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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Independence Financial Advisors
Franklin,
New Hampshire
| $386M | +$52.3M | +16% | 11.8% | – | 60 | 23.33% | 1 |
|
| 4577 |
4577
Capital Innovations
Pewaukee,
Wisconsin
| $385M | -$14M | -3% | 1.48% | – | 104 | 100% | 0 |
|
| 4578 |
4578
United Airlines Holdings
Chicago,
Illinois
| $385M | +$175M | +83% | 10.2% | – | 4 | 25% | 0.4 |
|
| 4579 |
4579
Seneca Financial Advisors
Rochester,
New York
| $385M | +$43.8M | +13% | 10.3% | 50.9% | 68 | 8.82% | 3.4 |
|
| 4580 |
4580
Cutler Capital Management
Worcester,
Massachusetts
| $385M | +$15.2M | +4% | 3.27% | 39.7% | 129 | 13.95% | 3.8 |
|
| 4581 |
4581
Windsor Capital Management
Phoenix,
Arizona
| $385M | +$29.9M | +8% | 10.9% | 49.1% | 132 | 12.12% | 6.6 |
|
| 4582 |
4582
Pinnacle Bancorp
Beatrice,
Nebraska
| $384M | +$45.6M | +13% | 12.6% | 72.9% | 946 | 9.09% | 5 |
|
| 4583 |
4583
Juncture Wealth Strategies
Scottsdale,
Arizona
| $384M | +$85.2M | +28% | 16.9% | 76.5% | 186 | 32.26% | 2.5 |
|
| 4584 |
RC
4584
Reik & Co
New York
| $384M | +$21.4M | +6% | 8.21% | 47.2% | 60 | 6.67% | 8.4 |
|
| 4585 |
4585
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $384M | +$107M | +39% | 9.16% | 20.3% | 27 | 18.52% | 0.8 |
|
| 4586 |
4586
Client 1st Advisory Group
Dunedin,
Florida
| $384M | +$54.5M | +17% | 12.2% | 64.5% | 152 | 12.5% | 3.1 |
|
| 4587 |
SI
4587
Schusterman Interests
Tulsa,
Oklahoma
| $383M | -$7.97M | -2% | 6.42% | 344% | 10 | 20% | 1.4 |
|
| 4588 |
4588
Sand Grove Capital Management
London,
United Kingdom
| $383M | -$61M | -14% | 13.8% | 410% | 25 | 68% | 0.3 |
|
| 4589 |
4589
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $383M | +$50M | +15% | 15.3% | 77.8% | 241 | 16.18% | 2.1 |
|
| 4590 |
4590
Parus Finance (UK)
London,
United Kingdom
| $383M | +$48.7M | +15% | 42.6% | 199% | 38 | 5.26% | 3.6 |
|
| 4591 |
4591
Paragon Private Wealth Management
Lexington,
Kentucky
| $383M | +$63.5M | +20% | 25% | 104% | 239 | 14.23% | 2.3 |
|
| 4592 |
4592
Claris Advisors
St. Louis,
Missouri
| $383M | +$48.8M | +15% | 13% | 65.7% | 75 | 8% | 2.6 |
|
| 4593 |
4593
RV Capital
Schindellegi,
Switzerland
| $383M | +$259K | +0.1% | 13.1% | 250% | 13 | 0% | 2.6 |
|
| 4594 |
4594
Vectors Research Management
New York
| $383M | +$40.5M | +12% | 17.2% | 67.3% | 151 | 7.95% | 4.1 |
|
| 4595 |
FAP
4595
Financial Advisory Partners
Winter Park,
Florida
| $383M | +$29.1M | +8% | 7.43% | 52.9% | 74 | 10.81% | 3.1 |
|
| 4596 |
4596
Congruence Capital
Los Angeles,
California
| $383M | +$84.4M | +28% | 33.4% | – | 36 | 38.89% | 0.3 |
|
| 4597 |
FP
4597
Fiduciary Planning
Englewood,
Florida
| $382M | +$51.2M | +15% | 17% | 71.4% | 84 | 14.29% | 2.3 |
|
| 4598 |
4598
Alpha Financial Advisors
Charlotte,
North Carolina
| $382M | +$55.8M | +17% | 11.6% | 41.6% | 116 | 48.28% | 1.2 |
|
| 4599 |
4599
Cherrydale Wealth Management
Hoboken,
New Jersey
| $382M | +$58.5M | +18% | 16.1% | 80.8% | 89 | 19.1% | 2.3 |
|
| 4600 |
CM
4600
Cosmic Management
West Hollywood,
California
| $382M | +$153M | +67% | 31.3% | – | 5 | 20% | 0.4 |
|