065
Compton Financial Group
Towson,
Maryland
| $265M | +$12M | +5% | 2.38% | 37.7% | 34 | 2.94% | 1.8 |
|
| 4066 |
4066
L.M. Kohn & Company
Cincinnati,
Ohio
| $265M | +$23.7M | +10% | 8.32% | 97.9% | 251 | 17.53% | 1 |
|
| 4067 |
4067
Mountain Capital Investment Advisors
Westminster,
Colorado
| $265M | +$38M | +17% | 4.95% | 63.3% | 78 | 26.92% | 1.8 |
|
| 4068 |
4068
Sentry Investment Management
Stevens Point,
Wisconsin
| $265M | +$21.8M | +9% | 9.94% | 103% | 511 | 11.55% | 4.7 |
|
| 4069 |
4069
Sovereign Investment Advisors
Phoenix,
Arizona
| $265M | +$12.6M | +5% | 2.34% | 43.7% | 41 | 21.95% | 2.2 |
|
| 4070 |
4070
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $265M | +$8.31M | +3% | 6.69% | 73.3% | 101 | 5.94% | 5.7 |
|
| 4071 |
4071
Ribbit Capital GP II
Palo Alto,
California
| $265M | +$7.21M | +3% | 2.78% | – | 1 | 0% | 1.5 |
|
| 4072 |
4072
Arctis Global
San Juan,
Puerto Rico
| $265M | -$287M | -52% | 5.07% | 69.5% | 30 | 90% | 0.4 |
|
| 4073 |
4073
Outlook Wealth Advisors
Shenandoah,
Texas
| $264M | +$39.6M | +18% | 5.23% | 70% | 221 | 29.86% | 1.5 |
|
| 4074 |
4074
Baker Hughes Holdings
Houston,
Texas
| $264M | +$32.1M | +14% | 15.2% | 38.6% | 2 | 50% | 1.3 |
|
| 4075 |
4075
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $264M | +$10.2M | +4% | 4.69% | 57.3% | 182 | 15.93% | 3.4 |
|