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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Waterford Advisors
Orchard Park,
New York
| $241M | +$44.5M | +23% | 1.01% | 50.5% | 54 | 20.37% | 1.6 |
|
| 4977 |
4977
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $241M | -$7.2M | -3% | 1.43% | – | 224 | 21.88% | 0.7 |
|
| 4978 |
EFH
4978
Eaton Financial Holdings
Coral Springs,
Florida
| $241M | -$18.8M | -7% | 2.42% | – | 70 | 20% | 1.4 |
|
| 4979 |
4979
Yukon Wealth Management
Overland Park,
Kansas
| $241M | – | – | 3.27% | – | 102 | – | 0 |
|
| 4980 |
CCM
4980
Consolidated Capital Management
Burbank,
California
| $241M | +$11.5M | +5% | 0.78% | 166% | 51 | 41.18% | 3.4 |
|
| 4981 |
4981
Valor Management
Chicago,
Illinois
| $241M | -$8.58M | -3% | 3.36% | 14.5% | 4 | 0% | 1.8 |
|
| 4982 |
4982
Bank OZK
Little Rock,
Arkansas
| $240M | -$754K | -0.3% | 1.3% | 112% | 148 | 5.41% | 6.4 |
|
| 4983 |
4983
TFR Capital
Plano,
Texas
| $240M | +$38.9M | +19% | 2.77% | – | 154 | 27.92% | 0.2 |
|
| 4984 |
4984
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $240M | -$1.98M | -0.8% | 0.46% | 58.8% | 241 | 6.64% | 3.4 |
|
| 4985 |
4985
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $240M | -$3.38M | -1% | 1.05% | 82% | 99 | 21.21% | 2.8 |
|
| 4986 |
4986
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $240M | -$8.65M | -3% | 6.66% | 52.1% | 142 | 15.49% | 3.1 |
|
| 4987 |
LFP
4987
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $240M | +$5.7M | +2% | 1.69% | 65.4% | 85 | 15.29% | 1.2 |
|
| 4988 |
4988
14B Capital Management
La Jolla,
California
| $240M | +$10.3M | +4% | 3.49% | – | 12 | 16.67% | 0.9 |
|
| 4989 |
4989
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $240M | +$4.14M | +2% | 1.74% | 60.2% | 60 | 16.67% | 3.7 |
|
| 4990 |
4990
Squire Investment Management Company
Orem,
Utah
| $240M | +$12.7M | +6% | 1.46% | 62.4% | 70 | 14.29% | 1.1 |
|
| 4991 |
4991
Waterway Wealth Management
The Woodlands,
Texas
| $240M | +$12.6M | +6% | 0.74% | 52.2% | 89 | 28.09% | 0.8 |
|
| 4992 |
4992
StrongBox Wealth
Lee's Summit,
Missouri
| $240M | +$3.68M | +2% | 0.82% | 63.9% | 95 | 13.68% | 3 |
|
| 4993 |
4993
HTG Investment Advisors
New Canaan,
Connecticut
| $240M | +$21.1M | +10% | 0.03% | 57.4% | 69 | 7.25% | 1.8 |
|
| 4994 |
4994
Brand Asset Management Group
Chesterfield,
Missouri
| $240M | -$6.57M | -3% | 1.65% | 70.2% | 94 | 10.64% | 4.8 |
|
| 4995 |
WIM
4995
WIM Investment Management
Hong Kong
| $240M | -$51.5M | -18% | 8.68% | – | 17 | 23.53% | 0.4 |
|
| 4996 |
4996
Gen-Wealth Partners
Zeeland,
Michigan
| $240M | +$6.94M | +3% | 0.41% | – | 677 | 12.56% | 0.9 |
|
| 4997 |
SIM
4997
Synergy Investment Management
Altamonte Springs,
Florida
| $239M | +$6.94M | +3% | 1.84% | – | 678 | 17.85% | 0.2 |
|
| 4998 |
4998
Consilio Wealth Advisors
Bellevue,
Washington
| $239M | -$5.05M | -2% | 4.55% | 66.4% | 81 | 23.46% | 1.7 |
|
| 4999 |
4999
JCIC Asset Management
Toronto,
Ontario, Canada
| $239M | -$7.33M | -3% | 2.87% | – | 165 | 19.39% | 2.9 |
|
| 5000 |
5000
Investment Research & Advisory Group
Atlanta,
Georgia
| $239M | -$1.64M | -0.7% | 2.09% | 105% | 258 | 22.48% | 2.8 |
|