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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Auxano Advisors
Bellevue,
Washington
| $245M | -$5.37M | -2% | 2.49% | 103% | 107 | 9.35% | 2.1 |
|
| 4177 |
4177
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $244M | -$4.73M | -2% | 3.8% | 59.7% | 246 | 7.32% | 2.1 |
|
| 4178 |
4178
Physicians Financial Services
Raleigh,
North Carolina
| $244M | -$10.3M | -4% | 3.32% | 116% | 109 | 4.59% | 6 |
|
| 4179 |
4179
Alpha DNA Investment Management
Columbia,
Maryland
| $244M | -$55.3M | -18% | 1.44% | 134% | 229 | 62.01% | 0.4 |
|
| 4180 |
4180
McLean Asset Management
Tysons,
Virginia
| $244M | -$11.1M | -4% | 2.93% | 69.4% | 138 | 12.32% | 2 |
|
| 4181 |
4181
Courage Miller Partners
Norfolk,
Virginia
| $244M | +$3.78M | +2% | 3.15% | 43.5% | 79 | 10.13% | 7 |
|
| 4182 |
4182
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $244M | -$11.9M | -5% | 3.76% | 19.4% | 88 | 3.41% | 2.3 |
|
| 4183 |
4183
Roanoke Asset Management
Jersey City,
New Jersey
| $244M | -$8.93M | -4% | 2.59% | 50.3% | 106 | 4.72% | 6.6 |
|
| 4184 |
AT
4184
Arlington Trust
Birmingham,
Alabama
| $244M | – | – | 3.15% | 65% | 323 | – | 0 |
|
| 4185 |
AP
4185
Arlington Partners
Birmingham,
Alabama
| $244M | -$405M | -62% | 3.15% | 46.4% | 612 | 49.18% | 1.7 |
|
| 4186 |
4186
Regimen Wealth
Atlanta,
Georgia
| $243M | +$2.27M | +0.9% | 3.32% | 34.4% | 62 | 20.97% | 0.6 |
|
| 4187 |
4187
Little House Capital
Braintree,
Massachusetts
| $243M | +$8.16M | +3% | 2.32% | 118% | 128 | 25% | 1.8 |
|
| 4188 |
4188
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $243M | -$6.26M | -3% | 0.4% | 117% | 122 | 20.49% | 2.1 |
|
| 4189 |
4189
Canvas Wealth Advisors
Shawnee,
Kansas
| $243M | -$26M | -10% | 4.08% | 133% | 132 | 10.61% | 1.6 |
|
| 4190 |
4190
Aisling Capital Management
New York
| $243M | +$38.5M | +19% | 29% | 793% | 17 | 5.88% | 3.3 |
|
| 4191 |
4191
Triune Financial Partners
Overland Park,
Kansas
| $243M | -$2.53M | -1% | 3.03% | 66.6% | 33 | 6.06% | 1.5 |
|
| 4192 |
4192
Tillman Hartley LLC
Denver,
Colorado
| $243M | -$8.2M | -3% | 2.62% | 48.7% | 75 | 5.33% | 0.7 |
|
| 4193 |
4193
Enterprise Bank & Trust
Lowell,
Massachusetts
| $243M | -$18.8M | -7% | 3.04% | 65.9% | 117 | 11.97% | 2.7 |
|
| 4194 |
SM
4194
Scoggin Management
New York
| $243M | +$88.2M | +57% | 17.2% | 889% | 84 | 71.43% | 0.5 |
|
| 4195 |
4195
KEB Asset Management
Springfield,
Illinois
| $242M | +$995K | +0.4% | 1.45% | 68.9% | 62 | 6.45% | 1.3 |
|
| 4196 |
4196
WealthBridge Capital Management
Westerville,
Ohio
| $242M | -$7.9M | -3% | 2.82% | 89.4% | 191 | 12.04% | 3 |
|
| 4197 |
4197
Pathway Financial Advisers
Auburn,
Indiana
| $242M | – | – | 4.06% | 88.2% | 479 | – | 0.7 |
|
| 4198 |
BCM
4198
Birmingham Capital Management
Birmingham,
Alabama
| $242M | +$3.19M | +1% | 2.21% | 103% | 104 | 3.85% | 7.9 |
|
| 4199 |
PA
4199
Paragon Advisors
College Station,
Texas
| $242M | -$66.1M | -21% | 6.83% | 138% | 130 | 31.54% | 1.1 |
|
| 4200 |
BDA
4200
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $242M | -$11.9M | -5% | 3.66% | 44.2% | 63 | 6.35% | 1.4 |
|