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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Wrenne Financial Planning
Lexington,
Kentucky
| $296M | +$41.1M | +16% | 11.5% | – | 60 | 18.33% | 1.7 |
|
| 5327 |
5327
Delap Wealth Advisory
Lake Oswego,
Oregon
| $296M | +$30.2M | +11% | 10.3% | 73% | 91 | 6.59% | 2.2 |
|
| 5328 |
CNBT
5328
Cornerstone National Bank & Trust
Palatine,
Illinois
| $296M | +$24.4M | +9% | 7.24% | 38.5% | 224 | 10.27% | 2.3 |
|
| 5329 |
PI
5329
PJT Investments
Toronto,
| $296M | +$43.5M | +17% | 4.51% | – | 10 | 20% | 0.7 |
|
| 5330 |
5330
Investment Research Partners
Lemont,
Pennsylvania
| $295M | +$49.7M | +20% | 14.7% | – | 295 | 22.71% | 0.6 |
|
| 5331 |
5331
Singapore Technologies Telemedia
Singapore
| $295M | -$101M | -25% | 25.5% | 173% | 1 | 0% | 9.3 |
|
| 5332 |
5332
Colrain Capital
Boston,
Massachusetts
| $295M | +$36.7M | +14% | 25.2% | – | 28 | 17.86% | 6 |
|
| 5333 |
5333
Western Standard LLC
Los Angeles,
California
| $295M | +$105M | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5334 |
5334
Towle & Co
Denver,
Colorado
| $295M | +$37.7M | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5335 |
5335
Clarus Group
Houston,
Texas
| $295M | +$16.1M | +6% | 11.6% | 67.5% | 132 | 18.18% | 2.6 |
|
| 5336 |
5336
Union Heritage Capital
Bloomfield Hills,
Michigan
| $295M | +$25.8M | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5337 |
5337
Wealthedge Investment Advisors
New York
| $295M | +$22.8M | +8% | 18.3% | – | 160 | 22.5% | 1 |
|
| 5338 |
5338
Decatur Capital Management
Decatur,
Georgia
| $295M | +$76.3M | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5339 |
5339
Nepsis Inc
Minneapolis,
Minnesota
| $295M | -$3.75M | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5340 |
5340
Bastion Asset Management
Montreal,
Canada
| $295M | -$33.2M | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5341 |
ASG
5341
Advisory Solutions Group
Plymouth,
Minnesota
| $295M | – | – | 12.7% | – | 206 | – | 0 |
|
| 5342 |
5342
Kennedy Investment Group
West Depford,
New Jersey
| $295M | +$39.3M | +15% | 21.3% | 95.4% | 150 | 12.67% | 2.2 |
|
| 5343 |
5343
TrustBank
Olney,
Illinois
| $295M | +$36.8M | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5344 |
5344
Beacon Financial Planning
Hyannis,
Massachusetts
| $295M | +$36.4M | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5345 |
5345
Torrey Growth & Income Advisors
Del Mar,
California
| $294M | +$55.8M | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5346 |
ISFAN
5346
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $294M | -$32M | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5347 |
5347
Mainsail Financial Group
Bellevue,
Washington
| $294M | +$54.3M | +23% | 16.1% | 61.9% | 73 | 16.44% | 2.3 |
|
| 5348 |
5348
Intrepid Financial Planning Group
Carmel,
Indiana
| $294M | +$46.4M | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5349 |
5349
Landing Point Financial Group
Avon,
Ohio
| $294M | +$88.1M | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5350 |
5350
Weitzel Financial Services
Dubuque,
Iowa
| $294M | +$28.7M | +11% | 9.91% | 46.3% | 54 | 12.96% | 3.4 |
|