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
Investments & Financial Planning LLC
Lexington,
Kentucky
| $154M | -$8.26M | -5% | 5.83% | 63.6% | 35 | 8.57% | 2.8 |
|
| 6327 |
6327
First Bancorp
Damariscotta,
Maine
| $154M | +$7.76M | +5% | 1.95% | 80.3% | 123 | 4.88% | 3.1 |
|
| 6328 |
6328
Main Line Retirement Advisors
Whitefish,
Montana
| $154M | +$2.14M | +1% | 0.29% | 47.6% | 44 | 13.64% | 1.3 |
|
| 6329 |
6329
Nightview Capital
Austin,
Texas
| $154M | -$84.8M | -36% | 12.9% | 170% | 12 | 50% | 1.6 |
|
| 6330 |
6330
Quarry Hill Advisors
St Paul,
Minnesota
| $154M | +$5.32M | +4% | 0.92% | 65% | 46 | 4.35% | 2.1 |
|
| 6331 |
6331
Balance Wealth
Delaware,
Ohio
| $154M | – | – | 1.94% | – | 110 | – | 0 |
|
| 6332 |
6332
Stephenson & Company
San Clemente,
California
| $154M | +$5.28M | +4% | 2.96% | 47% | 40 | 12.5% | 1.1 |
|
| 6333 |
6333
Keener Financial Planning
Keller,
Texas
| $154M | -$15.5M | -9% | 1.51% | 70.5% | 205 | 21.46% | 1 |
|
| 6334 |
6334
Fedenia Advisers
Madison,
Wisconsin
| $154M | -$16.7M | -10% | 0.35% | – | 467 | 77.09% | 0.2 |
|
| 6335 |
AC
6335
ASB Consultores
Aventura,
Florida
| $154M | -$86.3M | -36% | 3.29% | 91% | 233 | 56.65% | 1.6 |
|
| 6336 |
6336
Harbourvest Partners
Boston,
Massachusetts
| $154M | -$48.9M | -24% | 11.1% | 8.96% | 23 | 34.78% | 3.1 |
|
| 6337 |
KCM
6337
Knoll Capital Management
Miami,
Florida
| $154M | -$1.62M | -1% | 7.89% | 258% | 39 | 17.95% | 2.3 |
|
| 6338 |
6338
Efficient Frontier Advisors
Eastford,
Connecticut
| $154M | +$2.49M | +2% | 1.24% | – | 21 | 19.05% | 0.9 |
|
| 6339 |
6339
AUA Capital Management
Camp Hill,
Pennsylvania
| $154M | -$2.15M | -1% | 1.93% | 70.2% | 78 | 2.56% | 6.6 |
|
| 6340 |
6340
General Partner Inc
Pittsburgh,
Pennsylvania
| $154M | -$12.5M | -8% | 0.75% | 83.1% | 175 | 1.14% | 1.7 |
|
| 6341 |
6341
Fortis Advisors
Wayne,
Pennsylvania
| $153M | +$1.04M | +0.7% | 1.73% | 72.8% | 115 | 9.57% | 3.2 |
|
| 6342 |
6342
Northern Capital Management (Washington)
Spokane,
Washington
| $153M | -$9.7M | -6% | 4.99% | 90.9% | 44 | 11.36% | 2.7 |
|
| 6343 |
6343
CMG Global Holdings
Plano,
Texas
| $153M | -$27.9M | -15% | 0.58% | 80.8% | 92 | 7.61% | 3.1 |
|
| 6344 |
GAA
6344
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $153M | -$2.65M | -2% | 4.33% | 106% | 105 | 9.52% | 1.1 |
|
| 6345 |
6345
Kennicott Capital Management
Corte Madera,
California
| $153M | -$41.3M | -21% | 5.5% | 98% | 43 | 6.98% | 2.9 |
|
| 6346 |
6346
Meriwether Wealth & Planning
Minden,
Louisiana
| $153M | +$12.8M | +9% | 0.2% | – | 129 | 13.95% | 0.2 |
|
| 6347 |
6347
Rainwater Charitable Foundation
Fort Worth,
Texas
| $153M | +$3.62M | +2% | 1.58% | 44% | 4 | 0% | 3.1 |
|
| 6348 |
6348
Kilter Group
Rhinebeck,
New York
| $153M | -$614K | -0.4% | 1.37% | – | 50 | 22% | 0.2 |
|
| 6349 |
6349
McDonough Capital Management
Orlando,
Florida
| $153M | -$8.56M | -5% | 5.7% | 98.1% | 48 | 2.08% | 2.6 |
|
| 6350 |
6350
Northstar Advisory Group
Northfield,
New Jersey
| $153M | -$43.6M | -22% | 0.16% | 141% | 122 | 37.7% | 1.8 |
|