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
Ceeto Capital Group
Coral Gables,
Florida
| $205M | +$6.55M | +3% | 3.61% | 94.4% | 147 | 10.88% | 2.4 |
|
| 4402 |
4402
Liberty Wealth Management
Oakland,
California
| $205M | +$429K | +0.2% | 3.15% | 64.2% | 1,072 | 5.6% | 1.5 |
|
| 4403 |
PP
4403
Professional Planning
Thousand Oaks,
California
| $205M | -$42.8M | -17% | 0.65% | 99.9% | 145 | 27.59% | 0.7 |
|
| 4404 |
4404
Falcon Wealth Planning
Ontario,
California
| $205M | +$26.3M | +15% | 5.37% | 56.4% | 56 | 8.93% | 0.2 |
|
| 4405 |
4405
Blue Water Life Science Advisors
Larkspur,
California
| $205M | +$34.3M | +20% | 39.6% | 503% | 26 | 26.92% | 0.2 |
|
| 4406 |
4406
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $205M | +$13.4M | +7% | 8.06% | 106% | 35 | 2.86% | 1.2 |
|
| 4407 |
4407
Reliant Investment Management
Memphis,
Tennessee
| $204M | +$17.4M | +9% | 5.69% | 129% | 70 | 31.43% | 1.7 |
|
| 4408 |
AIA
4408
AIMZ Investment Advisors
Los Altos,
California
| $204M | +$13.4M | +7% | 6.86% | 81.3% | 111 | 4.5% | 4.6 |
|
| 4409 |
AAG
4409
Avalon Advisory Group
Wexford,
Pennsylvania
| $204M | +$3.89M | +2% | 1.49% | 46% | 10 | 0% | 1.2 |
|
| 4410 |
4410
PRW Wealth Management
Quincy,
Massachusetts
| $204M | +$26.3M | +15% | 10.2% | 42.3% | 102 | 20.59% | 1.1 |
|
| 4411 |
4411
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $204M | +$1.62M | +0.8% | 7.78% | 81.3% | 105 | 20.95% | 2.4 |
|
| 4412 |
4412
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $204M | +$32.2M | +19% | 3.04% | 81.9% | 4 | 0% | 0.8 |
|
| 4413 |
4413
Axiom Financial Strategies
New Albany,
Indiana
| $204M | +$37.1M | +22% | 6.27% | 54.5% | 87 | 27.59% | 0.8 |
|
| 4414 |
AICPI
4414
ABG Innovation Capital Partners III
Central, Hong Kong,
Hong Kong
| $204M | +$33.7M | +20% | 5.97% | 5.56% | 8 | 25% | 0.2 |
|
| 4415 |
4415
Droms Strauss Advisors
St. Louis,
Missouri
| $204M | +$30.9M | +18% | 6.85% | 74.5% | 50 | 20% | 1.4 |
|
| 4416 |
4416
Acima Private Wealth
Richmond,
Virginia
| $203M | +$10.4M | +5% | 3.81% | 51.1% | 240 | 3.75% | 1.9 |
|
| 4417 |
4417
Providence First Trust
Scottsdale,
Arizona
| $203M | +$5.34M | +3% | 2.94% | 68.4% | 96 | 26.04% | 1.5 |
|
| 4418 |
4418
Arjuna Capital
Durham,
North Carolina
| $203M | +$22.7M | +13% | 8.54% | 118% | 109 | 22.02% | 1.6 |
|
| 4419 |
LA
4419
LFL Advisers
Evanston,
Illinois
| $203M | -$5.85M | -3% | 12.4% | 83% | 12 | 8.33% | 2.8 |
|
| 4420 |
4420
Insight Wealth Partners
Plano,
Texas
| $203M | +$39.7M | +24% | 1.05% | 56.2% | 61 | 26.23% | 0.8 |
|
| 4421 |
4421
Founders Financial Alliance
Raleigh,
North Carolina
| $203M | +$26.2M | +15% | 7.06% | 95.7% | 492 | 21.75% | 0.4 |
|
| 4422 |
4422
Ogorek Anthony Joseph
Williamsville,
New York
| $203M | +$16.3M | +9% | 3.61% | 61.1% | 216 | 20.83% | 2.3 |
|
| 4423 |
4423
Investment Security Group
Denver,
Colorado
| $203M | +$11.6M | +6% | 6.61% | – | 14 | 21.43% | 0.7 |
|
| 4424 |
4424
Excalibur Management
Waltham,
Massachusetts
| $203M | +$16.6M | +9% | 6.26% | 93% | 161 | 14.29% | 2.8 |
|
| 4425 |
4425
Old Well Partners
Charlotte,
North Carolina
| $203M | +$8.61M | +4% | 18.1% | 97.8% | 57 | 47.37% | 0.4 |
|