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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $177M | +$11.3M | +7% | 8.31% | 70.9% | 132 | 12.88% | 1.9 |
|
| 6352 |
6352
1248 Management
Kansas City,
Missouri
| $177M | -$93.5M | -35% | 6.61% | – | 175 | 14.86% | 0.5 |
|
| 6353 |
SPAS
6353
Spectrum Planning & Advisory Services
San Diego,
California
| $177M | +$22.5M | +15% | 6.33% | – | 106 | 11.32% | 1.3 |
|
| 6354 |
6354
Prentiss Smith & Co
Brattleboro,
Vermont
| $177M | +$9.06M | +5% | 7.71% | 67.4% | 69 | 5.8% | 6.2 |
|
| 6355 |
6355
Next Level Wealth Planning
Meridian,
Idaho
| $177M | +$21M | +13% | 7.61% | – | 62 | 14.52% | 0.6 |
|
| 6356 |
6356
Allodium Investment Consultants
Minneapolis,
Minnesota
| $177M | +$19.1M | +12% | 5.98% | – | 51 | 3.92% | 0.7 |
|
| 6357 |
6357
Andina Capital Management
Lehi,
Utah
| $177M | +$34.2M | +24% | 4.5% | 38.9% | 158 | 12.66% | 0.8 |
|
| 6358 |
6358
GSI Capital Advisors
Newport Beach,
California
| $177M | -$9.7M | -5% | 3.87% | 39.7% | 35 | 31.43% | 1.9 |
|
| 6359 |
6359
Custos Family Office
Austin,
Texas
| $177M | -$137M | -44% | 7.3% | 57.4% | 81 | 29.63% | 1.7 |
|
| 6360 |
ECP
6360
Elemental Capital Partners
San Francisco,
California
| $177M | – | – | 157% | – | 6 | – | 2.7 |
|
| 6361 |
6361
Lagoda Investment Management
New York
| $177M | +$235K | +0.1% | 5.37% | 250% | 24 | 4.17% | 7.5 |
|
| 6362 |
SWP
6362
Semus Wealth Partners
Boca Raton,
Florida
| $177M | +$22.4M | +15% | 12.8% | 107% | 124 | 17.74% | 2 |
|
| 6363 |
WPEP
6363
Walnut Private Equity Partners
Omaha,
Nebraska
| $177M | +$5.36M | +3% | 3.23% | 48% | 13 | 0% | 4.7 |
|
| 6364 |
6364
Riverchase Wealth Management
Flower Mound,
Texas
| $177M | +$18.9M | +12% | 4.54% | – | 77 | 16.88% | 0.6 |
|
| 6365 |
6365
Wolff Wiese Magana
Carslbad,
California
| $177M | +$15M | +9% | 8.63% | 149% | 1,043 | 13.61% | 2.6 |
|
| 6366 |
6366
Starwood Capital Group Management
Miami Beach,
Florida
| $176M | +$25.2M | +17% | 1.37% | 16.2% | 8 | 12.5% | 1.5 |
|
| 6367 |
6367
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $176M | +$7.48M | +4% | 7.35% | 62.6% | 79 | 12.66% | 3.5 |
|
| 6368 |
6368
venBio Partners
San Francisco,
California
| $176M | +$61.6M | +54% | 69.5% | 564% | 6 | 0% | 2.9 |
|
| 6369 |
6369
Valley Financial Group
Ambler,
Pennsylvania
| $176M | +$11.3M | +7% | 4.69% | – | 67 | 11.94% | 1.4 |
|
| 6370 |
6370
Everstar Asset Management
Mooresville,
North Carolina
| $176M | +$12.4M | +8% | 7.38% | – | 217 | 23.96% | 0.8 |
|
| 6371 |
6371
CAP Partners LLC
Franklin,
Tennessee
| $176M | +$17.3M | +11% | 8.83% | 97% | 152 | 13.16% | 1.3 |
|
| 6372 |
6372
First International Bank of Israel
Tel Aviv,
| $176M | +$6.42M | +4% | 4.58% | – | 59 | 13.56% | 0.2 |
|
| 6373 |
6373
Claris Financial
Glen Allen,
Virginia
| $176M | +$43.4M | +33% | 7.29% | – | 176 | 29.55% | 0.5 |
|
| 6374 |
HM
6374
HCEP Management
Hong Kong
| $176M | +$51.7M | +42% | 34.4% | 182% | 12 | 41.67% | 0.6 |
|
| 6375 |
6375
Gridiron Partners
Wexford,
Pennsylvania
| $176M | +$14.8M | +9% | 3.16% | 15.5% | 70 | 15.71% | 1.5 |
|