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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Cypress Financial Planning
Haddon Heights,
New Jersey
| $413M | +$50.3M | +14% | 8.13% | 41.2% | 118 | 23.73% | 1.8 |
|
| 4402 |
4402
Kanen Wealth Management
Coconut Creek,
Florida
| $413M | +$135M | +48% | 64.5% | 328% | 43 | 30.23% | 1 |
|
| 4403 |
4403
Hilltop Partners
Mishawaka,
Indiana
| $412M | +$22.7M | +6% | 17.2% | 64.9% | 157 | 24.2% | 1.9 |
|
| 4404 |
4404
Kiltearn Partners
Edinburgh,
United Kingdom
| $412M | +$40.5M | +11% | 9.11% | 41% | 29 | 13.79% | 3.2 |
|
| 4405 |
4405
EntryPoint Capital
New York
| $412M | +$70.8M | +21% | 15.5% | – | 1,002 | 50.4% | 0.4 |
|
| 4406 |
4406
TOBAM
Paris,
France
| $412M | +$27.8M | +7% | 13.4% | 56% | 287 | 23% | 2.8 |
|
| 4407 |
4407
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $412M | +$51.3M | +14% | 13.8% | 62.6% | 211 | 11.85% | 2.5 |
|
| 4408 |
4408
McDonald Partners
Cleveland,
Ohio
| $412M | -$12.3M | -3% | 14.5% | 90.7% | 624 | 67.15% | 1.1 |
|
| 4409 |
4409
Accretive Wealth Partners
Parsippany,
New Jersey
| $412M | +$55.8M | +16% | 8.12% | 57.3% | 194 | 13.92% | 2.8 |
|
| 4410 |
4410
Taylor Hoffman Capital Management
Richmond,
Virginia
| $412M | +$87M | +27% | 34.4% | – | 123 | 6.5% | 1.6 |
|
| 4411 |
4411
Prism Advisors
Studio City,
California
| $412M | +$37M | +10% | 11.2% | 54.6% | 81 | 12.35% | 3.2 |
|
| 4412 |
4412
Endeavor Private Wealth
Topeka,
Kansas
| $412M | +$62.8M | +18% | 13.5% | – | 227 | 15.86% | 0.9 |
|
| 4413 |
4413
Inlet Private Wealth
Jupiter,
Florida
| $411M | +$19.8M | +5% | 18.4% | 111% | 135 | 6.67% | 4.8 |
|
| 4414 |
4414
Alpine Investment Management
Hong Kong
| $411M | +$10.4M | +3% | 7.14% | 33.7% | 15 | 53.33% | 0.6 |
|
| 4415 |
4415
Elevatus Welath Management
Victor,
New York
| $411M | +$220M | +115% | 43.4% | 270% | 255 | 49.41% | 0.9 |
|
| 4416 |
AV
4416
Aspiring Ventures
Cincinnati,
Ohio
| $411M | +$81.4M | +25% | 13.4% | – | 115 | 30.43% | 0.8 |
|
| 4417 |
FP
4417
Financial Perspectives
Minneapolis,
Minnesota
| $411M | +$52.7M | +15% | 16.7% | 87.8% | 737 | 4.07% | 4.8 |
|
| 4418 |
4418
Gavilan Investment Partners
Burlingame,
California
| $411M | +$38.5M | +10% | 8.38% | 109% | 15 | 6.67% | 2.7 |
|
| 4419 |
4419
First Washington Corp
Seattle,
Washington
| $411M | +$57.1M | +16% | 34.1% | 142% | 55 | 16.36% | 4.9 |
|
| 4420 |
4420
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $410M | +$54.1M | +15% | 11.7% | 61.6% | 121 | 14.88% | 2.4 |
|
| 4421 |
4421
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $410M | +$67.3M | +20% | 12.4% | 58.8% | 312 | 18.27% | 3.2 |
|
| 4422 |
4422
Strata Wealth Advisors
Dallas,
Texas
| $410M | +$45.4M | +12% | 11.3% | 73.6% | 103 | 21.36% | 1.7 |
|
| 4423 |
4423
Pinnacle Financial Group
Western Springs,
Illinois
| $410M | +$44.9M | +12% | 9.46% | 59.1% | 119 | 8.4% | 2.5 |
|
| 4424 |
HWM
4424
HFR Wealth Management
Niskayuna,
New York
| $410M | +$2.34M | +0.6% | 4.37% | 47.5% | 53 | 7.55% | 4.1 |
|
| 4425 |
4425
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $409M | +$79M | +24% | 42.6% | 158% | 204 | 21.08% | 2.1 |
|