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
Gunma Bank
Gunma,
Japan
| $126M | +$29.6M | +31% | 2.59% | 24.5% | 22 | 63.64% | 1.5 |
|
| 4652 |
4652
Donald L. Hagan LLC
Sarasota,
Florida
| $126M | +$11M | +10% | 13.4% | 47.9% | 90 | 22.22% | 1.9 |
|
| 4653 |
MI
4653
Moneywise Inc
Forest,
Virginia
| $126M | +$1.16M | +0.9% | 5.17% | 60.8% | 42 | 0% | 2.4 |
|
| 4654 |
4654
Fortis Capital Management
Bellevue,
Washington
| $126M | +$37.3M | +42% | 2.78% | 82% | 110 | 72.73% | 0.2 |
|
| 4655 |
4655
Clearstead Trust
Portland,
Maine
| $126M | +$7.2M | +6% | 7.61% | 124% | 169 | 7.1% | 2.6 |
|
| 4656 |
4656
Moser Wealth Advisors
Bellevue,
Washington
| $126M | +$20.9M | +20% | 9.01% | – | 128 | 15.63% | 0.7 |
|
| 4657 |
HWC
4657
Hill Winds Capital
High Falls,
New York
| $126M | +$56M | +80% | 0.31% | 8.52% | 41 | 53.66% | 0.3 |
|
| 4658 |
4658
New England Professional Planning Group
Westerly,
Rhode Island
| $126M | -$3.89M | -3% | 6.87% | 64.1% | 47 | 31.91% | 3.6 |
|
| 4659 |
4659
New Potomac Partners
Bethesda,
Maryland
| $126M | +$13.6M | +12% | 7.99% | 37.2% | 134 | 5.22% | 2.3 |
|
| 4660 |
4660
KCS Wealth Advisory
Los Angeles,
California
| $125M | +$4.6M | +4% | 8.63% | 45.3% | 149 | 10.07% | 2 |
|
| 4661 |
PBF
4661
Petix & Botte Financial
La Mesa,
California
| $125M | +$3.99M | +3% | 5.88% | 51.2% | 90 | 16.67% | 0.6 |
|
| 4662 |
4662
Successful Portfolios
Clearwater,
Florida
| $125M | +$11.6M | +10% | 8.04% | 110% | 181 | 12.71% | 1.9 |
|
| 4663 |
4663
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $125M | +$12M | +11% | 9.07% | 83.3% | 89 | 24.72% | 3.5 |
|
| 4664 |
AAM
4664
Ascension Asset Management
New York
| $125M | – | – | 11.1% | – | 77 | – | 2.3 |
|
| 4665 |
KCM
4665
Kempner Capital Management
Galveston,
Texas
| $125M | -$2.36M | -2% | 2.17% | 60.9% | 48 | 8.33% | 4.5 |
|
| 4666 |
4666
Brendel Financial Advisors
Hanover,
New Hampshire
| $125M | +$8.94M | +8% | 15.8% | 139% | 84 | 16.67% | 1.1 |
|
| 4667 |
4667
Heron Financial Group
New York
| $125M | +$13.1M | +12% | 7.91% | 47.5% | 133 | 15.04% | 0.6 |
|
| 4668 |
4668
Adero Partners
Pleasanton,
California
| $125M | +$28.6M | +30% | 11.3% | 27.7% | 93 | 26.88% | 0.5 |
|
| 4669 |
4669
Bronson Point Management
Fairfield,
Connecticut
| $125M | -$7.36M | -6% | 14% | 7.56% | 45 | 71.11% | 0.3 |
|
| 4670 |
4670
Friedenthal Financial
Marlton,
New Jersey
| $125M | +$7.95M | +7% | 6.74% | 105% | 57 | 35.09% | 2.3 |
|
| 4671 |
4671
Holistic Financial Partners
Indianapolis,
Indiana
| $125M | +$8.78M | +8% | 7.61% | 95.7% | 121 | 18.18% | 1.1 |
|
| 4672 |
4672
Ranch Capital Advisors
Sarasota,
Florida
| $124M | -$3.09M | -2% | 7.52% | 99.2% | 1,007 | 36.94% | 0.8 |
|
| 4673 |
HIC
4673
Harbor Island Capital
Topsfield,
Massachusetts
| $124M | +$4.63M | +4% | 5.06% | 218% | 15 | 0% | 2.3 |
|
| 4674 |
4674
Seelaus Asset Management
Chatham,
New Jersey
| $124M | +$14.5M | +13% | 9.66% | 134% | 168 | 13.69% | 1.5 |
|
| 4675 |
4675
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $124M | +$16.2M | +15% | 9.01% | 67.5% | 83 | 30.12% | 1 |
|