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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
WA1
4951
Wimmer Associates 1
Pasadena,
California
| $153M | -$26.4M | -15% | 14.2% | 78.9% | 117 | 6.84% | 4.9 |
|
| 4952 |
4952
Westshore Wealth
Newport Beach,
California
| $153M | +$4.54M | +3% | 14.4% | 58.8% | 114 | 34.21% | 1.3 |
|
| 4953 |
I2I
4953
Insight 2811 Inc
Chicago,
Illinois
| $153M | -$15.1M | -9% | 5.71% | 30.8% | 100 | 27% | 3.4 |
|
| 4954 |
4954
Silverlake Wealth Management
Williston,
Vermont
| $153M | -$21.8M | -12% | 10.6% | 73.3% | 237 | 18.14% | 0.4 |
|
| 4955 |
4955
Sittner & Nelson
Eugene,
Oregon
| $153M | -$19.5M | -11% | 16% | 88.1% | 499 | 12.83% | 1.2 |
|
| 4956 |
4956
Missouri Trust & Investment Company
Springfield,
Missouri
| $153M | -$17.3M | -10% | 13.1% | 65.1% | 378 | 9.26% | 0.5 |
|
| 4957 |
4957
Cincinnati Casualty Company
Fairfield,
Ohio
| $153M | -$18.7M | -11% | 10.3% | 56% | 26 | 0% | 6.8 |
|
| 4958 |
4958
Seneca House Advisors
Richmond,
Virginia
| $153M | -$36.5M | -19% | 14.3% | 58.2% | 90 | 11.11% | 2.8 |
|
| 4959 |
4959
JNE Partners
London,
United Kingdom
| $153M | -$58.1M | -28% | 7.49% | 100% | 16 | 18.75% | 1 |
|
| 4960 |
4960
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $153M | -$26.3M | -15% | 12% | 81.9% | 109 | 22.94% | 2.1 |
|
| 4961 |
4961
Blackston Financial Advisory Group
The Villages,
Florida
| $153M | -$297K | -0.2% | 15.2% | 69.1% | 109 | 32.11% | 0.4 |
|
| 4962 |
FFG
4962
Fortem Financial Group
Palm Desert,
California
| $153M | -$75.5M | -33% | 13.5% | 183% | 214 | 42.99% | 1.6 |
|
| 4963 |
4963
Act Wealth Management
Plano,
Texas
| $153M | -$22.9M | -13% | 13.3% | 70% | 42 | 9.52% | 1.2 |
|
| 4964 |
4964
BMS Financial Advisors
Rapid City,
South Dakota
| $153M | -$4.37M | -3% | 13.7% | – | 111 | 21.62% | 0.4 |
|
| 4965 |
4965
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $153M | -$2.01M | -1% | 10.5% | 90.8% | 76 | 18.42% | 1.8 |
|
| 4966 |
4966
Loveless Wealth Management
Billings,
Montana
| $153M | -$24.3M | -14% | 10.9% | – | 129 | 5.43% | 2.1 |
|
| 4967 |
4967
Emerson Wealth
Bloomfield Hills,
Michigan
| $153M | -$27.9M | -15% | 16.6% | 18.1% | 61 | 9.84% | 1.5 |
|
| 4968 |
APSI
4968
Asset Planning Services Inc
Covington,
Louisiana
| $153M | -$21.8M | -13% | 10.1% | 138% | 40 | 12.5% | 3.5 |
|
| 4969 |
4969
Colonial River Investments
Midlothian,
Virginia
| $153M | -$20.5M | -12% | 12.8% | 156% | 237 | 32.91% | 0.5 |
|
| 4970 |
4970
Briaud Financial Planning
College Station,
Texas
| $153M | -$21.6M | -12% | 8.69% | 113% | 30 | 20% | 1.4 |
|
| 4971 |
4971
Kercheville Advisors
San Antonio,
Texas
| $152M | -$58.8M | -28% | 17.5% | 261% | 110 | 16.36% | 1.2 |
|
| 4972 |
SSCM
4972
Summit Street Capital Management
New York
| $152M | -$12.9M | -8% | 9.77% | 217% | 31 | 3.23% | 4 |
|
| 4973 |
4973
Cooper/Haims Advisors
Victor,
New York
| $152M | -$997K | -0.6% | 11.7% | 53.1% | 85 | 16.47% | 2.7 |
|
| 4974 |
4974
Hutner Capital Management
Manchester,
Vermont
| $152M | -$22.9M | -13% | 10.4% | 52.2% | 45 | 4.44% | 4.6 |
|
| 4975 |
4975
Collaborative Wealth Management
Lake Mary,
Florida
| $152M | – | – | 12.3% | 41.6% | 183 | – | 1.2 |
|