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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Mountaineer Partners Management
New York
| $172M | +$20.6M | +14% | 16.8% | 158% | 18 | 11.11% | 1.8 |
|
| 6452 |
WPA
6452
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $172M | +$9.7M | +6% | 11.7% | – | 625 | 11.84% | 0.4 |
|
| 6453 |
6453
Hillman Capital Management
Bethesda,
Maryland
| $172M | -$11.4M | -6% | 3.59% | 20.2% | 55 | 12.73% | 3.1 |
|
| 6454 |
6454
Trademark Financial Management
Bloomington,
Minnesota
| $172M | +$8.26M | +5% | 6.24% | 67.5% | 96 | 10.42% | 1.2 |
|
| 6455 |
6455
SummerHaven Investment Management
Stamford,
Connecticut
| $172M | +$18.9M | +12% | 13.5% | 150% | 296 | 69.26% | 1 |
|
| 6456 |
6456
Petra Financial Advisors
Colorado Srpings,
Colorado
| $172M | +$14.1M | +9% | 9.4% | 129% | 148 | 10.14% | 1.7 |
|
| 6457 |
JCM
6457
JS Capital Management
New York
| $172M | +$62.6M | +57% | 57.4% | 52.4% | 1 | 0% | 6.3 |
|
| 6458 |
6458
LWM Advisory Services
Plantation,
Florida
| $172M | +$26.6M | +18% | 7.25% | 64.9% | 98 | 13.27% | 2.3 |
|
| 6459 |
6459
Pacific Point Advisors
Rancho Santa Fe,
California
| $171M | -$13M | -7% | 13.4% | – | 131 | 18.32% | 0.6 |
|
| 6460 |
6460
Fee-Only Financial Planning
Okatie,
South Carolina
| $171M | +$9.9M | +6% | 7.21% | 72.6% | 43 | 6.98% | 2.4 |
|
| 6461 |
6461
MQS Management
New York
| $171M | -$10M | -6% | 0.95% | 6.42% | 697 | 78.62% | 0.1 |
|
| 6462 |
6462
Successful Portfolios
Clearwater,
Florida
| $171M | +$8.69M | +5% | 7.78% | 110% | 181 | 9.94% | 4.9 |
|
| 6463 |
6463
Echo Wealth Management
Plymouth,
Minnesota
| $171M | +$8.18M | +5% | 5.09% | 42.9% | 46 | 2.17% | 2.9 |
|
| 6464 |
6464
Whalen Wealth Management
Las Vegas,
Nevada
| $171M | +$11.8M | +7% | 5.71% | 90.2% | 277 | 64.98% | 0.4 |
|
| 6465 |
6465
WESPAC Advisors
Orinda,
California
| $171M | +$28.1M | +20% | 7.77% | 126% | 208 | 32.69% | 1.2 |
|
| 6466 |
AGC
6466
Alden Global Capital
Brandon,
Florida
| $171M | +$8.56M | +5% | 15% | 99.8% | 21 | 42.86% | 1.1 |
|
| 6467 |
6467
Counterweight Ventures
Wilmington,
North Carolina
| $171M | +$17.9M | +12% | 10.6% | – | 81 | 14.81% | 1.4 |
|
| 6468 |
6468
Northland Capital Management
Virginia,
Minnesota
| $171M | +$8.56M | +5% | 4.99% | 37.5% | 31 | 3.23% | 2.6 |
|
| 6469 |
AI
6469
Arrien Investments
Boise,
Idaho
| $171M | +$12.7M | +8% | 4.91% | 46% | 41 | 4.88% | 1.8 |
|
| 6470 |
YC
6470
Yunqi Capital
Hong Kong
| $171M | +$30.8M | +22% | 33.6% | 71.4% | 7 | 42.86% | 1.5 |
|
| 6471 |
6471
IFS Advisors
Overland Park,
Kansas
| $171M | +$38.7M | +29% | 5% | 54.2% | 179 | 6.15% | 2.6 |
|
| 6472 |
6472
14B Capital Management
La Jolla,
California
| $171M | -$72.5M | -30% | 5.9% | – | 11 | 9.09% | 1.2 |
|
| 6473 |
6473
Axis Wealth Partners
East Providence,
Rhode Island
| $171M | +$18.6M | +12% | 6.15% | – | 162 | 9.88% | 0.6 |
|
| 6474 |
6474
Brucke Financial
Indianapolis,
Indiana
| $171M | +$26.9M | +19% | 8.13% | – | 176 | 25% | 0.6 |
|
| 6475 |
6475
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $171M | +$8.42M | +5% | 2.76% | – | 112 | 8.04% | 0.9 |
|