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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
BWA
5676
BlueChip Wealth Advisors
Milton,
Georgia
| $264M | +$36M | +16% | 10.3% | – | 180 | 22.78% | 1.4 |
|
| 5677 |
5677
Physician Wealth Solutions
North Las Vegas,
Nevada
| $264M | +$22.2M | +9% | 9.36% | 43.6% | 45 | 0% | 2.3 |
|
| 5678 |
5678
Navis Wealth Advisors
Rye Brook,
New York
| $264M | +$67.7M | +35% | 17.1% | 107% | 210 | 33.33% | 2.1 |
|
| 5679 |
5679
GGM Financials
Columbus,
Ohio
| $264M | +$46.4M | +21% | 12% | – | 271 | 15.13% | 0.8 |
|
| 5680 |
5680
Greenfield Savings Bank
Greenfield,
Massachusetts
| $264M | +$29.2M | +12% | 19.4% | 108% | 150 | 6% | 3.2 |
|
| 5681 |
5681
GatePass Capital
Independence,
Ohio
| $263M | +$49.1M | +23% | 21.3% | – | 211 | 28.44% | 0.8 |
|
| 5682 |
5682
VarCov Co
Darien,
Connecticut
| $263M | -$4.85M | -2% | 19.4% | – | 599 | 80.63% | 0.1 |
|
| 5683 |
5683
Investmark Advisory Group
Shelton,
Connecticut
| $263M | +$29.7M | +13% | 12.5% | 73.8% | 154 | 11.69% | 2.8 |
|
| 5684 |
HWMC
5684
Heritage Wealth Management (California)
San Diego,
California
| $263M | +$81.9M | +45% | 13.5% | 78.5% | 104 | 13.46% | 1.8 |
|
| 5685 |
5685
Krensavage Asset Management
New York
| $263M | +$7.53M | +3% | 7.69% | 124% | 20 | 10% | 2.4 |
|
| 5686 |
5686
Alternative Investment Advisors
Maitland,
Florida
| $263M | +$33.8M | +15% | 15.6% | 70.2% | 92 | 32.61% | 1.3 |
|
| 5687 |
5687
Cambridge Capital Management
O'fallon,
Illinois
| $263M | +$30.9M | +13% | 11.3% | 55.9% | 48 | 10.42% | 1.9 |
|
| 5688 |
5688
Haven Private
Orlando,
Florida
| $263M | +$33.4M | +15% | 12.1% | – | 182 | 14.84% | 1.1 |
|
| 5689 |
BCM
5689
Birmingham Capital Management
Birmingham,
Alabama
| $263M | +$25.9M | +11% | 18.2% | 103% | 92 | 5.43% | 9.9 |
|
| 5690 |
5690
5th Street Advisors
Southport,
Connecticut
| $263M | +$30.7M | +13% | 9.66% | 47.5% | 58 | 12.07% | 1.5 |
|
| 5691 |
5691
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $263M | +$35.2M | +15% | 13% | – | 198 | 19.7% | 1 |
|
| 5692 |
5692
Financial Futures
Brielle,
New Jersey
| $263M | +$35M | +15% | 11.2% | 48.5% | 84 | 19.05% | 2.2 |
|
| 5693 |
5693
Melone Private Wealth
Auburn Hills,
Michigan
| $263M | +$17.7M | +7% | 8.35% | 30.4% | 61 | 6.56% | 3.2 |
|
| 5694 |
5694
Massachusetts Wealth Management
North Andover,
Massachusetts
| $262M | +$31.8M | +14% | 21.4% | 110% | 99 | 2.02% | 2.6 |
|
| 5695 |
FAG
5695
Fortitude Advisory Group
Gig Harbor,
Washington
| $262M | +$39.4M | +18% | 25% | 142% | 252 | 16.27% | 2.6 |
|
| 5696 |
5696
MOKAN Wealth Management
Overland Park,
Kansas
| $262M | +$35.8M | +16% | 20.5% | – | 126 | 38.1% | 1 |
|
| 5697 |
5697
Eagle Wealth Strategies
West Deptford,
New Jersey
| $262M | +$33.7M | +15% | 17.5% | 85% | 126 | 15.87% | 1.7 |
|
| 5698 |
WAM
5698
Werlinich Asset Management
Stamford,
Connecticut
| $262M | +$55.5M | +27% | 49.1% | 232% | 62 | 16.13% | 3.5 |
|
| 5699 |
5699
Twin Lakes Capital Management
Redwood Shores,
California
| $262M | +$41.6M | +19% | 33.7% | 131% | 223 | 8.52% | 3.9 |
|
| 5700 |
5700
Exeter Financial
Scottsdale,
Arizona
| $261M | +$16.5M | +7% | 8.85% | 59.1% | 103 | 6.8% | 5.9 |
|