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
Collaborative Wealth Management
Lake Mary,
Florida
| $214M | -$6.53M | -3% | 1.57% | 46.6% | 180 | 5% | 3.1 |
|
| 5327 |
5327
Bluestem Financial Advisors
Champaign,
Illinois
| $214M | +$1.34M | +0.6% | 1.1% | 42.2% | 28 | 3.57% | 4.3 |
|
| 5328 |
SI
5328
Saxon Interests
Houston,
Texas
| $214M | -$13.4M | -6% | 1.9% | 81.2% | 209 | 21.05% | 1.1 |
|
| 5329 |
OM
5329
OV Management
Minneapolis,
Minnesota
| $214M | -$1.69M | -0.8% | 7.6% | – | 60 | 11.67% | 1.1 |
|
| 5330 |
5330
Luken Investment Analytics
Brentwood,
Tennessee
| $214M | -$2.35M | -1% | 3.09% | 51% | 161 | 23.6% | 2.7 |
|
| 5331 |
5331
Altus Wealth Management
Ft Mitchell,
Kentucky
| $214M | -$10M | -4% | 3.56% | 73% | 41 | 0% | 3.3 |
|
| 5332 |
5332
Altus Wealth Group
Colorado Springs,
Colorado
| $214M | -$12.5M | -6% | 3.81% | 76.7% | 148 | 13.51% | 2.7 |
|
| 5333 |
5333
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $213M | -$9.03M | -4% | 4.13% | – | 71 | 11.27% | 0.2 |
|
| 5334 |
VU
5334
Valence8 US
Cambridge,
Massachusetts
| $213M | +$5.11M | +2% | 0.44% | 76.6% | 10 | 0% | 1.8 |
|
| 5335 |
5335
Potentia Wealth
San Jose,
California
| $213M | -$11.7M | -5% | 2.4% | – | 98 | 9.18% | 0.2 |
|
| 5336 |
5336
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $213M | -$266K | -0.1% | 0.4% | 63.8% | 97 | 6.19% | 3.8 |
|
| 5337 |
5337
MKT Advisors
Escondido,
California
| $213M | -$16.3M | -7% | 1.23% | 55.5% | 153 | 9.8% | 2.6 |
|
| 5338 |
5338
Berkeley Inc
Boise,
Idaho
| $213M | +$19.8M | +10% | 1.28% | 49.4% | 72 | 19.44% | 2.9 |
|
| 5339 |
5339
Heights Capital Management
San Francisco,
California
| $213M | +$10.8M | +5% | 14.4% | – | 165 | 33.33% | 0.3 |
|
| 5340 |
5340
Maltin Wealth Management
Ridgewood,
New Jersey
| $213M | +$9.41M | +5% | 0.92% | 58.2% | 137 | 10.95% | 2.9 |
|
| 5341 |
5341
Stevens Capital Partners
Omaha,
Nebraska
| $213M | -$8M | -4% | 5.46% | 76.3% | 67 | 13.43% | 1.8 |
|
| 5342 |
IAMH
5342
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $213M | -$13.7M | -6% | 13.3% | 64.5% | 25 | 36% | 0.9 |
|
| 5343 |
PWM
5343
Prosperity Wealth Management
San Ramon,
California
| $213M | -$30.3M | -12% | 6.38% | 175% | 267 | 38.95% | 0.9 |
|
| 5344 |
5344
Red Spruce Capital
Berwyn,
Pennsylvania
| $213M | -$12.6M | -6% | 2.45% | 98.4% | 94 | 8.51% | 3.6 |
|
| 5345 |
5345
Whitefort Capital Management
New York
| $213M | +$3.57M | +2% | 1.13% | 243% | 19 | 26.32% | 1.9 |
|
| 5346 |
5346
Great Mountain Partners
New Haven,
Connecticut
| $212M | -$192M | -47% | 45% | 98.7% | 2 | 50% | 4.8 |
|
| 5347 |
OIA
5347
Optimum Investment Advisors
Chicago,
Illinois
| $212M | -$14.2M | -6% | 2.36% | 125% | 652 | 7.36% | 6 |
|
| 5348 |
AAG
5348
Avalon Advisory Group
Wexford,
Pennsylvania
| $212M | -$6.74M | -3% | 1.36% | 46% | 16 | 6.25% | 2.9 |
|
| 5349 |
CCAM
5349
Codex Capital Asset Management
Dallas,
Texas
| $212M | -$13.9M | -6% | 3.97% | – | 36 | 11.11% | 0.7 |
|
| 5350 |
OGF
5350
Orin Green Financial
San Diego,
California
| $212M | -$15.5M | -7% | 1.46% | 59.1% | 76 | 100% | 0 |
|