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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Capital Wealth Alliance
Scottsdale,
Arizona
| $215M | -$5.82M | -3% | 3.63% | 124% | 105 | 17.14% | 2.5 |
|
| 6327 |
6327
Hardin Capital Partners
Greenville,
South Carolina
| $215M | -$153K | -0.1% | 1.45% | – | 153 | 16.34% | 1.5 |
|
| 6328 |
6328
Wealth Intelligence
Columbus,
Georgia
| $215M | +$7.32M | +4% | 5.92% | – | 59 | 1.69% | 0.4 |
|
| 6329 |
6329
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $215M | +$21.7M | +11% | 22.3% | 151% | 108 | 23.15% | 2 |
|
| 6330 |
FG
6330
Franchise GP
Grand Cayman,
| $215M | -$56.7M | -21% | 77.7% | – | 49 | 46.94% | 0.3 |
|
| 6331 |
6331
Cornerstone Wealth Partners
Okemos,
Michigan
| $215M | +$38.9M | +22% | 9.76% | – | 21 | 28.57% | 0.4 |
|
| 6332 |
6332
Lipe & Dalton
Syracuse,
New York
| $215M | +$24.1M | +13% | 19% | 101% | 99 | 12.12% | 6.6 |
|
| 6333 |
6333
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| $215M | +$21.9M | +11% | 10.1% | – | 105 | 4.76% | 0.5 |
|
| 6334 |
6334
Destiny Capital
Golden,
Colorado
| $215M | +$27.4M | +15% | 15.2% | – | 60 | 15% | 2.4 |
|
| 6335 |
LMHBHCT
6335
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $215M | -$4.03M | -2% | 14.4% | – | 2 | 0% | 0.4 |
|
| 6336 |
6336
Base Wealth Management
Lakewood Ranch,
Florida
| $215M | +$36.3M | +20% | 11.8% | – | 66 | 9.09% | 1 |
|
| 6337 |
6337
Gouws Capital LLC
Charlotte,
North Carolina
| $215M | +$26.1M | +14% | 20.2% | 114% | 59 | 8.47% | 3.2 |
|
| 6338 |
6338
Kellett Wealth Advisors
Cincinnati,
Ohio
| $215M | +$30.3M | +16% | 12.6% | 76.3% | 98 | 20.41% | 2.1 |
|
| 6339 |
KCM
6339
KRS Capital Management
Bloomfield,
Michigan
| $215M | +$51.7M | +32% | 49.1% | 272% | 129 | 14.73% | 2.8 |
|
| 6340 |
6340
GLR Partners
Columbia,
Maryland
| $215M | +$31.5M | +17% | 15.5% | – | 118 | 20.34% | 0.2 |
|
| 6341 |
6341
Crown Oak Advisors
Piedmont,
California
| $215M | +$15.4M | +8% | 6.67% | 53.3% | 24 | 8.33% | 2.3 |
|
| 6342 |
6342
Peterson Wealth Management
Sparks,
Nevada
| $215M | +$42.1M | +24% | 11.5% | 78% | 202 | 26.24% | 0.8 |
|
| 6343 |
6343
Riverchase Wealth Management
Flower Mound,
Texas
| $215M | +$22.7M | +12% | 8.42% | – | 81 | 12.35% | 1.1 |
|
| 6344 |
6344
Nipun Capital
Foster City,
California
| $215M | +$12.4M | +6% | 5.89% | 30.2% | 10 | 40% | 1.6 |
|
| 6345 |
6345
LifeSteps Financial
Claremont,
California
| $215M | +$56.6M | +36% | 17.5% | 98.4% | 793 | 87.77% | 0.5 |
|
| 6346 |
6346
Sowa Financial Group
Lincoln,
Rhode Island
| $215M | +$12.7M | +6% | 9.53% | 100% | 31 | 9.68% | 3.6 |
|
| 6347 |
6347
Signature Wealth Management Partners
Montvale,
New Jersey
| $214M | +$15.1M | +8% | 16.1% | 97.9% | 128 | 14.06% | 3.3 |
|
| 6348 |
6348
Praesidium Investment Management Company
New York
| $214M | -$204M | -49% | 22.2% | 79% | 12 | 0% | 3.1 |
|
| 6349 |
6349
Vaughan & Co Securities
Ridgewood,
New Jersey
| $214M | +$21.8M | +11% | 15.3% | 70.7% | 63 | 11.11% | 4.3 |
|
| 6350 |
6350
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $214M | +$10.6M | +5% | 6.93% | 64.3% | 130 | 9.23% | 2.5 |
|