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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $373M | +$39.2M | +12% | 9.72% | – | 112 | 8.93% | 1.8 |
|
| 4652 |
4652
Friday Financial
Dubuque,
Iowa
| $373M | +$83.2M | +29% | 12.3% | – | 110 | 17.27% | 1.1 |
|
| 4653 |
4653
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $373M | +$56.7M | +18% | 14.6% | 83% | 172 | 20.35% | 2.1 |
|
| 4654 |
4654
3G Capital Partners
New York
| $373M | +$91.5M | +32% | 78.8% | 351% | 20 | 60% | 0.6 |
|
| 4655 |
4655
Retail Employees Superannuation Trust
Sydney,
| $373M | -$299M | -45% | 6.34% | – | 31 | 22.58% | 0.4 |
|
| 4656 |
4656
Omnia Family Wealth
Aventura,
Florida
| $373M | +$55.8M | +18% | 11.8% | 80.6% | 108 | 21.3% | 3.9 |
|
| 4657 |
4657
Rench Wealth Management
Denton,
Texas
| $372M | +$40.1M | +12% | 20.2% | 106% | 68 | 10.29% | 5.1 |
|
| 4658 |
AB
4658
Atlas Brown
Louisville,
Kentucky
| $372M | +$40.3M | +12% | 18.1% | 115% | 242 | 8.68% | 6.6 |
|
| 4659 |
4659
Harmony Asset Management
Scottsdale,
Arizona
| $372M | +$45.2M | +14% | 21.1% | 138% | 214 | 14.95% | 1.6 |
|
| 4660 |
KA
4660
Kooman & Associates
Altoona,
Pennsylvania
| $372M | +$37M | +11% | 12% | 66% | 60 | 23.33% | 2.3 |
|
| 4661 |
4661
Veery Capital
Wilmington,
Delaware
| $372M | +$46.2M | +14% | 13.6% | 63.4% | 109 | 20.18% | 3.1 |
|
| 4662 |
4662
Lifestyle Asset Management
Friendswood,
Texas
| $372M | +$65.9M | +22% | 18.3% | 88.3% | 146 | 19.86% | 1.4 |
|
| 4663 |
4663
Aspen Investment Management
Grand Rapids,
Michigan
| $372M | +$45.4M | +14% | 18.3% | 84.9% | 189 | 10.58% | 5.8 |
|
| 4664 |
4664
HealthInvest Partners
Stockholm,
Sweden
| $372M | +$62M | +20% | 19.1% | – | 42 | 14.29% | 1.7 |
|
| 4665 |
4665
Cornell Pochily Investment Advisors
Ithaca,
New York
| $372M | +$31.3M | +9% | 14.5% | 97% | 192 | 10.94% | 5 |
|
| 4666 |
4666
MIO Partners
New York
| $372M | +$31.9M | +9% | 14.8% | – | 7 | 28.57% | 0.4 |
|
| 4667 |
4667
Graybill Wealth Management
Elmhurst,
Illinois
| $372M | +$43.1M | +13% | 18% | – | 84 | 3.57% | 5.2 |
|
| 4668 |
4668
Strathmore Capital Advisors
Charlotte,
North Carolina
| $371M | +$17.5M | +5% | 8.9% | – | 144 | 5.56% | 0.9 |
|
| 4669 |
4669
Boyd Watterson Asset Management
Cleveland,
Ohio
| $371M | +$45.6M | +14% | 18.3% | 101% | 401 | 4.49% | 4.9 |
|
| 4670 |
4670
Regimen Wealth
Atlanta,
Georgia
| $371M | +$28.8M | +8% | 6.82% | 34.4% | 77 | 10.39% | 2.3 |
|
| 4671 |
4671
Reston Wealth Management
Reston,
Virginia
| $371M | +$44.6M | +14% | 13.3% | 66.4% | 67 | 10.45% | 3.8 |
|
| 4672 |
4672
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $371M | +$33.6M | +10% | 11% | 49.9% | 578 | 17.13% | 1.7 |
|
| 4673 |
4673
Wealth Effects
Boston,
Massachusetts
| $370M | +$88.3M | +31% | 43.5% | 235% | 265 | 13.96% | 2.5 |
|
| 4674 |
4674
Congress Park Capital
Saratoga Springs,
New York
| $370M | +$44.8M | +14% | 20.5% | 99.9% | 146 | 18.49% | 3.7 |
|
| 4675 |
4675
Next Capital Management
New York
| $370M | +$40.3M | +12% | 11.4% | 61.3% | 148 | 16.22% | 3.2 |
|