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
Darden Wealth Group
Ann Arbor,
Michigan
| $191M | +$25.5M | +15% | 15.4% | – | 149 | 21.48% | 1.1 |
|
| 6127 |
6127
Resolute Capital Asset Partners
Denver,
Colorado
| $191M | -$219K | -0.1% | 41.8% | 657% | 70 | 75.71% | 0.3 |
|
| 6128 |
6128
Signature Wealth Management Partners
Montvale,
New Jersey
| $191M | +$16.1M | +9% | 8.62% | 97.9% | 116 | 7.76% | 3.1 |
|
| 6129 |
6129
Brown Financial Advisory
Fairhope,
Alabama
| $191M | +$9.8M | +5% | 6.93% | 66.3% | 56 | 3.57% | 2.1 |
|
| 6130 |
6130
Bullseye Asset Management
Denver,
Colorado
| $191M | -$9.6M | -5% | 1.73% | 81% | 68 | 13.24% | 3.4 |
|
| 6131 |
6131
Loudon Investment Management
West Lebanon,
New Hampshire
| $191M | +$10.2M | +6% | 6.68% | 61.6% | 104 | 14.42% | 5.8 |
|
| 6132 |
6132
Aurora Investment Counsel
Atlanta,
Georgia
| $191M | +$1.28M | +0.7% | 2.86% | 31.7% | 122 | 25.41% | 1.3 |
|
| 6133 |
6133
Cadence Wealth Management
Westborough,
Massachusetts
| $191M | +$39.7M | +26% | 11.4% | 56.4% | 59 | 15.25% | 2.1 |
|
| 6134 |
6134
Evergreen Wealth Management
Williamston,
Michigan
| $191M | +$12.5M | +7% | 4.77% | 62.1% | 56 | 19.64% | 2.1 |
|
| 6135 |
6135
NavPoint Financial
Prior Lake,
Minnesota
| $191M | +$25.2M | +15% | 6.86% | 58.5% | 66 | 10.61% | 1.2 |
|
| 6136 |
6136
Mendel Capital Management
Little Rock,
Arkansas
| $191M | +$15.3M | +9% | 7.15% | – | 96 | 3.13% | 2.8 |
|
| 6137 |
6137
Sage Advisory Services
Austin,
Texas
| $191M | +$7.08M | +4% | 4.4% | 37.8% | 46 | 10.87% | 3.4 |
|
| 6138 |
6138
Smith Thornton Advisors
Huntsville,
Alabama
| $191M | +$16.7M | +10% | 7% | – | 139 | 10.07% | 1.1 |
|
| 6139 |
6139
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $191M | +$57.3M | +43% | 6.56% | 120% | 130 | 22.31% | 2 |
|
| 6140 |
GWM
6140
Global Wealth Management
Kingston,
New Jersey
| $190M | +$8.14M | +4% | 5.22% | – | 35 | 8.57% | 0.8 |
|
| 6141 |
6141
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $190M | +$13.7M | +8% | 4.44% | 31.7% | 42 | 11.9% | 2.5 |
|
| 6142 |
6142
Foundry Financial Group
Laconia,
New Hampshire
| $190M | +$14.7M | +8% | 5.99% | 57.4% | 66 | 6.06% | 1.3 |
|
| 6143 |
6143
Novak & Powell Financial Services
St. Petersburg,
Florida
| $190M | +$46M | +32% | 7.46% | – | 170 | 18.24% | 1.4 |
|
| 6144 |
6144
Orser Capital Management
Southlake,
Texas
| $190M | +$49.8M | +35% | 8.57% | 128% | 74 | 41.89% | 2.9 |
|
| 6145 |
6145
Blue Door Asset Management
Stamford,
Connecticut
| $190M | -$3.12M | -2% | 5.63% | 127% | 29 | 44.83% | 1 |
|
| 6146 |
6146
Level Wealth Management
Greensboro,
North Carolina
| $190M | +$18M | +10% | 5.46% | – | 64 | 9.38% | 0.6 |
|
| 6147 |
XC
6147
XY Capital
Central,
Hong Kong
| $190M | +$44.6M | +31% | 14.4% | 52.8% | 169 | 83.43% | 0.1 |
|
| 6148 |
6148
W Advisors LLC
Germantown,
Tennessee
| $190M | +$15.5M | +9% | 8.64% | 88.7% | 139 | 10.07% | 2.4 |
|
| 6149 |
6149
Cloud Capital Management
Seattle,
Washington
| $190M | +$29.4M | +18% | 8.22% | – | 1,588 | 95.09% | 0 |
|
| 6150 |
6150
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $190M | +$20.9M | +12% | 5.87% | 51.3% | 257 | 15.56% | 2.1 |
|