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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
SA
4901
Skyline Advisors
Bellingham,
Washington
| $258M | +$14.8M | +6% | 0.99% | 52% | 107 | 26.17% | 0.8 |
|
| 4902 |
4902
My Legacy Advisors
Bend,
Oregon
| $258M | +$4.37M | +2% | 0.03% | 49.1% | 203 | 6.9% | 2 |
|
| 4903 |
AP
4903
Arlington Partners
Birmingham,
Alabama
| $258M | +$1.93M | +0.8% | 1.22% | 46.4% | 59 | 3.39% | 2.7 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| $257M | +$6.89M | +3% | 0.49% | 58.2% | 57 | 7.02% | 2.3 |
|
| 4905 |
RFG
4905
RFP Financial Group
Atlanta,
Georgia
| $257M | -$49.8M | -16% | 1.07% | 53.2% | 124 | 20.16% | 1.4 |
|
| 4906 |
4906
Bear Mountain Capital
Seattle,
Washington
| $257M | +$3.63M | +1% | 2.58% | 43% | 191 | 17.28% | 0.9 |
|
| 4907 |
4907
United Community Bank
Greenville,
South Carolina
| $257M | +$758K | +0.3% | 0.31% | 72.7% | 421 | 18.05% | 1.7 |
|
| 4908 |
4908
Lunt Capital Management
Holladay,
Utah
| $257M | +$43M | +20% | 0.48% | 36.9% | 97 | 21.65% | 1.2 |
|
| 4909 |
4909
DHJJ Financial Advisors
Naperville,
Illinois
| $257M | +$4.04M | +2% | 0.82% | 62.5% | 910 | 4.4% | 1.4 |
|
| 4910 |
LA
4910
LFL Advisers
Evanston,
Illinois
| $257M | -$22.2M | -8% | 2.47% | 83% | 10 | 10% | 6.9 |
|
| 4911 |
EFM
4911
Eley Financial Management
South Burlington,
Vermont
| $257M | +$8.2M | +3% | 0.98% | 74.9% | 69 | 4.35% | 1.7 |
|
| 4912 |
4912
Compass Capital Corp
Braintree,
Massachusetts
| $257M | – | – | 3.06% | – | 201 | – | 0 |
|
| 4913 |
4913
Windward Private Wealth Management
Overland Park,
Kansas
| $257M | -$4.32M | -2% | 2.54% | 35.5% | 48 | 6.25% | 3.4 |
|
| 4914 |
4914
Stelac Advisory Services
New York
| $256M | +$9.7M | +4% | 0.59% | 84.9% | 114 | 12.28% | 4.3 |
|
| 4915 |
4915
Watershed Private Wealth
Oak Brook,
Illinois
| $256M | +$5.68M | +2% | 1.3% | 80.3% | 120 | 12.5% | 1.4 |
|
| 4916 |
4916
Moseley Investment Management
Bradenton,
Florida
| $256M | +$5.57M | +2% | 5.95% | 96.6% | 159 | 10.06% | 3.7 |
|
| 4917 |
SC
4917
Schiavi & Co
Wilmington,
Delaware
| $256M | -$19.4M | -7% | 5.54% | 41.4% | 40 | 20% | 1.7 |
|
| 4918 |
4918
First Bankers Trust
Louisville,
Kentucky
| $256M | -$4.03M | -2% | 1.05% | 78.9% | 134 | 4.48% | 6.8 |
|
| 4919 |
4919
Game Creek Capital
Boston,
Massachusetts
| $256M | +$35.4M | +16% | 2.18% | 176% | 87 | 22.99% | 2.8 |
|
| 4920 |
4920
Core Wealth Management
Jupiter,
Florida
| $256M | +$9.39M | +4% | 3.1% | 44.5% | 30 | 10% | 1.4 |
|
| 4921 |
4921
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $256M | +$31.6M | +14% | 0.16% | 57.3% | 100 | 12% | 1.3 |
|
| 4922 |
CIA
4922
Cape Investment Advisory
Mcdonough,
Georgia
| $256M | +$9.04M | +4% | 1.25% | 72.5% | 1,173 | 21.31% | 1.2 |
|
| 4923 |
4923
Team Hewins
Redwood City,
California
| $256M | -$5.73M | -2% | 2.42% | 60.5% | 41 | 14.63% | 1 |
|
| 4924 |
4924
Socorro Asset Management
Dallas,
Texas
| $256M | -$7.71M | -3% | 3.87% | 43.8% | 34 | 11.76% | 2.6 |
|
| 4925 |
RFMS
4925
RWQ Financial Management Services
Naples,
Florida
| $256M | -$33M | -11% | 15.3% | 446% | 28 | 28.57% | 1.6 |
|