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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Vawter Financial
Columbus,
Ohio
| $116M | +$17M | +17% | 3.62% | 48% | 69 | 18.84% | 0.4 |
|
| 6127 |
6127
Buttonwood Financial Group
Kansas City,
Missouri
| $115M | +$15.3M | +15% | 5.71% | 77.9% | 30 | 40% | 0.6 |
|
| 6128 |
6128
Sterling Group Wealth Management
Pasadena,
California
| $115M | +$9.5M | +9% | 5.93% | 67.7% | 52 | 3.85% | 0.5 |
|
| 6129 |
6129
Investments & Financial Planning LLC
Lexington,
Kentucky
| $115M | +$6.5M | +6% | 6.15% | 63.6% | 37 | 8.11% | 1.4 |
|
| 6130 |
6130
Comprehensive Wealth Management
Lynnwood,
Washington
| $115M | -$5.96M | -5% | 0.76% | 36.9% | 39 | 30.77% | 1 |
|
| 6131 |
6131
Howard Wealth Management
Madison,
Connecticut
| $115M | -$4.63M | -4% | 6.58% | 60.3% | 109 | 7.34% | 1.8 |
|
| 6132 |
AMAL
6132
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $115M | +$10.6M | +10% | 10.1% | 124% | 16 | 0% | 4.3 |
|
| 6133 |
MG
6133
Meditor Group
Hamilton,
Bermuda
| $115M | -$10.4M | -8% | 0.97% | 41.1% | 4 | 0% | 7.5 |
|
| 6134 |
6134
Arlington Capital Management
Arlington Heights,
Illinois
| $115M | +$8.76M | +8% | 0.09% | 154% | 111 | 37.84% | 0.3 |
|
| 6135 |
6135
JDM Financial Group
Austin,
Texas
| $115M | +$6.57M | +6% | 6.55% | 56.7% | 222 | 8.11% | 0.5 |
|
| 6136 |
6136
Cladis Investment Advisory
Billings,
Montana
| $115M | +$3.78M | +3% | 5.96% | 131% | 146 | 11.64% | 1.2 |
|
| 6137 |
6137
Regency Capital Management
Honolulu,
Hawaii
| $115M | +$32.4M | +39% | 6.97% | 92.1% | 48 | 45.83% | 0.9 |
|
| 6138 |
MSCM
6138
Marlin Sams Capital Management
New York
| $115M | -$2.28M | -2% | 1.94% | 53.1% | 1 | 0% | 1.3 |
|
| 6139 |
6139
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $115M | +$17.8M | +18% | 13.9% | 105% | 134 | 5.22% | 0.8 |
|
| 6140 |
6140
Wolff Financial Management
Kalamazoo,
Michigan
| $115M | -$172M | -60% | 1.46% | 56.7% | 100 | 65% | 3.5 |
|
| 6141 |
KC
6141
Kenfarb & Co
Ashland,
Kentucky
| $115M | +$2.82M | +3% | 5.87% | – | 216 | 2.31% | 1.3 |
|
| 6142 |
6142
Perkins Capital Management
Wayzata,
Minnesota
| $115M | +$8.7M | +8% | 21.8% | 303% | 101 | 7.92% | 4.3 |
|
| 6143 |
6143
NVP Associates
Menlo Park,
California
| $115M | +$27.7M | +32% | 43.4% | 953% | 10 | 20% | 0.4 |
|
| 6144 |
ECM
6144
Endurant Capital Management
San Mateo,
California
| $115M | -$80.1M | -41% | 7.56% | 18.4% | 65 | 70.77% | 0.8 |
|
| 6145 |
6145
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $114M | -$970K | -0.8% | 3.18% | 64.3% | 106 | 16.04% | 1.6 |
|
| 6146 |
6146
Objective Capital Management
Pepper Pike,
Ohio
| $114M | +$4.9M | +4% | 8.03% | – | 103 | 11.65% | 1.3 |
|
| 6147 |
6147
SCF Partners
Houston,
Texas
| $114M | -$60.3M | -35% | 1.93% | 2.1% | 3 | 33.33% | 5.4 |
|
| 6148 |
6148
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $114M | +$5.39M | +5% | 4.43% | 59.7% | 59 | 5.08% | 0.5 |
|
| 6149 |
6149
Shearwater Capital
Denver,
Colorado
| $114M | +$6.73M | +6% | 4.31% | 74.4% | 38 | 0% | 1.3 |
|
| 6150 |
AIFAIM
6150
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $114M | +$20.6M | +22% | 6.96% | 72.8% | 118 | 16.1% | 2.3 |
|