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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Reliant Wealth Planning
Louisville,
Kentucky
| $231M | +$14.2M | +7% | 5.72% | 39.4% | 27 | 14.81% | 1.2 |
|
| 5077 |
5077
EnCap Energy Capital Fund X
Houston,
Texas
| $231M | – | – | 17.5% | – | 1 | – | 0 |
|
| 5078 |
5078
Tilson Financial Group
New Providence,
New Jersey
| $231M | +$132M | +133% | 5.43% | 39.3% | 72 | 48.61% | 0.7 |
|
| 5079 |
5079
Barrett & Company
Providence,
Rhode Island
| $231M | +$9.8M | +4% | 5.98% | 83.6% | 615 | 9.43% | 1.8 |
|
| 5080 |
5080
Claris Advisors
St. Louis,
Missouri
| $231M | +$36.5M | +19% | 6.78% | 65.7% | 1,236 | 95.55% | 0.1 |
|
| 5081 |
5081
Socha Financial Group
Corning,
New York
| $230M | +$16.8M | +8% | 5.04% | 81.5% | 23 | 13.04% | 1.8 |
|
| 5082 |
5082
25 LLC
St. Louis,
Missouri
| $230M | +$19.8M | +9% | 6.54% | 48.7% | 56 | 10.71% | 1.2 |
|
| 5083 |
5083
CVS Health
Woonsocket,
Rhode Island
| $230M | +$13.4M | +6% | 6.21% | 48.7% | 6 | 16.67% | 2.5 |
|
| 5084 |
5084
Rakuten Securities
Tokyo,
Japan
| $230M | -$2.89M | -1% | 1.71% | – | 803 | 22.17% | 0.6 |
|
| 5085 |
5085
Crown Wealth Group
Charlotte,
North Carolina
| $230M | +$29.8M | +15% | 4.47% | 98.2% | 123 | 21.95% | 1.2 |
|
| 5086 |
5086
California First Leasing Corp
Newport Beach,
California
| $230M | +$6.24M | +3% | 2.92% | 377% | 45 | 8.89% | 1.9 |
|
| 5087 |
5087
Samalin Investment Counsel
Chappaqua,
New York
| $230M | +$15.8M | +7% | 6.65% | 68.3% | 295 | 10.17% | 2.6 |
|
| 5088 |
5088
Davis Rea
Toronto,
Ontario, Canada
| $230M | +$29.8M | +15% | 2.46% | 66.9% | 39 | 15.38% | 5.5 |
|
| 5089 |
5089
Ruggaard & Associates
Hudson,
Ohio
| $230M | +$13.5M | +6% | 6.23% | 47.6% | 119 | 5.04% | 1.3 |
|
| 5090 |
PIP
5090
Palisades Investment Partners
Santa Monica,
California
| $230M | +$27.8M | +14% | 11.3% | – | 43 | 13.95% | 0.2 |
|
| 5091 |
5091
Landmark Wealth Management (New York)
Melville,
New York
| $230M | +$101M | +79% | 6.33% | 37.9% | 77 | 37.66% | 1.2 |
|
| 5092 |
5092
Hillman Company
Pittsburgh,
Pennsylvania
| $229M | +$20.9M | +10% | 13.5% | 118% | 14 | 21.43% | 1.8 |
|
| 5093 |
5093
Wela Strategies
Atlanta,
Georgia
| $229M | +$14.7M | +7% | 6.5% | 51.3% | 54 | 11.11% | 3.3 |
|
| 5094 |
5094
Richmond Hill Investments
New York
| $229M | +$13.6M | +6% | 5.4% | 55.2% | 4 | 0% | 6.6 |
|
| 5095 |
5095
Buttonwood Financial Advisors
Baltimore,
Maryland
| $229M | +$17.4M | +8% | 6.83% | 73.4% | 101 | 6.93% | 2 |
|
| 5096 |
CCM
5096
Consolidated Capital Management
Burbank,
California
| $229M | +$20M | +10% | 7.23% | 166% | 43 | 27.91% | 4 |
|
| 5097 |
5097
Gen-Wealth Partners
Zeeland,
Michigan
| $229M | +$22M | +11% | 8.49% | – | 730 | 21.1% | 0.4 |
|
| 5098 |
5098
Sensible Money
Scottsdale,
Arizona
| $229M | +$23.8M | +12% | 6.3% | 69.1% | 87 | 6.9% | 1.5 |
|
| 5099 |
5099
Crestmont Private Wealth
Houston,
Texas
| $229M | +$21.3M | +10% | 6.78% | 54.8% | 121 | 33.06% | 0.8 |
|
| 5100 |
5100
Highland Peak Capital
Old Greenwich,
Connecticut
| $229M | -$57.9M | -20% | 6.04% | 260% | 32 | 65.63% | 0.3 |
|