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
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $252M | +$23.3M | +10% | 6.04% | 55.5% | 65 | 15.38% | 1.8 |
|
| 5327 |
5327
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $252M | +$10.2M | +4% | 4.6% | 62.3% | 82 | 0% | 1.8 |
|
| 5328 |
OIA
5328
Optimum Investment Advisors
Chicago,
Illinois
| $252M | +$21.8M | +9% | 11.4% | 125% | 631 | 5.55% | 6.5 |
|
| 5329 |
5329
Wittenberg Investment Management
Carlisle,
Massachusetts
| $252M | +$23M | +10% | 15.9% | 89.9% | 78 | 6.41% | 5.5 |
|
| 5330 |
5330
Landmark Wealth Management (New York)
Melville,
New York
| $252M | +$17M | +7% | 4.76% | 42.7% | 89 | 6.74% | 1.9 |
|
| 5331 |
5331
Decatur Capital Management
Decatur,
Georgia
| $252M | +$23.5M | +10% | 14.1% | 135% | 43 | 18.6% | 4.3 |
|
| 5332 |
5332
Fedenia Advisers
Madison,
Wisconsin
| $252M | +$40.2M | +19% | 14.2% | – | 186 | 37.63% | 0.4 |
|
| 5333 |
5333
Vivid Wealth Management
West Des Moines,
Iowa
| $252M | +$24M | +11% | 8.75% | 107% | 71 | 18.31% | 1.1 |
|
| 5334 |
5334
Kennedy Investment Group
West Depford,
New Jersey
| $252M | +$16.1M | +7% | 8.23% | 95.4% | 144 | 9.72% | 2 |
|
| 5335 |
DI
5335
Disciplined Investments
Tulsa,
Oklahoma
| $251M | +$15.1M | +6% | 5.15% | 51.4% | 132 | 7.58% | 3.8 |
|
| 5336 |
5336
Deepwater Asset Management
Minneapolis,
Minnesota
| $251M | -$1.36M | -0.5% | 6.21% | 142% | 33 | 45.45% | 1 |
|
| 5337 |
5337
Sellwood Investment Partners
Portland,
Oregon
| $251M | +$41.9M | +20% | 5.35% | – | 107 | 54.21% | 0.3 |
|
| 5338 |
5338
Powers Advisory Group
Highland,
Illinois
| $251M | +$23.7M | +10% | 4.9% | 49.8% | 121 | 4.96% | 2.6 |
|
| 5339 |
5339
Summit Investment Advisory Services
Roseville,
Minnesota
| $251M | +$21.1M | +9% | 7.01% | 74.2% | 77 | 9.09% | 1.1 |
|
| 5340 |
SLA
5340
Silver Lake Advisory
Cottonwood Heights,
Utah
| $251M | +$16.3M | +7% | 6.92% | 76.7% | 109 | 9.17% | 4.3 |
|
| 5341 |
5341
ECP ControlCo
Summit,
New Jersey
| $251M | +$35.7M | +17% | 12.8% | 42.5% | 4 | 0% | 2.9 |
|
| 5342 |
5342
Dover Advisors
Richmond,
Virginia
| $251M | +$23.8M | +10% | 7.29% | 65% | 175 | 12.57% | 1.6 |
|
| 5343 |
5343
Spreng Capital Management
Bucyrus,
Ohio
| $251M | +$8.85M | +4% | 7.21% | 72.5% | 79 | 7.59% | 4.2 |
|
| 5344 |
5344
Argentarii
Cincinnati,
Ohio
| $251M | +$32.7M | +15% | 11.6% | – | 174 | 15.52% | 0.6 |
|
| 5345 |
5345
Arrowroot Family Office
Marina Del Rey,
California
| $251M | +$27.5M | +12% | 5.9% | – | 149 | 12.75% | 1.8 |
|
| 5346 |
5346
Elevation Capital Advisory
Bend,
Oregon
| $250M | +$899K | +0.4% | 6.38% | – | 82 | 59.76% | 0.5 |
|
| 5347 |
OGF
5347
Orin Green Financial
San Diego,
California
| $250M | +$13.9M | +6% | 6.28% | 59.1% | 88 | 11.36% | 0.4 |
|
| 5348 |
5348
Adaptive Financial Consulting
Beachwood,
Ohio
| $250M | +$10.7M | +4% | 4.13% | 33.4% | 21 | 9.52% | 4.6 |
|
| 5349 |
5349
Abound Financial
Granite Bay,
California
| $250M | +$22.7M | +10% | 7.43% | – | 72 | 9.72% | 0.7 |
|
| 5350 |
5350
Shaker Investments
Cleveland,
Ohio
| $250M | +$5.49M | +2% | 10.9% | 205% | 112 | 26.79% | 2.1 |
|