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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Proathlete Wealth Management
Boca Raton,
Florida
| $243M | +$31.5M | +15% | 5.92% | 73.9% | 59 | 3.39% | 0.7 |
|
| 4927 |
4927
Blue Investment Partners
Alamo,
California
| $243M | +$22M | +10% | 4.31% | – | 52 | 21.15% | 1 |
|
| 4928 |
4928
Elmwood Wealth Management
Berkeley,
California
| $243M | +$18M | +8% | 4.42% | 42.1% | 132 | 11.36% | 3.5 |
|
| 4929 |
4929
Goepper Burkhardt
Greenville,
South Carolina
| $242M | +$21.6M | +10% | 6.4% | 50.4% | 84 | 8.33% | 2.5 |
|
| 4930 |
4930
Consilio Wealth Advisors
Bellevue,
Washington
| $242M | +$19.5M | +9% | 5.02% | 66.4% | 76 | 19.74% | 1.4 |
|
| 4931 |
4931
Mirabaud Asset Management
London,
United Kingdom
| $242M | +$25.2M | +12% | 6.64% | – | 53 | 28.3% | 0.6 |
|
| 4932 |
4932
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $242M | +$24.6M | +11% | 8.47% | 66% | 298 | 26.51% | 1.4 |
|
| 4933 |
4933
Pacifica Partners
Surrey,
Canada
| $242M | +$9.2M | +4% | 5.14% | 127% | 552 | 12.86% | 3 |
|
| 4934 |
4934
OnyxPoint Global Management
New York
| $242M | -$157M | -39% | 4.23% | 162% | 23 | 47.83% | 0.6 |
|
| 4935 |
4935
Warren Street Wealth Advisors
Newport Beach,
California
| $242M | +$40.8M | +20% | 5.48% | 75.7% | 109 | 11.93% | 1.6 |
|
| 4936 |
4936
SWMG LLC
Fort Worth,
Texas
| $242M | +$17.5M | +8% | 5.74% | 68.7% | 130 | 35.38% | 1.4 |
|
| 4937 |
4937
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $242M | +$21.4M | +10% | 6.87% | – | 188 | 33.51% | 0.3 |
|
| 4938 |
4938
Bank OZK
Little Rock,
Arkansas
| $242M | +$11.1M | +5% | 6.65% | 112% | 153 | 5.88% | 5.7 |
|
| 4939 |
4939
Mindset Wealth Management
Indianapolis,
Indiana
| $242M | – | – | 4.02% | – | 128 | – | 0 |
|
| 4940 |
4940
Burkett Financial Services
Rock Hill,
South Carolina
| $242M | +$47.1M | +24% | 5.78% | 63.6% | 228 | 17.54% | 0.6 |
|
| 4941 |
4941
Houlihan Financial Resource Group
Ashburn,
Virginia
| $242M | +$95.2M | +65% | 5.33% | 50.6% | 107 | 42.06% | 1.9 |
|
| 4942 |
4942
Long Walk Management
Greenwich,
Connecticut
| $242M | +$29.9M | +14% | 14.9% | 302% | 12 | 41.67% | 1.1 |
|
| 4943 |
4943
Palo Alto Wealth Advisors
Palo Alto,
California
| $242M | +$96.9M | +67% | 0.7% | 108% | 52 | 23.08% | 1.2 |
|
| 4944 |
4944
Armor Investment Advisors
Raleigh,
North Carolina
| $241M | +$24.6M | +11% | 6.15% | 62% | 162 | 7.41% | 4.4 |
|
| 4945 |
4945
Topel & Distasi Wealth Management
Berkeley,
California
| $241M | +$13.6M | +6% | 6.22% | 40% | 78 | 2.56% | 2.2 |
|
| 4946 |
4946
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $241M | +$13.4M | +6% | 6.71% | 60.2% | 59 | 20.34% | 3.2 |
|
| 4947 |
4947
Monte Financial Group
Guilford,
Connecticut
| $241M | +$14.7M | +6% | 8.47% | 57.9% | 85 | 7.06% | 3.5 |
|
| 4948 |
VU
4948
Valence8 US
Cambridge,
Massachusetts
| $241M | +$49.2M | +26% | 6.13% | 69.9% | 62 | 85.48% | 0.2 |
|
| 4949 |
4949
Luminvest Wealth Management
Scottsdale,
Arizona
| $241M | +$28.1M | +13% | 5.7% | 47.7% | 36 | 11.11% | 0.5 |
|
| 4950 |
4950
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $241M | +$77.7M | +48% | 6.66% | 144% | 32 | 75% | 0.3 |
|