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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
RCS Financial Planning
Annapolis,
Maryland
| $226M | +$24.7M | +12% | 5.47% | 48.2% | 94 | 13.83% | 1.7 |
|
| 5652 |
CWMG
5652
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $226M | +$38.9M | +21% | 5.92% | – | 63 | 7.94% | 0.2 |
|
| 5653 |
5653
TenCore Partners
New York
| $226M | +$4.51M | +2% | 1.63% | 50.4% | 13 | 15.38% | 3.7 |
|
| 5654 |
5654
HealthCor Partners Management
Charleston,
South Carolina
| $225M | – | – | 0% | – | 1 | – | 0 |
|
| 5655 |
5655
Financial Council
Towson,
Maryland
| $225M | +$17.9M | +9% | 8.51% | 88.6% | 97 | 6.19% | 2.5 |
|
| 5656 |
5656
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $225M | -$14.3M | -6% | 4.77% | 52.1% | 164 | 9.76% | 2.9 |
|
| 5657 |
CCC
5657
Chelsea Counsel Company
Los Angeles,
California
| $225M | +$23.5M | +12% | 16.1% | 106% | 247 | 20.65% | 3.2 |
|
| 5658 |
5658
Tumwater Wealth Management
Boise,
Idaho
| $225M | +$9.9M | +5% | 7.22% | – | 39 | 20.51% | 0.7 |
|
| 5659 |
5659
Lakeridge Wealth Management
Mentor,
Ohio
| $225M | +$7.52M | +3% | 7.13% | – | 160 | 11.25% | 1.4 |
|
| 5660 |
5660
Values Added Financial
Washington,
District of Columbia
| $225M | +$18.6M | +9% | 6.61% | 65.9% | 130 | 7.69% | 1.6 |
|
| 5661 |
5661
Fortress Wealth Management
Culver City,
California
| $225M | +$17.5M | +8% | 5.71% | 52.1% | 75 | 4% | 2.2 |
|
| 5662 |
5662
Aurelius Family Office
Bedford,
New Hampshire
| $225M | +$13.2M | +6% | 5.36% | – | 49 | 6.12% | 0.7 |
|
| 5663 |
SIA
5663
Schear Investment Advisers
Cincinnati,
Ohio
| $225M | +$22.5M | +11% | 11.1% | 241% | 86 | 0% | 2.2 |
|
| 5664 |
5664
Pilgrim Partners Asia
Singapore
| $225M | – | – | 15.6% | – | 155 | – | 0.4 |
|
| 5665 |
5665
Client First Capital
San Diego,
California
| $224M | +$10.9M | +5% | 5.86% | 54.6% | 26 | 26.92% | 1.5 |
|
| 5666 |
I2I
5666
Insight 2811 Inc
Chicago,
Illinois
| $224M | +$13.2M | +6% | 4.73% | 30.8% | 96 | 10.42% | 4.8 |
|
| 5667 |
5667
FreeGulliver LLC
New Orleans,
Louisiana
| $224M | +$5.22M | +2% | 8.62% | – | 120 | 44.17% | 0.9 |
|
| 5668 |
SCA
5668
Sassicaia Capital Advisers
Jericho,
New York
| $224M | +$64.8M | +41% | 25% | 4,519% | 64 | 82.81% | 0.1 |
|
| 5669 |
5669
Glass Wealth Management
San Antonio,
Texas
| $224M | +$36.5M | +19% | 14.8% | – | 58 | 6.9% | 1.4 |
|
| 5670 |
5670
PFG Private Wealth Management
Lutz,
Florida
| $224M | +$30.1M | +15% | 7.67% | 52.6% | 155 | 88.39% | 0.7 |
|
| 5671 |
5671
Integrity Wealth Solutions
Denver,
Colorado
| $224M | +$19.1M | +9% | 7.67% | – | 125 | 16% | 1.3 |
|
| 5672 |
5672
Cresta Advisors
Laredo,
Texas
| $224M | +$18.9M | +9% | 7.1% | 66.8% | 50 | 10% | 2.2 |
|
| 5673 |
5673
Traveka Wealth
Los Altos,
California
| $224M | +$35.2M | +19% | 7.84% | 78.1% | 177 | 23.16% | 1.1 |
|
| 5674 |
5674
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $224M | +$13.7M | +7% | 1.61% | 14.4% | 350 | 88.86% | 1.3 |
|
| 5675 |
5675
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $224M | +$18.7M | +9% | 7% | 81.9% | 191 | 13.09% | 2.8 |
|