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
Provident Wealth Management
Brentwood,
Tennessee
| $338M | +$6.98M | +2% | 2.16% | 61.1% | 140 | 2.86% | 2.7 |
|
| 4652 |
4652
Sandy Cove Advisors
Hingham,
Massachusetts
| $338M | +$24.8M | +8% | 3.86% | 78% | 151 | 13.91% | 2.4 |
|
| 4653 |
VU
4653
Valence8 US
Cambridge,
Massachusetts
| $337M | +$45.8M | +16% | 2.78% | 76.6% | 15 | 6.67% | 1.6 |
|
| 4654 |
4654
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $337M | +$20.1M | +6% | 1.21% | 49.9% | 616 | 25.65% | 1.5 |
|
| 4655 |
4655
Impact Capital Partners
Greenwood Village,
Colorado
| $337M | +$4.95M | +1% | 1.51% | – | 287 | 12.2% | 0.8 |
|
| 4656 |
4656
Silverleafe Capital Partners
Germantown,
Tennessee
| $337M | +$10.4M | +3% | 0.63% | 87.7% | 107 | 22.43% | 2.1 |
|
| 4657 |
4657
Accretive Wealth Partners
Parsippany,
New Jersey
| $337M | +$9.2M | +3% | 1.98% | 64.4% | 162 | 11.73% | 2.9 |
|
| 4658 |
4658
O'Brien Greene & Co
Media,
Pennsylvania
| $337M | +$11.7M | +4% | 2.34% | 90.9% | 145 | 17.93% | 4.1 |
|
| 4659 |
4659
Vance Wealth
Santa Clarita,
California
| $337M | +$11.4M | +4% | 2.19% | 66.4% | 119 | 5.04% | 2.6 |
|
| 4660 |
AB
4660
Atlas Brown
Louisville,
Kentucky
| $336M | -$1.96M | -0.6% | 3.14% | 115% | 235 | 7.23% | 6.5 |
|
| 4661 |
4661
HT Partners
Centerbrook,
Connecticut
| $336M | +$9.17M | +3% | 3% | 71.1% | 56 | 8.93% | 5.7 |
|
| 4662 |
4662
Red Wave Investments
Dillsburg,
Pennsylvania
| $336M | +$10.2M | +3% | 1.75% | 58% | 115 | 7.83% | 3.5 |
|
| 4663 |
4663
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $336M | -$212M | -39% | 1.86% | 69.7% | 100 | 39% | 6.2 |
|
| 4664 |
4664
Mars Jewett Financial Group
Bellevue,
Washington
| $336M | – | – | 1.48% | – | 39 | – | 0 |
|
| 4665 |
4665
Meredith Wealth Planning
Maryville,
Illinois
| $336M | +$20.4M | +6% | 2.31% | 66.5% | 66 | 10.61% | 2 |
|
| 4666 |
4666
Oldfather Financial Services
Kearney,
Nebraska
| $336M | +$14.7M | +5% | 2.06% | 60.8% | 106 | 20.75% | 3.3 |
|
| 4667 |
4667
Cove Private Wealth
Oyster Bay Cove,
New York
| $336M | +$20.2M | +6% | 4.95% | 126% | 165 | 9.7% | 1.2 |
|
| 4668 |
4668
Hudson Value Partners
Palm Beach,
Florida
| $336M | +$12.9M | +4% | 5.08% | 124% | 115 | 10.43% | 2.8 |
|
| 4669 |
4669
Chesapeake Wealth Management
Williamsburg,
Virginia
| $336M | +$7.96M | +2% | 2.16% | 65.9% | 166 | 7.23% | 5.8 |
|
| 4670 |
4670
Continental Grain Company
New York
| $336M | -$10.3M | -3% | 0.71% | 5.73% | 4 | 0% | 2.6 |
|
| 4671 |
4671
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $336M | +$16.6M | +5% | 2.23% | 58.8% | 293 | 12.63% | 3.3 |
|
| 4672 |
4672
Quattro Financial Advisors
The Woodlands,
Texas
| $335M | +$18.8M | +6% | 2.27% | 77.6% | 94 | 23.4% | 2 |
|
| 4673 |
4673
Congress Park Capital
Saratoga Springs,
New York
| $335M | +$13.2M | +4% | 2.94% | 99.9% | 140 | 19.29% | 3.8 |
|
| 4674 |
CVA
4674
Central Valley Advisors
Sacramento,
California
| $335M | +$11.8M | +4% | 2.5% | 77.8% | 154 | 6.49% | 1.3 |
|
| 4675 |
4675
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $334M | +$23.6M | +8% | 1.97% | 77.8% | 231 | 12.12% | 1.9 |
|