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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Denali Advisors
San Diego,
California
| $239M | -$21.9M | -8% | 2.21% | 106% | 331 | 30.21% | 1.6 |
|
| 4202 |
4202
Financial Life Advisors
San Antonio,
Texas
| $239M | +$6.85M | +3% | 0.94% | 47% | 56 | 3.57% | 2 |
|
| 4203 |
4203
AMI Investment Management
Kendallville,
Indiana
| $239M | -$13.7M | -5% | 0.49% | 52% | 77 | 9.09% | 4.2 |
|
| 4204 |
4204
TMD Wealth Management
Scottsdale,
Arizona
| $239M | +$9.7M | +4% | 1.09% | 2.41% | 43 | 9.3% | 0.6 |
|
| 4205 |
4205
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $239M | +$21.7M | +10% | 0.25% | 105% | 15 | 13.33% | 0.6 |
|
| 4206 |
4206
Cohen & Co Financial Management
New York
| $238M | +$81.3M | +52% | 0.69% | – | 188 | 84.57% | 0 |
|
| 4207 |
4207
Stevens Capital Management
Radnor,
Pennsylvania
| $238M | -$103M | -30% | 2.44% | 108% | 277 | 72.56% | 0.2 |
|
| 4208 |
4208
Leonard Rickey Investment Advisors
Yakima,
Washington
| $238M | +$6.92M | +3% | 1.56% | 60.4% | 74 | 8.11% | 2.3 |
|
| 4209 |
4209
Soapstone Management
Bethesda,
Maryland
| $238M | -$11.2M | -4% | 3.3% | 30.3% | 21 | 23.81% | 1.7 |
|
| 4210 |
4210
Claro Advisors
Boston,
Massachusetts
| $238M | +$15.6M | +7% | 0.41% | 98.8% | 267 | 14.61% | 1.6 |
|
| 4211 |
4211
Friess Associates
Greenville,
Delaware
| $238M | -$27.3M | -10% | 1.8% | 256% | 115 | 50.43% | 0.6 |
|
| 4212 |
MFGP
4212
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $238M | +$2.59M | +1% | 0.99% | 65.5% | 60 | 3.33% | 2.2 |
|
| 4213 |
4213
Nicollet Investment Management
Minneapolis,
Minnesota
| $238M | -$8.06M | -3% | 0.16% | 104% | 68 | 8.82% | 2.9 |
|
| 4214 |
4214
Ballast Inc
Lexington,
Kentucky
| $237M | +$74K | +0% | 0.89% | 71.3% | 96 | 4.17% | 2.7 |
|
| 4215 |
4215
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $237M | -$9.6M | -4% | 0.1% | 117% | 289 | 7.27% | 2.6 |
|
| 4216 |
OIA
4216
Optimum Investment Advisors
Chicago,
Illinois
| $237M | -$83.3M | -26% | 0.2% | 125% | 950 | 14.84% | 3.5 |
|
| 4217 |
PWP
4217
Personal Wealth Partners
Bloomington,
Minnesota
| $237M | -$10.6M | -4% | 0.99% | 37.2% | 438 | 82.88% | 1.8 |
|
| 4218 |
4218
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $237M | +$2.33M | +1% | 0.89% | 47.9% | 220 | 10.45% | 1.8 |
|
| 4219 |
4219
Front Row Advisors
Tiburon,
California
| $237M | -$6.79M | -3% | 0.43% | 142% | 976 | 2.46% | 2.7 |
|
| 4220 |
4220
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $237M | -$1.82M | -0.8% | 0.56% | 104% | 294 | 2.72% | 5.7 |
|
| 4221 |
4221
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $237M | +$5.3M | +2% | 1.45% | 151% | 92 | 14.13% | 1.3 |
|
| 4222 |
4222
D. Scott Neal
Lexington,
Kentucky
| $237M | +$16.1M | +7% | 0.53% | 105% | 54 | 14.81% | 2.6 |
|
| 4223 |
4223
Aries Wealth Management
Portland,
Maine
| $236M | +$2.61M | +1% | 0.33% | 87.7% | 185 | 4.32% | 2.5 |
|
| 4224 |
4224
Navalign LLC
Encino,
California
| $236M | +$30K | +0% | 0.44% | 50.7% | 126 | 7.94% | 0.5 |
|
| 4225 |
4225
Whitcomb & Hess
Ashland,
Ohio
| $236M | +$4.07M | +2% | 1.61% | 54% | 30 | 10% | 0.2 |
|