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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Aletheian Wealth Advisors
Bellevue,
Washington
| $205M | – | – | 1.12% | – | 97 | – | 2.8 |
|
| 6077 |
LWM
6077
Latko Wealth Management
Frankfort,
Illinois
| $205M | +$812K | +0.4% | 2.01% | – | 36 | 8.33% | 1.2 |
|
| 6078 |
6078
Warburton Capital Management
Tulsa,
Oklahoma
| $205M | +$28M | +16% | 0.64% | – | 70 | 15.71% | 0.9 |
|
| 6079 |
6079
Palmer Knight Company
Jacksonville,
Florida
| $205M | +$14.4M | +8% | 1.92% | 78.9% | 35 | 17.14% | 3.8 |
|
| 6080 |
6080
Founders Capital Management (Texas)
Houston,
Texas
| $205M | +$12.3M | +6% | 10% | 131% | 433 | 15.94% | 4.6 |
|
| 6081 |
TCM
6081
TAM Capital Management
Stamford,
Connecticut
| $205M | +$38.6M | +23% | 15.7% | 4.15% | 9 | 33.33% | 0.6 |
|
| 6082 |
6082
Lauterbach Financial Advisors
El Paso,
Texas
| $205M | +$292K | +0.1% | 1.66% | 76.5% | 82 | 6.1% | 3 |
|
| 6083 |
6083
Udine Wealth Management
Boca Raton,
Florida
| $205M | -$6.93M | -3% | 6.85% | 141% | 41 | 29.27% | 1.8 |
|
| 6084 |
WA1
6084
Wimmer Associates 1
Pasadena,
California
| $205M | -$10.4M | -5% | 2.04% | 78.9% | 112 | 6.25% | 7.4 |
|
| 6085 |
6085
FOCUS Wealth Advisors
Houston,
Texas
| $205M | -$10.3M | -5% | 0.08% | 68.7% | 59 | 1.69% | 3.3 |
|
| 6086 |
QAM
6086
QSM Asset Management
London,
United Kingdom
| $204M | +$29.4M | +17% | 12.8% | – | 25 | 16% | 0.8 |
|
| 6087 |
6087
Kapstone Financial Advisors
Lebanon,
Ohio
| $204M | +$3M | +1% | 1.69% | 131% | 165 | 26.06% | 1.9 |
|
| 6088 |
6088
Trademark Financial Management
Bloomington,
Minnesota
| $204M | +$22.4M | +12% | 0.75% | 67.5% | 109 | 19.27% | 1.4 |
|
| 6089 |
6089
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $204M | -$46.9M | -19% | 15.1% | – | 1 | 0% | 1 |
|
| 6090 |
6090
Concorde Asset Management
Ann Arbor,
Michigan
| $204M | -$46M | -18% | 0.7% | – | 255 | 24.31% | 2.3 |
|
| 6091 |
6091
Birchbrook
Bangor,
Maine
| $204M | +$3.39M | +2% | 0.44% | 49.1% | 313 | 11.82% | 1.8 |
|
| 6092 |
II
6092
Ironclad Investments
Maitland,
Florida
| $204M | -$10M | -5% | 4.67% | – | 3 | 0% | 2.3 |
|
| 6093 |
6093
Aufman Associates
Sewickley,
Pennsylvania
| $204M | +$8.71M | +4% | 6.24% | 141% | 67 | 2.99% | 3.6 |
|
| 6094 |
6094
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $204M | +$3.54M | +2% | 0.37% | 64.3% | 131 | 12.21% | 2.4 |
|
| 6095 |
6095
Avondale Wealth Management
West Lake Hills,
Texas
| $203M | +$9.01M | +5% | 0.38% | 83.8% | 71 | 18.31% | 3.6 |
|
| 6096 |
6096
Optimize Financial
Laguna Hills,
California
| $203M | +$4.76M | +2% | 8.88% | – | 484 | 72.52% | 0.3 |
|
| 6097 |
TBBL
6097
True Blue (BVI) Ltd
Road Town, Tortola,
| $203M | -$29.4M | -13% | 8.09% | – | 4 | 25% | 1.3 |
|
| 6098 |
6098
Visionary Horizons
Knoxville,
Tennessee
| $203M | +$9.7M | +5% | 0.34% | 69.2% | 140 | 27.86% | 1.2 |
|
| 6099 |
6099
Olistico Wealth
Tulsa,
Oklahoma
| $203M | -$2.01M | -1% | 1.8% | 108% | 359 | 10.03% | 1 |
|
| 6100 |
6100
Riverstone Advisors
New Braunfels,
Texas
| $203M | -$9.44M | -4% | 2.51% | 104% | 76 | 26.32% | 2.4 |
|