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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Wilkerson Advisory Group
Columbia,
Missouri
| $326M | +$34.6M | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5052 |
5052
Triton Wealth Management
Sun City,
Arizona
| $326M | +$56M | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5053 |
5053
S.A. Mason
Holland,
Michigan
| $326M | +$59.1M | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5054 |
BOTBT
5054
Bank of the Bluegrass & Trust
Lexington,
Kentucky
| $325M | – | – | 13.3% | – | 240 | – | 0 |
|
| 5055 |
5055
Mullooly Asset Management
Wall Township,
New Jersey
| $325M | +$53.9M | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5056 |
5056
Sykon Capital
Harrison,
New York
| $325M | +$24.8M | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|
| 5057 |
5057
Bishop & Co Investment Management
Erie,
Pennsylvania
| $325M | +$33.3M | +11% | 11.1% | 47.6% | 26 | 0% | 6.9 |
|
| 5058 |
GPC
5058
Guardian Point Capital
Charlottesville,
Virginia
| $325M | +$82.1M | +34% | 21.4% | 142% | 14 | 21.43% | 2.3 |
|
| 5059 |
5059
Lazari Capital Management
Woodland Hills,
California
| $325M | +$37.2M | +13% | 18.4% | 145% | 198 | 16.67% | 2 |
|
| 5060 |
NCM
5060
NCM Capital Management
Ramsey,
New Jersey
| $324M | +$45.2M | +16% | 17.4% | 105% | 200 | 10.5% | 3.2 |
|
| 5061 |
PH
5061
Pinnacle Holdings
Tulsa,
Oklahoma
| $324M | +$15.1M | +5% | 11.2% | 79.6% | 265 | 25.66% | 5.1 |
|
| 5062 |
5062
NWK Group
San Francisco,
California
| $324M | +$63.6M | +24% | 33% | 268% | 75 | 17.33% | 3.6 |
|
| 5063 |
5063
Wealth Management Resources
Smithfield,
Rhode Island
| $324M | +$36.9M | +13% | 9.02% | 37.7% | 31 | 9.68% | 3.2 |
|
| 5064 |
5064
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $324M | +$63.9M | +25% | 59.5% | 39.8% | 4 | 0% | 7.3 |
|
| 5065 |
5065
Bluesphere Advisors
East Norriton,
Pennsylvania
| $324M | +$42.6M | +15% | 17.1% | 105% | 132 | 16.67% | 2.4 |
|
| 5066 |
5066
Investment Research & Advisory Group
Atlanta,
Georgia
| $324M | +$37.6M | +13% | 14.7% | 105% | 325 | 18.15% | 2.8 |
|
| 5067 |
5067
Nicollet Investment Management
Minneapolis,
Minnesota
| $324M | +$31.9M | +11% | 13.2% | 104% | 79 | 6.33% | 5.1 |
|
| 5068 |
5068
Wealth Quarterback
Toms River,
New Jersey
| $324M | +$69.8M | +27% | 21.8% | 109% | 180 | 13.89% | 2.9 |
|
| 5069 |
MCM
5069
Magarian Capital Management
San Antonio,
Texas
| $324M | – | – | 19.3% | – | 13 | – | 0 |
|
| 5070 |
5070
Legacy Bridge
West Des Moines,
Iowa
| $324M | +$61.6M | +23% | 38.3% | 236% | 334 | 7.78% | 4.5 |
|
| 5071 |
5071
HF Advisory Group
Annapolis,
Maryland
| $323M | +$30M | +10% | 8.78% | 73.2% | 174 | 8.05% | 2.8 |
|
| 5072 |
5072
Orion Capital Management
Coronado,
California
| $323M | +$33.2M | +11% | 15.2% | 75.3% | 534 | 14.04% | 1.9 |
|
| 5073 |
5073
Sims Investment Management
Cincinnati,
Ohio
| $323M | +$51.3M | +19% | 16.1% | – | 184 | 80.98% | 0.3 |
|
| 5074 |
5074
National Wealth Management Group
Cincinnati,
Ohio
| $323M | +$54.9M | +20% | 22.9% | 128% | 247 | 21.46% | 1.6 |
|
| 5075 |
5075
United Community Bank
Greenville,
South Carolina
| $323M | +$23.5M | +8% | 10.7% | 72.7% | 584 | 11.82% | 2.2 |
|