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
Ruedi Wealth Management
Champaign,
Illinois
| $320M | +$2.77M | +0.9% | 0.42% | 44.9% | 339 | 3.83% | 1.6 |
|
| 4202 |
4202
Wellington Shields & Co
New York
| $319M | -$6.63M | -2% | 1.88% | 127% | 317 | 11.04% | 3.8 |
|
| 4203 |
4203
Prosperity Planning
Kansas City,
Missouri
| $319M | +$7.35M | +2% | 0.31% | 43.5% | 105 | 1.9% | 2.5 |
|
| 4204 |
4204
United Wealth Management
Charlottesville,
Virginia
| $319M | +$22.6M | +8% | 0.9% | – | 21 | 0% | 0.3 |
|
| 4205 |
4205
Buska Wealth Management
Wausau,
Wisconsin
| $319M | +$6.66M | +2% | 2.11% | – | 64 | 9.38% | 0.8 |
|
| 4206 |
4206
PFW Advisors
Atlanta,
Georgia
| $319M | -$6.16M | -2% | 0.47% | – | 128 | 7.81% | 4.6 |
|
| 4207 |
4207
VELA Investment Management
New Albany,
Ohio
| $319M | -$40.1M | -11% | 1.65% | 56.8% | 180 | 23.33% | 1.8 |
|
| 4208 |
4208
Iridian Asset Management
Westport,
Connecticut
| $319M | -$57M | -15% | 1.12% | 88.4% | 51 | 17.65% | 4 |
|
| 4209 |
4209
Rialto Wealth Management
Syracuse,
New York
| $319M | +$15.8M | +5% | 0.59% | – | 1,012 | 50.3% | 0.1 |
|
| 4210 |
4210
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $318M | -$21.4M | -6% | 2.8% | 166% | 216 | 4.17% | 7.4 |
|
| 4211 |
4211
Oxbow Capital Management (HK)
Hong Kong
| $318M | +$36.7M | +13% | 1.2% | 2,244% | 14 | 64.29% | 0.3 |
|
| 4212 |
4212
Detalus Advisors
St. Louis,
Missouri
| $318M | +$14.8M | +5% | 2.41% | 75.7% | 168 | 14.88% | 2.9 |
|
| 4213 |
4213
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $318M | +$24.9M | +8% | 0.44% | 60.6% | 107 | 14.95% | 2.1 |
|
| 4214 |
4214
Riverview Capital Advisers
Boston,
Massachusetts
| $318M | -$13.2M | -4% | 4.08% | 84.8% | 98 | 17.35% | 2.1 |
|
| 4215 |
4215
University of Illinois Foundation
Champaign,
Illinois
| $318M | -$24.6M | -7% | 0.3% | – | 9 | 66.67% | 0.5 |
|
| 4216 |
4216
PYA Waltman Capital
Knoxville,
Tennessee
| $318M | +$7.66M | +2% | 2.6% | 62.4% | 80 | 8.75% | 2.9 |
|
| 4217 |
4217
Net Worth Advisory Group
Sandy,
Utah
| $318M | -$11.5M | -3% | 0.25% | – | 427 | 23.89% | 0.4 |
|
| 4218 |
MFGP
4218
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $318M | -$9.41M | -3% | 2.71% | 65.5% | 54 | 3.7% | 5 |
|
| 4219 |
4219
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $317M | +$12M | +4% | 3.26% | 71.1% | 114 | 14.91% | 3.6 |
|
| 4220 |
4220
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $317M | -$7.98M | -2% | 0.18% | 76.5% | 113 | 9.73% | 6.5 |
|
| 4221 |
4221
Prostatis Group
Hanover,
Maryland
| $317M | -$26.1M | -8% | 2.38% | 72.9% | 166 | 15.66% | 1.9 |
|
| 4222 |
4222
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $317M | +$26.9M | +9% | 0.95% | 63.5% | 115 | 37.39% | 0.6 |
|
| 4223 |
4223
CWS Financial Advisors
Kalamazoo,
Michigan
| $317M | +$7.8M | +3% | 0.61% | 55.7% | 133 | 9.02% | 3.4 |
|
| 4224 |
4224
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $316M | +$18.3M | +6% | 2.86% | 175% | 28 | 7.14% | 2 |
|
| 4225 |
4225
First International Bank & Trust
Watford City,
North Dakota
| $316M | +$7.54M | +2% | 1.34% | 38.6% | 74 | 10.81% | 2.5 |
|